Hal_Al
Level 15

Education

I assume you meant 1040-ES, not 1040-EZ.

 

In TurboTax (TT), enter at:

Federal Taxes Tab (Personal for H&B version)

Deductions & Credits

-Scroll down to:

--Education

  --Education Expenses and Scholarships

 

The interview will allow you to bypass the 1098-T screen (click that you qualify for an exception). A 1098-T is not mandatory.

 

After answering no to having a 1098-T, answer yes to qualifying for an exception (that gets you to the entry screens). You will have to go thru the whole education interview to get to the scholarship screen. At the scholarship screen, enter the amount of the grant. When asked if any was used for room and board, answer yes. Then enter the amount you want to be taxable (usually all of it), in the pop up box. R&B are not "qualified expenses".  So, this is how you tell TT that it is taxable. Note the wording at that screen “or other expenses”. You didn’t have to literally use the scholarship for R&B.

 

The income is reported on line 8r of Schedule 1. This line, for reporting scholarship income,  is new for 2022.