Question

I have a question about filing Form 1099-MISC after receiving refund. Can I report my W-2 income and get my refund and then file another return with my Form 1099-MISC income?

Answer

No, filing Form 1099-MISC after receiving refund isn’t an option. You must report all taxable income you receive in the same year on the same return.

To report your income, enter your W-2 income received as an employee on Form 1040.

Where you enter your 1099-MISC income depends on what box reports your income:

  • If income is reported in Box 7:
    • File Schedule C to enter your income and the expenses you incurred to produce the income.
    • File Schedule SE and pay self-employment tax and if either of these applies:
      • Your self-employment net earnings — excluding church employee income — were $400 or more.
      • You had church employee income of $108.28 or more.
  • If income is in Box 3:
    • Enter the income on Form 1040 as other income.
    • This income isn’t subject to self-employment tax.

Related Topics

Related Resources

IRS Notice CP17 – Refund of Excess Estimated Tax Payments

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IRS Notice CP12M – Making Work Pay and/or Government Retiree Credit Computed

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