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Form 1099-R - Retired Minister Housing Allowance
1
Changing any of the key entries listed below will affect the outcome on your tax return. The important entries on Form 1099-R include Boxes 1, 2a, 2b, 7 (numeric and alpha), and the IRA/SEP/SIMPLE checkbox.
Additionally, if you need to use the Simplified Method, have converted a traditional IRA to a Roth IRA, or have rolled over amounts from an employer plan or a traditional IRA to a traditional IRA, please review the additional information not reported on Form 1099-R and enter any data that applies to your situation. If you use Step-by-Step Guidance, the screens related to previous situations will only appear if you enter in applicable information.
The IRS allows a housing allowance to retired ministers to the extent the recipient can justify the amount. Should you receive more than you can justify, the excess should be considered taxable.
You may include a statement with an electronically filed return using the instructions below. You should keep documentation in your records to justify the amount of housing allowance. This subject is covered in IRC Section 107, which you can mention in your statement. Be sure to include the amount received. 
You should have received Form 1099-R reporting the distribution. See Form 1099-R - Entering Distributions from Retirement Plans for details.
To attach a statement to the return, follow these steps.

Online
Dashboard
  1. From within your TaxAct return, click Resources.
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Select Federal Search.
  3. Click the Miscellaneous Topics drop-down.
  4. Expand the Additional Information for E-Filing drop-down.
  5. Click E-Filing Notes and Explanations.
  6. Enter your exempt housing allowance statement and any other applicable information.
Classic  
  1. From within your TaxAct return, click Federal.
    • On smaller devices, click the menu at the top left corner of your screen, then make your selection.
  2. Click the Miscellaneous Topics drop-down.
  3. Click the Additional Information for Electronic Filing drop-down.
  4. Click E-Filing Notes and Explanations.
  5. Enter your exempt housing allowance statement and any other applicable information.
Desktop
  1. From within your TaxAct return, click Federal.
  2. Click the Miscellaneous Topics drop-down. 
  3. Expand the Additional Information for E-Filing drop-down. 
  4. Click E-Filing Notes and Explanations.
  5. Enter your exempt housing allowance statement and any other applicable information.
If you are paper-filing, you may create your statement in a word processing program, print it, and attach it to the paper-filed return directly.