This interview will help you to determine whether the educational assistance you received is taxable. It only applies to the attendance of one educational institution at a time. If attending more than one, the interview should be run twice if the funds were used for expenses other than qualified education expenses.
Information You'll Need
- Type of educational assistance received.
- Terms of the scholarship as to what expenses the funds can be applied toward.
- What kinds of expenses that were paid from funds received.
- Timeframes of attendance.
The tool is designed for taxpayers that were U.S. citizens or resident aliens for the entire tax year for which they're inquiring. If married, the spouse must also have been a U.S. citizen or resident alien for the entire tax year. For information regarding nonresidents or dual-status aliens, please see International Taxpayers.
Conclusions are based on information provided by you in response to the questions you answered. Answers do not constitute written advice in response to a specific written request of the taxpayer within the meaning of section 6404(f) of the Internal Revenue Code.
Estimated Completion Time: 15 minutes
Please Note: After 15 minutes of inactivity, you'll be forced to start over.
Caution: Using the "Back" button within the ITA tool could cause an application error.