If you work in an office as a
secretary, administrative assistant, or accounting or data entry clerk, you
should receive Form W-2, Wage and Tax Statement, from your employer.
may be able to reduce your taxes by deducting unreimbursed, job-related
expenses. You should keep receipts to substantiate these expenses. Examples of
some of the items you may be able to deduct include:
- Subscriptions to
publications and journals related to your work
- Dues for professional
associations Job-related equipment or supplies that are replaceable within one
- State or local government regulatory fees, licenses, or flat rate
occupational taxes, provided these fees are not paid for initial certification
You may be eligible to claim the Lifetime Learning or American Opportunity Credit if you are attending a college, university or trade school. The American Opportunity Credit is available if you are in your first four years of school working towards a degree or certificate, attending half time or better, and have not been convicted of any felony drug offense. The Lifetime Learning Credit is available if you attend any classes at a college, university or trade school. You do not have to be in a degree or certificate program, enrolled in more than one class, or be in the first four years of your education.
If you are not eligible for a tax credit, you also may be able to deduct work-related education
courses or seminars if they meet certain requirements. Education typically
meeting the requirements includes refresher courses, courses on current
developments, and vocational courses. However, education that qualifies you for
a new trade or business or that helps you to meet the minimum education
requirements of your present trade or business is not deductible. For example,
an administrative assistant cannot deduct the expenses of going to a college to
obtain a biology degree.