Estimated Tax Workshop Advance Preparation

Thank you for registering for How to Prevent a Large, Unexpected Tax Bill on Your Fellowship Income! Please complete the action items below prior to the date of the workshop so that you can receive the full benefits of the workshop.

1. Bring your 2024 income- and tax-related records to the workshop. Bring your spouse’s records as well if you file a joint tax return. These records include any or all of:
   • Your fellowship offer letter,
   • Your recent fellowship paycheck amount(s) and date(s),
   • Your student account transactions,
   • Your final pay stub from a prior W-2 job, and
   • Your most recent pay stub for an ongoing W-2 job.

2. Bring your 2023 federal income tax return, if you filed one, to the workshop.

3. Watch this video (7 minutes) for background information so that we can jump right into the exercises during the workshop.

During the workshop, we’ll be working with spreadsheets and PDFs. If the workshop is in person, please bring your laptop or tablet. If the workshop is remote, please set your workspace up so that you can best juggle Zoom alongside the other programs.

I look forward to speaking with you during the workshop!

Dr. Emily Roberts, Personal Finance for PhDs