Fellowship and Training Grant Reporting Survey for Tax Year 2021

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This survey is for an article that will shares how various fellowships and training grants are being reported on tax forms (or not) for 2021.

http://pfforphds.com/taxform/

This survey is for US citizens, permanent residents, and residents for tax purposes who are US-based graduate students, postdocs, and postbacs.

PhD trainees are confused by the tax forms they receive (or don't) and search for help. I want to point them to high-quality resources. Your anonymous input is vital for this article; thank you in advance for filling out this survey. If you received two forms from independent funding sources, please fill out the form twice.

Thank you!
Emily Roberts, PhD
Personal Finance for PhDs

Example answers to first two questions (no acronyms please):
National Science Foundation; Graduate Research Fellowships Program
The National Academies of Science, Engineering, and Medicine; Ford Foundation Predoctoral Fellowship
National Institutes of Health; Ruth L. Kirschstein Institutional National Research Service Award (T32)

What is the name of the funding organization?

What is the name of your fellowship/training grant?

How was your fellowship/training grant funding reported, including the form name and box number? *

Form 1098-T Box 5

Form 1099-MISC Box 3

Form 1099-NEC Box 1

Form 1099-G Box 6

Courtesy letter (not an IRS form)

Not reported in any way

Other:

Required

What is your stage of PhD training?

Postbaccalaureate

Graduate student

Postdoctorate

Other:

Clear selection

What is the name of your university/institute (optional)?

What is your name and email address for potential follow-up questions (optional, will not be shared)?

Submit

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