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New Member
posted May 31, 2019 7:14:12 PM

Do I need to claim nontaxable stipends anywhere?

I had a 13 week travel assignment that was >50 miles away from my tax home.  I was provided a nontaxed stipend for meals and housing. It is not reported on the W2 I received from the company.  Do I need to include this information anywhere when filing my taxes?

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1 Best answer
New Member
May 31, 2019 7:14:14 PM

Since this reimbursement was not added to your W-2 it sounds like this was an "Accountable Plan"

Employees can be reimbursed in one of two ways.

Accountable Plan:  Must meet three requirements:

1. You must have paid or incurred expenses that are deductible while performing services as an employee.

2. You must adequately account to your employer for these expenses within a reasonable time period, and

3. You must return any excess reimbursement or allowance within a reasonable time period.

Non-Accountable Plan:

The payments you receive should be included in the wages shown on your Form W-2. You must report the income and itemize your deductions to deduct these expenses.

Generally, you would report these expenses on form 2106 or 2106-EZ.

1 Replies
New Member
May 31, 2019 7:14:14 PM

Since this reimbursement was not added to your W-2 it sounds like this was an "Accountable Plan"

Employees can be reimbursed in one of two ways.

Accountable Plan:  Must meet three requirements:

1. You must have paid or incurred expenses that are deductible while performing services as an employee.

2. You must adequately account to your employer for these expenses within a reasonable time period, and

3. You must return any excess reimbursement or allowance within a reasonable time period.

Non-Accountable Plan:

The payments you receive should be included in the wages shown on your Form W-2. You must report the income and itemize your deductions to deduct these expenses.

Generally, you would report these expenses on form 2106 or 2106-EZ.