How to Avoid Tax Traps For Scholarship Winners

Paying for college is just about the hardest thing mostthat you ordered on a random Thursday; but if you
of us will ever do. The cost of tuition just keepsuse scholarship money to pay for it then you really do
climbing year and year out, usually faster than thehave to keep track precisely.
normal rate of inflation! The best way to financeAnother common trap that most people don't even
college is to get it paid for with a scholarship. Luckilythink about has to do with employment. If part of your
scholarships are becoming more and more common,scholarship or financial aid package depends on you
and more and more available for students; evenworking on campus, say in the library or in the
students with less than stellar track records in thecafeteria, then the IRS may consider part of your
grades apartment.scholarship as taxable income and not a scholarship.
But there is one or two major traps when it comes toSo if you have a $20,000 scholarship, and $5000 of
winning a scholarship... these traps come from thethat scholarship comes from a work study program of
Internal Revenue Service! Most people don't realizesome sort; then that $5000 may be taxable income.
that scholarships can be taxable. Now it's true, theAgain, the rule of the day is to keep scrupulous
most scholarships are tax free, but they are onlyrecords. Your financial aid package should spell out
tax-free if they are used only for tuition, as well ashow much of your aid is derived from work study
books, course materials, supplies, and things like thisprograms, and how much of it is derived from general
that are directly related to your education needs.grants and things of this nature. But be sure to keep
If you use part of your scholarship to pay for yourtrack on your own as well. Keep any pay stubs that
room and board, then that amount becomes taxableyou may receive, and any other records that you can
and you have fallen into the tax trap! Personaluse to show exactly how much money you received
expenses also fall under the tax trap. Basically anyfrom work study and how much you received from
item that you use your scholarship money to pay forother sources.
that isn't directly related to your college expensesPaying for College is one of the most difficult things
becomes taxable.most of us will ever do. Scholarships definitely help, just
It is incredibly important to keep records of all themake sure you keep track of how you spend each
things you spend your money on that came fromscholarship dollar that you receive, and you should end
scholarship money. Keep a list of tuition, university fees,up just fine. It's a good idea to run your financial aid
books, and all the school supplies that you buypackage passed your local accountant or CPA. Simply
because it's up to you to prove how much of theask them if you owe any taxes and have them look
scholarship went to educated related purposes andthrough your financial aid package. It shouldn't cost you
how much of it went to other related purposes.very much to talk to a CPA for a few minutes, and
It may seem silly to have to keep records of a pizzathe peace of mind will be well worth it.