- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Education
Yes, if your employer refunded to you 5,250 (or less) for expenses that were paid in 2023, you can allocate that reimbursement to that 2023 expenses (as a refund).
The 5,250 should not have been reported as wages, so it should already be tax-free.
The expenses on the 2023 Form 1098-T (which is allocated to this employer reimbursement) should not have been used for an education credit on your 2023 tax year return or you may need to recapture that credit.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 30, 2025
6:35 PM