GSC Tax Workshop
GSC is offering a Tax Workshop again this 2024 tax season for our domestic graduate students who are US citizens/permanent residents. Due to the budget limitations, we only have space for up to 75 students. Please RSVP here to request access to the workshop by Thursday, March 14th, 5pm. Once you RSVP, we will send out further instructions on how to access the workshop (first come, first serve basis). You will be asked to fill out a feedback form after you complete the Tax Workshop. Please see more information on the workshop below:
Description: Are you intimidated by the prospect of preparing your grad student tax return? Are you confused by the tax forms you received from your institution or funding agency – or the forms you didn’t? This workshop breaks down how to calculate your taxable income from your salary, stipend, fellowship, grant, and/or scholarships; minimize your tax liability using education tax benefits; and report your income, qualified education expenses, and estimated tax paid on your tax return. It also touches on the special tax situations that may apply to students under age 24 and/or who finished their bachelor’s degrees in 2023. The workshop is for US citizens, permanent residents, and residents for tax purposes.
Format: This is a largely asynchronous workshop. Upon registering, you will receive your login information over email. After logging in to the workshop, you can access the module videos, transcripts, and worksheets. There are also Q&A opportunities throughout tax season; the answers to all submitted questions are added to the workshop.
Bio: Dr. Emily Roberts is a personal finance educator specializing in early-career PhDs. Through her business, Personal Finance for PhDs, she equips graduate students, postdocs, and PhDs with “real jobs” to make the most of their money. She gives seminars at universities and for associations, interviews PhDs on her podcast, and creates courses and workshops on taxes, investing, and more. Emily holds a PhD in biomedical engineering from Duke University and lives in southern CA with her husband and two children.
