Teachers! You’ve made it to summer. The final bell has rung, the classroom is clean and, for a few blissful weeks, your time is finally your own.
No grading. No lesson plans. Just rest, relaxation … and maybe a little financial strategy.
Because while you recharge, your summer spending could affect your spring refund.
We’ve helped teachers like you navigate the ins and outs of educator deductions for years. So before you stock up on school supplies or sign up for a summer workshop, here are a few smart tips to keep in mind.
1. Save Those Supply Receipts
Markers. Magnets. Maps. If you’re already preparing for the fall, keep every receipt.
The Educator Expense Deduction lets eligible K–12 teachers deduct up to $300 for unreimbursed classroom expenses — $600 if you’re married and both spouses are educators. Think books, software, lab supplies, even personal protective equipment.
The rule is simple: if it helps your students and came from your pocket, it may help your taxes, too.
2. Professional Development May Pay Off — Twice
Many teachers use summer break to grow — attending workshops, earning continuing education credits or diving into certification programs.
If you’re investing in professional development that directly relates to your job and wasn’t reimbursed by your school, those costs might be deductible.
Learning is never wasted — and sometimes, it’s tax-smart.
3. Work-Related Travel? Proceed with Caution.
A week in Orlando sounds like a dream — but if you’re attending an education conference at Disney’s doorstep, part of that trip could be deductible.
The IRS allows certain travel expenses if the primary purpose of the trip is business. That means hotel, airfare and registration fees might qualify — but not the roller coasters and churros.
When in doubt? Document everything. We’ll help you sort it out.
4. Plan Ahead — Future You Will Thank You
Summer is the perfect time to reflect, reset and plan ahead. Review last year’s tax return. Adjust your withholdings. Set up a system to track your expenses. A little work now can save you a lot of worry later.
And if you’re unsure where to begin, JRJ Income Tax Service is here to help.