I know taxes are among the biggest pain points for funded graduate students. And I know how hard it is to find reliable information that is actually relevant. It's very time-consuming and frustrating to search out the answers to both fundamental ("Is my stipend taxable?") and nitty-gritty ("Should I take a credit or deduction for my tuition?") questions.
That's why I, a PhD-turned-personal finance educator, created this workshop. It gets right to the point to show you, a domestic US graduate student, how to handle your higher education-related income and expenses on your federal tax return. Complete this workshop to save yourself days of research and actually get your tax return ready in the most painless way possible.
This workshop will set you up to prepare and double-check your tax return, whether you are doing it manually, using software, or outsourcing it, without an enormous time investment or relying on your just-as-confused peers. Best of all, I will give you several opportunities to ask any question left unanswered by the workshop videos leading up to April 15, 2019.
Nine videos that succinctly explain how to handle your higher education-related income and expenses (see titles below).
Two worksheets to keep your numbers organized before you plug them in.
Four live Q&A sessions between January and April 2018 (one per month). Update: All Q&A dates have passed, but you can watch the recordings.
The price is only $19.99!
Finding and Categorizing Your Income Sources
Applying Educational Tax Benefit(s)
Filling Out Your Form(s)
Effects of Non-Compensatory Income
Effects of Being a Student
For College Graduates Class of 2018
Emily Roberts, PhD
Personal Finance for PhDs (http://pfforphds.com/)