Do I report Accountable Reimbursement on W2?

How does the church report accountable reimbursement?

Comments for Do I report Accountable Reimbursement on W2?

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Jan 15, 2013

Report for council
by: Anonymous

I use an excel spreadsheet for our church council that reports all payments to Pastor.
The information is below. Might be a bit hard to read as it is not in excel format but hopefully you get the idea.

Pastor xxxxx 2012 Report

Salary $10,614.40
Other Income-non accountable method (travel, supplemental, benevolence)
Supplemental Fund $350.00
Benevolence Fund $2,250.00
Pastor conference non accountable portion $556.35
Total Other Income-non accountable method (travel, supplemental, benevolence) $3,156.35

Total income: W-2 Box 1 $13,770.75

Housing Allowance: W-2 Box 14 $17,510.60

Total tax information: Report on W-2 $31,281.35

HRA paid to AFLC $3,105.00
Christian Healthcare Ministries-paid to Members Escrow $1,555.00
Other Medical direct pay to vendor Pmyts $2,600.00
Total Medical: Information only $7,260.00

401-K: Information only Direct to vendor $259 & ck# 3053 $110 total:$369.00

Accountable method Reimbursements: Information only
1/3/12-pastor directory, handbook $5.00
4/11/12- Lent $95.00
6/6/12- lodging Pastor conference $603.00
Meals & Incidentals-various dates & checks $160.75
Mileage-various dates & checks $1,318.38
Registration fees-various dates & checks $140.00
Total Accountable method Reimbursements: Information only $2,322.13

Total 2012 Income & Benefits: Information only $41,232.48

Jan 24, 2013

Nontaxable Accountable Reimbursements
by: Vickey

If you have a proper accountable reimbursement policy set up, the amounts are NOT reported on an employees W-2. See this page on Accountable Reimbursement Policies for more detail.

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Join in and write your own page! It's easy to do. How? Simply click here to return to Minister's W-2.

If you want to DIY your payroll, I highly recommend you look at using Gusto! It is very user friendly and their support is awesome! Plus they know how to set up and maintain payrolls for churches and nonprofit organizations.

Note: I am a "partner" of Gusto, but as I have told you before ... I never recommend anything that we or our clients have not tried and love =)

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