Updated articles and new products for your 2018 tax return will be posted here as I roll them out!
Free Articles Updated for 2018
The First Step to Complete Your Grad Student Tax Return (2018): A video detailing what tax forms you can expect to receive (or not receive) during tax time and how to process your income numbers before you enter them into your tax return, plug them into tax software, or pass them to your tax preparer.
How to Prepare Your Grad Student Tax Return (Tax Year 2018): A full, detailed, and step-by-step explanation of how grad students should prepare their tax returns, covering the various income types a grad student receives and the education benefits available.
The Complete Guide to Quarterly Estimated Tax for Fellowship Recipients: A long-form article explaining everything from what estimated tax is and who has to pay it to how to calculate your payment to how to make your payment.
Graduate students, you have to do some number-crunching with your higher education-related income and expenses before you start preparing your tax return to get an accurate tax return and minimized tax burden. I created a workshop to help you with that!
Fellows, if you aren’t having income tax automatically withheld from your stipend/salary, you may be responsible for paying quarterly estimated tax. You should use Form 1040-ES to calculate whether you have to pay estimated tax and in what amount. For help with Form 1040-ES, check out this workshop! (Current product is for 2018. If you purchase it now, you will receive the 2019 version in March.)
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