I know taxes are among the biggest pain points for postdocs who are not employees of their institutions. 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 income taxable?") and nitty-gritty ("How do I avoid paying self-employment tax?") questions.
That's why I, a PhD-turned-personal finance educator, created this workshop. It gets right to the point to show you, a postdoc who is a US citizen or resident, how to handle your postdoc income from a fellowship or training grant 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 an undergraduate or graduate student for part of 2019 as well as a postbac, the more appropriate product for you is http://gum.co/tax2019gradstudent, which is inclusive of this one.)
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, 2020.
Eight videos that succinctly explain how to handle your your non-W-2 postbac income (see titles below).
A worksheet to keep your numbers organized before you plug them in.
Four live Q&A sessions between January and April 2020 (one per month).
The price is only $20!
Tax Preparation Methods
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/)