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Education Expenses For Self-Employed Persons

A self-employed individual has optional tax benefit strategies for education expenses:

  • Take as a business expense and thereby offset both SE and income tax, or
  • Take as an education credit (if qualified) where that benefit outweighs the other options.
  • When deciding which option to use, be sure to consider the overall tax reduction.,
    • Schedule C – Generally SE rate plus Tax Bracket rate.
    • Education credit – American Opportunity up to 100% of first $2,000 plus 25% of next $2,000; Lifetime at 20%.

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