"Phil Marti" <prm20871[at]verizon.net> wrote in message
news:c59vj.8429$_T3.8375[at]trnddc07...
- quote -

Perhaps so, but the form doesn't make that distinction. All is says is
include the amount NOT reported on box 1 of form W-2. Reimbursement on a
1099 is NOT on the form W-2. Maybe that's not supposed to happen, but
following the instructions still puts it on the 2106.

- quote -

Which would work if it were reported via a W-2. It wasn't. The employer,
by omittng it from box 1 of the W-2, isn't saying that it's a
non-accountable plan.

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On Feb 20, 5:48 pm, SMF <smf...[at]comcast.net> wrote:
- quote -


If you are an employee, then you should not be getting a 1099 from
your employer. All income belongs on the W2. It belongs in the box
labeled wages & other income. The tax treatment of the reimbursement
can vary depending on whether it qualifies as an accountable plan or
not.


___________________________________
<<< Benjamin Yazersky, CPA [NJ & NY] > > -----> real address on hobokeni or hobokenx <-----





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"D. Stussy" wrote:

- quote -

I disagree. What you are talking about would be the treatment of excess
payments under an accountable plan.

- quote -

and reported on the W-2 ( Pub 15). The employee is stuck will the Schedule
A employee business expense deduction.
--
Phil Marti
Clarksburg, MD

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"Phil Marti" <prm20871[at]verizon.net> wrote in message
news:MH2vj.9147$kI4.3936[at]trnddc05... "SMF" wrote:
- quote -

If this year's from 2106 (Line 7 - I haven't done one of those in a while)
has a line for employer reimbursement, that's really where it should go.
Form 8919 would be applicable to the extent there was EXCESS reimbursement.
That does produce a different (lower) answer of tax due.

You should file the form 2106 even if you DON'T have a Schedule A - because
it has to show the reimbursement.

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"SMF" <smfwdf[at]comcast.net> wrote
- quote -




If you "account" to your employer, meaning you turn in mileage records, etc,
then they are doing it wrong. It's not income to you at all.


If they just give you $100 a week (and you're on vacation for two weeks,
that comes to $5,000 even) then it's a non-accountable plan and it is income
to you.

It shouldn't be reported on the 1099 though, as it should be reported as
additional wages and reported through your W-2.

In a non-accountable plan you would then deduct your actual expenses on
Schedule A.




Get your employer to correct this if it's wrong, and may see if they'll
change plans to an accountable plan (if you don't have one now) which
benefits you with no real downside to him.



--
Paul A. Thomas, CPA
Athens, Georgia

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"SMF" wrote:

- quote -

It was incorrect. The $5,000 should have been included in Box 1 wages of
the W-2. I'll be charitable and say that the employer is confused, but
there's also the chance that the employer is trying to avoid the employer's
share of FICA and Medicare (and perhaps FUTA).

If the employer won't correct the W-2, do the following:

1. Include the $5,000 with wages on line 7 of the 1040.

2. File Form 8919 with your 1040 to calculate and pay the employee's share
of FICA/Medicare.

--
Phil Marti
Clarksburg, MD

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We got a 1099-Misc with $5000 in Box 3 Other Income. This was a
reimbursement for auto expenses of an employee. I understand how to
deduct the employee expenses on Sch A but not sure if the $5000 goes
on Other Income Line 21 on the front of my 1040. Someone said it had
to go on Sch C. Advice? They reimburse at the fed 48.5 We loose out
with the limitation on Sch A where it goes. IF it somehow went on Sch
C it would be a wash.

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