Making Education Pay at Tax Time
27 Fevereiro 2007 - 7:06AM
PR Newswire (US)
RESTON, Va., Feb. 27 /PRNewswire/ -- It's a subject most of us
dread: filing our tax return. But for people with higher education
expenses, tax time can pay you -- in some cases even thousands of
dollars. (Logo:
http://www.newscom.com/cgi-bin/prnh/20030617/SLMLOGO-a ) According
to the College Board, 6.5 million taxpayers claimed about $3.8
billion in deductions for interest paid on student loans,
generating between $500 and $700 million in tax savings in 2004. In
late 2006, Congress renewed three key deductions affecting millions
of taxpayers. One of those deductions was for qualified higher
education expenses. "When it comes to filing your tax returns, do
your homework so you don't inadvertently leave money on the table,"
says Martha Holler, Sallie Mae spokeswoman. "These deductions and
credits translate into real savings and help reduce the cost of
college." For the 2006 tax year, there are four education-related
tax benefits: the Tuition and Fees Tax Deduction, the Student Loan
Interest Tax Deduction, the Hope Credit and the Lifetime Learning
Credit. Qualified tuition and fees paid during 2006 can be deducted
for individuals, a spouse, or a dependent. This provision,
previously set to expire last year, means individuals can deduct up
to $2,500 in student loan interest and $4,000 in expenses for
tuition, registration fees, and other required fees. You don't have
to itemize to be eligible for this deduction, but how much of a
deduction you receive depends on your income level. Remember,
tuition deductions cannot be taken on expenses for which you also
are claiming an education credit, such as the Hope Credit. Rather,
you must choose one or the other if you qualify for both. Tax
credits, which reduce dollar-for-dollar the amount of tax an
individual pays, also can provide substantial tax savings. There
are two education-related credits available for 2006: the Hope
Credit and the Lifetime Learning Credit. The Hope Credit allows up
to a maximum $1,650 tax credit for freshmen and sophomores and can
be claimed for two years. The Lifetime Learning Credit provides a
tax credit of up to $2,000 per family for anyone in college. Unlike
the Hope Credit, the Lifetime Learning Credit is available for all
years of postsecondary education and for courses to acquire or
improve job skills. Additional information on 2006 higher education
deductions and credits can be found in IRS Publication 970, "Tax
Benefits for Higher Education," available at the IRS Web site at
http://www.irs.gov/.
http://www.newscom.com/cgi-bin/prnh/20030617/SLMLOGO-a
http://photoarchive.ap.org/ DATASOURCE: Sallie Mae CONTACT: Beth
Guerard of Sallie Mae, +1-703-984-5621 Web site:
http://www.salliemae.com/ Company News On-Call:
http://www.prnewswire.com/comp/827187.html
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