My employer reimburses for graduate school but I got a 1098-T

taylorestes1 · ‎June 4, 2019

Hal_Al · ‎June 4, 2019

The 1098-T is only any informational document. The numbers on it are not required to be entered onto your tax return.

There's pre tax reimbursement and after tax reimbursement.

By law your employer can only give you $5250 maximum, tax free. If your tuition was less than that, and you employer reimbursed it all; it’s safe to assume it does not need to be reported. You do not even need to enter your 1098-T. You have nothing to claim.

If you got more than $5250, the amount above $5250 is usually already included in box 1 of your w-2. Since you have essentially paid tax on that part, it is considered your after tax money and that amount can be used to claim the tuition credit.

View solution in original post

Hal_Al · ‎June 4, 2019

The 1098-T is only any informational document. The numbers on it are not required to be entered onto your tax return.

There's pre tax reimbursement and after tax reimbursement.

By law your employer can only give you $5250 maximum, tax free. If your tuition was less than that, and you employer reimbursed it all; it’s safe to assume it does not need to be reported. You do not even need to enter your 1098-T. You have nothing to claim.

If you got more than $5250, the amount above $5250 is usually already included in box 1 of your w-2. Since you have essentially paid tax on that part, it is considered your after tax money and that amount can be used to claim the tuition credit.