Question:
How do I declare air fare as tax deductible 'professional expense' in this case?
magicbird
2010-08-04 20:50:50 UTC
I’ve been flying 2,000 miles to TX 2-3x/year for the past 8 years to visit my now-96-year-old father whose health has long been failing. The cost of these trips has added up to close to $10,000. Recently someone suggested that I reduce my air fare expenses this time by declaring it as a professional expense. Ie., since I am a physical therapist and my father is currently receiving physical therapy as an inpatient in a rehabilitation facility, I should ask the P.T. department if I could pay a visit to learn how they run their department, observe their treatment techniques, etc. This would be easy to do since I want to accompany my father to his P.T. treatment a couple of times anyway, and I indeed want to learn how their treatment techniques might differ from my P.T. facility’s techniques; thus the claim that I visited their department for ‘professional education’ reasons would be legitimate.

But how does one document such a visit for the IRS? What kind of proof would I need? I’ve deducted air fare for professional enhancement before when I’ve flown OOS for seminars, but in these cases my course registration serves as proof. How do I document proof of a professional visit to this P.T. department in TX so that I can deduct my air fare?
Four answers:
2010-08-04 21:34:00 UTC
Dear M: Get your PT dept to set up an arrangement with the other PT dept and get assigned to attend a session at that hospital. You will have to be paid for the visit and then the airfare would be deductible. Form 2106 and Sch A.



Visiting your father is what us kids are supposed to do - good for you!



This advice was prepared based on our understanding of the tax in effect at the time it was written as it applies to the facts that you provided. Click on my profile to read more. Errol Quinn Enrolled Agent
2010-08-05 03:54:28 UTC
The IRS is going to ask your primary purpose of each trip. Since the primary reason is to see your dad, only the extra expenses are deductible. Eg, if you stay 2 extra days to visit the hospital, your out of pocket expenses for those 2 days only is deductible. The airfare is not deductible.
tro
2010-08-05 21:55:24 UTC
your suggestion about observing the facility that is performing the type of work you do appears to be educational and not business related

anytime you combine a personal trip with a business trip, only the % of the time that you devote to the business of the entire trip would be deductible anyway and in your case even if this was business related which it appears not to be, it might mean a few hours of your entire time, hardly worth the effort
Jss
2010-08-05 04:06:54 UTC
Any expense is deductible only if it is related to your business/work that is it is for earning income.

If you are visiting your father and are not billing him, any related expense is not deductible.


This content was originally posted on Y! Answers, a Q&A website that shut down in 2021.
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