professional development

UNDERSTANDING EDUCATIONAL EXPENSES -
THE IRS PERSPECTIVE

The following information was compiled for a NAVREF membership conference call held in October 2004.  The call was conducted by:

Richard Crom, Staff Assistant
Customer Education and Outreach
Exempt Organizations
Tax Exempt and Government Entities Division
Phone: 202-283-8874
Email: Richard.E.Crom2@irs.gov

Customer Account Services: 877-829-5500

• Materials Used for Teleconference
• Helpful Links

• Using NPC Funds to Pay for Education Handout
• Sample Form for Pre-Approval of Work-Related Education Support
• Sample Form for Reimbursement of Work-Related Education Support

Helpful Links

• Internal Revenue Service (IRS)

  • IRS website: http://www.irs.gov/

• Publication 970: Tax Benefits for Education http://www.irs.gov/pub/irs-pdf/p970.pdf

• Publication 15: Employer's Tax Guide http://www.irs.gov/pub/irs-pdf/p15.pdf

• Publication 15B: Employer's Tax Guide to Fringe Benefits
  http://www.irs.gov/pub/irs-pdf/p15b.pdf

• For more information on VA’s own educational benefit programs go to:
  http://www.vacareers.va.gov/

Disclaimer:  Information presented during the teleconference and/or linked does not constitute legal or accounting advice.  Please consult an VA attorney and an accountant familiar with your organization for advice.  

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last updated: 01/04/10

 

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