pmak89
New Member

After you file

Hi - I'm doing our 2021 income taxes and have run into a question that I seem to have found multiple answers to, or I'm misreading some (all?) of what I've read.  The situation is that our son is in college and has scholarships in excess of his tuition and qualified expenses (box 1).  So, his box 5 amount exceeds his box 1 amount and I'm unsure of whether there is a requirement for him to file his own return, including the fact that he's still our dependent - or, if there's a minimum amount (income and excess scholarship money combined) that would require him to file, with anything below that not reportable.  Help?