topic Why is taxable part of Education Assistance not populating in 1040, Schedule 1, line 8r? in Education

Why is taxable part of Education Assistance not populating in 1040, Schedule 1, line 8r?

BrettS1 — Wed, 07 May 2025 21:06:48 GMT

From the Student Information Worksheet, Part V, line 9 "Taxable part" is $8,250, but Schedule 1, line 8r "Scholarship and fellowship grants not reported on Form W-2" is blank? Where does the taxable part of Education Assistance populate on the 1040?

Re: Why is taxable part of Education Assistance not populating in 1040, Schedule 1, line 8r?

Hal_Al — Thu, 08 May 2025 02:08:33 GMT

Q. Where does the taxable part of Education Assistance populate on the 1040?

A. Line 8 of form 1040. But, as you appear to already know, to get there, it must first appear on line 8r of Schedule 1. It gets to line 8r from line 9 of part V of the Student info work sheet.

I'm using windows desktop (download) Deluxe and it's working correctly. You may have to delete the student and 1098-T and re-enter.

Or tell us more about your situation. Why does the student have taxable scholarship. You may have to use a workaround.

Re: Why is taxable part of Education Assistance not populating in 1040, Schedule 1, line 8r?

BrettS1 — Thu, 08 May 2025 19:30:13 GMT

The student has $18,550 in scholarships. I'm using Home & Business--but it's 2023. I didn't realize I would have to check TurboTax moving the amount on line 9 to Schedule 1, line 8r and then to line 8 on the 1040.

Re: Why is taxable part of Education Assistance not populating in 1040, Schedule 1, line 8r?

Hal_Al — Fri, 09 May 2025 19:53:35 GMT

Q. I didn't realize I would have to check TurboTax moving the amount on line 9 (student info worksheet) to Schedule 1, line 8r and then to line 8 on the 1040?

A. No, that should all happen automatically. I tested it on my 2023 program, and it works.

I don't have an explanation why an amount on line 9 (student info worksheet) isn't automatically going to line 8r of schedule 1.