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Old 27.02.2010, 16:09
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Tax deduction for higher education

Dear Forum members,
I've heard that one can claim a tax deduction for the fees paid towards higher education. Is this true?

I did a masters degree here in Switzerland and want to deduct its fees while filing my tax returns. The question is where in the tax return can one do this and under what clause?

I file taxes in Zurich. I tried talking to some tax people but not many had experience with such deductions.

Thanks in advance for your reply.

Nucleeus
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Old 27.02.2010, 18:00
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Re: Tax deduction for higher education

Don't believe in paying taxes myself so I'm not exactly an expert - you could have a look at this bit though under Nr. 5. (215)

Probably someone else knows the answer better though.
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Old 27.02.2010, 18:36
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Re: Tax deduction for higher education

Depends on whether the master's was done to prepare you for a "new" profession or just "more of the same". It's my understanding that the former can be deducted the latter not.
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Old 27.02.2010, 18:54
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Re: Tax deduction for higher education

AFAIK it's just the other way around.

"Ausbildung" (for a "new" profession) is not deductible.
"Weiterbildung" (more of the same) is deductible.
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Old 27.02.2010, 21:46
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Re: Tax deduction for higher education

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AFAIK it's just the other way around.

"Ausbildung" (for a "new" profession) is not deductible.
"Weiterbildung" (more of the same) is deductible.
Mark75 is right, Weiterbildung including Umschulung and Wiedereinstieg is deductible, Ausbildung is not. The respective form is titled 'Berufsauslagen 2009', the clause is 5. Please note that you have to enclose proof of your respective costs.

University studies are usually considered Ausbildung, exceptions are post-graduate studies and extra occupational studies (i.e. CAS and DAS, MAS, MBA, MBE, LL.M, dissertation, federal professional diplomas, etc.).

In the canton of Zürich, the relevant information can be found online at http://www.steueramt.zh.ch/html/erla.../m_bildung.htm (in German), the form is online at http://www.steueramt.zh.ch/html/formulare/index.htm.

Martin
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Old 07.04.2011, 09:51
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Re: Tax deduction for higher education

These are some great tips!
Can anyone tell me if it works the same in canton Zug (specifically the point "University studies are usually considered Ausbildung, exceptions are post-graduate studies and extra occupational studies (i.e. CAS and DAS, MAS, MBA, MBE, LL.M, dissertation, federal professional diplomas, etc.).")?

Thanks a million!
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Old 26.04.2017, 23:37
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Re: Tax deduction for higher education

In ZH MBAs and Doctorate's are recognised, as long as there's some relation to career progression in the same or related field.

Leaving a career and starting again from scratch isn't accepted. However if you manage to change roles inside a large organisation, it might be more easily accepted (especially if it comes with a pay rise which increases your overall tax liability).
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Old 27.04.2017, 18:28
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Re: Tax deduction for higher education

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In ZH MBAs and Doctorate's are recognised, as long as there's some relation to career progression in the same or related field.
Not anymore. Since 2016 there's no more difference between Weiterbildung (same or related field) and Ausbildung (different field).

See the linked article (in German).

https://www.ktipp.ch/artikel/d/steue...ildungskosten/
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Old 20.05.2017, 19:59
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Re: Tax deduction for higher education

Following this conversation.. would anyone know if I could deduct higher education that I do online at a University that is outside of Switzerland - while I am a resident in Switzerland (obviously)?
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Old 24.05.2017, 13:25
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Re: Tax deduction for higher education

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Following this conversation.. would anyone know if I could deduct higher education that I do online at a University that is outside of Switzerland - while I am a resident in Switzerland (obviously)?
I do not see why not, but it cannot be your "first education" (Erstausbildung) and it has to directly relate to your current or future employment. However, I recommend just asking the tax authorities via email, they are usually pretty helpful.
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Old 24.05.2017, 13:43
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Re: Tax deduction for higher education

Thank you, yes it definitely relates to my future employment. I am excited about this deduction .
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