I am trying to add a taxable scholarship (NRSA Postdoctoral Fellowship) as income, but it does not appear under "Wages & Income". Please advise.

[userewatkins701]

I do not have a W-2, because this is a scholarship. I do not know where to include the scholarship as wages.

[Hal_Al]

Enter at Educational Expenses and Scholarships, under Deductions and credits (not the income section).

After answering no to having a 1098-T*, answer yes to qualifying for an exception (that gets you to the entry screens). You will have to go thru the whole education interview to get to the scholarship screen. At the scholarship screen, enter the amount of the grant. 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 is new for 2022-3).

*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.  

[userewatkins701]

Thanks for the response. I am an NRSA Post-Doctoral Fellow, not a student. This means the government (NIH) pays for my salary to do research at a University after finishing graduate school. Is it OK to file as a student, despite not taking classes or having tuition?

[Hal_Al]

Q.  Is it OK to file as a student, despite not taking classes or having tuition?

A. Yes. 

You're not really "filing  as a student". You're filing  Post-Doctoral stipends and those are taxed as scholarships/academic grants. 

[userewatkins701]

Thank you! It says that I will receive a penalty for contributing to my Roth IRA, since it is not income. It is however income, just paid through the government as opposed to the University. Do you know how I can correct this?

[Hal_Al]

Q.   It says that I will receive a penalty for contributing to my Roth IRA, since it is not earned income. Do you know how I can correct this?

A. In the educational interview, you must indicate that you are a grad student. For this purpose (stipend being earned income),  Post-Doctoral Fellow counts as being  grad student. 

Fellowship Graduate Student Savings Act of 2019 Allows graduate students and postdocs to start saving for their retirement. The bill amends section 219(f) of the Internal Revenue Code to allow “any amount paid to an individual to aid the individual in the pursuit of graduate or postdoctoral study or research” to be considered compensation for purposes of determining qualified retirement contributions to individual retirement plans.