As a University Fellow (US citizen, permanent resident, or resident for tax purposes), your stipend or salary is almost certainly considered taxable income by the IRS, even if Syracuse 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?
In most cases, the answer to avoiding an enormous tax bill at the end of the year–and possible underpayment penalties–is to file estimated tax on a quarterly basis. But how? The Graduate School has partnered with Personal Finance for PhDs to offer the educational tax workshop Quarterly Estimated Tax for Fellowship Recipients at no charge to you. This resource consists of short asynchronous modules that you can navigate to get only the information you need. You can also have your questions answered by attending a live Q&A call with workshop developer Dr. Emily Roberts (generally scheduled to align with an upcoming quarterly filing deadline) or submitting questions in writing.
Who: US citizens, permanent residents, and residents for tax purposes whose income is not automatically taxed and who do not receive a form W-2.
What: Quarterly Estimated Tax for Fellowship Recipientsasynchronous workshop
When: Whenever you want, but note these upcoming quarterly tax filing deadlines: September 15, 2026 (Q3 2026); January 15, 2027 (Q4 2026); April 15, 2027 (Q1 2027); June 16, 2027 (Q2 2027)
Where: online
Why: Timely and accurate filing of quarterly taxes distributes your tax burden across the year, helping you plan to save for taxes and avoid nonpayment penalties. Plus it’s free to you courtesy of the Graduate School and your graduate student activity fee!
SIGN UP HERE for Dr. Roberts’ Quarterly Estimated Tax for Fellowship Recipients workshop.