dependent with scholarship

Forum|Forum|6 years ago
April 11, 2020
1 reply
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My son has a full-ride scholarship, and has a 1098-T. I understand he has to file his own tax return, because of the room & board not being deductible [which is ridiculous] but does that change his dependent status?

JotikaT2

It depends.

Depending upon the amount of his scholarship income, he may or may not have a filing requirement. 

He would have a filing requirement if he makes more than the following amounts in gross income:

$12,200 for Single
$24,400 for Married Filing Jointly
$5 for Married Filing Separately
$18,350 for Head Of Household
$24,400 for Qualifying widower

I have included some additional information to help you determine if he has any filing requirements based upon your specific filing status.

Do I need to file a return

Gross income amount for dependents

His dependent status would not change if he meets all of the requirements to be claimed as a dependent.

He can be listed as a dependent child on your return assuming your child is:

Related to you
Can't be claimed by somebody else
A US citizen, resident, national or a Canadian or Mexico resident
Not filing a joint return
Under the age of 19 or 24 if a full-time student
Live with you for more than half of the year (except for temporary absences for college)
Didn't provide more than half of their own support for the year

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mamajo10Author

Full-time student, 18 years old. The box 8 on the 1098-T is 9068.95 and he earned 2003.84 at his summer job, so his combined is less than the 12,200. When I entered his 1098-T info in my tax return, it said that because all of box 8 was room & board, it was taxable and he had to file a tax return. I assume that I can use the 1040-EZ form?