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Education & Work-Related Expenses

Question: May I claim both my job-related education expenses (minus 2% of AGI) and one of the education credits on my tax return?

Answer:

You cannot use the same educational expenses to claim both benefits (no "double benefit").

  • You may choose to allocate some of your expenses to the deduction and others to the credit.
  • This can be desirable because a qualifying expense for one benefit may not be a qualifying expense for the other tax benefit. For example, the cost of course-related books ordinarily qualifies for the deduction, but not for the lifetime learning credit, unless paid to the institution as a condition of enrollment or attendance. For tax years 2009 - 2017 course-related books may qualify for the American opportunity tax credit.

Additional Information:


Category: Itemized Deductions, Standard Deduction
Subcategory: Education & Work-Related Expenses

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The OMB number for this study is 1545-1432.
If you have any comments regarding this study, please write to:
IRS, Tax Products Coordinating Committee
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