Fellowships, Scholarships, and Grants
Questions & Contacts
Questions about fellowships granted to U.S. citizens and U.S. tax residents can be directed to Jodi Kessler, Tax Manager.
Questions about fellowships granted to foreign nationals (NRA or nonresident aliens) can directed to the NRA Tax Compliance Department. Various information can also be found on the NRA website.
Frequently Asked Question
Will I receive a tax reporting form from the University showing fellowship amounts?
The answer depends on your tax classification in the U. S. The University is not required to report fellowship amounts for U. S. citizens or individuals, who are resident aliens for tax purposes, on a Form 1099 or other formal tax document. Therefore, it is important to keep your own records or to seek a summary from your department in order to have the information necessary to prepare your personal tax return.
If you are a nonresident alien for U. S. tax purposes, then you will receive a Form 1042-S, showing fellowship amounts for each calendar year, in the spring immediately following the relevant calendar year.
IRS Resources
Publication 970 (2015), Tax Benefits for Education
Scholarships, Fellowship Grants, Grants, and Tuition Reductions (excerpt from Pub 970)
Policies
The following fellowship information can be found in the Financial Policy Office website:
General Information for Fellowship Recipients
Fellowship Payments and Reimbursements for Students and Non-employee Postdocs/Fellows