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What are the Tax Benefits for Education?
🔍 What are the Tax Benefits for Education?
This article outlines who may qualify for education-related tax benefits below the graduate level, including specific situations for employees, surviving spouses, and dependent children.
⚠️ Education Below the Graduate Level
To qualify, you generally fall into one of the following categories:
- You are an employee of the eligible educational institution.
- You were an employee of the eligible educational institution, but you retired or left on disability.
- You are a widow or widower of an individual who died while an employee of the eligible educational institution or who retired or left on disability.
- You are the dependent child or spouse of an individual described in (1) through (3), above.
📝 Additional Qualified Tuition Reduction Details
Child of deceased parents
For purposes of the qualified tuition reduction, a child is a dependent child if the child is under age 25 and both parents have died.
Child of divorced parents
For purposes of the qualified tuition reduction, a dependent child of divorced parents is treated as the dependent of both parents.
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