University Tax Services


Our department, under Financial Management Services, contributes to the University's overall success by advancing compliance with Federal and State tax laws throughout the university community.

TAX TIDBIT:

 

IRS Tax Tip 2018-46 Tips for Using the Withholding Calculator

 

IRS Tax Tip 2018-44, IRS Phone Scam Intensifies During Filing Season

 

(Form 1098-T): IRS Tax Tip 2016-36 - Tax Savings from Higher Education Costs and IRS Tax Tip 2016-126 - Educational Tax Credits for 2016.

 

(Form 1042-S): If you've received an IRS Notice CP21C, CP22A or IRS Letter 5532C for the tax year 2014, please contact taxpayer@iu.edu immediately for assistance related to taxes owed to the IRS.

 

(Individual Tax Identification Number - ITIN):

You May Need to Renew Your ITIN. All ITINs not used on a federal tax return at least once in the last three years will no longer be valid for use on a tax return as of Jan. 1, 2017. Additionally, all ITINs issued before 2013 will begin expiring this year, starting with those with middle digits of 78 and 79 (Example: (9XX-78-XXXX). All expired ITINs must be renewed before being used on a U.S. tax return. No action is needed by ITIN holders who don’t need to file a tax return next year. Also, there are new documentation requirements when applying for or renewing an ITIN for certain dependents. Find more information in the ITIN Expiration Frequently Asked Questions.

Employees Useful information on paycheck taxes, Form W-2 and fringe benefits. The section also covers information for employees living and working outside the state.
International

All payments to international visitors are reviewed by the IU Tax Department. A comprehensive listing of all tax information for these payments is under this subject.

Sales & Use Tax While the university is tax exempt from most income taxes associated with revenue from our exempt purpose, IU is not always exempt from state sales tax. This topic discusses issues related to collecting and paying sales tax.
Students Helpful topics for students and staff related to Form 1098-T and scholarships/fellowships.
Independent Contractors Includes information on Form W-9 and Form 1099-MISC. A guide to independent contractor/employee determination.
Unrelated Business Income Tax The university is subject to income tax on activities that are unrelated to our mission. This section discusses all the criteria, definitions and examples used to determine this income.
045.png Other Tax Other tax topics and other reporting requirements.
020.png Standard Operating Procedures Standard Operating Procedures related to tax issues at Indiana University
Frequently Asked Questions A helpful listing of questions and answers for a variety of topics related to taxes and our department.
About Us A contact page for all Tax staff along with a listing of responsibilities. The tax form forecast scheduling all forms issued by the department.