I work for a school district and receive a W-2. I received a 1099-MISC in the mail and was told that it was because my travel reimbursement was over $600. I only received the IRS recommended .50 cents per mile. It does state non-employee compensation.

Should I have gotten the 1099-MISC?

If so how do I go about claiming it? From what I have read it should be an expense on their part and therefore not taxed on my end. Most forms say if you weren't reimbursed. But I was and not really sure that I should've been.

Thanks for any help/advice.

“Should I have gotten the 1099-MISC?”=======>I guess NOT. As you can see, 1099 is for a contractor , NOT for an EE; contractors differ from EEs for tax purposes. If payment for the reimbursement provided to you is listed in box 7 of Form 1099-MISC , you are being treated as a self-employed worker, also referred to as an independent contractor. Companies, I mean ERs that pay contractors $600 or more for services provided during the year must provide the contractor with a Form 1099-MISC by January 31 of the following year. But it's possible, if you have two different sets of duties for the same ER, for one to legally be on a W-2 and the other to be on a 1099. But in general, the IRS doesn't like to see W2's and 1099's coming from the same ER to the same person in the same year. However, this is not your case..If your ER uses the non-accountable plan, your ER needs to report the travel reimbursement on your W-2 taxed as wage, NOT on 1099. AS LONG AS you are an EE, then it doesn't matter what job you did, you should be issued a W-2 Form and be treated as EE, NOT an I.C.So,as long as you disagree with the way that they reported the travel reimbursement you can contact your ER OR you can file a IRS Form SS8 to receive a determination letter from the IRS.Just for reference, If you do not receive a Form 1099-MISC every year or you received a 1099-MISC for a job you performed once, you can report this income on line 21 of Form 1040.




“If so how do I go about claiming it? Most forms say if you weren't reimbursed. But I was and not really sure that I should've been.”====> You can contact your ER for the incorrect 1099 as you do not need 1099 or contact the IRS for sure.If you wwere NOT reimbursed then you can deduct it on Sch A line 21 as llong as you itemize your deductions on Sch A of 1040.
“From what I have read it should be an expense on their part and therefore not taxed on my end.”===>It depends if they use nonaccountabl plan, then the reimbursement needs to be reported on W2 and you can deduct it on Sch A of 1040 as long as you itemize it on your return. If they use accountable plan, then you can’t deduct it and it is NOT reported on your W2.