How to Claim Teacher Tax Deductions on Tax Returns

Learn where to claim the top 7 teacher tax deductions on federal income tax returns.

Tax Write Offs for Teachers
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Teachers are  eligible to claim many tax benefits each year.  The top 7 deductions for teachers and educators are listed below along with where the expenses are claimed on a federal income tax return. Additional information on each deduction can be found in the article Top 7 Deductions for Teachers and Educators.

Top 7 Tax Deductions for Teachers and Educators

#1 – Classroom Supplies (books, pencils, crayons, computer equipment and software, etc.)

Unreimbursed classroom expenses are deducted on Form 1040, Line 23 or Form 1040A, Line 16 for the 2011 tax year.

#2 – Continuing Education Courses & Training

The tax credit for unreimbursed continuing education or training is calculated on Form 8863 then carried over to Form 1040, Line 49 or Form 1040A, Line 31 for the 2011 tax year.

#3 – Student Loan Interest

Interest on qualified student loans is deducted on Form 1040, Line 33 or Form 1040A, Line 18 for the 2011 tax year.

#4 – Teacher Union Dues

Teacher participating in unions (i.e., North Carolina Association of Educators) are able to deduct amounts that are paid on a post-tax basis on Schedule A, Line 21.  Note that educators must itemize their deductions in order to claim the credit for amounts exceeding 2% of their adjusted gross income calculated on Form 1040.

 #5 – Professional Books and Publications

Unreimbursed expenses for professional books and publication can be deducted on Schedule A, Line 21. Note that educators must itemize their deductions in order to claim the credit for amounts exceeding 2% of their adjusted gross income calculated on Form 1040.

#6 – Charitable Donations to Schools

Charitable donations made out-of-pocket on money which has already been which has already been taxed or other items owned by a teacher given to a school is deductible on Schedule A, Line 16 or 17 for the 2011 tax year depending on the type of donation.

#7 – Travel

Qualified travel expenses are deducted on Schedule A, Line 21 for the 2011 tax year.

Caution: Each of these deductions require teachers to keep receipts and/or other documentation in order to claim the expenses on a tax return.  Additional requirements are also required for some expenses.  It is recommended that teachers and educators consult with an accountant before claiming expenses on tax returns.

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Top 7 Tax Deductions for Teachers and Educators

Simply Taxes, LLC is a local year-round tax preparation firm with an office located in North Raleigh. Our Raleigh accountants are ready to assist you with your questions pertaining to your taxes!

The information contained within this article is for general guidance only. As such, it should not be used as a substitute for consulting with professional accounting, tax, legal or other competent advisers.

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