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Hello, I have an income that needs to be reported on Schedule 1, line 8r (fellowships without W2). How can I do this in TurboTax?

I think in prior years this used to be reported in 1040 at 1h, but not in the IRS instructions it specifically says it should be reported in Schedule 1 at 8r.
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1 Best answer

Accepted Solutions
ErnieS0
Expert Alumni

Hello, I have an income that needs to be reported on Schedule 1, line 8r (fellowships without W2). How can I do this in TurboTax?

You’ll need TurboTax CD/Download to enter an amount in Schedule 1, line 8r. This is a manual entry.

 

See How do I switch from TurboTax Online to TurboTax CD/Download?

 

  1. In TurboTax CD/Download, tap Forms in the upper right corner
  2. In the left column, in Forms in My Return, tap 1040/104SR Wks
  3. Scroll down to Schedule 1, Part 1 and find line 8r
  4. Click on the box and tap the magnifying glass that will appear
  5. TurboTax will take you to the Schedule 1 Line 8 Other Income Statement
  6. Enter your amount on line r
  7. Tap Step-by-Step when you are done to return to the interview mode

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6 Replies
DanaB27
Expert Alumni

Hello, I have an income that needs to be reported on Schedule 1, line 8r (fellowships without W2). How can I do this in TurboTax?

Please follow these steps to enter fellowship income not reported on W-2:

 

  1. Log into TurboTax
  2. Click on "Deductions &Credits" (under Federal) in the menu on the left side
  3. Scroll down to  "Expenses and Scholarships(Form 1098-T)" and click "Edit"
  4. Click "edit" next to the student's name
  5. Scroll down to "Scholarships/Grants (for all schools)​​​​​​​" and click "edit"
  6. Enter the amount next to "Other Scholarships/Grants/Fellowships
  7. Answer the follow-up questions.

 

Please see Are my scholarships, fellowships, or grants taxable? and Why is my Fellowship/Stipend not being allowed to be used for an IRA contribution? for additional information.

 

 

 

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Hello, I have an income that needs to be reported on Schedule 1, line 8r (fellowships without W2). How can I do this in TurboTax?

Thanks, but I don’t think this applies to my situation. Mine is not a school fellowship. I’m working for a research institute on a fellowship program. I only received a statement of payment, but no official IRS form. Based on 1040 instructions I know I have to put that income on Schedule 1, 8r, but there seems to be no options. The closest I see is to report is as other income such that it goes to the last section of Schedule 1 where I can add a description in a separate attachment to schedule 1 on TurboTax online. Or I can report is as other non W2 or 1099 income where TurboTax puts it in 1040 1h. Do you have any other suggestions?

ErnieS0
Expert Alumni

Hello, I have an income that needs to be reported on Schedule 1, line 8r (fellowships without W2). How can I do this in TurboTax?

You’ll need TurboTax CD/Download to enter an amount in Schedule 1, line 8r. This is a manual entry.

 

See How do I switch from TurboTax Online to TurboTax CD/Download?

 

  1. In TurboTax CD/Download, tap Forms in the upper right corner
  2. In the left column, in Forms in My Return, tap 1040/104SR Wks
  3. Scroll down to Schedule 1, Part 1 and find line 8r
  4. Click on the box and tap the magnifying glass that will appear
  5. TurboTax will take you to the Schedule 1 Line 8 Other Income Statement
  6. Enter your amount on line r
  7. Tap Step-by-Step when you are done to return to the interview mode

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Hello, I have an income that needs to be reported on Schedule 1, line 8r (fellowships without W2). How can I do this in TurboTax?

I see, thanks for the information. I thought there might be a way to do it in the online version.

Hello, I have an income that needs to be reported on Schedule 1, line 8r (fellowships without W2). How can I do this in TurboTax?

For what it's worth (I'm not an expert), I think the suggestion from DanaB27 should still work fine if you prefer the online version, even if not associated with a school. I used this method on TurboTax for my wife's fellowship grant, skipping the part where I add a school, and the only effect seems to be that turbotax entered that number of Schedule 1 line 8r. It didn't specify on the actual filing that it was attached to a school or anything like that. 

AmyC
Expert Alumni

Hello, I have an income that needs to be reported on Schedule 1, line 8r (fellowships without W2). How can I do this in TurboTax?

This is an older thread you added on. The online version is fine. Follow these steps to add the fellowship income with a description:

  1. Open your return to the federal income section
  2. Look under Less common Income
  3. Select Miscellaneous, Income
  4. Select other income not already reported on a W2
  5. Other wages, YES, continue, continue, continue
  6. Any other earned income,  wages YES, continue
  7. Select Other for Other income, continue
  8. Enter stipend/fellowship and amount, done

 

 

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