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Question

I travel and spend 4 days out of the week in another locale on a temporary assignment (less than a year for now). Are hotel, airline tickets, food, taxi, etc. allowable expenses for per diem? My contract employer subtracts a per diem amount ($160/day) from my gross amounts of my paycheck as non-taxable amounts in a non-accountable plan. Is this amount taxable at the end of the year as income tax or do I have to file Form 2106 and subject to the 2% AGI floor? I was told the amounts wouldn''t appear on my W-2.

Submitted: 619 days and 18 hours ago.
Category: Tax
Value: $15
Status: CLOSED
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Optional Information

Optional Information:
California

Posted by RD 619 days and 18 hours ago.

Answer

As long as the per diem allowance is in line with the federal per diem rates and the employee is away from home on a temporary assignment, the per diem amount is not taxable as wages and will not appear on W-2 taxable wages.

Link for your reference-

http://www.irs.gov/newsroom/article/0,,id=164208,00.html

Let me know if you have any question.

 

Please note: This advice is provided with the understanding that all the relevant facts have been provided by you. Any change in facts might affect the advice given and hence may not be relied on in such cases. Nothing contained in this reply was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended.

 

 

 

619 days and 13 hours ago.

Reply

It sounds like you're saying all the per diem expenses (whether hotel, airline tickets, car rentals, or food) at the assignment location are deductible and if below a certain amount for the temporary assignment, all of it is non-taxable. Is that right?

While not appearing as taxable wages on the W-2, do the amounts appear on the W-2 gross as non-taxable?

Accepted Answer

Per diem generally includes lodging, meals and incidental expenses associated with business travel. Yes, as long as the per diem allowance is not over the federal prescribed rates this would not be taxable.

Infact, in addition to the per diem the company can pay your actual airline tickets and car rentals or reimburse your for your actual expenses for such expense incurred for business purpose.

Let me know if you have any question.

 

Please note: This advice is provided with the understanding that all the relevant facts have been provided by you. Any change in facts might affect the advice given and hence may not be relied on in such cases. Nothing contained in this reply was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended.

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Expert: RD
Pos. Feedback: 99.4 %
Accepts: 6486
Answered: 7/10/2008

Certified Public Accountant (CPA)

CPA, MBA, Over 10 yrs of experience in tax planning and business consulting..

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