Combined
Business & Travel Expenses
If you go on a business trip within the U.S. and
add on some vacation days, you know you can deduct some of your expenses. The
question is how much. First, let’s cover just the pure transportation expenses.
By this, we mean the costs of getting to and from the scene of your business
activity, which includes travel to and from your departure airport, the airfare
itself, baggage fees and tips, cabs to and from the destination airport, and so
forth. Costs for rail travel or driving your personal car also fit into this
category. The bottom line is that your domestic transportation costs are 100%
deductible as long as the primary reason for the trip is business rather than
pleasure. On the other hand, if vacation is the primary reason for your
travel, then generally none of your transportation expenses are deductible.
The IRS does not specify how to determine if the
primary reason for domestic travel is business. Obviously, the number of days
spent on business versus pleasure is the key factor. We can look to the rules
covering foreign travel for guidance on this issue. These rules say your travel
days count as business days, as do weekends and holidays if they fall between
days devoted to business, and it would be impractical to return home. “Standby
days” (days when your physical presence is required) also count as business
days, even if you are not called upon to work on those days. Any other day
principally devoted to business activities during normal business hours is also
counted as a business day, and so are days when you intended to work, but could
not due to reasons beyond your control (local transportation difficulties,
power failure, etc.).
You should be able to claim business was the
primary reason for a domestic trip whenever the business days exceed the
personal days. Be sure to accumulate proof and keep the proof with your tax
records. For example, if your trip is made to attend client meetings, log
everything on your daily planner and copy the pages for your tax file. If you
attend a convention or training seminar, keep the program and take some notes
to show you attended the sessions.
Once at the destination, your out-of-pocket
expenses for business days are fully deductible. Out-of-pocket expenses include
lodging, hotel tips, meals (subject to the 50% disallowance rule), seminar and
convention fees, and cab fare. Expenses for personal days are nondeductible.