Housing Allowance Worksheet Template For Ministers

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Housing Allowance Worksheet I
(For ministers living in a manse)
Section A
HOUSING ALLOWANCE EXPENSES
ESTIMATED AMOUNT
Utilities (gas, electricity, water, trash, local phone) .........
$ _______________________
Decoration ............................................................
$ _______________________
Furnishings and Appliances (purchase or repair) ...........
$ _______________________
Landscaping and Yard Maintenance ..........................
$ _______________________
not excludable are expenses for a yard service
Structural Repair and Maintenance ............................
$ _______________________
Pest Control...........................................................
$ _______________________
Personal Property Insurance on Contents .....................
$ _______________________
Umbrella Liability Insurance Policy .............................
$ _______________________
Personal Property Taxes on Contents ..........................
$ _______________________
Miscellaneous Expenses ..........................................
$ _______________________
Section B
Total all estimated expenses below on the line designated for “Total Estimated Housing Allowance”.
Keep in mind, the estimated housing allowance for ministers living in a manse should be the lesser
of the “Fair Rental Value of Home” or the “Total Estimated Housing Allowance”.
TOTAL ESTIMATED HOUSING ALLOWANCE
$ _______________________
Minister’s Name: ___________________________________ Year: __________
Disclaimers
• Retroactive designations of housing allowance are not legally effective.
• The entire housing allowance designated by the Session is not necessarily nontaxable. Rather, it is nontaxable, for income tax purposes, only the extent that it does not exceed actual housing expenses or the
annual rental value of the home (furnished, including utilities).
• A minister’s housing allowance is an exclusion for federal income taxes only. Ministers must add the nontaxable amount of their self-employment taxes on Schedule SE (unless exempt from self-employment taxes).
• Ministers should keep accurate records and receipts of their eligible housing expenses as proof of their expenses.

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