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New Member
posted Jun 4, 2019 2:16:48 PM

In which section do I place the CFA exam and prep course costs for deduction?

I am having trouble understanding where this should be placed. Should it be in education? Also, would this qualify me for at least halftime enrollment? I am a financial analyst and I believe that this cost and the cost of the prep course may be tax deductible.

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1 Replies
Level 7
Jun 4, 2019 2:16:50 PM

Yes, your CFA exam prep course is deductible as you are a financial analyst and you can claim the expenses in the following area:

  • Type in 2106 in the search box, top right of your screen, then click the magnifying glass

  • Click the jump to 2106 link in the search results.

  • Follow the prompts and onscreen instructions

See Any Other Expenses? Page

Education Expenses , 6th category down