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New Member
posted Jun 5, 2019 2:17:32 PM

How do I know if/how much of the scholarship/grant money on my 1098-T form was included on my W-2?

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3 Replies
New Member
Jun 5, 2019 2:17:34 PM

Scholarships and grants are not typically reported on Form W-2. They are reported on Form 1098-T, with the excess of scholarship or grant funding over qualified tuition and fees treated as taxable income.

Form W-2 is used for reporting earned income. In the educational setting, reporting on Form W-2 would be confined to activities where the student expended personal effort to earn the funds: a federal work-study job, a graduate teaching or research assistantship, or similar employment.

New Member
Jan 30, 2025 3:25:58 AM

Is there a way to check this though?

Level 15
Jan 30, 2025 4:53:05 AM

Q. Is there a way to check this though?

A. Ask your employer.  

The only time this happens is if you work for a school where the lines may blur between what is scholarship and what is wages.  Even then, it's unusual for scholarships to be on your W-2 and even more unusual for them to be duplicated on both your W-2 and your 1098-T (box 5). 

 

For non school employers, employer tuition assistance/reimbursement is not "scholarship".  However when your employer sends the money directly to the school, the schools sometimes, mistakenly report it in box 5 of the 1098-T.  It that's not clear, you'll have to ask the school.  The first $5250of employer assistance is tax free and not included on your W-2. Anything above $5250 is include in box 1 of your W-2.  There may or may not be a note in box 14 indicating that.  Again, if it's not clear, ask your employer.