In this episode, Emily interviews Matty Dowd, a sixth-year PhD student in history at Princeton. Matty openly shares with us the tax horror story he lived for most of 2021 and into 2022. In 2018 and 2019, Matty reported his fellowship income as "other income" on his tax returns, which caused the IRS to mistakenly think that he owed self-employment tax. To compound the issue, the IRS's snail mail communications never reached him. By the time Matty realized what was going on, the IRS thought he owed $16,000 in back taxes, penalties and interest. Matty reached out to multiple sources to help him resolve this, but ultimately used Emily's workshop, How to Complete Your Grad Student Tax Return (and Understand It, Too!), to explain to the IRS what had gone awry and have the issue resolved in his favor. It's a harrowing story with a happy ending! You won't want to miss Matty's ending thoughts on the most effective way to approach tax and financial education.
How This Life Sciences PhD Fosters Entrepreneurship
This PhD Works Part-Time After Reaching Financial Independence in Austin Texas
This Grad Student Took Control of Her Finances to Shift Her Income Sources
Addressing Fellowship Tax Pain Points through Education, Resources, and Advocacy
This PhD's Path to FIRE Has Evolved with Lifestyle Design and Having Children
Can You Earn Money from Publishing a Scholarly Book?
How This PhD Student and Her Higher-Earning Partner Manage Joint and Separate Finances
Navigating Grad Student Finances While Undocumented
A Political Economist Explores How to Respond to the Financial Pressures on Graduate Students
Why and How I Started Personal Finance for PhDs
Catching Up with Prior Guests: 2023 Edition
This Grad Student-Parent Relied on University and State Benefits During a Tough Financial Period
Expert-Level Frugality from ChatGPT and Grad Students Like You
This Grad Student's Podcast Expands Beyond Her Dissertation Topic
How This Grad Student-Parent Managed Her Money and Time in the Bay Area
This PhD-Prepared Nurse Managed a Night Shift Side Hustle Despite It Being Frowned Upon
How This Grad Student Budgeted for Having Her First Child
Financial Advice from PhD Career Development and Financial Wellness Professionals
University-Level Policy Ideas to Improve the Financial Lives of Graduate Students and Postdocs
Unionization and Individual Negotiation to Improve Graduate Student Stipends and Benefits
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