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IRS: Claiming your tuition and education fees explained

When taxpayers meet certain circumstances for their tuition and fees, they can deduct up to $4,000 from the IRS with their tax return.

irs tax return forms to claim deductions like tuition and fees

This is to help pay for higher education expenses.

This may be done for yourself, your spouse, or qualifying dependent children.

This move allows for $4,000 to be deducted as an above the line income exclusion, according to Marca.


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Changes made to this IRS law

The tuition and fees deduction tax law originally expired at the end of 2016.

It resumed under the Bipartisan Budget Act of 2018.

The expiration date was extended to Dec. 31, 2020 through the additional Consolidated Appropriations Act.


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Taxpayers that already filed their 2018 taxes when it did not exist may still amend their returns to claim this deduction.

Taxpayers have three years to file an original or amended return after the tax year passes.

If you paid taxes already you have two years to amend it.

This deduction is reported on Schedule 1 of Form 1040 or by using Form 8917 to itemize the deduction.


How to qualify for the Tuition and Fees Deduction

Taxpayers that pay tuition and fees for a college education or higher education can qualify.

If your child is a dependent you can deduct on their behalf.

If students pay for it themselves they can claim it with proof of tuition.

Those with a spouse in college can claim the deduction.

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