KrisD15
Expert Alumni

Get your taxes done using TurboTax

Yes, if you are also enter education expenses, such as a 1098-T, and/or if you are applying for an education credit on your return.

 

No, if you are a dependent and someone else is claiming you. OR you are filing as a non-dependent but not entering education expenses for an education credit. 

 

If someone else is claiming you, and THEY are applying for an education credit on their return, they would need to compensate for the employer-provided assistance when they figure their credit. They could report the 5,250 as additional aid in the Education Interview in their TurboTax program, or subtract 5,250 from the education expenses they are claiming. 

 

IRS PUB 970

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"