Graduate & Professional School Students and Postdoctoral Fellows
2020 Tax Guide for U.S. Graduate and Professional School Students and Postdoctoral Fellows at Yale University
This Guide will help you to:
- Understand the university’s tax reporting and withholding with respect to fellowships, scholarships, stipends and other payments, including those received for teaching or research
- Determine if you are required to file a federal and/or Connecticut individual income tax return
- Prepare and file your federal and Connecticut individual income tax return
- Determine if you are required to make federal and/or state quarterly estimated tax payments
The federal and state income tax rules and requirements are complex and vary based on an individual’s personal tax situation. Individuals should refer to the form instructions, tax publications and information available on the Internal Revenue Service and CT Department of Revenue Services websites, including those referred to in this guide and/or consult with a personal tax advisor. Filing accurate federal and state individual income tax returns is the personal responsibility of each graduate and professional school student and postdoctoral fellow.
Note: This information is intended only for Yale University graduate and professional school students and postdoctoral fellows who are U.S. Citizens and U.S. Resident Aliens* with income sources and income levels typical of graduate and professional school students and postdoctoral fellows at Yale University. The information contained in this website is designed to offer general tax information; it is not a substitute for advice obtained from the Internal Revenue Service, CT Department of Revenue Services or a qualified tax professional. The information on this website is subject to change or further interpretation by the Internal Revenue Service or other tax authorities.
Note: International students, scholars, researchers or other non-resident aliens at Yale University, please refer to The Office of International Students & Scholars website.
*Resident aliens for tax purposes include green card holders and individuals who have satisfied the substantial presence test. Please refer to IRS Publication 519, U.S. Tax Guide for Aliens, for a complete definition of resident aliens.