Hal_Al
Level 15

Education

How was the stipend reported to you, on the 1098-T, a 1099 or some other way?

In  general, Enter stipends at Educational Expenses and Scholarships, under Deductions and credits (not the income section). If you do have a 1098-T, one of the follow-up questions will be do you have any scholarships not shown on the 1098-T. Enter the additional scholarship/stipend there.  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 educational  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.  This will put it on line 8r of Schedule 1 (this line was added in 2022).

 

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