Career Development

Personal Finance for PhDs is hosting a free tax webinar to support graduate students and postdocs ​who have fellowships in understanding tax preparation. It is designed for (domestic) graduate students receiving fellowship stipends, assistantship pay, and/or tuition scholarships/waivers and postdocs with non-W-2 income.

Friday, February 9th, 2018 - 9:08am


Personal Finance for PhDs is hosting a Free Tax Webinar on Friday, March 9, at 4 p.m. PST (7 p.m. EST) to support graduate students and postdocs ​who have fellowships in understanding tax preparation.

This webinar covers the information you need to know to file your US federal tax return. It is designed for (domestic):

  • graduate students receiving fellowship stipends, assistantship pay, and/or tuition scholarships/waivers and
  • postdocs with non-W-2 income

The webinar covers:

  • Federal income tax basics (deductions, credits, progressive tax brackets)
  • Tax preparation methods
  • Pay types and tax forms, including
    • W-2
    • 1099-MISC (Box 3)
    • 1098-T
    • Courtesy letter
    • None at all
  • Calculating and reporting your income(s)
  • (Students only) Using qualified education expenses to reduce your tax burden
  • Paying tax throughout the year if you have nothing withheld
  • Tax repercussions of fellowship pay and/or student status
  • Changes for your 2018 tax return