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 funded graduate student (US citizen or resident for tax purposes), 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.
(If you were not a graduate student but rather a postdoc for all of 2019, https://gum.co/tax2019postdoc is the more appropriate product for you. If you were not a graduate student but rather a postbac for all of 2019, https://gum.co/tax2019postbac is the more appropriate product for you. )
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 July 15, 2020.
Ten 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.
Seven live Q&A sessions between January and July 2020 (one per month).
The price is only $25!
Tax Preparation Methods
Self-Assessment: Qualified Education Expenses
Applying Education Tax Benefits
If You Were Under Age 24
If You Are Class of 2019 (Bachelor's)
Filling Out Forms
Emily Roberts, PhD
Personal Finance for PhDs (http://pfforphds.com/)