[Busmgrs] Tuition Reimbursements

[Sara Sarensen]

Thank you all so much for your responses -- they have all been very helpful
to me!

It sounds like most of you already have your practices in place, but in
case anyone was curious:  basically what I've found is that anything over
$5,250 is considered taxable unless it can be categorized as a Working
Condition Benefit.  For it to be a Working Condition, it must maintain or
imporve skills for the job and it must meet the same requirements that
would apply for determining whether the employee could deduct the expense
had they paid it themself.
Thanks!


-- 
*Sara Sarensen
*Business Manager
Lake County ESD
(541) 947-3371




On Wed, Jan 11, 2012 at 2:50 PM, Sara Sarensen
<ssarensen at lakeesd.k12.or.us>wrote:

> Hi All,
>
> Our ESD paid out a large amount of tuition to an employee.  At the time,
> we just paid it like a regular reimbursement, but now it has come to my
> attention that it may be considered taxable income.
>
> Can any of you share with me how you treat your tuition reimbursements, or
> how you administer tuition reimbursement programs, especially in terms of
> if it is treated as income or not?
>
> Thank you!
>
> --
> *Sara Sarensen
> *Business Manager
> Lake County ESD
> (541) 947-3371
>
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