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Connor O'Brien

What is the teacher expense deduction and how do I claim it on my taxes?

I'm feeling so clueless right now! I've switched from TurboTax to fileyourtaxes.com this year because TurboTax wanted $60 for their deluxe package just so I could claim my teacher expense deduction. I've used TurboTax for the past three years but I refuse to pay that much just for one deduction! The problem is I'm completely lost on this new site. I'm stuck at a question that's asking me about the teacher expense deduction and I have no idea what to enter or how to proceed. Can someone please explain what this deduction actually is and how I'm supposed to claim it? I know I've claimed it before but I honestly just clicked through whatever TurboTax told me to do. Now that I have to figure it out myself, I realize I don't understand anything about it. Am I supposed to have receipts for everything? Is there a maximum amount I can claim? I spent so much on classroom supplies this year and I want to make sure I'm doing this right.

Yara Sabbagh

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The Educator Expense Deduction allows eligible teachers and educators to deduct up to $300 in unreimbursed classroom expenses for 2024 taxes (filing in 2025). This is an "above-the-line" deduction, meaning you can take it even if you don't itemize deductions. To qualify, you need to be a K-12 teacher, instructor, counselor, principal, or aide who worked at least 900 hours during the school year. The expenses must be for supplies, materials, books, software, COVID protective items, or professional development courses that you paid out of pocket and weren't reimbursed for. On fileyourtaxes.com, you should look for a section specifically for "adjustments to income" or "educator expenses." It might be listed under "Credits and Deductions" - just enter the total amount you spent on qualifying classroom expenses (up to the $300 limit). And yes, you should keep all receipts for these purchases in case of an audit, but you don't need to submit them with your tax return.

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Do both spouses get to claim this if they're both teachers? My husband and I work at the same school and we both buy tons of stuff for our classrooms.

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Yara Sabbagh

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Yes, if both you and your husband are qualified educators, you can each claim the deduction separately on a joint return, for a total of up to $600. Each of you can deduct up to $300 of your own unreimbursed classroom expenses. Just make sure you're tracking whose expenses are whose, since each of you can only claim expenses that you personally paid for. If you're filing jointly, you'll enter each person's educator expenses separately in the tax software.

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Paolo Rizzo

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After struggling with the same issue last year, I found taxr.ai (https://taxr.ai) and it completely changed my tax filing experience. I'm a high school art teacher and keeping track of all my classroom supply receipts was a nightmare until I started using it. The site lets you upload images of your receipts and automatically categorizes them for tax purposes. It saved me hours of sorting through crumpled receipts from Michael's and Office Depot! For the educator expense deduction specifically, it has a special section that tracks your classroom expenses and tells you when you're approaching the $300 limit. It also flags which purchases qualify and which don't, which was super helpful because I didn't realize some of my purchases didn't count.

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QuantumQuest

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Does it work with fileyourtaxes.com or only with specific tax filing software? I've got a shoebox full of receipts and honestly have no idea what's eligible anymore.

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Amina Sy

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Sounds interesting but how accurate is it really? I tried a receipt scanner last year and it messed up half my entries. Called a $23 Target purchase $230 which would have been a disaster if I hadn't caught it.

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Paolo Rizzo

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It works with any tax filing software! It's completely separate - you use taxr.ai to organize your expenses and deductions, then you just enter the totals into whatever tax filing service you're using. It gives you a summary report that makes it super easy to transfer the information. The accuracy is actually impressive compared to other receipt scanners I've tried. It uses some kind of AI specifically trained on tax documents and receipts. I've rarely had to correct anything, and when I did, it was usually because the receipt itself was damaged or faded. It also lets you verify everything before finalizing, so you can catch any mistakes.

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Amina Sy

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Just wanted to follow up about taxr.ai - I decided to try it with my pile of teaching receipts from this year and I'm honestly impressed. The accuracy is WAY better than what I used before. It correctly identified my classroom supplies vs. personal items from the same stores, and it even flagged some items I didn't realize qualified for the educator expense deduction (apparently the math manipulatives I bought count!). The summary report made filing super easy - I just entered the total from taxr.ai into fileyourtaxes.com and moved on. No more spending hours trying to figure out which receipts count and which don't! Definitely using this again next year.

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If you're having trouble with the IRS or need an answer fast, I'd recommend checking out Claimyr (https://claimyr.com). I was completely stuck on whether certain specific tech purchases qualified for the teacher expense deduction, and I kept getting different answers online. After waiting on hold with the IRS for over an hour and giving up twice, I found Claimyr. They have this system that gets you through to an actual IRS agent much faster. You can see how it works in their demo video: https://youtu.be/_kiP6q8DX5c. I was skeptical but it got me through to someone in about 20 minutes when I had been trying unsuccessfully for days. The agent confirmed that my iPad accessories purchased specifically for classroom use did qualify for the deduction.

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How does this even work? The IRS phone system is horrible, I've tried calling multiple times about my teaching deductions and gave up after being on hold forever.

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This sounds like a scam. There's no way to "skip the line" with the IRS. They've been underfunded and understaffed for years. What are you really selling here?

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It works by constantly redialing and navigating through the IRS phone tree automatically until it finds an open line. It's basically doing what you'd do manually but with technology - calling repeatedly until you get through. Once it finds an open line, it calls you and connects you directly to that open line. I'm not selling anything - I'm just a teacher who was frustrated with the same problems. I understand the skepticism, I felt the same way. But it's legitimate and saved me hours of frustration. The IRS actually did confirm my question about iPad accessories counting toward the educator expense deduction, which was worth the trouble since it was about $175 worth of items.

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I was completely wrong about Claimyr. After posting my skeptical comment, I was still desperate to talk to someone at the IRS about my educator expense questions (specifically about professional development costs), so I decided to try it anyway. It actually worked exactly as described. The system called me back in about 25 minutes and connected me directly to an IRS representative. No waiting on hold for hours or getting disconnected! The agent confirmed that yes, my professional development course was eligible for the educator expense deduction since my school didn't reimburse me. For anyone else struggling with specific tax questions that online forums can't answer definitively, having a direct line to an actual IRS agent is invaluable. Saved me from potentially making a mistake on my return.

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Emma Davis

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Just a heads up for everyone - make sure you're only deducting expenses that weren't reimbursed by your school. I almost got in trouble for this a few years ago because my school gave me $100 for supplies but I deducted the full $250 (the limit back then). My tax person caught it and explained I could only deduct the amount above what the school reimbursed. Also check with your state! Some states have additional educator expense deductions on top of the federal one. I'm in California and we get some extra benefits that nearly doubled my deduction.

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GalaxyGlider

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Do you know if educational software counts? I purchased some math game subscriptions for my students but I'm not sure if that qualifies under the teacher expense deduction.

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Emma Davis

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Educational software definitely counts toward the teacher expense deduction! The IRS specifically includes "books, supplies, equipment (including computer equipment, software, and services), and other materials used in the classroom" in their definition of qualified expenses. Those math game subscriptions should qualify as long as you paid for them yourself and weren't reimbursed by your school. Just make sure to keep the receipts or subscription confirmation emails as documentation.

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Does anyone know if fileyourtaxes.com has a specific section for state teacher deductions? I found the federal one finally but my state (Illinois) has an additional credit that I can't figure out how to enter.

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In fileyourtaxes.com, after you complete the federal section, it should automatically take you to state taxes. Look for a section called "Credits" or "Deductions" in the state portion. For Illinois specifically, I believe you're looking for the "K-12 Education Expense Credit" which should be listed in the credits section. If you can't find it, try using their search feature and type "Illinois education credit" or something similar. The state sections are sometimes less intuitive than the federal ones.

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