Your Life

Your Life

Major life milestones often have a major tax impact. Changes in your marital status, having a baby or adopting a child can have significant impact on your taxes. This is the place to ask questions about dependents, real estate, and other various scenarios that play a significant role in what taxes you pay.

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Pioneer
Posts: 1
Registered: ‎09-19-2017

Is it deductible? Training for city council member

City council member is considering taking courses at a university in the same state 8 hours from his city. The courses are for a certificate program to be a Certified Public Manager. But the courses are mainly intending on giving him more information to serve him at being more informed and experienced as a council member. So the questions are:

1. Is the expense for the program deductible?

2. Would the travel expenses for the times he has to be on campus for the courses be deductible? He would have to travel approximately every other month for a year and be at the campus 1-3 days.

Tax Pro
Posts: 5,806
Registered: ‎02-23-2016

Re: Is it deductible? Training for city council member

HI AlwaysLearning,

 

 

Welcome to the H&R Block community.

 

Travel for educational purposes is not deductible.

 

However, the cost of the tuition & fees, as well as any textbooks & materials purchased directly from the educational institution can either be deducted on Schedule A in the miscellaneous section (Line 23) or you can take the Lifetime Learning Credit for the expenses since the courses are leading to a certificate or degree.  The LLC is taken by completing Form 8863 and it is non-refundable but it will reduce tax liability.  You can claim one or the other of these two tax benefits, but not both.

 

If you have any other questions I'll be glad to help.

 

Louis,

Senior Tax Advisor (Tampa, FL)