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Level 2
posted Mar 10, 2022 9:42:05 AM

College requires all students to pay "Health and Wellness Fee $40 per semester" Is this considered QHEE for AOTC?

0 4 750
2 Best answers
Level 15
Mar 10, 2022 9:59:37 AM

No. Even though the fee is "required for attendance", it is specifically excluded from being QHEE (qualified higher education expenses) in Publication 970 (page 17)

Level 15
Mar 10, 2022 10:59:29 AM

Still a no. It's in the title "Student Health and Wellness Fee".

 

Expenses That Don't Qualify
Qualified education expenses don't include amounts paid for:
• Insurance;
• Medical expenses (including student health fees);
• Room and board;
• Transportation; or
• Similar personal, living, or family expenses.
This is true even if the amount must be paid to the institution as a condition of enrollment or attendance

Reference: Pub 970

4 Replies
Level 15
Mar 10, 2022 9:59:37 AM

No. Even though the fee is "required for attendance", it is specifically excluded from being QHEE (qualified higher education expenses) in Publication 970 (page 17)

Level 1
Mar 10, 2022 10:30:22 AM

That makes sense...however this newer fee is not for Medical Center. The school provided this info does the "NO QHEE" still apply based on the explanation of the fee? Much Appreciated.

To ameliorate these difficulties, Student Government Association is proposing to the student
body, President of the University, and the Board of Trustees that Indiana State implement a
$75.00 Student Health and Wellness Fee. This fee would primarily impact students who are
enrolled in 6 or more credit hours in the fall and spring semesters, who are also classified as oncampus students. Over 70% of the revenue generated from the fee will go to hiring more fulltime staff for the Student Counseling Center and Student Health Promotion. The rest of the
revenue will be used for the mental health training for students, staff, and faculty; health and
wellness programming; and the student emergency fund.

Level 15
Mar 10, 2022 10:59:29 AM

Still a no. It's in the title "Student Health and Wellness Fee".

 

Expenses That Don't Qualify
Qualified education expenses don't include amounts paid for:
• Insurance;
• Medical expenses (including student health fees);
• Room and board;
• Transportation; or
• Similar personal, living, or family expenses.
This is true even if the amount must be paid to the institution as a condition of enrollment or attendance

Reference: Pub 970

Level 1
Mar 10, 2022 11:10:36 AM

Thank you for the confirmation.