Guest LMPett Posted May 21, 2008 Report Share Posted May 21, 2008 How does incurred vs. reimbursement work within the context of the IRS? For example, an employee completes a course in fall 2007. Employer reimbursement of $5,000 is made in early 2008 after paperwork has been submitted. Employee takes another course in spring 2008. Employer is willing to reimburse another $5,000 for 2008 course, but is non-taxable? IRS regs not clear. I know $5,250 is non-taxable per calendar year. But does the first reimbursement made in 2008 for the 2007 course count as a 2007 calendar year reimbursement? Thanks for any guidance. Link to comment Share on other sites More sharing options...
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