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garynmelissa3
March 31, 2020
Question

We paid $4725 for my husbands PhD education expenses. We were reimbursed by his employer $3502 leaving us to pay $1223 out of pocket. But it shows $0 for ed expenses??

  • March 31, 2020
  • 1 reply
  • 0 views
It didn't allow him to qualify for the lifetime learning credit and the tuition fees deduction.

1 reply

ColeenD3
ColeenD3
March 31, 2020

There are income limits among other things.

 

For the tuition and fees deduction, it is $160,000 if married filing a joint return.

 

Income limits for taking the Lifetime Learning Credit for 2019 are $58,000 for single filers and $116,000 for those filing a married filing jointly return.

 

Please see Pub 970 for full details.  

 

Pub 970

 

@garynmelissa3

Hal_Al
Hal_Al
Employee
March 31, 2020

Income limit for taking the Lifetime Learning Credit for 2019 is $136,000 for those filing a married filing jointly return.  The phase out starts at $116,000 MAGI

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