Tax

Have a Tax Question? Ask a Tax Expert

Ask an Expert,
Get an Answer ASAP!

Tax

I am a clergy and pay self-employment taxes. My family is

Customer Question
I am a clergy and...
I am a clergy and pay self-employment taxes. My family is covered on my wife's medical/dental plan. The church where I work, reimburses me for the added portion that is deducted from my wife's pay to have myself and our children covered by her plan. What, if any are the tax ramifications for this, and what documentation do I need?
Submitted: 5 years ago.Category: Tax
Show More
Show Less
Ask Your Own Tax Question
Answered in 6 minutes by:
2/1/2012
Tax Professional: Tax.appeal.168, Tax Accountant replied 5 years ago
Tax.appeal.168
Tax.appeal.168, Tax Accountant
Category: Tax
Satisfied Customers: 4,034
Experience: 3+ decades of varied tax industry exp. Tax Biz owner
Verified
Hello, THANK YOU for choosing Just Answer. My goal is to help make your life...a little...LESS taxing.

In brief, if it is an HRA (Health Reimbursement Arrangement), the reimbursements should be tax free. SEE BELOW;

------------------------------------

A medical reimbursement plan is any plan or arrangement under which an employer (church) reimburses an employee for uninsured health or accident expenses incurred by the employee or their dependents. Health or accident expenses are defined in IRC Section 213(e). If done correctly, these reimbursements are paid to the employee tax-free.

The employer (church) must establish a formal written plan. Note that this benefit is employer funded. It cannot be funded by any means of salary reduction.
Tax.appeal.168
Tax.appeal.168, Tax Accountant
Category: Tax
Satisfied Customers: 4,034
Experience: 3+ decades of varied tax industry exp. Tax Biz owner
Verified
Tax.appeal.168 and 87 other Tax Specialists are ready to help you
Ask your own question now
Ask Tax.appeal.168 Your Own Question
Tax.appeal.168
Tax.appeal.168
Tax.appeal.168, Tax Accountant
Category: Tax
Satisfied Customers: 4,034
4,034 Satisfied Customers
Experience: 3+ decades of varied tax industry exp. Tax Biz owner

Tax.appeal.168 is online now

A new question is answered every 9 seconds

How JustAnswer works:

  • Ask an ExpertExperts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional AnswerVia email, text message, or notification as you wait on our site. Ask follow up questions if you need to.
  • 100% Satisfaction GuaranteeRate the answer you receive.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,312 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,362 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

Robin D.

Robin D.

Senior Tax Advisor 4

14,120 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,652 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

R. Klein, EA

R. Klein, EA

Enrolled Agent

1,839 satisfied customers

Over 20 Years experience

< Previous | Next >

Related Tax Questions
Ministers Housing/Self-Employment After form 4361 is
Ministers Housing/Self-Employment After form 4361 is approved by IRS, I need to go back and file form 1040X to amend my return, where I paid self-employment tax.Let's say form SE showed $5,000 in self… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
If I am serving as a medical director and receiving a 1099
If I am serving as a medical director and receiving a 1099 income from this, can I deduct my tuition and expenses related to an MBA in medical leadership off my schedule C?… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
A taxpayer is self-employed and married and has an HSA, but
A taxpayer is self-employed and married and has an HSA, but did not contribute to the HSA. He is on Medicare and he pays his Medicare premiums from his HSA. Can he count this amount as S-E medical cos… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,811 satisfied customers
Employee Benefits - An employer has 12 employees and is
Employee Benefits - An employer has 12 employees and is going to pay 100% of disability insurance for each employee. 1. Does this amount need to be added to employees gross pay? 2. Is employer allowed… read more
LEV
LEV
Retired
Bachelor's Degree
14,896 satisfied customers
Would the estate pay self employment taxes on the income
Richard,Would the estate pay self employment taxes on the income before the beneficiaries are determined? For instance if it takes the court 2 years to say the parents are the beneficiaries. How is th… read more
Richard
Richard
Tax Attorney
Doctoral Degree
4,362 satisfied customers
My total self-employment tax of $2,826 is comprised of
My total self-employment tax of $2,826 is comprised of $2,290 Social Security tax and $536 Medicare tax. I file single. Paid 4500 in health ins premiums Paid about $5500 (deductible never ran out) med… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,811 satisfied customers
Are non insurance covered medical expenses deductible? Are
are non insurance covered medical expenses deductible? … read more
Tax.appeal.168
Tax.appeal.168
Tax Accountant
4,034 satisfied customers
Another question about taxes, medical tax deferred accounts
Another question about taxes, medical tax deferred accounts and divorce. I completed my divorce January 30, 2017 in Massachusetts. My husband had a medical tax deferred account set up and I continued … read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,811 satisfied customers
Is the deduction for medical expenses on Schedule A repealed
Is the deduction for medical expenses on Schedule A repealed under the new tax law & can health insurance premiums for a Schedule C proprietor still be deducted on page 1 of Form 1040?… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
14,120 satisfied customers
Employer wants to add benefit: contribution to employee's
employer wants to add benefit: contribution to employee's Roth IRA. For income tax purposes, does it matter to employee whether they cut a check to employee vs. report it as a payroll deduction?… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
14,120 satisfied customers
My employer had a disability benefits plan that paid my full
hi. my employer had a disability benefits plan that paid my full salary during my short term disability. theytook out my usual tax amount for fed and state. The income amounted to roughly $53K. Worker… read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
1,095 satisfied customers
I had some self employment income where I was paid in
I had some self employment income where I was paid in bitcoin. I also made some bitcoin payments to a couple of businesses for what would be considered commissions. Would I report the income and expen… read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
1,095 satisfied customers
As an employer, I pay a portion of my employees medical
As an employer, I pay a portion of my employees medical insurance. For some, it completely covers, for others, they have to pay out of pocket. My question is, I offer a plan through a broker, my emplo… read more
Barbara
Barbara
Enrolled Agent, Paralegal
3,811 satisfied customers
Income from the leasing of cars...is it self employment
Income from the leasing of cars...is it self employment income? … read more
emc011075
emc011075
Senior Tax Specialist
Bachelor's Degree
16 satisfied customers
I have a client who has overseas self-employment income. It
I have a client who has overseas self-employment income. It is my understanding that this income cannot be excluded from his taxes because his main home was in the US? Is that correct? Also would he q… read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
1,095 satisfied customers
I am being asked for what I paid into self employment tax
I am being asked for what I paid into self employment tax for 5 years-I did nto pay becaasue I had a distribution. I also showed a loss and did nto pay for 2 years. Very small amount each year -income… read more
Chad EA, CFP ®
Chad EA, CFP ®
IRS Enrolled Agent, CFP(R),
Master\u0027s Degree
1,095 satisfied customers
My employer realized they had been taxing our medical
My employer realized they had been taxing our medical insurance. I've worked there over 25 years, had medical the entire time. Seems wecan only get our taxes for 3 years. What can be done about the ot… read more
NPVAdvisor
NPVAdvisor
CFP Licensee and Practitioner
Master's Degree
180 satisfied customers
I am clergy receiving disability benefits considered income
I am clergy receiving disability benefits considered income replacement benefits "sick pay" under the Code and are subject to federal income tax. I have been receiving disability for over 12 months no… read more
Phillips Esq.
Phillips Esq.
Attorney
Juris Doctor
18,406 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x