Re: bursar-l: 1098T and SSN

We called all students for whom we did not have SSNs and explained why we
needed this. Most gave it to us over the phone. For those the we could not
reach or did not want to give the information over the phone, we send them a
form W-9s with a letter stating that we are requesting their SSN so that we
can correctly file their 1098T form with the IRS and mention that they may
be eligible for a tax credit. In doing this, we are making the attempt to
get the information from the student. I only a couple that never resonded
so we sent those 1098T forms with blank SSNs and kept copies of the letters
that we sent and noted when we had tried to call. This way if the IRS comes
to us, we can show we made the attempt to collect the information.
 
Anita
 
Anita Holmgren
Director of Student Accounts
Aurora University
 
Phone: 630-844-5471
Fax: 630-844-5463
 

  _____

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 11:19 AM
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 14:25:31 2007