Office of Financial Management Services
          Tax Reporting and Retirement

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Tax Reporting & Retirement


Frequently Asked Questions Index

W-2 and 1099R Issues
  • Duplicate W2s
  • Incorrect Address
  • Incorrect Social Security Number or Name
  • Questions about Amounts
  • 1099R Questions


  • Independent Contractor Issues
  • Requesting Duplicate 1099MISC's
  • 1099MISC Not Received
  • Definition of Independent Contractor
  • Form is Incorrect


  • Taxpayer Relief Act Issues
  • Description of Form 1098-T
  • Detailed Listing of Qualified Fees and Payments
  • Description of Form 1098-E
  • 1098-T or 1098-E not received
  • Description of Form W-9S
  • W-9S locations and mailing address


  • Nonresident Alien Issues
  • Duplicate Form or Questions
  • Form 8233 Information
  • Honorarium or Honorarium with Travel Payment
  • Travel Only Payment to NRA
  • Tax Treaty Benefits
  • Forms and Attachments for NRA Payments


  • General Payroll Tax Questions
  • Scholarship or Fellowship Recipients
  • Change Withholding Amount
  • Social Security
  • Problems with Wage Statement from Social Security
  • Claim Earned Income Credit


  • Retirement Benefits And Moving Expenses
  • Cash Withdraw or Repurchase of Retirement Contribution
  • Questions about Retirement Contributions
  • Moving Policies



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