Tax on TAP: What Is “Job-Related”?

As we mentioned our email message from July, in order to ensure compliance with IRS policy, Harvard will begin withholding tax from your paycheck for any graduate-level tuition benefits (TAP/TRP) you receive from Harvard over $5250 per year for NON job-related classes. You may be able to avoid owing tax on your class up front, if you use Harvard's Graduate Credit TAP Form to make an argument that your course is job-related in the "Job-Relatedness Attestation" section of the form. The following page gives some examples and further explanation of how to apply the "job-relatedness" standard.…

Tax Change to Harvard Tuition Benefits

HUCTW members who use Harvard tuition benefit programs recently received a message from the Harvard Benefits Office indicating that in order to ensure compliance with current IRS standards and practices, the University will begin withholding tax on tuition assistance benefits for classes that meet certain criteria. HUCTW is very concerned about this change and we are working hard to better understand its tax implications for members. We have begun working with Harvard administrators to find ways to minimize the impact and identify potential long term solutions. …

Tax on TAP: What Is “Job-Related”?

Tax Change to Harvard Tuition Benefits

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