I offer two pre-recorded asynchronous tax workshops on US federal income tax for bulk purchase. I also offer a live seminar on fellowship (non-W-2) income. To learn more about or arrange to purchase either workshop, please email email at PFforPhDs dot com or book a call.
Annual Tax Return Preparation
How to Complete Your PhD Trainee Tax Return (and Understand It, Too!)
- Why: Teaches participants how to understand and calculate their higher education-related income and expenses and apply relevant education tax benefits.
- Who: Graduate students and postdocs, citizens/residents and nonresidents
- When: Tax season (January to April of each year)
- How: Asynchronous workshop (i.e., pre-recorded videos with transcripts, worksheet(s)) with Q&A opportunities
- How Much: $25 per participant
- Where to learn more (2022 versions)
Fellowship (Non-W-2) Income and Estimated Tax
How to Not Hate Your Fellowship During Tax Season
- Who: Graduate students, postdocs, and postbacs who are not having income tax withheld from their stipends/salaries. Note: Only US citizens, permanent residents, and residents for tax purposes fall into this category.
- Why: Orients the participants to the potential taxability of their stipend/salary income, despite the lack of income tax withholding and unusual documentation. Teaches at a high level about documenting education expenses, estimated tax, setting up “self-withholding,” Individual Retirement Arrangement eligibility, and tax preparation software. Can be tailored to the specifics of your institution, e.g., pay schedule, tax forms.
- When: Near the start of the academic year
- How Long: One hour
- How: Live in-person seminar or remote webinar
- How Much: $2,000 for up to 50 audience members; $2,500 for 51-100; etc.
Quarterly Estimated Tax for Fellowship Recipients
- Who: Graduate students, postdocs, and postbacs who are not having income tax withheld from their stipends/salaries. Note: Only US citizens, permanent residents, and residents for tax purposes fall into this category.
- Why: Teaches participants how to 1) estimate their future income tax liability, 2) determine if they are required to pay quarterly estimated tax, and 3) prepare to pay their tax bill or bills through setting up a system of self-withholding.
- When: Year-round, but ideally near the start of the academic year
- How: Asynchronous workshop (i.e., videos, spreadsheet) with Q&A opportunities
- How Much: $20 per participant
- Where to learn more
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