Can a student taking her Masters in Psychology deduct fees paid to a US university and travel expenses for a 2 day course/conference for Career Construction training?

She is not self-employed nor does she belong to a professional organization yet.

Answer

I doubt that the 2-day conference can be claimed, but IF the student can get a TL11A, or TL11C form completed by the University, they should be able to claim the US tuition they paid.

My understanding is if ALL the classes were completed via distance education and none while you were PHYSICALLY present on campus, then they would need form TL11A completed by the school.

If the classes were completed while PHYSICALLY present at the university, the school must complete form TL11A.

 

If some classes were completed via distance and others while physically present on campus, then two forms will need to be completed (one for each).

 

The qualifications for the TL11A are not as easy to meet as the ones on the TL11C. The school will need to review this to see if they qualify.

 

A word of warning, in the limited experience I’ve had with these, the US Universities had no idea how to complete these forms and you may have to coach them through the process. Some may even be unwilling to complete them. And you can count on CRA sending out a Processing Review in the summer to review these forms as well.

 

Also, keep in mind that the amounts reported on the slips will be in US $. Which means you should ask the client for the exact date the tuition was paid and use the Bank of Canada exchange rates to convert the tuition to CDN $.

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