RE: 1098-T reporting

From: Gale Meyers (Gale.Meyers@millersville.edu)
Date: Mon Sep 16 2002 - 10:25:02 EDT

  • Next message: Marilyn Sauls: "1098-T reporting"

    We treat all scholarships from either on campus or off as scholarships. Many
    schools handle them differently in our systems, but none of them is money
    spent out of pocket by the parent or student.

    Therefore, if you look to the purpose: to identify what family money that
    was spent on education for the student to be able to use for tax
    deduction/credit, of course all on or off scholarships are scholarships.

    Gale R Meyers
    Bursar, Millersville University of PA
    gale.meyers@millersville.edu
    717-872-3025

    -----Original Message-----
    From: Whited,Jeanette [mailto:JWHITED@mail.nwmissouri.edu]
    Sent: Tuesday, September 10, 2002 10:47 AM
    To: bursar-l@virginia.edu
    Subject: RE: 1098-T reporting

    Please reply to the list.

    Jeanette Whited
    Treasurer

    Northwest Missouri State University
    800 University Drive
    Maryville, MO 64468
    Phone: 660/562-1103
    Fax: 660/562-1400
    e-mail: jwhited@mail.nwmissouri.edu

      -----Original Message-----
    From: Bailey, Karen [mailto:ksbailey@ku.edu]
    Sent: Tuesday, September 10, 2002 7:09 AM
    To: bursar-l@virginia.edu
    Subject: 1098-T reporting

    Once again we are reviewing the reporting regs for 1098-T's and we come to
    the group of knowledge seeking guidance. In the regs it states that
    scholarships and grants administered and processed by the school are to be
    reported. In your professional opinions, does this include outside
    scholarships, for example checks from the Knights of Columbus or the
    Fraternal Order of Police? These checks are recorded in our financial aid
    system and are posted to the students account so we do process them. But
    are they considered administered? We have several differing opinions so
    your help would be appreciated.

    Thanks for your input,
    Karen Bailey
    Bursar
    University of Kansas
    785-864-5929



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