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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) 495-8500, option 5
Nratax_ufs@harvard.edu

 

 

 

 

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 regarding HCOM payment requests and invoice import
  • Fellowships
  • Form W-9
  • Form 1099
  • Form 1099 reprints

University Financial Services - Customer Relations

(617) 495-8500, option 2

 

 

 

 

 

 

Mass Performers Withholding

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

University Financial Services

Dave Casavant (617) 495-9644 or Sharon Bell (617) 495-4099

 

 

 

 

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

Joanne Jordan (617) 496-1994
Help Desk  (617) 495-8500, option 4

 

 

ufs_crt@harvard.edu

 

 

 

 

Sales, Meals and Services Tax

  • Reporting on University sales
  • Tax Stamps

Tax Reporting

Brian Carithers  (617) 384-9648

 

 

 

 

Sales Tax Forms

  • Sales tax exemption for Massachusetts and other states

Strategic Procurement

http://www.procurement.harvard.edu/news.shtml
See "Forms to Download"

 

 

 

 

Form W-9

  • Request for Taxpayer Identification Number and Certification

Strategic Procurement

http://www.procurement.harvard.edu/news.shtml
See "Forms to Download"

 

 

 

 

Student

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

Student Financial Services
http://universitysfs.harvard.edu/icb/icb.do

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

 

 

 

 

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)

Mortgage and Educational Loan Office (MELO)

Kathy MacDonald  (617) 495-8858

 

 

 

 

Tax Reporting

  • IRS determination letter/Tax ID #
  • Form 990
  • Compensation (Form 990 disclosures)
  • Form 990T
  • Form PC/Schedule RO
  • Certification of US Tax Residency (Form 6166)

Tax Reporting

Amy Esposito  (617) 495-7792

 

 

 

 

Unrelated Business Taxable Income (UBTI)

  • UBTI questions
  • New UBTI activities

Tax Reporting

Jodi Kessler (617) 496-7131

 

Office of the Controller
Office of Financial Services

Foreign National Information Form (FNIF)

Tax Treaty Benefits

Important Tax Info for NRAS - Orientation

Important Tax filing Information for Foreign Nationals

Sales Tax Exemption Certificate (Form ST-2)

Massachusetts Withholding on Payments to Performers/Lecturers

Standard Mileage Rates


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