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Form 9368: Questionnaire - Scholarship or Fellowship Grant
IRS Form 9368 is a Questionnaire - Scholarship or Fellowship Grant used to assist the Internal Revenue Service (IRS) in examining tax returns for recipients of grants. The form requires taxpayers to report grant amounts and details.
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IRS Form 9368 - Questionnaire - Scholarship or Fellowship Grant
IRS Form 9368 is a Questionnaire - Scholarship or Fellowship Grant used to assist the Internal Revenue Service (IRS) in examining tax returns for recipients of grants. The form requires taxpayers to report grant amounts and details.
Risk Radar
Scan points- 1Ensure all fields are completed; if a question is not applicable, enter 'N/A' instead of leaving it blank.
- 2Failing to provide a copy of the grant and its application as requested on Form 9368.
- 3Entering 'N/A' when a question is not applicable, instead of leaving it blank.
- 4Not specifying the exact dates (MM/DD/YYYY) for the grant period in Line 5.
- 5Incorrectly stating who the grant was awarded to (e.g., choosing 'school' instead of 'directly to you').
Plain English
This form helps the IRS understand how you received money from scholarships or fellowships. By completing Form 9368, you provide specific details about the award, such as its total amount and what it was designated for. This information allows the IRS to properly review your tax filing against the income you earned.
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 are receiving a scholarship or fellowship grant and need to provide details to the IRS during an examination of your return.
- Do not use Form 9368 when you are simply reporting income from a grant on Schedule 1 (Form 1040) without providing detailed answers regarding the nature of the award.
- Check Form 1040 instead when you are filing the main tax return that will incorporate the grant income details.
Form selector
Use this form or another form?
Receiving a grant from an organization whose contract is with a private entity
This form captures specific details about the award's nature, which is required for examination purposes.
✓ Check before you continue
Awarded directly to you, but also covering school expenses
You must answer questions 6 and 7 thoroughly to clarify how the grant was disbursed and its flexibility.
✓ Check before you continue
Grant income is part of a larger business or partnership return
While Form 9368 is for the taxpayer, other forms like Form 1041 might be involved in reporting the entity's grant activities.
✓ Check before you continue
Deadline or filing window
The official source does not specify a trigger event for filing Form 9368. However, the taxpayer must report these details to assist in the examination of their return for the specified tax year. There are no stated extension windows on this form itself.
Checklist
What you need before filling it out
Question 1 (Grant Amount)
The dollar amount of the grant · Form 9368, Line 1
Question 2 (Awarding Organization)
Name of the organization or institution that awarded the grant · Form 9368, Line 2
Question 5 (Grant Period)
The beginning and ending dates of the grant period (MM/DD/YYYY) · Form 9368, Lines 5 (Beginning & Ending)
Question 7 (Freedom to Choose)
Whether you were free to choose your field and location of research (Yes/No) · Form 9368, Line 7
Certification
Taxpayer's signature and Date · Form 9368, Bottom Section
Before you submit
- 1Review all questions on Form 9368; if not applicable, enter "N/A." (Form p.1)
- 2Provide a copy of the grant document you received along with this Form 9368.
- 3Ensure you have completed Question 12a and 12b by answering Yes or No and providing an explanation if necessary.
- 4Verify that you have listed the beginning and ending dates for the grant period in Question 5 (MM/DD/YYYY).
- 5Confirm that you have signed and dated the Certification section under penalties of perjury.
- 6If applicable, provide a statement from another employer when answering Question 14 regarding leave of absence.
- 7Double-check that the Taxpayer's name and address are accurately listed at the top of Form 9368.
How to file this form
- 1Complete all required fields on Form 9368, including your name, address, tax year reference, and answering questions 1 through 14.
- 2Provide a copy of the grant document you received and complete any necessary explanations (e.g., for Question 7 or Question 12).
- 3Sign and date the Certification section on Form 9368 under penalties of perjury.
- 4Submit Form 9368 along with copies of the supporting documentation to the Internal Revenue Service.
Known limitations
- 1The form requires taxpayers to review all questions and enter "N/A." if a question is not applicable.
- 2If a question asks for specific details (e.g., in Q3, Q7, Q12b), the taxpayer must provide an explanation if the answer is 'Yes'.
- 3When reporting percentages of time spent on duties (Q8), taxpayers must specify the activity if they select 'Other' and enter a percentage.
- 4If a taxpayer was on a leave of absence from another position (Q14) and answers 'Yes', the form requires furnishing a statement from that employer.
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.
Almost done reviewing the fields?
Fillable formOpen in Editor->The current edition available is Form 9368 (Rev. 5-2015), which was published in May 2015. The source does not point to a separate page for the latest information, but it confirms this specific revision.
What changed or needs a fresh check
- Edition date — confirm May 2015
- Catalog Number — confirm 13346B
- Form number — confirm Form 9368 (Rev. 5-2015)
- Signature — ensure the Taxpayer's signature is present at the bottom of Page 1
- Tax year — enter the specific tax year you are referencing in the 'In reply refer to:' section.
Quick Facts
Downloads
After you file
- 1The taxpayer must sign the IRS Form 9368 before sending it to the IRS.
- 2The taxpayer must keep a copy of the completed IRS Form 9368 for their records.
- 3If providing copies, the taxpayer must include a copy of the grant received and a copy of the application for the grant with the form.
- 4A taxpayer should confirm that the revision date on the form reads May 2015 (or later) when filing.
Sources
- SRCForm 9368 is cataloged as 13346B and has a revision date of May 2015 (Rev. 5-2015) on page 1.
- SRCThe form requires the taxpayer's name, address, tax year, and last four digits of Social Security Number to be provided on page 1.
- SRCQuestion 3 asks if additional amounts were received beyond the grant, requiring completion of Q3a, Q3b, or Q3c if 'Yes'.
- SRCQ4a determines if the grant was awarded under a contract with the U. S. Government; Q4b checks for contracts with a private organization.
- SRCQuestion 5 requires specifying the start and end dates of the grant period in MM/DD/YYYY format, located on page 1.
- SRCThe certification statement confirms that the taxpayer has examined the form under penalties of perjury, requiring their signature and date.
Common confusion points
What do I enter if a specific field is not applicable?
The source instructs to enter "N/A." for any question that does not apply.
→ Review all questions and use "N/A."
Do I need to provide an explanation if the answer to Q3 (Did you receive any amounts in addition to the grant) is 'No'?
No, but if the answer to Q4a or Q4b is 'Yes', there are specific follow-up questions that require completion.
→ Check Q3 and then review Q4a/Q4b.
If I select 'Other' for Q8 (time spent on duties), what must I do?
The taxpayer must specify the nature of that activity in the space provided next to the percentage entered.
→ Enter a description when selecting "Other" for Q8.
When should I provide an explanation regarding Q12b (Will you work for the grantor in the future)?
An explanation is required only if the answer to Q12b is 'Yes'.
→ If 'Yes', write a brief explanation detailing the future work.
What must be included with Form 9368?
The taxpayer must provide a copy of the grant received and a copy of their application for that grant.
→ Ensure these two documents accompany the form submission.
If I answer 'No' to Q11 (Were you entitled to any copyrights or patents)?
If the answer is 'No', the taxpayer must state who was entitled to those rights in the space provided next to the question.
→ If 'No', fill out the corresponding explanation field.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- The taxpayer can correct errors by signing and dating the form, indicating the change.
Questions about IRS Form 9368
What is IRS Form 9368 used for?
This form helps the IRS understand how you received money from scholarships or fellowships. By completing Form 9368, you provide specific details about the award, such as its total amount and what it was designated for. This information allows the IRS to properly review your tax filing against the income you earned.
Who must file IRS Form 9368?
Taxpayers must file Internal Revenue Service Form 9368. The form is used by individuals who receive a scholarship or fellowship grant.
What information does IRS Form 9368 require?
The form collects identifying information (taxpayer's name and address, tax year), details about the award itself (amount of the grant, awarding organization), and specifics regarding the funding terms. Questions cover whether the grant was for travel or materials and supplies, and to whom it was awarded.
When is IRS Form 9368 due?
The official source does not state a specific filing deadline date. Taxpayers should file this form when required by their tax situation, referencing the tax year they are reporting.
Where do I file IRS Form 9368?
The official source does not specify a mailing address or service center for Form 9368. The catalog number is 13346B and it can be accessed via www.irs.gov.
How do I complete IRS Form 9368?
First, the filer must provide their name, address, and tax year. Next, they answer questions regarding the grant amount (Line 1) and organization (Line 2), noting if additional amounts were received. Finally, the taxpayer signs and dates the certification section under penalties of perjury.
What happens if IRS Form 9368 is filed incorrectly?
By signing the form, the taxpayer declares under penalties of perjury that the statement is true, correct, and complete; failure to do so means the information provided may not meet IRS standards.
What do I enter if a specific field is not applicable?
The source instructs to enter "N/A." for any question that does not apply. Review all questions and use "N/A."
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