I'm a PhD student who received a fellowship from a national organization and my university reported on two different forms:
- 1099-NEC: $8,400
- 1099-MISC: $2,813.60
- Total: $11,214
The entire funds are for the same fellowship, which was contingent on me conducting research and covers my room and board. I understand this is taxable income.
In TurboTax, I've entered this in the Education (in Deductions and Credits) section as follows:
- On the scholarship/grant question, I selected "Yes" I received a fellowship
- Under "Other scholarships/grant/fellowships" box, I entered the total amount ($11,214)
- When asked if any scholarship wasn't for education expenses, I entered "Yes" and put $11,214
- When asked if I used it for room and board, I selected "Yes" and entered $11,214
However, TurboTax keeps looping me back to the same screens without letting me e-file (see image below). I also received a 1098-T and am going to school full time.
Should I instead be reporting these separately under the 1099-NEC and 1099-MISC categories? I'm concerned that might cause the system to treat them as different types of income (i.e., self employed) rather than as fellowship money. What's the correct way to report this fellowship income?
