International fellowship for resident aliens

Forum|Forum|4 years ago
May 5, 2021
1 reply
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Dear,

I am using TurboTax to file my taxes. Please could you tell me how I should report my *international* fellowship? The last year I followed pointers given at https://ttlc.intuit.com/community/taxes/discussion/re-entering-foreign-fellowship/01/1649251#M584713, but those don't work anymore, i.e., I cannot locate "Other wages Received". Thank you.

P.S. I asked the same question at https://ttlc.intuit.com/community/after-you-file/discussion/international-fellowship-for-resident-aliens/00/2245083, but realized it is a wrong topic. Sorry for the double post.

Best answer by Hal_Al

Although it could be reported as "other income" (see below for how), I don't think that's the right place.

It should be entered as scholarship and if used for qualified expenses (tuition & fees) is not taxable. After entering your 1098-T, the interview will ask if you had any scholarships not shown on the 1098-T. Enter there. You will then be asked if any of the scholarship was used for room and board “or other expenses”. Enter the amount that is taxable. Entering it this way puts in on line 1 of form 1040, with the notation SCH.

To get it to line 8 of Schedule 1, as other income:

In TurboTax (TT), enter at:
- Federal Taxes tab (Personal in Home & Business)

- Wages & Income

Scroll down to:

-Less Common Income

-Misc Income, 1099-A, 1099-C

- On the next screen, choose – Other reportable income

- On the next screen, click yes

- On the next screen, you'll get blanks to enter the amount and a description.

Hal_AlAnswer

Employee

Although it could be reported as "other income" (see below for how), I don't think that's the right place.

To get it to line 8 of Schedule 1, as other income:

In TurboTax (TT), enter at:
- Federal Taxes tab (Personal in Home & Business)

- Wages & Income

Scroll down to:

-Less Common Income

-Misc Income, 1099-A, 1099-C

- On the next screen, choose – Other reportable income

- On the next screen, click yes

- On the next screen, you'll get blanks to enter the amount and a description.

boba5555Author

Thanks a lot for your reply, I appreciate it!

Regarding 1098-T form -- I don't have any. From my institution (MIT) I got only W2 form for my salary. In addition to that I have a fellowship which is international, and hence I don't have any form for that fellowship. Please let me know if you have a suggestion what to do in this case, i.e., how to report this properly as a scholarship/fellowship as opposed to "other income".

My fellowship is used to supplement my salary.

Thank you for your time.

P.S. Regarding your explanation "To get it to line 8 of Schedule 1, as other income:", I see it in TurboTax. So if needed, I will be able to complete those steps. Thank you explaining that!

Hal_Al

Employee

I assumed you were a student. If you are a salaried employee, even a temporary researcher, then other income may be more appropriate than reporting it as scholarship. Depending on who's paying you and why, the fellowship may even be considered to be self employment (Schedule C with self employment tax).

But, if you think scholarship is more appropriate; since you are not claiming a tuition credit, it is OK to say you qualify for an exception to not having a 1098-T. That will get you into the correct part of the interview (lying to TurboTax to get it to do what you want does not constitute lying to the IRS).