turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Xiaoyi
Returning Member

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
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
Hal_Al
Level 15

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.

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. 

Xiaoyi
Returning Member

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.

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

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies