AnnetteB6
Expert Alumni

Deductions & credits

Thank you for sharing your token number.  After taking a closer look at why you are not eligible to claim the educator expense deduction, it is due to other distributions shown on your return.

 

According to the guidance from the IRS regarding educator expense deductions, they are only deductible to the extent that they exceed 'any distribution from a qualified state tuition program that you exclude from income.'  On your return, the $250 educator expense does not exceed the amount reported as a non-taxable tuition program distribution.  

 

Try entering the total amount of educator expenses that you spent.  If the total amount exceeds the non-taxable tuition program distribution amount, then up to $250 would be deductible.  (I am not quoting the amount reported on your return for the portion of Form 1099-Q distributions deemed to be non-taxable since this is a public forum, but it is unlikely that you spent enough to be able to exceed the amount and claim the deduction in my opinion.  You are getting a greater tax benefit from having the distribution be non-taxable.)

 

For reference, here is a link to the IRS Topic No. 458 Educator Expense Deduction.

 

@burtonfamily-sho

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