We paid $4725 for my husbands PhD education expenses. We were reimbursed by his employer $3502 leaving us to pay $1223 out of pocket. But it shows $0 for ed expenses??

[garynmelissa3]

It didn't allow him to qualify for the lifetime learning credit and the tuition fees deduction.

[ColeenD3]

There are income limits among other things.

For the tuition and fees deduction, it is $160,000 if married filing a joint return.

Income limits for taking the Lifetime Learning Credit for 2019 are $58,000 for single filers and $116,000 for those filing a married filing jointly return.

Please see Pub 970 for full details.  

Pub 970

@garynmelissa3

[Hal_Al]

Income limit for taking the Lifetime Learning Credit for 2019 is $136,000 for those filing a married filing jointly return.  The phase out starts at $116,000 MAGI