topic We paid $4725 for my husbands PhD education expenses. We were reimbursed by his employer $3502 leaving us to pay $1223 out of pocket. But it shows $0 for ed expenses?? in Education

We paid $4725 for my husbands PhD education expenses. We were reimbursed by his employer $3502 leaving us to pay $1223 out of pocket. But it shows $0 for ed expenses??

garynmelissa3 — Tue, 31 Mar 2020 21:56:56 GMT

It didn't allow him to qualify for the lifetime learning credit and the tuition fees deduction.

Re: We paid $4725 for my husbands PhD education expenses. We were reimbursed by his employer $350...

ColeenD3 — Tue, 31 Mar 2020 22:19:33 GMT

There are income limits among other things.

For the tuition and fees deduction, it is $160,000 if married filing a joint return.

Income limits for taking the Lifetime Learning Credit for 2019 are $58,000 for single filers and $116,000 for those filing a married filing jointly return.

Please see Pub 970 for full details.

Pub 970

@garynmelissa3

Re: We paid $4725 for my husbands PhD education expenses. We were reimbursed by his employer $350...

Hal_Al — Tue, 31 Mar 2020 23:18:21 GMT

Income limit for taking the Lifetime Learning Credit for 2019 is $136,000 for those filing a married filing jointly return. The phase out starts at $116,000 MAGI