Tax Deduction

[dfrecore]

They Could also get a letter that says we would prefer that you complete a bachelors degree. That should really help satisfy those requirements.

And I agree with the home office. Filing extensions substantially reduced the risk of audit also.

I don't think that's enough to qualify.  Unless they said that it was REQUIRED, not preferred.  Even that, though, is going to be tough to get.  When I worked in HR, we would NOT have given an employee a letter like that, just to let them deduct their expenses on their taxes.  That kind of thing would have been completely out of the question.

Unless we were willing to put into writing that the employee was required to get a degree by a certain date in order to maintain employment, and then follow through on that, we would not have written that.  And BTW, that would have had to be a degree related to their current job, and there would have had to be a legal reason to do so.  Like we were reclassifying their job to an exempt management-level position or something along those lines.

[videogamesrock]

They Could also get a letter that says we would prefer that you complete a bachelors degree. That should really help satisfy those requirements.

And I agree with the home office. Filing extensions substantially reduced the risk of audit also.

I don't think that's enough to qualify.  Unless they said that it was REQUIRED, not preferred.  Even that, though, is going to be tough to get.  When I worked in HR, we would NOT have given an employee a letter like that, just to let them deduct their expenses on their taxes.  That kind of thing would have been completely out of the question.

Unless we were willing to put into writing that the employee was required to get a degree by a certain date in order to maintain employment, and then follow through on that, we would not have written that.  And BTW, that would have had to be a degree related to their current job, and there would have had to be a legal reason to do so.  Like we were reclassifying their job to an exempt management-level position or something along those lines.


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I agree, larger companies would be very hesitant to agree to this in writing.  I think OP has good info and needs to be creative at this point if it is possible at all and get something in writing that is more concrete.