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New Member
posted May 7, 2025 2:06:48 PM

Why is taxable part of Education Assistance not populating in 1040, Schedule 1, line 8r?

From the Student Information Worksheet, Part V, line 9 "Taxable part" is $8,250, but Schedule 1, line 8r "Scholarship and fellowship grants not reported on Form W-2" is blank? Where does the taxable part of Education Assistance populate on the 1040?

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3 Replies
Level 15
May 7, 2025 7:08:33 PM

Q.  Where does the taxable part of Education Assistance populate on the 1040?

A. Line 8 of form 1040.  But, as you appear to already know,  to get there, it must first appear on line 8r of Schedule 1. It gets to line 8r from line 9 of part V of the Student info work sheet.

 

I'm using windows desktop (download) Deluxe and it's working correctly.  You may have to delete the student and 1098-T and re-enter. 

 

Or tell us more about your situation. Why does the student have taxable scholarship.  You may have to use a workaround. 

New Member
May 8, 2025 12:30:13 PM

The student has $18,550 in scholarships. I'm using Home & Business--but it's 2023. I didn't realize I would have to check TurboTax moving the amount on line 9 to Schedule 1, line 8r and then to line 8 on the 1040.

Level 15
May 9, 2025 12:53:35 PM

Q. I didn't realize I would have to check TurboTax moving the amount on line 9 (student info worksheet) to Schedule 1, line 8r and then to line 8 on the 1040?

A.  No, that should all happen automatically.  I tested it on my 2023 program, and it works. 

 

I don't have an explanation why an amount on line 9 (student info worksheet) isn't automatically going to line 8r of schedule 1.