Alternatively, if you want to cut to the chase, I explain a shortcut method that will take you only minutes!
The workshop includes how to handle several special scenarios that are common for PhD fellows, such as:
Finally, the workshop lays out all your options for actually paying your quarterly estimated tax (if you are required to). There are special payment options available for Quarter 1 and Quarter 4, which are covered as well.
The price of the workshop is $28.
You will have immediate access to the workshop's videos and spreadsheet for the rest of the tax year, plus can attend any of the remaining Q&A calls for the year (at least one per quarter).
The workshop includes 26 short, narrowly defined videos, so you can easily choose to watch only the ones relevant to your particular situation. If you have a simple situation, you can complete the workshop in about an hour, or even minutes if you use the shortcut method.
I provide an FAQ document that reflects the common questions that workshop participants asked during the Q&A call in previous years. If your question is in that document, you will read a quick answer and find out which video(s) are the right ones to watch.
The workshop assumes you have no familiarity with the tax system and explains everything you need to know from the ground up.
The 2023 estimated tax deadlines are:
You only need to fill out a handful of lines on the Estimated Tax Worksheet, and the workshop includes a spreadsheet to assist you with the calculations if you find the instructions confusing.
The workshop walks you step by step through everything you need to know, and if you are ever unclear about something, you can come to a live Q&A call to clear it up!
I will host at least one Q&A call in the couple of weeks leading up to each quarterly deadline.
You will have an opportunity to submit your question in writing. I will respond to your question during the live call, and you can listen to the recording of the call, which I will post with the workshop files with in a few days.