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Education & Work-Related Expenses

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

Answer:

Yes, if you qualify for both tax benefits and don't use the same educational expenses to claim both benefits (no double benefit).

  • You can choose to allocate some 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. For example, the cost of course-related books qualifies for the deduction and for the American opportunity tax credit, but will not qualify for the lifetime learning credit, unless paid to the institution as a condition of enrollment or attendance.

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
SE:W:CAR:MP:T:T:SP
1111 Constitution Avenue NW
Washington, DC 20224