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Itemized Deductions Schedule-A


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Old 02-04-2014, 10:39 PM
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Moving expenses

We moved for my husband's employment in 2013. We pass the time and distance test for claiming moving expenses. Here is our scenario- his company paid all of our moving expenses for us, but we were taxed on them and the total amount for the expenses is included in box 1 (wages) on his W-2. Also, on his w-2 in box 14(other information), his employer put the amount for moving expenses. Our question is, since it is included in wages & taxed, can we claim those moving expenses? Also, we live in Louisiana so we must file State taxes, if we can claim them as a deduction, do we just claim them on Federal or do we claim them on both Federal & State? Thank you.



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Old 02-05-2014, 01:13 AM
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Originally Posted by Merr1970 View Post


#1;We moved for my husband's employment in 2013. We pass the time and distance test for claiming moving expenses. Here is our scenario- his company paid all of our moving expenses for us, but we were taxed on them and the total amount for the expenses is included in box 1 (wages) on his W-2. Also, on his w-2 in box 14(other information), his employer put the amount for moving expenses. Our question is, since it is included in wages & taxed, can we claim those moving expenses?




#2;Also, we live in Louisiana so we must file State taxes, if we can claim them as a deduction, do we just claim them on Federal or do we claim them on both Federal & State? Thank you.
#1;correct;as his reimbursement was reported as wages in box 1 on his w2, then he can file Form 3903 with his tax return to report moving expenses and reimbursements to the IRS. additional tax information can be reported in Box 14. If any amounts are reported, they will have a brief description of what the amounts are for. Since his ER provides reimbursement that does not meet the guidelines of an accountable plan, the reimbursement is taxable to your husband and must be recorded as wages, salary and other pay and is therefore recorded in box 1 of Form W-2.




#2;I guess it depends; it varies stae to state. so you need to contact the dept of rev of LA. Once you moved for a new job/your employment, your moving expenses may be a tax deduction on your state income tax return too. Each individual state determines whether you are allowed to deduct moving expenses and under what circumstances, as well as which expenses qualify as a deduction



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