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New Member
posted Feb 4, 2023 1:12:23 PM

I'm a teacher & trying to take the educator deduction. Turbotax doesn't allow me to take the deduction in my name. When I put the deduction in my husband's name it works.

I'm a teacher, but he's not. I don't understand why it won't let me to put the deduction under my name.

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8 Replies
Level 15
Feb 4, 2023 1:37:31 PM

That's weird.  Do you have your return correctly set up as a joint return?   When you have been entering income have you been seeing spots with each name for income?

New Member
Feb 4, 2023 2:16:49 PM

Yes, it’s set to married filing jointly and it gives me the credit on the state, but not the federal.  Yes, both of W2’s are entered, one for each of us.

Level 15
Feb 4, 2023 2:20:45 PM

@brendarenee14 So when you try to enter the educator credit it will only give a spot for your spouse?  What?  

 

To call TurboTax customer support

https://ttlc.intuit.com/questions/1899263-what-is-the-turbotax-phone-number

Customer support is available from 5 a.m. to 9 p.m. Pacific time daily

New Member
Feb 4, 2023 2:25:37 PM

No, there’s a place for both of us. If I enter the amount in my box and 0 in his it says I don’t qualify. When I enter the amount in his box and 0 in mine it says we qualify.

Level 15
Feb 4, 2023 2:27:42 PM

Do not enter a zero in his box.  Leave it blank instead.    The software does not like zeros.

New Member
Feb 4, 2023 2:30:26 PM

I’ll try that. If that doesn’t work, I’ll call that support number. Thank you!

Level 1
Mar 21, 2023 4:35:28 PM

I’m having the same issue. It won’t deduct if I put the amounts in my spouse’s name (my spouse is the teacher). But it will allow the deduction if I put the expenses in my name. This doesn’t make sense. Both of us earn income. My spouse lists her occupation as a teacher. 

Expert Alumni
Mar 21, 2023 5:08:32 PM

Qualified expenses are deductible only to the extent the amount of such expenses exceed the following amounts for the tax year, for the spouse who has the Educator Expenses

 

  • The interest on series EE and I U.S. savings bonds that you exclude from income because you paid qualified higher education expenses,
  • Any distribution from a qualified state tuition program that you exclude from income,
  • Any tax-free withdrawals from your Coverdell education savings accounts,
  • Any reimbursements you receive for expenses that aren't reported to you in box 1 of your Form W-2.

    Would any of these apply to your spouse, but not to you?

    For more information please click to see the IRS Tax Topic 458 Educator Expense Deduction.