Hello. I've been receiving tuition reimbursement for the past few years. In previous years when I would complete a course in december, I would submit for reimbursement in december and receive funds in January. That january money would still count for previous year IRS reimbursement totals. I would not be taxed the following year for excess reimbursement.
This year it didn't got that way. The reimbusement from 12/22 is counting towards my IRS 2023 total (but not my employer's) so they took out taxes on the last reimbursement check because I was over for IRS 2023 tuition limit but not employer's.
I'm confused that it has changed but I also feel like I should include the tuition reimbursement for the year I accrued the cost. But the person in HR is insisting since I didn't receive the funds until 01/23, it must be included in 2023 tax return.
