KrisD
Intuit Alumni

Education

No, the way I read you explanation, all the scholarships were for 2018, so I don't see why you would allocate 30,000 for another year.

I think you should answer NO to “Was any of the scholarship income not designated to pay 2018 education expenses?”

Perhaps you think education expenses means tuition only, but that is not the case. 

Next, with the remaining 30,000 in Fellowships, you can allocate that to room and board. It will be taxable, which I believe in your case it should be. When the program asks how much was used to pay for research, travel, clerical help, or equipment, if you allocated the 30,000 to room and board, you're done. Don't enter the 30,000 again, but do allocate the 30,000 between room and  research, travel, clerical help, or equipment, if you used the funds for those things, in which case that potion of assistance will become tax-free. 

In other words, you paid 46,000 tuition (plus and books and/or supplies you needed to purchase which you should have entered as additional expenses. Any grants/scholarships you apply to that is tax-free. 

You also received 24,000 in assistance (don't even worry about the W2, just enter that) so allocate that (as well as the 6,000 remaining from box 5) to room and board (will be taxed) OR research, travel, clerical help, or equipment, NOT BOTH.

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