# Tax Services Contacts ## expand\_more ## Who to Contact Open all sections Close all sections ### Accounts Payable expand\_more SortQuestions 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 expand\_more SortQuestions Related To: Service Area: Contact: - Form 8300 (receipts over $10,000) Cash Receipts Ellen Kelly (617) 495-2738 ### Form W-2 expand\_more SortQuestions 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](/how-to/central-payroll/order-copy-your-w-2) Date form is required to be mailed: 1/31/15 ### Form W-9 expand\_more SortQuestions Related To: Service Area: Contact Request for Taxpayer Identification Number and Certification Strategic Procurement See "Forms to Download" ### Form 1042-S expand\_more SortQuestion Related To: Service Area: Contact: Form 1042-S NRA Tax 617-495-8500 (option 5) E-mail: [nratax\_ufs@harvard.edu](mailto:nratax_ufs@harvard.edu) Form 1042-S (College Grants) Student Accounts Office 617-495-2739 Date form is required to be mailed: 3/15/15 ### Form 1098-E expand\_more Sort Question Related To: Service Area: Contact: Form 1098-E Student Loan Office 617-495-3782 Date form is required to be mailed: 1/31/19 ### Form 1098-T expand\_more Sort Question Related To: Service Area: Contact: 1098-T Student Accounts Office 617-495-2739 [http://sfs.harvard.edu/taxes](http://sfs.harvard.edu/taxes%20) DCE (Extension and Summer School *only*) 877-467-3821 Date form is required to be mailed: 1/31/19 ### Form 1099-MISC expand\_more SortQuestion Related To: Service Area: Contact: Form 1099-MISC Accounts Payable 617-495-8500 (option 1) E-mail: [ap\_customerservice@harvard.edu](mailto:ap_customerservice@harvard.edu) Date form is required to be mailed: 1/31/15 ### MA Performers Withholdings expand\_more Sort 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 expand\_more SortQuestions 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 expand\_more Sort SortQuestion 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](mailto:Nratax_ufs@harvard.edu) ### Payroll expand\_more SortQuestions 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](mailto:ufs_crt@harvard.edu) ### Reimbursements expand\_more SortQuestions 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) expand\_more Sort Questions Related To: Service Area: Contact: - Reporting on University Sales Tax (Harvard as Seller) Tax Reporting [tax\_reporting@harvard.edu](mailto:tax_reporting@harvard.edu) - Please see also the University policy “[Tax Compliance for External Revenue-Generating Activities in the U.S.](http://policies.fad.harvard.edu/pages/tax-compliance-external-revenue-generating-activities)” at ### Sales Tax Forms (Harvard as Purchaser) expand\_more SortQuestions Related To: Service Area: Contact: - Sales tax exemption for Massachusetts and other states Strategic Procurement See "Forms to Download" ### Students expand\_more SortQuestions 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/&nbsp](http://www.ecsi.net/harvard1098t/ ); 1098-T released by January 31 1098-T: Extension and Summer School Students TCRS (24 hrs) (877) 467-3821 1098-T released by January 31 1098-E: Student Loan Office (617) 495-3782 [www.ecsi.net/harvard1098e](http://www.ecsi.net/harvard1098e) 1098-E released by January 31 ### Tax Compliance expand\_more Sort 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 ### Unrelated Business Taxable Income expand\_more Sort Questions Related To: Service Area: Contact: - New UBTI activities Tax Reporting - Please see also the University policy “[Tax Compliance for External Revenue-Generating Activities in the U.S.](http://policies.fad.harvard.edu/pages/tax-compliance-external-revenue-generating-activities)” at See also:- [ How To ](/resource-type/how) - [ Nonresident Alien ](/services/non-resident-alien)