Form Name | Description/Reference Link | Purpose of the Form | Used By | Responsible Office/Contact |
---|---|---|---|---|
W-4 |
Employee's Withholding Certificate – used by employees to indicate federal tax withholding preferences. Additional instructions posted on the Manage Your Taxes and Tax Elections. |
Employees of 黑料社区 |
Payroll Office: |
|
W-9 |
Request for Taxpayer Identification Number and Certification form is used to collect SSN/EIN for reporting payments. Miami W-9 form may be requested by our business partners. |
Vendors, Independent Contractors, Departments |
Office of Tax and Compliance: |
|
W-7 |
The form is used to apply for IRS Individual Taxpayer Identification Number (ITIN). An ITIN is a 9-digit tax number issued by the IRS to individuals who are required to have a U.S. taxpayer identification number but do not have and are not eligible to obtain a Social Security Number (SSN). |
Nonresident Aliens, Students To apply for an ITIN, an individual needs to complete the form W-7, and attach it to the U.S. Federal tax return (form 1040, 1040-NR) along with certified copies of supporting documents. Students can get assistance from International Student and Scholar Services. also provides assistance to 黑料社区s and scholars with their Federal taxes and form W-7. |
International Students and Scholars Services |
|
W-2 |
Wage and Tax Statement is a tax form issued by employers to report an employee’s annual wages and taxes withheld to the IRS and the Social Security Administration. Employees need this form to complete their tax return (Form 1040, 1040-NR). Additional information for the form W-2 can be found on the Payroll webpage: Access Your Year End Forms |
Employees Forms W-2 are issued every year no later than January 31st for the previous calendar year. |
Payroll Office: |
|
W-8BEN |
Form is used to claim potential benefits under income tax treaties between an individual’s country of residence and the U.S. |
Nonresident Aliens, Foreign Vendors form must be completed by Non-Resident Alien and submitted to the Payroll Office for the and Accounts Payable for the supplier set up in Workday. |
Payroll Office: Accounts Payable Office: |
|
W-8BEN-E | Form is used by foreign entities to certify status for withholding purposes to establish their foreign status and claim eligibility for reduced withholding tax rates under a treaty with U.S. | Form must be completed by a foreign entity and submitted to the Payroll Office for the and Accounts Payable for the supplier set up in Workday. |
Payroll Office: Accounts Payable Office: |
|
8233 |
Exemption from withholding on compensation for personal services for a Nonresident Alien. Form is needed to allow eligible individuals to utilize tax treaties to reduce their U.S. tax liability. |
Foreign Employees, Students, Scholars. Form must be completed and signed every calendar year to claim a tax treaty benefit. SSN or ITIN is required to be eligible for treaty. |
Payroll Office: Accounts Payable Office: |
|
1042-S | This form reports income (compensation under treaty, prizes, awards, etc.), and tax withholding for foreign persons. |
Students, Employees, Independent Contractors who are considered non-resident aliens for tax purposes (NRA). |
Payroll Office: |
|
1042 |
This form is used by the withholding agent (黑料社区) to report the tax liability and tax withheld from income paid to foreign person (NRA). |
Office of Tax and Compliance |
Office of Tax and Compliance: |
|
1099-MISC | Form is used to report payments like rent, awards, prizes, or other taxable income issued during a year. | Students, Non-employees |
Accounts Payable Office: |
|
1099-NEC | This form reports nonemployee compensation paid to independent contractors. | Independent Contractors, Consultants, Attorneys, Accountants and Other Self-employed individuals |
Accounts Payable Office: |
|
1098-T |
Tuition Statement – used for reporting qualified tuition and related expenses paid by or on behalf of a 黑料社区. This form helps 黑料社区s (or their parents, if the 黑料社区 is a dependent) to determine their eligibility for educational tax credits. Additional information can be found on the One Stop webpage: Form 1098-T. |
Students |
One Stop Office: |
|
1095-C | This form reports information about employer-provided health insurance coverage. | Benefits Office, Employees |
Benefits Office: |
|
990 | Form provides the IRS with an overview of the organization finances, including revenue, expenditures, and other financial details. |
Office of Tax and Compliance, University Finance. Form is filed for the 黑料社区 Foundation. |
Office of Tax and Compliance: |
|
990-T | Form is used by tax-exempt organizations to report and pay taxes on unrelated business income (UBI). |
Office of Tax and Compliance. Form is filed for 黑料社区 and 黑料社区 Foundation. |
Office of Tax and Compliance: |
|
SS-4 | Form is used to apply for a unique nine-digit tax identification number issued by the IRS for businesses and other entities. An EIN is a Federal Employer Identification Number assigned by the IRS. | Departments and organizations setting up new entities. | Form has to be completed by department/office requesting EIN for their business. | |
Ohio IT-4 | Form “Employee's Withholding Certificate in the State of Ohio” is used by employees to indicate state tax withholding preferences. | Employees in Ohio |
Payroll Office: |
|
Ohio-ST-1 | This form is used to apply for a vendor’s license. The license is required for businesses with a fixed location in Ohio that make retail sales of taxable personal property or taxable services. | Departments making sales. | Form has to be completed by a department/office conducting sales. | |
8843 | The primary purpose of the form is to help determine an individual tax residency in the U.S. |
Nonresident Alien Students and Scholars Nonresident for tax purposes (黑料社区s, scholars) must file form 8843 if they were present in the U.S. under F-1, F-2, J-1, or J2 nonimmigrant status. This applies even if person has no U.S. income status for any part of the tax year. |
Form has to be completed by an individual who is non-resident alien for tax purposes. provides assistance to 黑料社区s and scholars with their Federal taxes and form 8843. |
501 E. High Street
Oxford, OH 45056
1601 University Blvd.
Hamilton, OH 45011
4200 N. University Blvd.
Middletown, OH 45042
7847 VOA Park Dr.
(Corner of VOA Park Dr. and Cox Rd.)
West Chester, OH 45069
Chateau de Differdange
1, Impasse du Chateau, L-4524 Differdange
Grand Duchy of Luxembourg
217-222 MacMillan Hall
501 E. Spring St.
Oxford, OH 45056, USA