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Level 2
February 10, 2021
Solved

Education expenses

  • February 10, 2021
  • 1 reply
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For my son, in the 'other education expenses', the following categories appear in the interview:

 

Tuition and enrollment fees

Books and materials required to be purchased from the school

Books and materials not required..

Other books and course related materials

Room and Board

Computer, Software and Internet Service

Special Needs Expenses

Academic Tutoring (for elementary and secondary schools only)

Uniforms (For elementary and secondary schools only)

 

My other son is in High school and I wanted to enter numbers in the Academic Tutoring Section.  For him though, only the following appear:

 

Tuition and enrollment fees

Books and materials required to be purchased from the school

Books and materials not required..

 

Any idea why?  The only difference I can tell is that I had a 1099-Q for my first son.

Best answer by Hal_Al

@Hal_Al    ??????   You are better at these college questions!


Yes,  if it has to do with one student having a 1099-Q. The qualifying expenses for a 529 distribution are much more generous.

1 reply

Level 15
February 10, 2021

EDUCATION EXPENSES

Education expenses for grades K-12 are not deductible on your Federal return, whether for private, public, or home schooling, nor are the expenses for tutoring, after school lessons or after school activities, such as dance lessons, sports, etc.  Some states allow deductions/credits for K-12 education and/or home schooling expenses; if your state has these deductions available, you will be prompted to enter them when you prepare your state return.  (As far as I know, the states that offer any sort of K-12 deductions/credits are Arizona,  Illinois, Indiana, Iowa,Louisiana, Minnesota, and Wisconsin)

**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
Lanric02Author
Level 2
February 10, 2021

Yes, but for my daughter in college, those other expenses don't appear as a choice either.  Wondering if it has to do with her not having a 1099-Q

Level 15
February 10, 2021
**Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**