Re: bursar-l: 1098T and SSN

I would send them a W-9S. I don't have the regs, but I believe this isn't
an 'opt-in' kind of a thing. You need to send this form to show you were
diligent in attempting to get the information. Here's a link for the form:

http://www.irs.gov/pub/irs-pdf/fw9s.pdf

Phil

Philip E Laube, CPA
Controller & Senior Finance Manager
Muskingum College
New Concord, OH 43762-1199
740-826-8101/740-826-8196 Fax
http://www.muskingum.edu/home/business/

-----Original Message-----
From: bursar-l-bounces@list.mail.virginia.edu
[mailto:bursar-l-bounces@list.mail.virginia.edu] On Behalf Of Kroniser,
Betty
Sent: Wednesday, November 28, 2007 12:19 PM
To: Jim Andersen; bursar-l@list.mail.Virginia.EDU
Subject: 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 14:22:47 2007