So, my mom and dad jointly filed a tax return for 2023, and my my mom did work for a few months, albeit she did not contribute nearly as much as my dad did. However, she has told me that she did not get a W-2 form at all and that the income was merely reported on the 1040 tax return. What should I put on IDOC? Should I not report any income at all for my mom? She doesn’t have a 1099, letter from any agency, or a pay-stub.
You need to report the amount of income she earned, which she clearly knows because she included it in the 1040. What kind of work did she do, and did she report it as regular income or was it reported on a Schedule C (business income)?
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IDOC is document submission, not #s.
If you mean CSS it will show you what lines to add. The IDOC submission will verify your truthfulness.
If your mom didn’t get a W-2 or 1099, she should have either a check stub or deposit records, something like that…you can upload screenshots or scans of those. Plenty of companies don’t provide 1099s when they are supposed to. You could also contact a staffer at one of your CSS college’s financial aid offices and ask them what the recommend.
And sometimes a 1099 is not required if the amount paid to the person is less than a certain amount…by any employer.
@BelknapPoint what is that amount?
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Not belknappoint, but if a company pays someone >$600 in any given year, they are supposed to give that person a 1099. If a person doesn’t get a 1099, they are still required to report their earned income on their tax return…as OP’s mom seems to have done.
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