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Tax Services Contacts

Who to Contact

Accounts Payable

Questions Related To: Service Area: Contact:
  • Tax issues/questions regarding HCOM payment requests and invoice import
  • Fellowships
  • Form W-9
  • Form 1099
  • Form 1099 reprints
 Accounts Payable 617-495-8500, option 2

Cash Receipts

Questions Related To: Service Area: Contact:
  • Form 8300 (receipts over $10,000)
 Cash Receipts Ellen Kelly (617) 495-2738

Form W-2

Questions Related To: Service Area: Contact:
Form W-2 Payroll

617-495-8500 (option 4)

http://oc.finance.harvard.edu/how-to/central-payroll/order-copy-your-w-2

Date form is required to be mailed: 1/31/15

Form W-9

Questions Related To: Service Area: Contact
Request for Taxpayer Identification Number and Certification Strategic Procurement http://internal.procurement.harvard.edu/files/procurement/files/w-9.pdf
See "Forms to Download"

Form 1042-S

Question Related To:

Service Area:

Contact:
Form 1042-S NRA Tax 617-495-8500 (option 5)
E-mail:  nratax_ufs@harvard.edu
Form 1042-S (College Grants) Student Accounts Office 617-495-2739

http://sfs.harvard.edu/taxes

Date form is required to be mailed: 3/15/15

Form 1098-E

Question Related To:

Service Area:

Contact:

Form 1098-E Student Loan Office 617-495-3782
     https://heartland.ecsi.net/

Date form is required to be mailed: 1/31/19

Form 1098-T

Question Related To:

Service Area:

Contact:

1098-T Student Accounts Office 617-495-2739
    http://sfs.harvard.edu/taxes
  DCE (Extension and Summer School only) 877-467-3821
   

https://www.extension.harvard.edu/resources-policies/resources/rights-regulations

Date form is required to be mailed: 1/31/19

Form 1099-MISC

Question Related To:

Service Area:

Contact:
Form 1099-MISC Accounts Payable

617-495-8500 (option 1)

E-mail: ap_customerservice@harvard.edu

Date form is required to be mailed: 1/31/15

MA Performers Withholdings

Question Related To: Service Area: Contact:
  • Notice of reduction in withholding or waivers
  • Attestation forms
  • Refunds
Accounts Payable

Sharon Bell
617-495-9644

Mortgage and Educational Loans

Questions Related To: Service Area: Contact:
  • Form 1098
  • Imputed interest income (MRL/NML)
 Mortgage and Educational
Loan Office (MELO)		 Kathy MacDonald  (617) 495-8858

Nonresident Aliens

Question Related To: Service Area: Contact:
  • US tax classification
  • Tax treaty benefits
  • FICA exemptions
  • Form W-4
  • Form W-8 Ben (tax treaty benefits)
  • Form 8233 (tax treaty benefits)
  • Form 1042-S (and reprints)
  • Fellowships
  • Loan Forgiveness
  • GLACIER online tax compliance system

Nonresident Aliens- Customer Service

(NRA Tax Compliance; Foreign Nationals Tax Compliance)

617-495-8500, option 5
Nratax_ufs@harvard.edu

Payroll

Questions Related To: Service Area: Contact:
  • Tax issues/questions around payroll/PeopleSoft matters
  • Tax issues/questions around payment requests on Additional Pay forms (e.g. moving expenses; additional compensation; gifts)
  • Form W-2
  • Form W-4
 Payroll

Help Desk  (617) 495-8500, option 4
ufs_crt@harvard.edu

Reimbursements

Questions Related To:  Service Area: Contact:
  • Tax issues/questions around payment requests using
    Web Voucher Reimbursement (WVR) or Direct Pay (Corporate Card)
 617-495-8500

Sales Tax, Meals Tax, and Services Tax (Harvard as Seller)

Questions Related To: Service Area: Contact:
  • Reporting on University Sales Tax (Harvard as Seller)
Tax Reporting tax_reporting@harvard.edu

Sales Tax Forms (Harvard as Purchaser)

Questions Related To: Service Area: Contact:
  • Sales tax exemption for Massachusetts
    and other states
 Strategic Procurement http://internal.procurement.harvard.edu/tax-forms
See "Forms to Download"

Students

Questions Related To: Service Area: Contact:
  • Form 1098-T
    (qualified tuition/fees)
  • Form 1098-T
    (Continuing Ed)
 Student Financial Services 1098-T: Student Receivables Office (all students except Extension and Summer School)
(617) 495-2739 or ECSI (24 hrs) (888) 549-3274 
http://www.ecsi.net/harvard1098t/ 
1098-T released by January 31

1098-T: Extension and Summer School Students
TCRS (24 hrs) (877) 467-3821
http://www.1098t.com/
1098-T released by January 31 

1098-E: Student Loan Office
(617) 495-3782
www.ecsi.net/harvard1098e
1098-E released by January 31

Tax Compliance

Questions Related To: Service Area: Contact:
  • IRS determination letter/Tax ID #
  • Form 990
  • Compensation (Form 990 disclosures)
  • Form 990-T
  • MA Form PC/Schedule RO
Certification of US Tax Residency (Form 6166) 		Tax Reporting

https://tax.oc.finance.harvard.edu/

Unrelated Business Taxable Income

Questions Related To: Service Area: Contact:
  • New UBTI activities
Tax Reporting

https://tax.oc.finance.harvard.edu/