Based on @Hal_Al and @Bsch4477 's insights, I have edited my answer accordingly:
First, regarding your W-2, it is not reportable and does not need to be included in your return, as Bsch4477 stated.
What is Code DD in Box 12 of my W-2?
Second, regarding your fellowship:
Enter Form 1098-T exactly as received. After posting, TurboTax will ask for additional details.
- The next screen will ask: Did Taxpayer's Aid Include Amounts Not Awarded for 2019 Expenses?
- This is for costs paid in one year for a school term in a different year.
- Did Taxpayer Pay for Room and Board with a Scholarship or Grant?
- This refers to living expenses.
- Answer Yes, entering the excess amount received over tuition.
For any excess stipend over the amount of tuition, if Form 1098-T was not received, enter in TurboTax following these steps:
- From the left menu, select Federal
- Wages & Income scroll all the way down to Less Common Income and click Show More
- Select the last listed option for Miscellaneous Income 1099-A, 1099-C, click Start
- Next, select the last listed option Other Reportable Income
- Did you receive any other taxable income, click Yes
- Other Taxable Income: Enter your description and the amount and click Continue and Done.
Click the links for more details:
Are my scholarships, fellowships, or grants taxable?
How do I enter Form 1098-T?
2019 IRS Publication 970 beginning on page 5
and also, see page 89: Scholarships and fellowship grants.
- Expenses for tuition and fees required to enroll at or attend an eligible educational institution, and
- course-related expenses, such as
- fees,
- books,
- supplies, and
- equipment
that are required for the courses at the eligible educational institution.
Course-related items must be required of all students in the course of instruction.
IRS Tax Benefits for Education Center
Student Exception to Social Security and Medicare Taxes: explains why your fellowship is not subject to self-employment tax. Therefore, it must be reported as less common income.
Congratulations on your fellowship and PhD work!
[Edited 3/28/2020 | 3:58 PM PST]
@jaybird4522
