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Form 1a. Clergy Housing Exclusion ResolutionWHEREAS Section 107 of the Internal Revenue Code of 1986 has provided that a minister of the Gospel may exclude from gross income the fair rental value

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How to fill out housing allowance exclusion worksheet

01

To fill out the housing allowance exclusion worksheet, follow these steps: 1. Start by entering your name and Social Security number on the top of the worksheet. 2. Next, provide information about your total housing expenses for the year, including rent, utilities, and other related costs. 3. Calculate the total amount of your housing allowance received during the year. 4. Subtract the housing allowance from your total housing expenses to determine the excess expenses. 5. Compare the excess expenses to the fair rental value of your home to find out if any portion can be excluded as a housing allowance. 6. If the excess expenses exceed the fair rental value, you may be able to exclude the full amount of your housing allowance. However, if the fair rental value is higher, you can only exclude up to the fair rental value. 7. Complete the remaining sections of the worksheet, including any adjustments and additional exclusions, if applicable. 8. Double-check all your calculations and ensure you have provided accurate information. 9. Attach the completed housing allowance exclusion worksheet to your tax return when filing.

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Note: It is recommended to consult a tax professional or refer to IRS guidelines for specific instructions and further assistance.

Who needs housing allowance exclusion worksheet?

01

The housing allowance exclusion worksheet is needed by individuals who receive a housing allowance as part of their compensation or benefits, particularly those who fall under certain tax-exempt organizations or ministries. This worksheet helps determine the eligible amount that can be excluded from taxable income, reducing the individual's tax liability. It is important for individuals in such situations to accurately complete the worksheet to ensure compliance with tax regulations and maximize the available exclusion.

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What is housing allowance exclusion worksheet?

The housing allowance exclusion worksheet is a form used by qualified ministers to calculate the amount of their housing allowance that can be excluded from their taxable income.

Who is required to file housing allowance exclusion worksheet?

Individuals who are qualified ministers and wish to claim an exclusion for their housing allowance are required to file the housing allowance exclusion worksheet.

How to fill out housing allowance exclusion worksheet?

To fill out the housing allowance exclusion worksheet, you need to provide information about your total housing expenses, the amount of the allowance received, and any other relevant financial details as specified in the instructions.

What is the purpose of housing allowance exclusion worksheet?

The purpose of the housing allowance exclusion worksheet is to determine the amount of housing allowance that qualifies for exclusion from the minister's gross income for federal income tax purposes.

What information must be reported on housing allowance exclusion worksheet?

The worksheet requires reporting information such as the amount of housing allowance received, total housing expenses (including rent, utilities, and repairs), and any other relevant deductions.

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