g******g
发帖数: 585 | 1 求教，今天试着用taxact报税。
在education那一项，老婆在读master第一年，学费基本和奖学金抵掉了，但是我们还
交了2k的summer school的费用，这个费用没有反应到1098T上，不知道是不是qualify
deductible呢？
还有就是taxact 自动使用了american opportunity tax credit 做为免税的依据，我
自己换成life time learning credit试了一下，tax return一下子少了好多。请问我
老婆读法学院LLM是qualify 哪个啊？
请教大家。 | h****s
发帖数: 16779 | 2 master不能用American opportunity credit。你肯定是某个问答选得不对，所以软件
用了这个credit。
要用Lifetime learning credit。
没上1098T的学费不能deduct。
qualify
【在 g******g 的大作中提到】
: 求教，今天试着用taxact报税。
: 在education那一项，老婆在读master第一年，学费基本和奖学金抵掉了，但是我们还
: 交了2k的summer school的费用，这个费用没有反应到1098T上，不知道是不是qualify
: deductible呢？
: 还有就是taxact 自动使用了american opportunity tax credit 做为免税的依据，我
: 自己换成life time learning credit试了一下，tax return一下子少了好多。请问我
: 老婆读法学院LLM是qualify 哪个啊？
: 请教大家。
| g******g
发帖数: 585 | 3 谢谢回复，貌似我只能选择tuition and fee deduction.
我看了一下publication 970, 感觉应该可以把Summer School的花费包括在里面啊，不
知道您说的必须反应在1098T里面的花费，出处是哪里呢？
谢谢
What Expenses Qualify
The tuition and fees deduction is based on qualified education expenses you
pay for yourself, your spouse, or a dependent for whom you claim an
exemption on your tax return. Generally, the deduction is allowed for
qualified education expenses paid in 2012 in connection with enrollment at
an institution of higher education during 2012 or for an academic period
beginning in 2012 or in the first 3 months of 2013.
For example, if you paid $1,500 in December 2012 for qualified tuition for
the spring 2013 semester beginning in January 2013, you may be able to use
that $1,500 in figuring your 2012 deduction.
Academic period. An academic period includes a semester, trimester,
quarter, or other period of study (such as a summer school session) as
reasonably determined by an educational institution. In the case of an
educational institution that uses credit hours or clock hours and does not
have academic terms, each payment period can be treated as an academic
period.
【在 h****s 的大作中提到】
: master不能用American opportunity credit。你肯定是某个问答选得不对，所以软件
: 用了这个credit。
: 要用Lifetime learning credit。
: 没上1098T的学费不能deduct。
:
: qualify
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