If you are receiving a fellowship stipend, you may be required to make estimated tax payments and report the fellowship on your tax return. This session is designed to make you aware of the special tax issues of fellowship stipends. Learn how to calculate and when to pay estimated tax payments and learn how to report your fellowship stipend on your tax return. This session will address tax treatment of fellowship stipends for both US people and nonresident aliens for tax purposes.
Angie Leahy, CPA
Manager of Tax
Washington University in St. Louis
Angie Leahy is the Tax Manager at Washington University in St. Louis. Angie’s primary responsibilities include overseeing the university’s tax department and staff, preparation and review of the Forms 990 and 990-T, state income tax and subsidiary returns, tax research, and tax advising on a variety of tax issues affecting the university. Prior to joining Washington University in 2010, Angie worked in KPMG’s state and local tax practice and spent 12 years in charge of not-for-profit accounting and tax reporting for a labor union. She holds a CPA and a Master of Accounting from University of Missouri.