# FAQ Sort & Filters close ## Filters FAQ expand\_more - expand\_moreexpand\_lessAccounts Payable (7) - Payment/Processing Questions (1) - Petty Cash (6) - Accounts Receivable (9) - expand\_moreexpand\_lessFinancial Accounting & Reporting (32) - Chart of Accounts (16) - Cross Validation Rules (3) - Payroll (5) - expand\_moreexpand\_lessTax (9) - Fellowships: Taxes and Payments (3) NRA expand\_more - Nonresident (2) - Residents (1) Services expand\_more - Accounts Payable (16) - Accounts Receivable (13) - Cash Receipts (1) - Central Payroll (20) - Financial Accounting & Reporting (6) - Financial Policy (2) - Reimbursement & Card Services (7) - Student Financial Services (2) - expand\_moreexpand\_lessTaxes (37) - Nonresident Alien (1) Search Within Results Search Within Results search ## 80 results Show filters filter\_alt Sort by NewestOldestAlphabetical A-ZAlphabetical Z-A sort ## 80 results ### Are there IRS publications, which can help me to prepare my personal income tax return, showing fellowship income? expand\_more In preparing your personal income tax return, please consult with your own tax advisor, because University Financial Services is not authorized to provide individual tax advice. You may, however, find it helpful to read the IRS publication relevant to your personal situation: • If you are a U. S. citizen or resident for tax purposes, who received fellowship amounts for studying, teaching or researching in the U. S., then see IRS Publication 970, Tax Benefits for Education, which is available at • If you are a U. S. citizen or resident alien for tax purposes, who received fellowship amounts for studying, teaching or researching outside the U. S., then see Publication 54, Tax Guide for U. S. Citizens and Resident Aliens Abroad, which is available at . • If you are a nonresident alien for U. S. tax purposes, who received fellowship amounts for studying, teaching or researching in the U. S., then see Publication 519, U. S. Tax Guide for Aliens, which is available at . • Federal income tax forms and publications can be downloaded from the IRS web site at • Massachusetts income tax forms and publications can be downloaded from the Massachusetts Department of Revenue (DOR) web site at . Additional information regarding the taxation of nonresident aliens in the U. S. can be found on the University International Office web site at ### Are fellowships subject to FICA? expand\_more Fellowship amounts are subject to FICA only if they are deemed to be “wages” for employment tax purposes. Whether fellowships are wages is an inherently factual determination, requiring consideration of all relevant facts and circumstances of the program. ### What is a fellowship? expand\_more A fellowship is any amount paid or allowed to, or for the benefit of, an individual to aid such individual in the pursuit of study or research. A fellowship may take the form of: (i) payment(s) to the recipient, such as stipend payments; (ii) reimbursement or payment of expenses, such as travel expenses, to or on behalf of an individual; or (iii) a credit against an existing term bill or a reduction in the amount owed by the recipient to an educational organization in connection with the pursuit of study or research. ### Where do I find info on Supplemental Life? expand\_more Visit Harvie, [http://harvie.harvard.edu/Compensation\_Benefits/Disability\_Life\_Insuran…](http://harvie.harvard.edu/Compensation_Benefits/Disability_Life_Insurance/Imputed_Income_Correction) ### I need help with my personal income taxes, what do I do? expand\_more - Harvard University is unable to provide assistance to individuals for personal tax filings or situations as we are not professional tax preparers. ### What is Harvard's Employer Identification Number (EIN) aka federal tax ID number)? expand\_more Harvard's tax identification number is **04-2103580.** ### What are the bank fees associated with collecting on a foreign item? expand\_more Checks drawn on a foreign bank are costly to process due to the fact that both Bank of America (BOA) and the foreign bank charge fees that may exceed the value of the check. ### Why don't we accept foreign items that are less than $200? expand\_more Bank of America does not accept checks drawn on foreign banks in US dollars (USD) for amounts less than $200 USD. Checks drawn on a foreign bank are costly to process due to the fact that both Bank of America (BOA) and the foreign bank charge fees that may exceed the value of the check. Since local units are assessed these fees they should instruct their foreign customers to have their checks drawn on US bank in USD to avoid processing fees or drawn on a foreign bank in foreign currency. ### Is Harvard University a tax-exempt organization? expand\_more President and Fellows of Harvard College is exempt from federal income tax as an educational institution under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. As an educational institution, Harvard is also exempt from Massachusetts state income tax. ### What is the President and Fellows of Harvard College? expand\_more The legal name of Harvard University is President and Fellows of Harvard College. ### What is Harvard’s Tax Identification Number (TIN)? expand\_more Harvard's tax identification number is **04-2103580.** This number is also sometimes called: - Federal Employer Identification Number (FEIN) - Employer I.D. Number (EIN) - Federal I.D. Number - T.I.N. or Taxpayer Identification Number - Tax-Exempt Number - 04 number (referring to the first two digits) ### Where do I find sales tax exemption forms? expand\_more Use the Massachusetts exemption when purchasing goods in another state that will be shipped to Massachusetts. 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