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    Education

    Received Fellowship
    Fellowship Income

    A fellowship is tax free only if:

    • You are a candidate for a degree at an eligible educational institution, and
    • You use the fellowship to pay qualified educational expenses.


    Qualified Education Expenses

    For purposes of tax-free fellowships, the income must be used for these qualified education expenses for:

    • Tuition and fees required to enroll at or attend an eligible educational institution
    • Course-related expenses, such as fees, books, supplies and equipment that are required for the courses at the eligible educational institution

    These items must be required of all students in your course of instruction