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 fee to join the Personal Finance for PhDs Community, which includes Quarterly Estimated Tax for Fellowship Recipients, is $30 per month.
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.
The workshop assumes you have no familiarity with the tax system and explains everything you need to know from the ground up.
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!