Hal_Al
Level 15

Education

He will not be subject to the kiddie tax. i.e. he will not have to file form 8615,

Scholarships are a hybrid between earned and unearned income. It is earned income for purposes of the  $12,400 filing requirement and the dependent standard deduction calculation (earned income + $350) and the kiddie tax.  It is not earned income for other purposes (EIC. IRA contributions or additional child tax credit).

 

Side issue:

"I’m...ineligible for any education credits due to income".

"I did put the 1098T on my returns and did get some dollars back" 

Those two statements don't jive.

 

 

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