Personal Finance for PhDs

This webinar covers the information you need to know to file your US federal tax return. It is designed for (domestic):

• graduate students receiving fellowship stipends, assistantship pay, and/or tuition scholarships/waivers and
• postdocs with non-W-2 income.

The webinar covers:

• Federal income tax basics (deductions, credits, progressive tax brackets)
• Tax preparation methods
• Pay types and tax forms, including
  • W-2
  • 1099-MISC (Box 3)
  • 1098-T
  • Courtesy letter
  • None at all
• Calculating and reporting your income(s)
• (Students only) Using qualified education expenses to reduce your tax burden
• Paying tax throughout the year if you have nothing withheld
• Tax repercussions of fellowship pay and/or student status
• Changes for your 2018 tax return

The webinar took place on 3/9/2018; you will receive a replay of the entire event shortly after registration.

The presenter is Emily Roberts of Personal Finance for PhDs. Emily holds a PhD and is well versed taxes for graduate students and fellows, but is not a tax professional; the content in this webinar does not constitute tax advice.