Deduction for work-related education costs

A taxpayer can deduct the cost of education undertaken to maintain or improve skills required on his or her current job, or to meet the requirements of the current employer or applicable law or regulations as a condition to the retention of current employment or salary.

Deductible expenses include tuition, books, supplies, and the cost of travel, board and lodging if the education is away from home. A person need not enroll on any particular basis.

The deduction applies to any educational course, including seminars, correspondence study courses, and continuing education courses. However, the deduction does not apply to education leading to a new trade or business.

A deduction for education costs is an unreimbursed, itemized deduction subject to the 2% of AGI floor. So, some or even all of the deduction may be lost because of the 2% limit.

However, self-employed individuals can take their educational expenses as a deduction on Schedule C and the deduction is not subject to the 2% limit.