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My new job has me work 75% from home, but requires me to

 
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Customer Question

My "new" job has me work 75% from home, but requires me to work 25% from employer's plant over 300 miles away... that amounts to 1 week per month.

Can I deduct mileage?
Can I deduct lodging expense for that 1 week a month?
I provide my own work phone for the 75% from home, is that deductible business expense to?

Tim in Washington

 

Optional Information:
State/Country relating to question: Washington

Already Tried:
Tried to decipher IRS booklets... they are straight forward about temporary work away from home, but it is unclear when the "temporary" is ongoing to the same place, but less than 50% duty cycle.

Submitted: 763 days and 15 hours ago.
Category: Tax
Value: $30
Status: CLOSED

Accepted Answer

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Expert:  Wallstreet Esq. replied 763 days and 15 hours ago.


Wallstreet Esq. :

Hello I am a licensed attorney here to help you with your question, please review my response and do not hesitate to ask for clarification.

Wallstreet Esq. :
  • Depreciation on a computer or cellular telephone required to do your job.
  • Dues to chambers of commerce, professional societies and unions.
  • Education that is employment-related.
  • Home office or part of your home used regularly and exclusively in your work.
  • Job-search expenses in your present occupation.
  • Legal fees related to doing or keeping your job.
  • Licenses and regulatory fees as well as occupational taxes.
  • Malpractice insurance premiums.
  • Medical examinations required by an employer.
  • Passport for a business trip.
  • Subscriptions to professional journals and trade magazines related to your work.
  • Tools and supplies used in your work.
  • Travel, transportation, entertainment and gift expenses related to your work.
  • Work clothes and uniforms, and their upkeep costs.


Wallstreet Esq. :

Your expenses must have been required for you to carry out the job for which you were hired and must be what the IRS calls "ordinary and necessary." This means the item or service is common and accepted in your line of work and is appropriate and helpful to your job.



Wallstreet Esq. :

Deductible local transportation expenses include the ordinary and necessary expenses of going from one workplace (away from the residence) to another. If you have an office in your home that you use as your principal place of business for your employer, you may deduct the cost of traveling between your home office and work places associated with your employment. Refer to Topic 509 for information on home offices. You may deduct the cost of going between your residence and a temporary work location outside of the metropolitan area where you live and normally work

Wallstreet Esq. :

You must itemize your tax return to claim these expenses.

Customer :

Okay... I was already 99.9% sure about the mileage deduction... and about 80% sure on the work phone expense. But it is the lodging expense for that week that has me wondering...can I define that 1 week a month, which is ongoing and indefinite, as a "temporary" work location and therefore deduct it?

Customer :

My tax home is clearly my 75% work-at-home residence location.

Expert TypeTax Attorney
Category: Tax
Pos. Feedback: 99.5 %
Accepts: 560
Answered: 3/28/2011

Experience: 10 years experience

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Customer replied 763 days and 14 hours ago.

Something goofed with the reply button and it posted my reply with clarifying questions, but also blasted through to "Accept" which closed the conversation/ticket. So again:

 

I was already 99.9% sure about the mileage deduction... and about 80% sure on the work phone expense.

 

But it is the lodging expense for that week that has me wondering...can I define that 1 week a month, which is an ongoing and indefinite arrangement, as a "temporary" work location and therefore deduct it?

 

My tax home is clearly my 75% work-at-home residence location.

Picture
Expert:  Wallstreet Esq. replied 763 days and 13 hours ago.

Under IRS regulations you can deduct the unreimbursed portions of your lodging, SEE PUBLICATION 529

http://www.irs.gov/publications/p529/ar02.html#en_US_publink100026911

 

 

You can deduct only unreimbursed employee expenses that are:

  • Paid or incurred during your Tax Year,

  • For carrying on your trade or business of being an employee, and

  • Ordinary and necessary.

An expense is ordinary if it is common and accepted in your trade, business, or profession. An expense is necessary if it is appropriate and helpful to your business. An expense does not have to be required to be considered necessary.

 

Travel, transportation, meals, entertainment, gifts, and local lodging related to your work

Customer replied 763 days and 12 hours ago.

Relist: Incomplete answer.

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Expert:  Wallstreet Esq. replied 763 days and 12 hours ago.

If it is a regular part of your business, and employement you may deduct the cost of going between your residence and a temporary work location outside of the metropolitan area where you live and normally work.

If you have one or more regular work locations away from your residence, you may also deduct the cost of going between your residence and a temporary work location within your metropolitan are

 
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