Harvard University
Office of the Controller
Tax Compliance and Reporting Contact List

Question related to:

Areas of coverage:

Responsible Area:

Primary Contact Information

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

University Financial Services - Customer Relations

(617) 496-6800

Reimbursements and Corporate Card

• Tax issues/questions around payment requests using Web Voucher Reimbursement (WVR) or Direct Pay (Corporate Card)

University Financial Services - Reimbursements and Card Services

Margarita Rivera  (617) 495-9951

Accounts Payable

• Tax issues/questions around payment requests using Web Voucher (WV) and invoice import
• Fellowships
• Form W-9
• Form 1099
• Form 1099 reprints

University Financial Services - Customer Relations

(617) 496-6800

Mass Performers Withholding

• Notice of reduction in withholding or waivers
• Attestation forms
• Refunds

University Financial Services

Dave Casavant  (617) 384-7576 

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

UFS – Payroll

Pat Dick  (617) 495-4204

Help Desk  (617) 495-3001
Help Desk  (617) 495-3001

Sales, Meals and Services Tax

• Exemption for University purchases
• Reporting on University sales
• Tax Stamps

UFS
GBC
GBC

(617) 496-6800
Andrea Sexton  (617) 495-3976
Andrea Sexton  (617) 495-3976

Student

• Form 1098-T (qualified tuition/fees)
• Form 1098-T (Continuing Ed)

SFS – Student Receivables
DCE

SRO Customer Service
617-495-3782
DCE  (617) 495-4293

Cash Receipts

• Form 8300 (receipts over $10,000)

Cash Receipts

Ellen Kelly (617) 495-2738

Mortgage and Educational Loans

• Form 1098
• Imputed interest income (MRL/NML)

MELO

Kathy MacDonald  (617) 495-8858

Tax Policy

• Tax policy interpretation or questions
• New tax policies

GBC

Bob Lammey  (617) 495-9667

Tax Reporting

• IRS determination letter/Tax ID #
• Form 990
• Compensation (Form 990 disclosures)
• Unrelated business taxable income (UBIT)
• Form 990T
• Form PC/Schedule RO

GBC

Andrea Sexton  (617) 495-3976