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Can you claim Mandatory Fees from your college under Education Expenses?

My school charges Mandatory Fees each Semester (so twicw in 2022) to include: Incidental Mandatory Fee, Health Service Mandatory Fee, Building Mandatory Fee, Student Union Mandatory Fee, Technology Mandatory Fee Recreation Center Mandatory Fee & Incidental Mandatory Fee
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2 Replies

Can you claim Mandatory Fees from your college under Education Expenses?

QUALIFIED EDUCATION EXPENSES

 

https://ttlc.intuit.com/questions/1899852-what-are-considered-qualified-education-expenses

https://ttlc.intuit.com/questions/2976047-what-are-examples-of-education-expenses

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Hal_Al
Level 15

Can you claim Mandatory Fees from your college under Education Expenses?

Q. Can you claim Mandatory Fees from your college under Education Expenses?

A. Simple answer: Yes. 

 

From Pub 970:

"Student activity fees are included in qualified education expenses only if the fees must be paid to the institution as a condition of enrollment or attendance" (they're mandatory, every student has to pay them).

 

"Example. When Kelly enrolled at College X for the
freshman year, the school required payment of a separate
student activity fee in addition to the tuition. This activity
fee is required of all students, and is used solely to fund
on-campus organizations and activities run by students,
such as the student newspaper and the student government. No portion of the fee covers personal expenses. Although labeled as a student activity fee, the fee is
required for Kelly's enrollment and attendance at College
X and is a qualified expense."

 

 

 

 

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