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G
Gotaxes
Level 3
February 3, 2026
Question

Special Provision for Retired Ministers - Exclusion of pension as designated housing allowance worksheet?

  • February 3, 2026
  • 1 reply
  • 7 views

Looking for an explanation worksheet to attach to tax return of retired minister. Has pension distribution that is eligible to be excluded from income due to special provision for retired ministers. Pension income is designated as a housing allowance - Section 107 IRS Code - Rev. Ruling 75-22.

Off the shelf Turbo Tax has such a worksheet - if ProSeries Professional has it, I haven't been able to find it.

 

Anyone familiar with this?

1 reply

dascpa
dascpa
Level 11
February 3, 2026

I use the Additional Information worksheet and in over 20 years never been questioned.

THE TAXPAYER RECEIVED FORM 1099-R FROM xxxx, EIN: xxxxx IN THE AMOUNT OF $xxx. THIS DISTRIBUTION IS NOT TAXABLE UNDER IRC SECTION 107 AS CLERGY HOUSING ALLOWANCE.

    G
    GotaxesAuthor
    Level 3
    February 4, 2026

    Thanks for the response.

    I have in the past used the preparer notes but read that off the shelf Turbo Tax automatically prepares a schedule to attach to the return. Just thought that if Turbo Tax has this, ProSeries Professional should too!

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