@digitaltaxation wrote:
Thanks, to double check, do I put my school's name on the 1098-T, but leave the rest blank? Or do I also add in the "Enter the Tuition You Paid" portion of the 1098-T where I report the amount paid to my university in 2020? Thank you
Did you pay tuition out of pocket?
You really need to forget about the 1098-T. The only reason you have to enter one is to get Turbotax to treat your fellowship correctly as line 1 income with "SCH" next to it. You could also do this manually using Turbotax installed on your own computer by making direct entries on the forms.
The school must issue a 1098-T if you paid tuition out of pocket. More likely, your tuition was covered by your department or your PI's grant funds. It's a bit of a financial shuffle: the school "charges" tuition but they "pay" your tuition from another account. But if you did not pay tuition out of pocket, the school does not issue a 1098. You just have to use it as a back door to enter the fellowship correctly in Turbotax.
