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Primary Contact Information |
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Non-resident Aliens |
- 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
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UFS – Nonresident Alien Tax Compliance group |
Jing Chen (617) 496-9919
Marc Willis (617) 496-5224
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Travel & Reimbursement |
- Tax issues/questions around payment requests using Web Voucher Reimbursement (WVR) or GE Direct Pay (GE Corporate Card)
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UFS – Travel Office |
Margarita Rivera (617) 495-9951 |
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Accounts Payable |
- Tax issues/questions around payment requests using Web Voucher (WV) and invoice import
- Fellowships
- Form W-9
- Form 1099
- Form 1099 reprints
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UFS – Accounts Payable |
Bill Duffy (617) 495-2913
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Mass Performers Withholding |
- Notice of reduction in withholding or waivers
- Attestation forms
- Refunds
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UFS – Accounts Payable |
Dave Casavant (617) 384-7576 |
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Payroll |
- 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
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UFS – Payroll |
Pat Dick (617) 495-4204
Help Desk (617) 495-3001
Help Desk (617) 495-3001 |
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Sales, Meals and Services Tax |
- Exemption for University purchases
- Reporting on University sales
- Tax Stamps
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UFS - Procurement
GBC
GBC |
Marc Willis (617) 496-5224
Andrea Sexton (617) 495-3976
Andrea Sexton (617) 495-3976 |
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Student |
- Form 1098-T (qualified tuition/fees)
- Form 1098-T (Continuing Ed)
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SFS – Student Billing
DCE |
Ellen McCullough (617) 496-0952
DCE (617) 495-4293 |
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Cash Receipts |
- Form 8300 (receipts over $10,000)
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UFS – Cash Receipts |
Mark Ford (617) 495-5693 |
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Mortgage and Educational Loans |
- Form 1098
- Imputed interest income (MRL/NML)
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MELO |
Kathy MacDonald (617) 495-8858 |
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Tax Policy |
- Tax policy interpretation or questions
- New tax policies
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GBC |
Bob Lammey (617) 495-9667 |
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Tax Reporting |
- IRS determination letter/Tax ID #
- Form 990
- Compensation (Form 990 disclosures)
- Unrelated business taxable income (UBIT)
- Form 990T
- Form PC/Schedule RO
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GBC |
Andrea Sexton (617) 495-3976 |
