Tax Implications of Home Sharing

How Home Sweet Homeshare Makes Rent Reductions Tax-Free
A Unique Feature of Home Sharing

A Win-Win for Homeowners and Houseguests

At Home Sweet Homeshare, we pride ourselves on creating mutually beneficial living arrangements for homeowners and houseguests. One of the key benefits we offer is a significant rent reduction for houseguests who help with household chores.

But did you know this $800 rent reduction can be tax-free?

Read on to discover how both homeowners and houseguests can enjoy these financial benefits without worrying about extra taxes, thanks to IRC Section 119.
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A Unique Living Arrangement with Financial Perks

The Tax Advantage of Home Sweet Homeshare

At Home Sweet Homeshare, our unique living arrangements don’t just make life easier—they also make it more affordable. By providing 10 hours of household help each week, houseguests receive an $800 monthly rent reduction. But what makes this arrangement even better is that this benefit is exempt from federal taxes.

Let’s break down how it works and why it’s advantageous for both parties involved.
Understanding IRC Section 119

What Is IRC Section 119 and How Does It Apply?

IRC Section 119 is a part of the federal tax code that allows the value of lodging provided by an employer to be excluded from an employee's taxable income, provided certain conditions are met.

This means that as long as the housing arrangement meets these criteria, the rent reduction does not count as taxable income for the homeowner or houseguest.
Home Sweet Homeshare Ensures Your Arrangement Qualifies

Meeting the Criteria for Tax-Free Rent Reductions

For the $800 rent reduction to be tax-free under IRC Section 119, three main conditions must be met:
On the Business Premises: The houseguest must live in the homeowner’s residence
For the Convenience of the Employer: The arrangement should benefit the homeowner by ensuring the houseguest is available to perform household chores.
Condition of Employment: The houseguest must accept the lodging as a necessary condition of their employment—meaning they must live there to effectively do their job.
At Home Sweet Homeshare, our contracts and agreements are designed to meet these conditions, ensuring that the rent reduction remains tax-exempt.
A Smart Choice for Comfortable, Tax-Free Living

Simplified Taxes and Happy Homes

Home Sweet Homeshare is more than just a home-sharing service; it’s a financial strategy that benefits both homeowners and houseguests. By structuring our agreements to meet the criteria of IRC Section 119, we ensure that the $800 rent reduction remains tax-free, providing real value and peace of mind for everyone involved.

Benefits for the Homeowner

As a homeowner, you enjoy not only the practical benefits of having help around the house but also financial peace of mind. Since the rent reduction is not considered taxable income for the houseguest, you don’t have to worry about complex tax filings or issuing W-2 forms for non-cash compensation. This streamlined approach makes it easier for you to enjoy the benefits of Home Sweet Homeshare.

Benefits for the Houseguest

For houseguests, the primary advantage is significant savings on rent—up to $9,600 per year—without the burden of additional taxable income.

In addition, you save between $1,152 and $2,112 annually on your federal taxes since the rent reduction is tax exempt as compared to paying rent after taxes. You can take that to the bank!
For Homeowners
Rental Income

Unlock the Tax Benefits of Renting Out Your Home

Renting out a part of your home through Home Sweet Homeshare not only provides companionship and help with household chores, but it also comes with valuable tax benefits.

Learn how you can apply key tax deductions to your rental income to maximize the financial benefits of home sharing.
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What Counts as Rental Income?

When you welcome a houseguest into your home and receive rent, this income is considered rental income by the IRS. Even if you’re not collecting a traditional rent check, the money you receive counts toward your taxable income.

But don’t worry—there are ways to offset this with some savvy tax deductions.

Reduce Your Taxable Income with Utility Deductions

One of the great advantages of renting out a part of your home is that you can deduct a portion of your utility costs. This includes property taxes, electricity, water, gas, and even internet and cable service.

Here's how it works:

Calculate the Deductible Percentage: If your houseguest occupies a portion of your home and shares the common areas, you can deduct a percentage of your utility expenses.

For example, let's say you live in a 2,000 square foot home.

You rent out a guest bedroom for the exclusive use of the houseguest. This guestroom is 150 sq. feet.

You forbid them from using the master bedroom and the master bathroom which equates to 300 square feet.

For the remaining 1,550 square feet of the home, you share 50/50.

In this case, the calculation would be 150 sq. ft + (1,550/50%) = 925 sq. feet is used to generate rental income.

925/2,000 sq feet = 46.25% of the home is used to generate income.

Apply the Percentage: You can deduct 46.25% of your housing related bills (property taxes, utilities, HOA fees, etc.). That’s money saved on your taxable income.

Don’t Miss Out on Property Tax Deductions

As a homeowner, property taxes are a significant expense. The good news is that you can deduct a portion of these taxes based on the area of your home used by the houseguest.

  • Determine the Deductible Amount: Using the same percentage (46.25%), you can apply this to your property taxes.
  • Example Calculation: If your annual property taxes are $10,000, you can deduct about $4,625 against the rental income you earn from home sharing.
  • Homeowner Association (HOA) Fees

    If you live in a condo or apartment with HOA fees, part of these can be deducted too. These fees often cover maintenance of common areas, which your houseguest benefits from.

    Example: If your HOA fees are $10,000 per year, you can deduct around $4,625

    Utilities

    All of your household utilities are also deductible. Most Americans are spending $450 per month on utilities. This includes:

    Electric - $150 per month

    Heat/hot Water Bill (Oil/Natural gas) - $75 per month

    Water/Sewer bill - $55 per month

    Cable/Internet - $115 per month

    In our example, you would be able to deduct 46.25% of these expense against the rental income or $208 per month

    The Bottom Line

    For a vast majority of homeowners, the rental income earned from home sharing will be tax free if they apply all the applicable deductions.

    You can expect some utilities such as electricity and heat to go up by about 50%, but they will not double. This is because much of our energy usage is used for things such as a refrigerator, heating the common areas. Those costs will not change based on the number of people living in the home.

    And other costs, such as property tax and cable/internet bill do not change at all depending on how many people live in the home.

    Overall, you may see your total house related expenses increase by about 10%, but you will likely be able to deduct 45% of your expenses and see significant savings.

    Example

    The homeowner receives $800 per month in rent or $9,600 per year.

    You determine that the shared space in your home is equal to 45% of the home.

    Your property taxes are $10,000 per year, of which $4,500 is deductible.

    Your utilities amount to $600 per month, or $7,200 per year, of which $3,240 is deductible.

    Your HOA fee is $450 per month, or $5,400 per year, of which $2,430 is deductible.

    The Math: $9,600-($4,500+$3,240+$2,430)= -$540 - which means the federal income tax due would be $0

    We’re Here to Help

    Navigating the world of tax deductions can be daunting, but at Home Sweet Homeshare, we aim to make it as simple as possible. Here’s a quick checklist to help you get started:

    Keep Detailed Records: Maintain records of all expenses, including utilities, property taxes, and HOA fees

    Use Form Schedule E: Report your rental income and expenses on Schedule E (Form 1040).

    Consult a Tax Professional:  Home Sweet Homeshare can share general information but for personalized advice, consider consulting with a tax professional to ensure you’re maximizing your deductions on a federal, state and local level.

    Ready to Maximize Your Home’s Potential?

    Home Sweet Homeshare not only helps you find the perfect houseguest but also provides you with the tools and knowledge to make the most of your rental income. By understanding and applying these tax deductions, you can enjoy the financial benefits of renting out your home while providing valuable assistance and companionship.
    State and Local

    State Tax Rates

    The tax tables below are for each state to help you understand how additional rental income will be taxed for a homeowner on a state level. Note that the exact amount of tax depends on the combined income, deductions, and specific filing status of the taxpayer.

    Here, we'll consider single filers and focus on state tax rates to help you estimate what any rental income after deductions might be taxed at.

    Massachusetts

    Massachusetts has a flat income tax rate.
    Rental income after deductions would be added to your adjusted gross income and be taxed at the rate below:

    Tax Rate: 5%

    Florida

    Florida does not have a state income tax.
    The long term (6+ months) rental income is not be subject to the transient rental tax.

    Washington State

    Washington State does not have a state income tax, so rental income is not taxed at the state level.

    New York

    New York has a progressive tax system. Rental income after deductions would be added to your adjusted gross income and be taxed according to the table below:

    Income Tax Rates for 2024:
    Up to $8,500: 4%
    $8,501 to $11,700: 4.5%
    $11,701 to $13,900: 5.25%
    $13,901 to $21,400: 5.9%
    $21,401 to $80,650: 6.33%
    $80,651 to $215,400: 6.85%

    California

    California has a progressive tax system.
    Rental income after deductions would be added to your adjusted gross income and be taxed according to the table below:

    Income Tax Rates for 2024
    :
    Up to $10,099: 1%
    $10,100 to $23,942: 2%
    $23,943 to $37,788: 4%
    $37,789 to $52,455: 6%
    $52,456 to $66,295: 8%
    $66,296 to $338,639: 9.3%

    New Jersey

    New Jersey has a progressive tax system. Rental income after deductions would be added to your adjusted gross income and be taxed according to the table below:

    Income Tax Rates for 2024:
    Up to $20,000: 1.4%
    $20,001 to $35,000: 1.75%
    $35,001 to $40,000: 3.5%
    $40,001 to $75,000: 5.525%
    $75,001 to $500,000: 6.37%

    Hawaii

    Hawaii has a progressive tax system. Rental income after deductions would be added to your adjusted gross income and be taxed according to the table below:

    Income Tax Rates for 2024:
    Up to $2,400: 1.4%
    $2,401 to $4,800: 3.2%
    $4,801 to $9,600: 5.5%
    $9,601 to $14,400: 6.4%
    $14,401 to $19,200: 6.8%
    $19,201 to $24,000: 7.2%
    $24,001 to $36,000: 7.6%
    $36,001 to $48,000: 7.9%
    $48,001 to $150,000: 8.25%
    $150,001 to $175,000: 9%

    Washington, D.C.

    Washington, D.C. has a progressive tax system. Rental income after deductions would be added to your adjusted gross income and be taxed according to the table below:

    Income Tax Rates for 2024:
    Up to $10,000: 4%
    $10,001 to $40,000: 6%
    $40,001 to $60,000: 6.5%
    $60,001 to $250,000: 8.5%
    $250,001 to $500,000: 9.25%
    Over $500,000: 10.75%

    Virginia

    Virginia has a progressive tax system. Rental income after deductions would be added to your adjusted gross income and be taxed according to the table below:

    Income Tax Rates for 2024:
    Up to $3,000: 2%
    $3,001 to $5,000: 3%
    $5,001 to $17,000: 5%
    Over $17,000: 5.75%
    More Support

    Frequently Asked Questions About Tax Implications of Home Sharing

    Everything you need to know about the tax implications of homesharing. Can’t find the answer you’re looking for?

    Please chat to our team.
    Q: How does Home Sweet Homeshare ensure that the rent reduction is tax-free?
    A: We structure our homesharing arrangements and agreements to meet the criteria set forth by Internal Revenue Service (IRC Section 119). This means that the lodging must be on the homeowner's premises, provided for the convenience of the homeowner, and a condition of the houseguest's "employment." By adhering to these guidelines, we ensure that the $800 rent reduction remains tax-free for both parties. We handle all the documentation for you so should any question arise in the future we have you covered.
    Q: Can I deduct expenses related to my homesharing arrangement?
    A: As a homeowner, you may be able to deduct a portion of your housing expenses, such as utilities, property taxes, and HOA fees, based on the percentage of your home used for rental purposes. Our team can provide guidance on calculating these deductions, but in most cases it is between 40-50% of the home related expenses. We always recommend consulting with a tax professional for personalized advice.
    Q: How much can I save on taxes by participating in Home Sweet Homeshare?
    A: The tax savings will vary depending on your individual circumstances, such as your tax bracket and the specific expenses you can deduct. However, many of our users find that the arrangement is tax neutral and the overall financial impact positive.

    This combined with the companionship and household assistance, make Home Sweet Homeshare a financially rewarding experience.
    Q: What documentation do I need to keep for tax purposes?
    A: We recommend keeping detailed records of your homesharing arrangement, including the agreement, rental payments received, and any expenses related to the rental portion of your home. This documentation will be essential if you plan to claim deductions on your tax return.

    Use Form Schedule E: Report your rental income and expenses on Schedule E (Form 1040).
    Q: Where can I find more information about the tax implications of homesharing?
    A: While we strive to provide helpful information about the tax benefits of homesharing, everyone's situation is unique. For personalized advice, we recommend consulting with a qualified tax professional who can assess your specific circumstances and provide guidance tailored to your needs.