From: Daphne Sampite (sampite@nsula.edu)
Date: Wed Sep 17 2003 - 11:51:10 EDT
Can someone please provide directly to me or to the list how your school
is defining qualified and unqualifed fees? I know from the IRS
publication that housing/meal plans and related charges would be
unqualified, but what about course related fees that students must pay.
These fees are not in our list of mandatory attendance fees, but the
student is required to pay the fee as part of attending a particular
course.
Any insight would be greatly appreciated.
Daphne Sampite
Bursar
Northwestern State University
-----Original Message-----
From: bursar-l-bounces@list.mail.Virginia.EDU
[mailto:bursar-l-bounces@list.mail.Virginia.EDU] On Behalf Of Tacoronte,
Joe
Sent: Wednesday, September 17, 2003 8:47 AM
To: bursar-l@virginia.edu
Subject: RE: 109T Question
We use a substitute form to furnish statements to
recipients. We reported "Amounts Billed" this year since we had the
information and it was going to be required next time anyway and left
the "Payments Received" box blank. We also gave a summary of the
account that gave the qualified fees, unqualified fees, payments
applied, refund amounts and scholarships. The bulk of our calls from
students were for lost or not received forms asking for a duplicate.
Joe Tacoronte
University of Northern Colorado
-----Original Message-----
From: Jonee Daniels [mailto:Danielsj@gwmail.utk.edu]
Sent: Wednesday, September 17, 2003 7:12 AM
To: bursar-l@virginia.edu
Subject: 109T Question
Hello,
For those schools who have chosen to report "Amounts
billed" instead of "Amounts Paid", are you going to leave box 1 blank
without the wording "Payments received for qualified tuition and related
expenses"?
We are anticipating students reading the wording in box
1 and calling to ask why the box is blank.
In an effort to prevent some calls, I was wondering what
others have done to reduce the confusion students may have.
Thanks for any suggestions.
Jonee Daniels-Lindstrom
Bursar
211 Student Services Bldg
Knoxville, TN 37996-0225
865-974-4495
865-974-1945 (fax)
danielsj@utk.edu
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