Travel While Serving a Charity

Posted on Wednesday, August 28, 2013

Although you cannot deduct the value of personal services given to a qualified organization, some of the expenses paid in providing those services may be able to be deducted on your 1040.

The amounts must be:

1. Unreimbursed,

2. Directly connected with the services,

3. Expenses you had only because of the expenses you gave, and

4. Not personal, living, or family expenses.

One of the more common of these expenses is travel. The IRS recently released five tax tips relating to taxpayers who travel for charity work.

1. You must volunteer to work for a qualified organization. To determine if the organization is qualified, ask the charity about its tax exempt status or you can also visit and use the Select Check tool.

2. You may be able to deduct unreimbursed travel expenses you pay while serving as a volunteer. You can't deduct the value of your time or services.

3. The deduction qualifies only if there is no significant element of personal pleasure, recreation or vacation in the travel. However, the deduction will qualify even if you enjoy the trip.

4. You can deduct your travel expenses if your work is real and substantial throughout the trip. You can't deduct expenses if you only have nominal duties or do not have any duties for significant parts of the trip.

5. Deductible travel expenses may include:

Posted by: Carrie Minnich, CPA

Posted in Mission Minded Nonprofits

Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.

"Bruner Dental has been with DWD for well over 15 years. The entire team at DWD has been helpful in many ways. From simple questions day to day, to audits, payroll needs, and much more; they…"

Rondell Nelson

Bruner Dental