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Official form guide
Form 9368: Questionnaire - Scholarship or Fellowship Grant
Internal Revenue Service Form 9368 is a questionnaire that collects detailed data about a taxpayer’s scholarship or fellowship grant, including the amount, awarding organization, and related benefits. It must be completed by the grant recipient.
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IRS Form 9368 - Questionnaire - Scholarship or Fellowship Grant
Internal Revenue Service Form 9368 is a questionnaire that collects detailed data about a taxpayer’s scholarship or fellowship grant, including the amount, awarding organization, and related benefits. It must be completed by the grant recipient.
Risk Radar
Scan points- 1Failing to sign the certification invalidates the form.
- 2Leaving the grant amount (Question 1) blank or entering an invalid dollar value.
- 3Omitting the required copy of the grant award letter and application.
- 4Not providing dates for the grant period in Question 5 (Beginning and Ending).
- 5Failing to answer Yes/No for contract terms in Questions 4a‑4b.
Plain English
Form 9368 asks you to report the details of any scholarship or fellowship you received. You list the grant amount, who gave it, any extra money for travel or supplies, and how you used the grant. You also note any benefits, contracts, and whether you kept any copyrights. Sign and date the form before sending it.
Submission Date
- Filing date: 2024-12-04 22:10:56
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when you need to answer the IRS questionnaire about a scholarship or fellowship grant you received.
Form selector
Use this form or another form?
Grant awarded directly to student
IRS needs grant amount and awarding organization for tax reporting
✓ Verify grant copy attached
Grant includes travel and material allowances
Additional amounts must be reported separately on the questionnaire
✓ Ensure travel and supplies amounts entered
Grant tied to contract with U.S. Government
Contractual source affects tax treatment under IRS rules
✓ Confirm 'Yes' selected for government contract question
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Amount of the grant
Dollar amount of the grant · Question 1 on Form 9368
Awarding organization name
Name of the institution that awarded the grant · Question 2 on Form 9368
Additional amounts (travel, supplies, other)
Amounts for travel, materials, supplies, and other specified amounts · Questions 3a‑c and 3 (Other) on Form 9368
Grant period dates
Beginning and ending dates in MM/DD/YYYY format · Question 5 on Form 9368
Grant recipient designation
Selection of recipient (you, school, department head) · Question 6 on Form 9368
Before you submit
- 1Enter the grant amount in dollars for Question 1.
- 2Provide the name of the awarding organization in Question 2.
- 3Indicate Yes or No for additional amounts and fill amounts a‑c if applicable.
- 4Answer Yes or No for contracts with the U.S. Government (4a) and private organization (4b).
- 5Enter the beginning and ending dates of the grant period in MM/DD/YYYY format for Question 5.
- 6Select the appropriate recipient option in Question 6.
- 7Attach a copy of the grant award letter and the application as instructed.
- 8Sign and date the certification line before submission.
How to file this form
- 1Collect the grant award letter and application materials.
- 2Fill out Form 9368, entering "N/A" for any non‑applicable items.
- 3Attach the grant copy and application to the completed questionnaire.
- 4Sign and date the certification line on the form.
- 5Mail the signed Form 9368 to the IRS and keep the delivery receipt as proof of filing.
Known limitations
- 1You must verify that the form displays Rev. 5‑2015 (May 2015) because the official source does not confirm any later revisions.
- 2You should confirm the required fee, as the official source explicitly states the fee is not provided; contact the IRS for current amount.
- 3You need to locate the mailing address yourself, because the official source indicates the mailing address is not stated; verify on the IRS website.
- 4You must ensure you sign and date the certification line, as the source confirms a signature is required but provides no further instructions.
- 5You should attach a copy of the grant award and application, because the source lists attachment requirements but does not specify acceptable formats.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
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Fillable formOpen in Editor->Form 9368 (Rev. 5-2015) is the current edition dated May 2015; the source does not indicate a newer revision or a latest‑information page.
What changed or needs a fresh check
- Edition date — confirm the form shows Rev. 5-2015 (May 2015)
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — confirm the taxpayer signs and dates the certification line
Quick Facts
Downloads
After you file
- 1Keep signed questionnaire with supporting grant documents
- 2Retain copy for at least three years after filing
- 3Expect IRS acknowledgment if submitted with tax return
- 4If error discovered, file an amended questionnaire with corrected information
- 5Store electronic scan in secure folder for future reference
Sources
- SRCForm p.1 — question 1 asks for the amount of the grant $.
- SRCForm p.1 — question 3 asks if any amounts in addition to the grant were received, with sub‑fields for travel, materials, other amounts.
- SRCForm p.1 — question 4a asks if the grant was awarded under a contract between the institution and the U.S. Government.
- SRCForm p.1 — question 5 requires beginning and ending dates in MM/DD/YYYY format.
- SRCForm p.1 — question 6 lists recipient options a. directly to you, b. the school or institution, c. the head of your department.
- SRCForm p.1 — question 11 requests to whom progress reports, if required, were furnished.
Common confusion points
What do I put for question 1 if I received a grant?
The form asks for the amount of the grant in dollars.
→ Enter the exact dollar amount received.
How do I answer question 3 about additional amounts?
The form offers Yes/No and asks for travel, materials, and other amounts if Yes.
→ Choose Yes only if you received extra funds, then fill the sub‑fields; otherwise select No.
What does question 4a ask regarding a contract with the U.S. Government?
It asks whether the grant was awarded under a contract between the institution and the U.S. Government.
→ Mark Yes if such a contract exists; otherwise select No.
How should I fill question 5 about the grant period?
The form requires a beginning and ending date in MM/DD/YYYY format.
→ Provide the exact start and end dates of the grant.
Who should I select in question 6 for grant recipient?
Options are a. directly to you, b. the school or institution, c. the head of your department.
→ Choose the option that matches who received the funds.
What is required for question 11 about progress reports?
The form asks to whom progress reports, if required, were furnished.
→ State the name or title of the person or office that received the reports.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 9368 – submit corrected questionnaire with a statement of changes
Questions about IRS Form 9368
What is IRS Form 9368 used for?
Form 9368 asks you to report the details of any scholarship or fellowship you received. You list the grant amount, who gave it, any extra money for travel or supplies, and how you used the grant. You also note any benefits, contracts, and whether you kept any copyrights. Sign and date the form before sending it.
Who must file IRS Form 9368?
The individual taxpayer who received a scholarship or fellowship grant must file IRS Form 9368.
What information does IRS Form 9368 require?
The form gathers the grant amount (Question 1), the awarding organization (Question 2), any additional travel or supply funds (Question 3), contract terms (Questions 4a‑4b), grant period dates (Question 5), the recipient (Question 6), research freedom (Question 7), time spent on various duties (Question 8), fringe benefits (Question 9), progress‑report recipient (Question 10), copyright or patent entitlement (Question 11), prior or future work for the grantor (Questions 12a‑12b), months of excluded income (Question 13), and leave‑of‑absence details (Question 14).
How do I complete IRS Form 9368?
Enter the taxpayer’s name, address, tax year, and last four SSN digits at the top. Answer each numbered question, providing dollar amounts, dates, percentages, and explanations as required, and attach a copy of the grant and application. Complete the certification by signing and dating the form. Submit the completed questionnaire as instructed.
What do I put for question 1 if I received a grant?
The form asks for the amount of the grant in dollars. Enter the exact dollar amount received.
How do I answer question 3 about additional amounts?
The form offers Yes/No and asks for travel, materials, and other amounts if Yes. Choose Yes only if you received extra funds, then fill the sub‑fields; otherwise select No.
What does question 4a ask regarding a contract with the U.S. Government?
It asks whether the grant was awarded under a contract between the institution and the U.S. Government. Mark Yes if such a contract exists; otherwise select No.
How should I fill question 5 about the grant period?
The form requires a beginning and ending date in MM/DD/YYYY format. Provide the exact start and end dates of the grant.
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