Retraining classes paid by emplr in W-2

[schirallicpa]

Client lost job at kodak but they paid for retraining classes thru his payroll. He has receipts for the classes, which include leasing a computer for the class. Now - these were classes for auditing, and hes an engineer. He relocated to my neck of the woods and has new job as engineer. He says he was required to take the retraining in order to be eligible for unemployment, although he never collected unemp.

Am I spinning my wheels, or is there something I can do here?

Thanks for the help!

[jainen]

>>is there something I can do here?<<

You can return his receipts, thanking him for keeping such good records, and explain how the lifetime learning credit works.

[Pacun]

>>is there something I can do here?<<

You can return his receipts, thanking him for keeping such good records, and explain how the lifetime learning credit works.

If he does not qualify for lifetime learning, he can use Sch A with the 2% floor. (Provided it was required to maintain his job qualifications).

[Lion EA]

Was it a job-hunting expense?