KrisD15
Expert Alumni

Education

An employer may give an employee up to 5,250 per year in education assistance. 

Up to that amount is not taxable to the employee/student. 

Normally that amount is listed on the W-2 and any amount over is included in Box 1 of the W-2. 

 

You would need to find out from payroll if the amount over the 5,250 is included in Box 1 of your W-2. 

And also, if the amount over 5,250 is included in Box 5 of the 1098-T? 

Is the 9,975 on the 1098-T in box 1 or 5? 

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