Tax Information for Graduate Fellows

Fellows and scholars must pay tax on the stipends they receive to cover living and general expenses, but may exclude certain educational expenses. Amounts awarded in payment of tuition are not taxable for fellows. Taxes are not withheld from stipends disbursed through student financial aid so you may choose to file an estimated tax return. Please refer to the Internal Revenue Service Publication 520, Fellowships and Scholarships, for more information regarding the tax status of fellowship and scholarship stipends or call 1-800-829-1040.

Other publications you might find useful:

Publication 505: Tax Withholding and Estimated Tax
Publication 508: Tax Benefits for Work-Related Education
Publication 514: Foreign Tax Credit for Individuals
Publication 525: Taxable and Non-Taxable Income
Publication 901: U.S. Tax Treaties
Publication 970: Tax Benefits for Education