- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Wife in Philadelphia, PA for PhD Internship--Tax Related Questions Inside
Posted on 3/4/13 at 6:30 am
Posted on 3/4/13 at 6:30 am
So, my wife moved to Philadelphia, PA for a required 12-month internship as a final requirement of completing her PhD. The location of the internship was not her choice, it all gets chosen as part of a match process.
I'm still in Mississippi. I've got a great job, and there was no reason for me to quit my job and move with her for something temporary.
Would moving expenses or rent be tax deductible? She moved up there at the end of August to start her internship September 1, 2012. So, there are a few months of expenses there and the move (just the smallest U-Haul with a car hauler attached) wasn't cheap.
What about her rent for the year she's up there?
How about the travel expenses we incurred for her to interview at the locations she was selected for interviews? (Philadelphia, Boston, Baltimore, New Orleans, Alexandria, Omaha, and Tallahassee)?
I am not good at searching the tax code. Have you seen that shite??
Any help would be appreciated. Especially help that directs me to a particular code so I could verify myself.
Damn getting a PhD is expensive.
I'm still in Mississippi. I've got a great job, and there was no reason for me to quit my job and move with her for something temporary.
Would moving expenses or rent be tax deductible? She moved up there at the end of August to start her internship September 1, 2012. So, there are a few months of expenses there and the move (just the smallest U-Haul with a car hauler attached) wasn't cheap.
What about her rent for the year she's up there?
How about the travel expenses we incurred for her to interview at the locations she was selected for interviews? (Philadelphia, Boston, Baltimore, New Orleans, Alexandria, Omaha, and Tallahassee)?
I am not good at searching the tax code. Have you seen that shite??
Any help would be appreciated. Especially help that directs me to a particular code so I could verify myself.
Damn getting a PhD is expensive.
This post was edited on 3/4/13 at 6:38 am
3
Posted on 3/4/13 at 7:56 am to lnomm34
My understanding is that these are all education expenses and if applicable would be applied under the lifetime learning credit as her primary domicile did not change. I'm in a similar boat as you with my wife in a DPT program out of state.
Posted on 3/4/13 at 8:02 am to lnomm34
You can deduct her qualifying moving expenses. You cannot deduct her rent. Her job search expenses may be deductible. You should check out IRS Pub. 529.
Posted on 3/4/13 at 9:50 am to Poodlebrain
quote:
You can deduct her qualifying moving expenses.
Even if she's still claiming residency in MS? I was told I couldn't deduct my wife's moving expenses to go to school/internship programs out of state as they were school-related expenses.
Posted on 3/4/13 at 10:17 am to Golfer
An internship involves employment. Moving expenses to begin employment are deductible as long as the time and distance tests are met.
The timing test requires at least 39 weeks of full-time employment during the first 12 months following arrival in the new area. The distance test requires the new job to be over 50 miles from the old home since there was no previous workplace.
The timing test requires at least 39 weeks of full-time employment during the first 12 months following arrival in the new area. The distance test requires the new job to be over 50 miles from the old home since there was no previous workplace.
Posted on 3/4/13 at 10:33 am to Poodlebrain
quote:
An internship involves employment. Moving expenses to begin employment are deductible as long as the time and distance tests are met.
Gotcha, makes sense.
quote:
The timing test requires at least 39 weeks of full-time employment during the first 12 months following arrival in the new area. The distance test requires the new job to be over 50 miles from the old home since there was no previous workplace.
And this would be why we're SOL...her stints are only 10 weeks.
Posted on 3/4/13 at 12:26 pm to lnomm34
You should be able to deduct qualified moving expenses as long as she worked full time for 39 weeks out of 52.
Rent would not be a qualified moving expense, so I doubt you would be able to deduct that.
I'm not sure that you would be allowed to deduct the expenses associated with the interviews either. You can't deduct job search expenses for a first job or for a job in a different line of business than you were previously in. I think an internship is a little different though and I think it depends on the circumstances.
You definitely need to get a CPA to do your taxes.
Rent would not be a qualified moving expense, so I doubt you would be able to deduct that.
I'm not sure that you would be allowed to deduct the expenses associated with the interviews either. You can't deduct job search expenses for a first job or for a job in a different line of business than you were previously in. I think an internship is a little different though and I think it depends on the circumstances.
You definitely need to get a CPA to do your taxes.
Posted on 3/4/13 at 2:01 pm to Poodlebrain
So since she started working in September and will work through the end of this August, we won't be able to claim these expenses until next year to meet the time requirement?
If I'm reading that right. I actually read that code before posting this thread this morning.
If I'm reading that right. I actually read that code before posting this thread this morning.
Posted on 3/4/13 at 2:20 pm to lnomm34
No, you can deduct them for 2012 since that is when the expenses were paid. If you subsequently fail the time test, then you are supposed to amend your 2012 return and remove the deduction for moving expenses.
Posted on 3/4/13 at 5:26 pm to Poodlebrain
Ah. Gotcha. That's the only thing I was confused about. I appreciate the expert advice, Poodle.
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News