9368

Questionnaire - Scholarship or Fellowship Grant

Agency
IRS
Revision
Rev. 5-2015
Fillable fields
49
Pages
1
Official source
IRS form page
Checked
October 21, 2026
Fill 9368 online
Page 1 of form 9368

Form 9368: Questionnaire - Scholarship or Fellowship Grant

Form 9368, Questionnaire - Scholarship or Fellowship Grant, is an IRS questionnaire used in the examination of a return. Its opening line says: "To assist us in the examination of your return, please review all of the following questions. If not applicable, enter "N/A."" It also asks for a copy of the grant received and the application for it. The taxpayer named in the header answers it and returns it to the IRS.

The 14 questions cover the grant amount and the organization that awarded it, any extra amounts for travel or materials, the grant period, who the grant was awarded to, freedom to choose the field of research, other duties, fringe benefits, progress reports, copyrights or patents, past or future work for the grantor, months of grant income excluded before, and any leave of absence. It ends with a certification signed under penalties of perjury.

The form has no separate instructions. You can fill it out free in your browser on this page and download the result without an account.

Top of page 1 of Form 9368: Questionnaire - Scholarship or Fellowship Grant, as printed by IRS

What's on Form 9368

Header

Taxpayer's name and address, an "In reply refer to" box, the tax year and the last four digits of the Social Security number.

Questions 1 to 3

The amount of the grant, who awarded it, and any added amounts for travel, materials and supplies or other items.

Questions 4 to 6

Whether the grant came under a contract with the U.S. Government or a private organization, the grant period, and whether it was awarded to you, the school or the head of your department.

Questions 7 to 10

Freedom to choose the field and location of research, percent of time on other duties, sick leave, vacations, insurance or other fringe benefits, and who received progress reports.

Questions 11 to 14

Rights to copyrights or patents, past or future work for the grantor, months of grant income excluded before, and any leave of absence.

Certification

A statement made under penalties of perjury, with the taxpayer's signature and the date.

How to fill out Form 9368

  1. 1

    Gather the grant papers

    The form asks for a copy of the grant received and the application for it, so have both at hand before answering.

  2. 2

    Questions 1 to 6

    Enter the grant amount and the awarding organization. Check Yes or No for extra amounts and enter them. Answer the two contract questions, enter the start and end dates as MM/DD/YYYY, and check who the grant was awarded to.

  3. 3

    Questions 7 to 10

    Answer Yes or No on research freedom and explain a Yes. Enter the percent of time on other duties, check any fringe benefits, and name who received progress reports.

  4. 4

    Questions 11 to 14

    If you were not entitled to copyrights or patents, say who was. Explain any Yes on past or future work for the grantor, enter the months previously excluded, and attach the employer statement if you were on leave.

  5. 5

    N/A and signature

    Enter "N/A" for any question that does not apply, as the form asks. Sign and date the certification.

Why fill Form 9368 on indox

You get the real form, filled in a browser tab, with nothing standing between you and the finished PDF.

  • Fill the form right in your browser, no software to install
  • Free to fill and free to download, with no account
  • The official blank straight from the IRS, not a copy someone retyped
  • Works on a phone, tablet or computer

Where it goes, attachments and signature

Where to send it

The form prints no mailing address. It is a reply to an IRS examination, and the header carries an "In reply refer to" reference for that reply.

Deadline

The form prints no due date.

Attachments

A copy of the grant and the application for it, plus a statement from the other employer when question 14 is answered Yes.

Signature

The certification is made under penalties of perjury and has one signature line, for the taxpayer, with a date.

Who fills out Form 9368?

  • Taxpayers under examination

    The form says it is used "to assist us in the examination of your return." The header holds the taxpayer's name and address, the tax year and an "In reply refer to" reference.

  • Grant recipients

    The questions are about a scholarship or fellowship grant, starting with its amount and the name of the organization or institution that awarded it.

  • Researchers with other duties

    Question 8 asks for the share of time spent on duties other than research, such as examining patients, teaching or lecturing.

  • People on leave from another job

    Question 14 asks about a leave of absence. If the answer is Yes, the form asks for a statement from that employer showing dates of employment, length of leave and expected date of return.

The questionnaire is part of an IRS examination. The taxpayer whose return is being examined answers the questions about a scholarship or fellowship grant and signs it.

Official sources and the blank

Do it all with indox

View all 99 tools

Questions about Form 9368

Where does Form 9368 come from?

It is an IRS questionnaire. Its opening line says it is used to assist in the examination of your return.

What do I attach to Form 9368?

The form asks for a copy of the grant you received and your application for it. If you were on a leave of absence, it asks for a statement from that employer.

What if a question does not apply?

The form says to enter "N/A" for any question that is not applicable.

Does the form ask about benefits other than the grant?

Yes. Question 3 asks about amounts for travel, materials and supplies or other items, and question 9 asks about sick leave, vacations, insurance and other fringe benefits.

Is there a deadline or mailing address on the form?

No. The form prints neither. Its header has an "In reply refer to" box tied to the examination.

Can I fill out Form 9368 online?

Yes. You can fill out the PDF free in your browser on this page and download it without an account.