Employer Tuition Reimbursement on W-2

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  • AZ-Tax
    Senior Member
    • Feb 2008
    • 2604

    #1

    Employer Tuition Reimbursement on W-2

    Client said included in W-2 for which its appears on the YTD breakdown, not within W-2 but TTB - 13-28 has good explanation of that $5250 of employers tuition asst to employee is Excludable from taxes, did I read that correctly?
  • solomon
    Senior Member
    • Aug 2006
    • 1012

    #2
    Originally posted by AZ-Tax
    Client said included in W-2 for which its appears on the YTD breakdown, not within W-2 but TTB - 13-28 has good explanation of that $5250 of employers tuition asst to employee is Excludable from taxes, did I read that correctly?
    Yes you did. ยง127(a)(2)

    If, but for this paragraph, this section would exclude from gross income more than $5,250 of educational assistance furnished to an individual during a calendar year, this section shall apply only to the first $5,250 of such assistance so furnished.

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    • FEDUKE404
      Senior Member
      • May 2007
      • 3646

      #3
      Question

      Since you stated the tuition assistance was "included" please advise exactly how such was actually shown on the W2, especially as relates to Box 1 and Box 16?

      Is it something that would be apparent if you did NOT have a year-end reconciliation statement from the client, and merely relied upon what the W2 itself shows?

      Thanks!

      FE

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