Evolving Personal Finance » Entries tagged with "university"

What Is a Courtesy Letter and Does It Mean I Don’t Have to Pay Taxes?

March 6th, 2013 | 19 Comments

What Is a Courtesy Letter and Does It Mean I Don’t Have to Pay Taxes?

I think that one of the most confusing points regarding grad student taxes is the nature of the “courtesy letter.”  I have personally never received one from my university or funding agency but I know many students in my lab, department, and university who have.  You may not even be sure what you have received is a “courtesy letter” at all, but I’ll let you in on a few of it likely characteristics: It’s confusingly worded. It … Read entire article »

Filed under: grad school, taxes

Grad Student Income Tax Site Up!

February 28th, 2013 | 3 Comments

Hi there!  This isn’t a normal posting day for EPF but I am just so excited to share this info with you I had to break the routine!   The grad student income tax website that I’ve been working on for the past few months is now live!  My partner, who works in the student loan office and is a CPA, did most of the writing and compiling and I helped in the research and editing to ensure that it addresses the particular tax challenges that grad students face.   I think this is a great resource for students at our university and across the US.  I hope fellowship recipients find it useful as they are preparing their taxes.   If you have any comments or constructive criticism regarding the information or presentation, please email me … Read entire article »

Filed under: grad school, taxes