Re: bursar-l: 1098T and SSN

Please respond to the listserv, as I would really like to see responses to this question.

Betty Kroniser
BURSAR
California University of Pennsylvania
Dixon Hall Room 121 (#83)
Phone: 724-938-4431
FAX # 724/938-5983

________________________________
From: bursar-l-bounces@list.mail.virginia.edu [mailto:bursar-l-bounces@list.mail.virginia.edu] On Behalf Of Jim Andersen
Sent: Wednesday, November 28, 2007 11:32 AM
To: bursar-l@list.mail.Virginia.EDU
Subject: Re: bursar-l: 1098T and SSN

We are getting ready to test our 1098T process. This is the first year we are using an outside source (UAS) to do it. We just tried our first file upload and found that we have 145 students who, for various reasons, have not given us their SSN so we use 999-999-999. My understanding is that we can not require students to give us their SSN. If that is true, we can not send their 1098T information to the IRS because they want it by SSN. Is there anything is the IRS regulations on how to handle these people?

I have thought about not sending them a 1098T and if they ask for one say "you'll have to give us your SSN before we can give you one". Another idea was to send them a letter now saying that if they want to get a 1098T they will need to give us their SSN by January 1.

Have any of you found a good solution for this?

Jim Andersen
Assistant Controller
UW Platteville

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Received on Wed Nov 28 12:29:55 2007