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Can my undergraduate child or I claim a computer and conference travel as educational expenses?

My child received a scholarship that can only be used for educational enrichment. It was used to purchase a computer for research for an honors thesis and for travel to a conference of the professional society in her field. Can she or I claim these as education expenses? 

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1 Reply
KrisD
Intuit Alumni

Can my undergraduate child or I claim a computer and conference travel as educational expenses?

Yes, you can apply the computer to the scholarship which will make that portion tax-free, but travel expenses won't.

"Scholarships and Fellowships

A scholarship is generally an amount paid or allowed to, or for the benefit of, a student at an educational institution to aid in the pursuit of studies. The student may be either an undergraduate or a graduate. A fellowship is generally an amount paid for the benefit of an individual to aid in the pursuit of study or research. Generally, whether the amount is tax free or taxable depends on the expense paid with the amount and whether you are a degree candidate.

A scholarship or fellowship is tax free only if you meet the following conditions:

  • You are a candidate for a degree at an eligible educational institution.
  • You use the scholarship or fellowship to pay qualified education expenses.
Qualified Education Expenses

For purposes of tax-free scholarships and fellowships, these are expenses for:

  • Tuition and fees required to enroll at or attend an eligible educational institution.
  • Course-related expenses, such as fees, books, supplies, and equipment that are required for the courses at the eligible educational institution. These items must be required of all students in your course of instruction.

However, in order for these to be qualified education expenses, the terms of the scholarship or fellowship cannot require that it be used for other purposes, such as room and board, or specify that it cannot be used for tuition or course-related expenses. 

Expenses that Don’t Qualify

Qualified education expenses do not include the cost of:

  • Room and board.
  • Travel.
  • Research.
  • Clerical help.
  • Equipment and other expenses that are not required for enrollment in or attendance at an eligible educational institution."

https://www.irs.gov/newsroom/tax-benefits-for-education-information-center

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