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Special Income

Scholarships, stipends and fellowships from India as an NRI

A grant to help you study is fully exempt. A payment for work dressed up as a stipend is not.

You are an NRI, or studying or researching abroad, and you receive a scholarship, fellowship or stipend from an Indian source, a university, an institute, an employer or a trust, and you want to know whether India taxes it. The answer is mostly reassuring but has one sharp line: money given to help you study is exempt, while money paid to you for work is not, even if it is labelled a stipend. Getting on the wrong side of that line is where people are taxed unexpectedly. Here is how it works.
Last reviewed: 26 July 20266 min readReviewed by Preetesh Maloo, CA

The short answer

A scholarship granted to meet the cost of education is fully exempt from income tax under Section 10(16), with no upper limit, and it does not matter whether it comes from the government, a university, an employer or a private trust, or that you are an NRI. Courts have held the whole scholarship is exempt even if you manage to save part of it. A genuine research fellowship for pursuing study or research is treated the same way. The exception is a stipend that is really payment for services, a paid internship, residency or job where you work for the money, which is taxable as salary rather than an exempt scholarship. So the test is purpose: paid to learn is exempt, paid to work is taxable. If it is taxable and Indian-source, tax is withheld at source.

References on this page

  • A scholarship to meet the cost of education is fully exempt under Section 10(16), with no upper limit and regardless of source or residency
  • Courts hold the whole scholarship is exempt even if part is saved (CIT v. V.K. Balachandran [1984] 147 ITR 4 (Mad))
  • A stipend that is really payment for work is taxable as salary, not an exempt scholarship (Dr. V. Mahadev v. CIT)
  • A genuine research fellowship for study or research is treated as an exempt scholarship

A scholarship to help you study is fully exempt

The good news first. A scholarship granted to meet the cost of education is exempt from income tax under Section 10(16). There is no monetary ceiling, and the source does not matter, government, a university, an institute, an employer or a private trust all qualify. The only test is that the purpose is to meet the cost of education, which is read broadly to include tuition, fees, and the incidental costs of study. Your residency does not change this, so an NRI receiving an Indian scholarship for education is exempt just as a resident student would be.

A question people worry about is what happens if the scholarship is generous and they save some of it. The courts have settled this in the recipient's favour. In CIT v. V.K. Balachandran [1984] 147 ITR 4 (Mad), the court held that whether the grant is adequate, inadequate or even in excess of the actual need is beside the point, it is enough that the whole object is to meet the cost of education, so a scholar who saves part of it still gets the full exemption. A genuine research fellowship, given to let you pursue study or research, is treated the same way, as an exempt scholarship.

The line: a stipend paid for work is taxable

The exemption is about helping you learn, not paying you to work, and that is where the sharp line falls. If what you receive is really consideration for services, a paid internship, a hospital residency, an apprenticeship or a job where you are paid to do work, it is taxable as salary, not an exempt scholarship, however it is labelled. The courts have drawn exactly this line. In Dr. V. Mahadev v. CIT, an internship stipend that was paid as wages, with tax deducted, was held to be taxable pay, the court noting that such payments do not cease to be salary and become metamorphosed into a scholarship simply because of the name.

So the practical test is purpose, not the word used. Paid to learn, with no work extracted in return, points to an exempt scholarship or fellowship. Paid to work, with the money being the reward for services, points to taxable salary. When it is the taxable kind and the payer is in India, tax is withheld at source, under the salary withholding rules for an employment stipend, or under Section 195 where it is paid to a non-resident as non-salary income. A practising CA looks past the label, fixes whether your grant is exempt or taxable, and sorts the withholding and any refund.

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What's involved

What the CA actually does

  1. 1

    We classify your grant

    We look past the label and decide whether your scholarship, fellowship or stipend is exempt under Section 10(16) or taxable as salary.

  2. 2

    We protect the exemption

    Where it is a genuine education grant, we make sure the full amount is treated as exempt, even the part you save.

  3. 3

    We fix the withholding

    If it is taxable, we get the tax deducted at the right place and rate, and reclaim any excess.

  4. 4

    We handle the return

    We report it correctly on your Indian return, exempt or taxable, so it does not trigger a query later.

What to have ready

Documents you'll typically need

  • The scholarship, fellowship or stipend letter and its terms
  • What you are required to do in return, if anything
  • Any TDS deducted and the section used
  • Your PAN and residency details

Your destination country can change the details

Requirements differ from one consulate, university and visa route to the next — how recent the figures must be, how long funds must have been held, and which certificates are mandatory. We assemble the documents around the exact checklist you're applying under. To see how India's tax treaty with your country of residence affects related filings, set your country below or compare all 31 countries.

Frequently asked questions

Common questions

Getting a scholarship or stipend from India?

Tell us what it is for and who pays it. A practising CA will confirm whether it is exempt and fix any tax on a free call, no obligation.

No card, no obligation. All certification and filing work is handled by ICAI-registered practising Chartered Accountants.