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Returning Member
posted Apr 3, 2024 5:49:31 PM

I recieved my PhD funding from an Illinois University as Fellowship and is not taxable by federal. I am wondering where to file it as state form and/or as deductions.

According to tax.illinois if the fellowship is not taxable by federal it is also not taxable by the state, so I am wondering why it still says IL due some money as fellowship is my only income, and the system does not seems to recognize it correctly

0 2 3979
2 Replies
Level 15
Apr 3, 2024 5:57:35 PM

Who says it is not taxable by federal (what's your source)? What makes it not taxable?  How was it reported to you that you are even entering it (1098-T, 1099-Misc, 1099-NeC, something else)? 

Scholarships, grants and fellowships that pay for qualified educational expenses (QEE - tuition, fees, books and other course materials) is tax free.  Scholarship amounts that exceed QEE is taxable income, on the student’s tax return. "Stipends" are usually taxable. 

Returning Member
Apr 3, 2024 6:10:53 PM

The university tax team said "You have a scholarship US which never has any tax documents issued for it" and the HR office did not take any tax withholding for me. I did not have a W-2 and no 1042-S and I have no idea how to file my state tax as to put my income as "fellowship". Federal I can do it under miscellaneous income