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Tax Services Contacts

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Accounts Receivable
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University Tax Compliance

Who to Contact

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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

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Form 8300 (receipts over $10,000)	Cash Receipts	Ellen Kelly (617) 495-2738

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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

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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"

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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

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

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

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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

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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

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Question Related To:	Service Area:	Contact:
Notice of reduction in withholding or waivers Attestation forms Refunds	Accounts Payable	Sharon Bell 617-495-9644

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Form 1098 Imputed interest income (MRL/NML)	Mortgage and Educational Loan Office (MELO)	Kathy MacDonald (617) 495-8858

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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

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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

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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

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Reporting on University Sales Tax (Harvard as Seller)	Tax Reporting	tax_reporting@harvard.edu

Please see also the University policy “Tax Compliance for External Revenue-Generating Activities in the U.S.” at http://policies.fad.harvard.edu/pages/tax-compliance-external-revenue-generating-activities

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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"

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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

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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/

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Questions Related To:	Service Area:	Contact:
New UBTI activities	Tax Reporting	https://tax.oc.finance.harvard.edu/

Please see also the University policy “Tax Compliance for External Revenue-Generating Activities in the U.S.” at http://policies.fad.harvard.edu/pages/tax-compliance-external-revenue-generating-activities

Tax Services Contacts

Who to Contact

Accounts Payable expand_more

Cash Receipts expand_more

Form W-2 expand_more

Form W-9 expand_more

Form 1042-S expand_more

Form 1098-E expand_more

Form 1098-T expand_more

Form 1099-MISC expand_more

MA Performers Withholdings expand_more

Mortgage and Educational Loans expand_more

Nonresident Aliens expand_more

Payroll expand_more

Reimbursements expand_more

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

Sales Tax Forms (Harvard as Purchaser) expand_more

Students expand_more

Tax Compliance expand_more

Unrelated Business Taxable Income expand_more