From: Gregg Wilbur (gwilbur@skidmore.edu)
Date: Wed Feb 07 2001 - 16:43:07 EST
We do the same thing: all financial activity for the calendar year appears on a
statement of sorts, so that students, parents, and their tax consultants
can sift
through the information as they need. We do not refer to qualified payments or
charges.
Gregg Wilbur
Bursar
Skidmore College
Saratoga Springs, NY
Michelle McDonough wrote:
> No we are not. We will send statements of the full account encompassing
> the tax
> year in question as requested, but it's up to each family to interpret
its own
> situation with its own tax consultant if need be.
>
> Michelle McDonough
> Bursar
> Bowdoin College
> Brunswick, ME
>
> >
> > Brief question:
> > If your school is providing supplemental financial info with the
1098T, what
> > are you including in "qualified charges"? (We thought we had this
figured
> > out 2 years ago.)
> > Some folks understand "qualified charges" to be tuition & other required
> > academic fees, but others say it's the lower of those charges OR the
amount
> > paid.
> > Though it's already a done deal for 2000, what is your understanding?
> > Thanks!
> >
> >
****************************************************************************
> > ********************
> > Denis Riker, Bursar
> > Barnard College, Columbia University
> > 3009 Broadway
> > NY, NY 10027-6598
> > Voice: (212) 854-2026
> > Fax: (212) 854-3888
> > E-mail: driker@barnard.edu <mailto:driker@barnard.edu>
> > Web: www.barnard.edu/bursar <http://www.barnard.edu/bursar>
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