Award vs. Scholarship

<p>My DD won a Leadership award from our state that came with a large amount of money ($10K). While we thought it was a scholarship and was going to be sent to the college she chooses to attend, we were surprised when they actually presented her with a check for $10,000! It came with a letter that said that the money would be tax-free if used for college education expenses (we were actually out of town when she got it so thank goodness we didn't come home and find a new car in the driveway <g>). </g></p>

<p>Is anyone familiar with this tax/financial aid situation and have any advice on how we should handle this money? Basically, we are unsure whether we should use it all this year, or if we can invest it and spread it over 4 years. We would ask a tax or financial professional, but honestly we don't even have one----we have very simple taxes that we have always done ourselves.<br>
As for her tax status, she has nothing in her name beyond an interest-free checking account and no income other than typical minimum wage type summer employment (she just received her tax refund of $45 for '05 :-) </p>

<p>She's already gotten a merit scholarship (non need-based) at the college of her choice, but there is still about $25K left to pay and our EFC is beyond that, so either way it won't cut into any need-based aid. </p>

<p>Advice or experience in this area is welcome! Thank you!!</p>

<p>bump........anyone have any ideas on whether we should use this all this year or invest it and spread it out over 4?</p>

<p>How scholarships/prizes are taxed depends on what was done to earn/win it. The IRS website explains various categories of prizes, as does the 1040 book. For example, my 13-year old recently won a "scholarship" prize in an essay contest. The money was deposited by the donor into an educational savings account in her name with us as administrators. If your D needed to provide a social security to the state organization, then they reported the gift to the IRS and she must pay taxes on it. How much in taxes depends on what other income she has earned this year. Children can earn a certain amount (think its $4000) tax free.</p>