AmyC
Expert Alumni

Retirement tax questions

Since you were an employee and this was job related, the answers must force the program to get the correct entry. Follow these steps:

  1. Log in to your return.
  2. Go to income
  3. Scroll down to Other Common Income
  4. Select Income from 1099-MISC
  5. Edit/ Start/ Revisit
  6. Enter income -the income should be in box 3,
  7. Enter tax if any withheld in box 4
  8. Continue
  9. Describe the reason - travel stipend
  10. continue
  11. None of these apply
  12. Continue
  13. Did this involve main job?
  14. No -this is for the worksheet to get the right answer despite it being your job
  15. Continue
  16. How often do you get?
  17. Got in 2024 - even if you receive this each year so the program won't think this is another job
  18. Continue
  19. Intent to earn money?
  20. No again, obviously you work for money but this needs to be no for the worksheets
  21. Continue
  22. Do you have another?
  23. No
  24. Continue

The NSF REU is a housing allowance and is considered taxable income. See NSF 23-601: Research Experiences for Undergraduates (REU). If you have a 1098-T, you can add the $6,000 of scholarship income there. 

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