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February 2, 2021
Question

Where would I enter education expenses related to obtaining an advanced certification such as lean six sigma black belt?

  • February 2, 2021
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February 2, 2021

You can unlikely claim any education expenses related to your certification, unfortunately.  Here is why:

 

There are three types of the education tax breaks:

 

1.  American Opportunity Tax Credit AOTC- you won't qualify as this is offered to taxpayers who is pursuing their first four-year bachelor degree.  This is related to academic degree program.

 

2.  Tuition and Fees Deduction and Lifetime Learning Tax Credit- Although you do not have to be in a degree program, your school has to be one of the eligible education institutions that is in compliance with the Department of Education.  To verify, click here: US schools