Skip to main content
April 8, 2025
Question

Tuition reimbursement overpayment

  • April 8, 2025
  • 1 reply
  • 0 views

Hello, I have a quick question. I owed a total of around 1923 of tuition reimbursement for 2023 at now my former employer . I recently left at the end of 2024 and they never took the balance as I asked them to (so frustrating ). At any rate, I will be cutting them a check of a remaining balance of around 600+ dollars to satisfy the remaining balance, bearing in mind the total original amount was tax free . So, since we are nearing the end of 2024 taxes, will I incur any penalties once the correct the 2023 taxes or, since the amount was less than 3000 so I need to amend 2023 taxes ? I’m so frustrated with this former employer . Truly all of this was so unnecessary if they actually did what I asked them to do originally. 

1 reply

KrisD15
April 8, 2025

If the amount shows as income for 2023, you will claim that income. 

If the amount re-paid is less than 3,000, you will not be able to use claim of right repayment.

The procedure used to claim a repayment of less than 3,000 was suspended for tax years 2018 through 2025 because of the Tax Cuts and Jobs Act. 

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"