jpb7628
New Member

Retirement tax questions

I'm currently using Vocational Rehabilitation. The amount in Block 1, tuition and expenses were paid directly to the school from the VA and not to you. Block 5 should have reflected this. It being blank is an error on the school's part, it should match block one. The best thing to do would be to check with the school finance office and see the exact amount they received from the VA. 

***IMPORTANT*** The amounts paid to you directly were for housing allowance and ARE NOT TAXABLE, as their use was not restricted. You will not claim those amounts on your taxes. You can claim any additional educational fees and expenses not covered by the VA. The following link explains this if you have anymore questions.

https://www.irs.gov/publications/p970