deductions
we took a trip to counsel a church member. the software took the mileage but not the room and food. how do i fix that?
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we took a trip to counsel a church member. the software took the mileage but not the room and food. how do i fix that?
If you are a clergy member who made this as a business trip, the method of deducting the business trip expenses is complicated and depends on whether you receive your pay with a W-2 or a 1099. I can give you more advice if you confirm that you are a clergy member.
If you are a W-2 employee of a organization that does counseling, you cannot deduct any work related expenses for travel. That deduction was eliminated in the 2018 tax reform. You can list your expenses, and they might be deductible on your state tax return, but they are not deductible on your federal return.
If you performed this counseling as a charitable service, you can never deduct a charitable donation to help a specific individual, no matter how needy or charitable a purpose it might be. You can deduct expenses to provide service to a registered exempt organization. In this case, that would mean that if the organization sent you on a mission to a specific location and you did not have a say in where you went or who you counseled, then you are acting on behalf of the organization and you would deduct your out of pocket expenses as if they were cash donations to the organization. If you decided that you would counsel this person, then you cannot take any tax deduction for your out-of-pocket expenses or mileage, even if you belong to the same charitable organization and the organization approved the purpose of the trip.
To try to put it as simply as possible: if the organization sends you and you do not have a say, then you are serving the organization not the individual. If you decide where to go and you are serving the individual, then the expenses are not deductible as charity donations.
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