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Virtual WORKSHOP: Quarterly Estimated Tax for Fellowship Recipients

Tax Graphic

SPECIAL: Sign Up Now and you’ll also have access to the 2026 version for next year’s taxes!

COGS has partnered with Dr. Emily Roberts and Personal Finance for PhDs again this year to offer this workshop for students on fellowships to learn how to manage quarterly taxes. A limited number of registrations will be available at a discounted cost  for  MSU graduate & professional students.  

Please Note: This workshop is targeted to currently enrolled MSU graduate or professional students who are US citizens, permanent residents, and residents for tax purposes who are not having federal income tax withheld from their paychecks.

*DISCOUNTED COST: $5 –  open to currently enrolled MSU Graduate or Professional Students to Register,  first-come, first-served, until all spots are filled.  You may be given other options to enroll if the discount program fills up. Full Retail Registration Cost: $34*

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 immediately access the modules (videos with transcripts) and spreadsheet. You also have the ability to receive answers to your questions by attending a live Q&A call or submitting a question in writing. The recordings and transcripts of the calls and answers to submitted questions are added to the workshop within about a week.

More Details: Your stipend or salary is almost certainly considered taxable income by the IRS, even if your university does not withhold income tax from your paychecks. How can you prepare to pay your tax bill and stay on the IRS’s good side? Whether your objective is to save up for your eventual tax bill, avoid an underpayment penalty, or both, this workshop shows you how to accomplish it in a time-efficient manner. The Estimated Tax Worksheet in Form 1040-ES tells you definitively whether you are required to make estimated tax payments and how large your tax bill is this year, and this workshop walks you line-by-line through how to fill it out. The workshop also addresses the common scenarios that graduate/professional students face, such as switching on to or off of fellowship mid-calendar year and being married to someone who has automatic income tax withholding.

Discounted $5 Workshop Registration Link – 2026 Version OPEN

 

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 San Diego with her husband and two children.