for TT online where do i enter PHD student scholarship income not reported on a W-2

Forum|Forum|1 year ago
March 27, 2025
1 reply
0 views

No text available

TurboTax Deluxe Online

KrisD15

Go to

Deductions & Credits

Education

Expenses and Scholarships (Form 1098-T)

Continue as if you are entering Form 1098-T ignoring the 1098-T entry screen until you get to the "Did you Receive a Scholarship or Grant in 2024?" screen

Select "YES" to enter additional scholarships not already reported on Form W-2

Scholarships were once reported on Form 1040 line 1 but now are reported on Schedule 1 line 8r and flows to Form 1040 line 8.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

Hal_Al

Employee

Enter scholarship. Enter stipend, Enter at Educational Expenses and Scholarships, under Deductions and credits (not the income section).

After answering no to having a 1098-T*, answer yes to qualifying for an exception (that gets you to the entry screens). You will have to go thru the whole education interview to get to the scholarship screen. At the scholarship screen, enter the amount of the grant. When asked if any was used for room and board, answer yes. Then enter the amount you want to be taxable (usually all of it), in the pop up box. R&B are not "qualified educational expenses". So, this is how you tell TT that it is taxable. Note the wording at that screen “or other expenses”. You didn’t have to literally use the scholarship for R&B. This will put it on line 8r of Schedule 1 (this line is new for 2022-3).

*If you do have a 1098-T, one of the follow-up questions will be do you have any scholarships not shown on the 1098-T. Enter the additional scholarship/stipend there.