Tax Return Prep Workshop Advance Preparation

Thank you for registering for Demystifying Taxes for Graduate Students (US Citizens/Residents)! 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 records related to your role as a graduate student to the workshop. These records include any or all of:
   • Your Form 1098-T
   • Your Form W-2
   • Any additional forms or documents related to your fellowship/training grant stipend/salary, e.g., Form 1099-MISC, Form 1099-NEC, Form 1099-G, courtesy letter, offer letter,
   • A printout of your student account transactions,
   • Receipts/documentation of any education expenses you paid outside of your student account, and
   • How much you paid in estimated tax.

2. Bring your 2023 federal and state income tax returns, if you filed them, to the workshop.

3. If you aren’t yet well versed in the language and mechanisms of income tax (e.g., tax return vs. refund, credit, deduction, marginal tax rate), watch this video (17 min) or read this transcript for background terms and concepts.
4. Fill out this quick survey to tell me your top question/concern about your tax return this year.

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