Hello,I have an income that needs to be reported on Schedule 1, line 8r (fellowships without W2). How can I do this in TurboTax?

Forum|Forum|3 years ago
February 27, 2023
1 reply
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I think in prior years this used to be reported in 1040 at 1h, but not in the IRS instructions it specifically says it should be reported in Schedule 1 at 8r.

TurboTax Premier Online

Best answer by ErnieS0

You’ll need TurboTax CD/Download to enter an amount in Schedule 1, line 8r. This is a manual entry.

See How do I switch from TurboTax Online to TurboTax CD/Download?

In TurboTax CD/Download, tap Forms in the upper right corner
In the left column, in Forms in My Return, tap 1040/104SR Wks
Scroll down to Schedule 1, Part 1 and find line 8r
Click on the box and tap the magnifying glass that will appear
TurboTax will take you to the Schedule 1 Line 8 Other Income Statement
Enter your amount on line r
Tap Step-by-Step when you are done to return to the interview mode

DanaB27

Please follow these steps to enter fellowship income not reported on W-2:

Log into TurboTax
Click on "Deductions &Credits" (under Federal) in the menu on the left side
Scroll down to "Expenses and Scholarships(Form 1098-T)" and click "Edit"
Click "edit" next to the student's name
Scroll down to "Scholarships/Grants (for all schools)" and click "edit"
Enter the amount next to "Other Scholarships/Grants/Fellowships"
Answer the follow-up questions.

Please see Are my scholarships, fellowships, or grants taxable? and Why is my Fellowship/Stipend not being allowed to be used for an IRA contribution? for additional information.

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kharajAuthor

Thanks, but I don’t think this applies to my situation. Mine is not a school fellowship. I’m working for a research institute on a fellowship program. I only received a statement of payment, but no official IRS form. Based on 1040 instructions I know I have to put that income on Schedule 1, 8r, but there seems to be no options. The closest I see is to report is as other income such that it goes to the last section of Schedule 1 where I can add a description in a separate attachment to schedule 1 on TurboTax online. Or I can report is as other non W2 or 1099 income where TurboTax puts it in 1040 1h. Do you have any other suggestions?