Can I claim the Educator Expense Deduction if I am employed by an elementary school as an occupational therapist?

[ladyLi]

I am employed as a full-time Occupational Therapist by the Department of Education and work at a public elementary school. I am NOT a 1099 contractor and I received a W2 for my 2022 wages. Can I claim the Educator Expense Deduction for expenses incurred to pay for supplies, equipment and other materials which I used in my work at the school?

I know that this deduction is allowed for teachers, instructors, counselors, principals or aides. Occupational therapists are not specifically mentioned in the criteria set out by the IRS. I wanted to confirm whether I may qualify for the deduction, given that I do work in a classroom setting with the children at the school and have incurred expenses for the materials used in the children's treatment plan.

[JohnB5677]

Yes, provided you are associated with kindergarten through 12th grade.  I believe you would qualify as a counselor.

"Eligible educators include anyone who is a kindergarten through grade 12 teacher, instructor, counselor, principal or aide in a school for at least 900 hours during the school year. Both public and private school educators qualify."

To post the expenses, go to:

1. Deductions & Credits
2. Scroll to Employment Expenses
3. Select Teacher (Educator) Expenses
4. Continue through the interview.

New school year reminder to educators; maximum educator expense deduction rises to $300 in 2022