Education Expenses

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Education Expenses


Forms and Instructions

Relevant Forms

Form 1099-Q Payments from Qualified Education Programs (Under Sections 529 and 530) (Info Copy Only)

Topic Screen for this Form

1099-Q Instructions for Form 1099-Q, Payments from Qualified Education Programs

1099 General Instructions General Instructions for Forms 1099, 1098, 3921, 3922, 5498, and W-2G

Form 8917 Tuition and Fees Deduction

Topic Screen for this Form


Publications

Links Inside Publications

Publication 3 - Armed Forces' Tax Guide - Itemized Deductions

Educational Expenses. You can deduct the costs of qualifying work-related education. This is education that...

Publication 535 - Business Expenses - Kinds of Pay

Education Expenses. If you pay or reimburse education expenses for an employee, you can deduct the payments...

Publication 552 - Recordkeeping for Individuals - Kinds of Records To Keep

Education Expenses. If you have the records to prove your expenses, you may be entitled to claim certain tax...

Frequently Asked Questions

FAQ - Itemized Deductions/Standard Deductions > Autos, Computers, Electronic Devices (Listed Property)

My university required each incoming freshman to come to school with their own computer. Is there any way to...

FAQ - Itemized Deductions/Standard Deductions > Education & Work-Related Expenses

How do I claim an educational expense on my return? As an employee, you may be able to deduct qualified work...

FAQ - Itemized Deductions/Standard Deductions > Education & Work-Related Expenses

Am I eligible to claim both my job education expenses (minus 2% of AGI) and the Lifetime Learning Credit on...

FAQ - Itemized Deductions/Standard Deductions > Education & Work-Related Expenses

Last year, my parents took out a student loan for me in their name and I also took out a student loan. My parents...

FAQ - Itemized Deductions/Standard Deductions > Education & Work-Related Expenses

What are the limits for deducting interest paid on a student loan? The maximum deductible interest on a qualified...

FAQ - Itemized Deductions/Standard Deductions > Education & Work-Related Expenses

Can I deduct the cost of classes I need for work? In some cases, you may be able to deduct the cost of classes...

FAQ - Itemized Deductions/Standard Deductions > Education & Work-Related Expenses

My employer is including my graduate school tuition reimbursements on my W-2 as wages. Where do I claim these...

FAQ - Itemized Deductions/Standard Deductions > Education & Work-Related Expenses

What types of educational expenses are deductible? Deductible educational expenses include: Amounts spent for...

FAQ - Child Care Credit/Other Credits > Hope & Life Time Learning Educational Credits

Can I claim the Hope Credit or the Lifetime Learning Credit for higher education expenses paid by a government-subsidized...

FAQ - Child Care Credit/Other Credits > Hope & Life Time Learning Educational Credits

What expenses qualify for the education credits? Expenses that qualify for an education credit are qualified...

TeleTax

TeleTax 457

Tuition And Fees Deduction. 457You may be able to deduct qualified tuition and related expenses that you pay...

TeleTax 458

Educator Expense Deduction. 458If you are an eligible educator, you can deduct up to $250 of your unreimbursed...

TeleTax 513

Educational Expenses. 513You may be able to deduct work–related educational expenses paid during the year as...

Related Topic Links

Adjustments to Qualified Education Expenses

Adjustments to Qualifying Work-Related Education Expenses

Amounts that do not reduce qualified education expenses.

Amounts that do not reduce qualifying work-related education expenses.

Certification in a new state.

Comprehensive or bundled fees.

Hope and Lifetime Learning Credits

Qualified Education Expenses

Qualified Elementary and Secondary Education Expenses

Qualified Higher Education Expenses