The income amount(s) used on Publication 517 Worksheets 1-4 (Clergy worksheets) to calculate the percentage of tax-free income (Worksheet 1) and the net self-employment income for Schedule SE (Form 1040) (Worksheet 4), are not transferred automatically from the Form W-2 Wage and Tax Statement. These are manual entries made in the Self-employment Tax Adjustments section as outlined below. Entering these amounts will NOT double the income claimed on the return.
The amounts entered here will appear on the worksheets and can be viewed by following these steps:
Note. If you see a message indicating you have not paid your return fees, click the View/Pay your return fees link, which will direct you through the Paper Filing steps. Continue through the screens until you have processed the payment for your product fees and then repeat the steps to print.
Once the fillable worksheets are completed, they will then become a part of the return and will be electronically filed and/or printed with the return. The amounts from the worksheets must be manually entered elsewhere in the program as explained previously.
Please refer to IRS Publication 517 Social Security and Other Information for Members of the Clergy and Religious Workers for additional information.
Note that any link in the information above is updated each year automatically and will take you to the most recent version of the document at the time it is accessed.