My daughter who is in graduate school is filing her own return. She received a 1098T in 2021 and 2022 for her scholarship and fellowship. In 2021, Turbo Tax did not tax the scholarship portion (box 1 was greater than box 5). In 2022, Turbo Tax is taxing a portion (can't find detail on how they calculate the portion it wants to tax). For 2022 her 1098T box 1 is 34,410 and Box 5 is 32,942. Box 7, 8 and 9 are checked. It is pulling $18,332 to her 1040 as other income. On Schedule 1, 18,332 is under r - scholarships and fellowship grants not reported on W2. She worked for the university and received a W2 for her hours worked. Her earnings of $28,970 are reported on the 1040 along with her taxes that she had withheld. I have had a tax firm look the form Turbo Tax is creating and he said it seems to be an error in Turbo Tax. Their software would not tax it and it would provide detail of how the $18,332 was calculated. Help - I am thinking I will need to use another program for her taxes since Turbox Tax seems to have an issue.
