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Level 1
posted Dec 9, 2023 11:37:08 AM

Tuition reduction/discount from employer?

I am trying to get a head start on taxes so I can get done earlier once I have all my forms. I work for a state university, so I get a tuition discount. Since they are my employer, I was wondering if I need to report "employer-provided assistance." My university simply reduces the charges themselves, so there is no payment coming from the university to credit the charges or reimburse me. I am guessing that I can select "no" since the 1098-T will be reduced already?

 

 

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1 Best answer
Level 15
Dec 9, 2023 3:17:04 PM

Q. Do I need to report my tuition reduction as "employer-provided assistance." ?

A. No. As you said, the university simply reduces the charges themselves, so there is no payment coming from the university to credit the charges or reimburse you.

 

Q. I am guessing that I can select "no" since the 1098-T will be reduced already?

A. That is correct.

 

For an explanation, see page 8 of Pub 970

https://www.irs.gov/pub/irs-pdf/p970.pdf

2 Replies
Level 15
Dec 9, 2023 12:02:50 PM

Free or reduced tuition provided by eligible educational institutions to its employees may be excludable from gross income as a qualified tuition reduction. Whether a tuition reduction is a “qualified” tuition reduction and excludable from income depends on whether it is for education below or at the graduate level and whether the tuition reduction represents payment for services.

Level 15
Dec 9, 2023 3:17:04 PM

Q. Do I need to report my tuition reduction as "employer-provided assistance." ?

A. No. As you said, the university simply reduces the charges themselves, so there is no payment coming from the university to credit the charges or reimburse you.

 

Q. I am guessing that I can select "no" since the 1098-T will be reduced already?

A. That is correct.

 

For an explanation, see page 8 of Pub 970

https://www.irs.gov/pub/irs-pdf/p970.pdf