Re: bursar-l: 1098T and SSN

Jim,
You can send IRS Form W-9S to the students which will request they
provide you with their SSN or or an alternative tax ID # (ITIN). That's
what we do. You can down load the form from the IRS website.
 
The form also explains the consequences of not providing the educational
institution with an SSN or a ITIN.
 
Suzanne M. Cubberly, Bursar
Centenary College
400 Jefferson Street
Hackettstown, NJ 07840
908-852-1400 ext. 2365
cubberlys@centenarycollege.edu
 

________________________________

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 14:22:14 2007