News from Finance and HR: Reimbursement for Continuing Education

Duke has recently clarified how reimbursement for continuing education should be treated. To ensure compliance with income tax regulations, continuing education payments that do not follow/fall under the Duke Tuition Assistance program or are not for training required to function within a person’s current job responsibilities are deemed taxable.  Please review this link for more detailed information:  https://hr.duke.edu/benefits/educational/employee-tuition-assistance. For example, support for development programs such as the NLN LEAD Program are considered taxable, including related travel. This does not include CEUs required for professional licensure renewal. 

Duke will no longer be able to pay the vendor or educational organization directly for these payments. Instead, the payment will be issued directly to the faculty or staff member. The faculty or staff member will then need to pay the vendor directly. For any questions, please contact Angie Keith, director of finance and human resources at angie.keith@duke.edu.