Tax Documents

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GeorgiaMom

5-Year Member
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Mar 28, 2010
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Does anyone know where to start to request a replacement tax document for the ROTC stipend (I think it's a 1099-something). I thought I put my D's form with all of my other 2009 tax stuff, but I can't find it anywhere. I am pretty sure that the stipend is not taxable, but that info still needs to be included on her return. She is studying abroad this semester in a remote area, and doesn't have much internet service. Any ideas where to start?

thx for any help.
Georgiamom
 
Last year I called the ROTC administrative assistant and asked if we would be getting any type of tax document regarding the stipend. Answer: "No". The only thing we get is from the university regarding the scholarship.
 
The ROTC stipend is by its very nature non-taxable income and as such requires no reporting on tax documents. The only thing you should see would be a 1099-T which will show what the USG paid compared to what you are paying and you can then use that to claim Education Credits for the portion that you or the student paid out of pocket.

I say this as a parent of a NROTC scholarship student and a 20 year tax professional.
 
Additionally for those with children attending any of the academies be aware that in most cases you will lose the right to deduct that student as a dependant after his freshman year. Not the case with ROTC students.
 
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