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Reply to "PhD fellowships and 529s: tax and spending advice"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous]I saved for retirement in a Roth IRA during my PhD, but I could only do that the years I was a TA, worked on the side, or was given a fellowship as W-2 income. [b]If you don't get a W-2 you still owe income tax (a big misunderstanding among some fellow students!)[/b], but it doesn't count as "wages" toward retirement contributions or the child care tax credit. THAT sucks.[/quote] Has that been officially decided by the IRS or a tax court? There was a Nature article in the 2000s that said fellowship stipends for full time students as well as tuition subsidies were in an unclear tax situation.[/quote] Pretty sure it has been — university websites are saying so, at least wrt stipend. Not clear to me yet whether tuition benefit is taxable income. [/quote]
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