Questions & Answers

What sources of miscellaneous income should I report?

Report any taxable distributions from retirement plans and any miscellaneous non-employee compensation listed below:

• Executor Fee
• Jury Duty Pay
• Director Fee
• Expert Witness Fee
• Honorarium
• Covenant Not to Compete
• Damages for Lost Wages
• Household Employee Wages NOT on a W-2
• Other Nonemployee Compensation (such as Form 1099-MISC)
• Early Retirement Distribution
• IRA Distribution
• Life Insurance or Annuity or Endowment Distribution
• Charitable Gifts Annuities Distribution
• Employee Stock Ownership Plan Distribution
• Medicare Waiver Payment NOT reported on a W-2
• Other wages NOT reported on a W-2