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March 3, 2024
Question

How do I enter the income I made from "Scholarship and fellowship grants not reported on Form W-2" which is line 8r on form 1040 schedule 1 for 2023?

  • March 3, 2024
  • 1 reply
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I didn't receive any tax document from the research institute and they didn't do any tax withholdings.

1 reply

Hal_Al
Employee
March 3, 2024

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.

 

If you do have a 1098-T, a follow up question will be "do you have any scholarships not shown on the 1098-T".

 

To make some of the scholarship taxable (re-allocate some of the expenses), you  tell TT how much you want taxable by saying it was used for room &board. Note the wording at that screen “or other expenses”. You didn’t have to literally use the scholarship for R&B.