Carl
Level 15

Deductions & credits

My son graduated from the university first. The fellowship work began after he received the diploma. Is it still considered as an educational fellowship?

If he graduated in 2019 and was paid the fellowship in 2019, then the answer is yes. Pay attention to the interview questions. Some ask if he was an undergraduate on ***JANUARY FIRST*** of the tax year. The answer to that question would be a resounding YES. Other questions ask if he was an undergraduate on DECEMBER THIRTY FIRST of the tax year. The answer to that question would be NO since he graduated before that date.