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For 11 months last year, I was a postdoc employee and received a W2 for that. For the 12th month, I was a postdoc at the same institution, but on a fellowship. I received no form (e.g., no 1099-MISC or other) for that month apart from my paystub. What do I do for taxes? My paystub breaks down my earnings from the fellowship into “Stipend for Health Allowance” and “Stipend for Living Expenses”. The former is very high on the fellowship, but I never see a penny since it goes to health insurance at around 8x the cost of the deductions before the fellowship. Part of the latter "stipend" also goes toward health insurance. I would hope I only pay taxes on the latter stipend, which is the exact same amount I was making before the fellowship when I was a regular employee. How do I indicate this situation to the IRS? Can somebody please give me some insight here?

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  • My suggestion would be to consult your universities human resources office. Commented Mar 27, 2023 at 3:19
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    I already did. They say they can't / won't comment on tax matters. I'm totally in the dark about this.
    – user155264
    Commented Mar 27, 2023 at 3:34
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    There are quite a few questions on Personal Finance and Money SE about fellowships. You may want to read them.
    – Nobody
    Commented Mar 27, 2023 at 5:07
  • In the US, fellowships are often considered taxable income. However, dealing with the taxes is on you. Plenty of materials around, including likely at your fellowship funding agency.
    – Jon Custer
    Commented Mar 27, 2023 at 12:44
  • Find a CPA. It's their job to figure these sorts of things out. Commented Mar 27, 2023 at 15:36

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