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titleTreasury Regulation § 1.62-2

Treasury Regulation § 1.62-2 (which governs Accountable Plans).

An employer can only issue a tax-free per diem under an Accountable Plan. Under IRS rules, an Accountable Plan only applies to employees.

  • If a non-employee receives an allowance (like a per diem) to travel, it cannot legally be processed through the organization's Accountable Plan.
  • Therefore, the IRS requires the organization to report that money on a Form 1099 (if paid directly to the spouse) or a Form W-2 (if paid to you as a benefit).

Submitting a Reimbursement for a Non-Reliant Spouse


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Only Reliant Employees or Associate may be reimbursed. Please list that spouse's name and Reliant email address in the General Information section.

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When entering the expense, enter the non-Reliant Spouse's name and relationship as the person who the expense is for. Choose "YES", that they are a non-Reliant Spouse or Dependent. In the Ministry Purpose, please list a detailed explanation of their participation in the ministry activity related to the expense. This will automatically show up in the taxable ERB column.

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You must request an exception for your reimbursement in the "Totals" section. This notifies the Reimbursement team to review the submission and change the expense from an ERB to a normal Reimbursement.

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Submitting a Reimbursement for a Dependent

Most expenses for dependents will be ERBS (taxable). 

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