School not providing me with required government form

[j0mb00]

Not sure why my previous posts werent posting, but anyway...couple things to clear up that I posted last night that didnt show up.

1. Clearly, I am well past the stage of just "googling it." I said in my original post I already spoke with the school, they said it is too far in the past to give me the form. No amount of looking on their page will change that. This is beyond looking on the internet. I tried those options months ago. Great suggestion, keep it up.

2. Yes, before the post about calling the IRS, I actually did call them and although a very long wait time, they were great. I was referred to a lawyer, but then I was on hold so long my phone died. It was determined that the school never even sent the government the required form either. And yes, the man suggested exactly what other here and I have though, in the end, a receipt/bill may be just fine.

 

[TigerD]

Not sure why my previous posts werent posting, but anyway...couple things to clear up that I posted last night that didnt show up.

1. Clearly, I am well past the stage of just "googling it." I said in my original post I already spoke with the school, they said it is too far in the past to give me the form. No amount of looking on their page will change that. This is beyond looking on the internet. I tried those options months ago. Great suggestion, keep it up.

If you had read the web page for YOUR school that I sent you to. You could have followed directions and downloaded a copy of it from the third party service -- they pay to make them available.

DC

 

[j0mb00]

If you had read the web page for YOUR school that I sent you to. You could have followed directions and downloaded a copy of it from the third party service -- they pay to make them available.

DC

Maybe if you READ (see I can do the caps thing too), youll notice I said NOT EVEN THE IRS GOT THE FORM. If the IRS didnt get the form from the school, some company sure as hell wont get it either. Plus, I already called that company months ago, who referred me back to the school, which is why I'm here...

 

[justalayman]

Hey, nothing like providing all the information up front so nobody would waste a lot of time looking up info you already had.

 

[j0mb00]

Hey, nothing like providing all the information up front so nobody would waste a lot of time looking up info you already had.

I only found out from the IRS last night that they didnt even get the form.

 

[justalayman]

I only found out from the IRS last night that they didnt even get the form.

and?

Maybe if you READ (see I can do the caps thing too), youll notice I said NOT EVEN THE IRS GOT THE FORM. If the IRS didnt get the form from the school, some company sure as hell wont get it either. Plus, I already called that company months ago, who referred me back to the school, which is why I'm here...

so, what did the IRS tell you to do (last night of course when you discovered the school never sent in a 1098-T (not a 1098-E as you mentioned once prior)

 

[j0mb00]

and?




so, what did the IRS tell you to do (last night of course when you discovered the school never sent in a 1098-T (not a 1098-E as you mentioned once prior)

Actually, what I said is the school should send in a 1098-e to the government and send me a 1098-t (if my understanding is correct).

What was I told to do? Speak with an IRS lawyer for clarification.

2. Yes, before the post about calling the IRS, I actually did call them and although a very long wait time, they were great. I was referred to a lawyer...

I will know more on Monday or Tuesday after I speak with the IRS. The new questions are, why didnt the school send in the required form to the government? And then, can I still claim it without them sending it to the IRS.

 

[justalayman]

=j0mb00;3209444]Actually, what I said is the school should send in a 1098-e to the government and send me a 1098-t (if my understanding is correct).

it's not

What was I told to do? Speak with an IRS lawyer for clarification.

seriously? I have some serious doubt. I do not think one is typically referred to a lawyer. The IRS has too many other people that can answer such questions. People actually hired to answer such questions.

The new questions are, why didnt the school send in the required form to the government?

review the instructions for the form 1098-T. There are several exceptions where the school is not required to file a 1098-T. I have no idea if any of them fit your situation.

And then, can I still claim it without them sending it to the IRS.

this is a guess but I would say yes BUT you would probably run into at least 1 problem. Without a 1098-T on file, the IRS may flag the return due to you claiming something they do not have the required proof of.



I have a question:

what is a bill/receipt? that is what you said you had to provide the info to the tax preparer. There are bills and there are receipts but never seen a bill/receipt. Is it both the bill and a receipt of your payment (did they really send you a receipt?) or is it one or the other?

 

[j0mb00]

it's not

seriously? I have some serious doubt. I do not think one is typically referred to a lawyer. The IRS has too many other people that can answer such questions. People actually hired to answer such questions.



review the instructions for the form 1098-T. There are several exceptions where the school is not required to file a 1098-T. I have no idea if any of them fit your situation.



this is a guess but I would say yes BUT you would probably run into at least 1 problem. Without a 1098-T on file, the IRS may flag the return due to you claiming something they do not have the required proof of.



I have a question:

what is a bill/receipt? that is what you said you had to provide the info to the tax preparer. There are bills and there are receipts but never seen a bill/receipt. Is it both the bill and a receipt of your payment (did they really send you a receipt?) or is it one or the other?

I'm saying I have a bill and/or receipt. It is a print out of what was billed to me and what I paid to the university.

I have reviewed the ways in which a school does not send a form in. I didn't see anything that would fit (ex. non-accredited school, etc). So I'm puzzled why they wouldn't send it in.

I know a lawyer would be hard to believe, as I was surprised too, but that is what the IRS agent said on the phone as he transferred me. It was being referred to someone within the IRS with a specialty in the area.

The concern about no proof is one I have too, but like I said, the IRS agent suggested one remedy would be sending a copy of the information I have from the school. I would like to know more about this too, and will next week.

 

[justalayman]

0mb00;3209447]I'm saying I have a bill and/or receipt. It is a print out of what was billed to me and what I paid to the university.

there is no such thing as a bill and/or receipt. What do you actually have. If it is a bill, it is meaningless. It doesn't mean you paid anything. It means you were billed. Do you have actual proof the bill was paid?

I have reviewed the ways in which a school does not send a form in. I didn't see anything that would fit (ex. non-accredited school, etc). So I'm puzzled why they wouldn't send it in.

actually I saw nothing addressing non-accredited schools. This is what I found:

Exceptions. You do not have to file Form 1098-T or
furnish a statement for:

Courses for which no academic credit is offered, even if
the student is otherwise enrolled in a degree program;

Nonresident alien students, unless requested by the
student;

Students whose qualified tuition and related expenses
are entirely waived or paid entirely with scholarships;

and
Students for whom you do not maintain a separate
financial account and whose qualified tuition and related
expenses are covered by a formal billing arrangement
between an institution and the student's employer or a
governmental entity, such as the Department of Veterans
Affairs or the Department of Defens

I know a lawyer would be hard to believe, as I was surprised too, but that is what the IRS agent said on the phone as he transferred me. It was being referred to someone within the IRS with a specialty in the area.

so now I see where all my tax money goes. They have all these agents and they send you to a lawyer to get a simple question answered.

The concern about no proof is one I have too, but like I said, the IRS agent suggested one remedy would be sending a copy of the information I have from the school.

if they flag it, it would give you the opportunity to provide the proof. At least you would be able to get your well delayed filing in before the deadline though.

 

[j0mb00]

there is no such thing as a bill and/or receipt. What do you actually have. If it is a bill, it is meaningless. It doesn't mean you paid anything. It means you were billed. Do you have actual proof the bill was paid?


actually I saw nothing addressing non-accredited schools. This is what I found:








so now I see where all my tax money goes. They have all these agents and they send you to a lawyer to get a simple question answered.

if they flag it, it would give you the opportunity to provide the proof. At least you would be able to get your well delayed filing in before the deadline though.

Yea, none of those things apply in this case. I already reviewed them as I have mentioned.

According to my accountant, when you are billed, no matter how you pay, the school should send the required 1098 form to the IRS. So actually, a bill is not meaningless in this case. Like I said, what I have is "a print out of what was billed to me and what I paid to the university."

From what I gathered with the IRS agent, it may not get "flagged," i may just have to send a copy of it in, which was what I was told a while ago anyway.

I don't think this is a "simple question." The situation is more complex because there is no record of the school sending in the form. That is unusual.

 

[justalayman]

Yea, none of those things apply in this case. I already reviewed them as I have mentioned.

According to my accountant, when you are billed, no matter how you pay, the school should send the required 1098 form to the IRS. So actually, a bill is not meaningless in this case. Like I said, what I have is "a print out of what was billed to me and what I paid to the university."

You are missing the point. A BILL does not prove anybody paid it. All it proves is the school claimed you owed them that money. A receipt or cancelled check or some such document is proof of payment.

So, I presume you do not have anything that actually proves the school was paid. I suspect you aren't going to find anybody to do your taxes for you if that is the case. Sounds like it's time to figure out how to do it yourself.

From what I gathered with the IRS agent, it may not get "flagged," i may just have to send a copy of it in, which was what I was told a while ago anyway.

I don't think this is a "simple question." The

it is a very simple question and there are very simple answers. Not a dang thing complex about it. Those agents deal with much more complex issues on a daily basis. Yours is really simple. If they didn't file the 1098-T, your actual proof of payment will prove the information that should of been on the 1098-T that they were supposed to send in. Easy peasy.

 

[j0mb00]

Yea, none of those things apply in this case. I already reviewed them as I have mentioned.

You are missing the point. A BILL does not prove anybody paid it. All it proves is the school claimed you owed them that money. A receipt or cancelled check or some such document is proof of payment.

So, I presume you do not have anything that actually proves the school was paid. I suspect you aren't going to find anybody to do your taxes for you if that is the case. Sounds like it's time to figure out how to do it yourself.

it is a very simple question and there are very simple answers. Not a dang thing complex about it. Those agents deal with much more complex issues on a daily basis. Yours is really simple. If they didn't file the 1098-T, your actual proof of payment will prove the information that should of been on the 1098-T that they were supposed to send in. Easy peasy.

That is why I was referred to someone to figure out how and where to send the info and why wasnt the form sent in by the university.

That is correct, a bill does not prove anyone paid it. But like I said a bill is sufficient as well because... "According to my accountant, when you are billed, no matter how you pay, the school should send the required 1098 form to the IRS. So actually, a bill is not meaningless in this case. Like I said, what I have is "a print out of what was billed to me and what I paid to the university.""

and for at least the third time in that quote, I do have proof that I paid.

 

[justalayman]

That is correct, a bill does not prove anyone paid it. But like I said a bill is sufficient as well because... "According to my accountant, when you are billed, no matter how you pay, the school should send the required 1098 form to the IRS. So actually, a bill is not meaningless in this case. Like I said, what I have is "a print out of what was billed to me and what I paid to the university.""

a bill is meaningless in your situation. It does not prove you paid anything and at this point, you will have to prove you paid the bill.

Do you think a school files a 1098-T for every student that a bill is generated for? No, they don't. They file a 1098-T for a student that has paid a bill. So, because of that, a bill is meaningless, worthless, and insufficient to prove the bill was paid.

n. You must file for each student you
enroll and for whom a reportable transaction is made.
Also, if you are an insurer, file Form 1098-T for each
individual to whom you made reimbursements or refunds
of qualified tuition and related expenses.

but if your accountant believes just a bill is adequate, why has he refused to file your taxes using that as the information source?

and for at least the third time in that quote, I do have proof that I paid.

I have asked you at least that many times what do you have for proof and you keep bringing up the bill. So, for at least the fourth time; what do you have to prove you paid the bill? Do you have cancelled check? A receipt from the school? A statement of your account at the school showing it was paid?

 

[j0mb00]

I have asked you at least that many times what do you have for proof and you keep bringing up the bill. So, for at least the fourth time; what do you have to prove you paid the bill? Do you have cancelled check? A receipt from the school? A statement of your account at the school showing it was paid?

I told you, I have a printout...for simplicity it says Billed $XXX. Paid $XXX. I have $00.00 balance due. I am paid in full. That is my proof. A printout.

a bill is meaningless in your situation. It does not prove you paid anything and at this point, you will have to prove you paid the bill.

Do you think a school files a 1098-T for every student that a bill is generated for? No, they don't. They file a 1098-T for a student that has paid a bill. So, because of that, a bill is meaningless, worthless, and insufficient to prove the bill was paid.

No. You have not read what I wrote. You may think a bill is worthless, but I was told originally, a bill is acceptable. As long as those aforementioned exceptions (which you quoted several posts up) do not apply, anytime a student is billed that is to be paid with money and not scholarships, company reimbursements, etc, the school is to generate a 1098. You can disagree with me, I dont care. I'm stating what I was told. If youre the accounting expert, then you may believe whatever you think, I'm just quoting what I was told.

but if your accountant believes just a bill is adequate, why has he refused to file your taxes using that as the information source?

Yes, the accountant I have dealt with face to face originally told me that. That was when I did my taxes in April. Since I have reopened this matter, the refusal is now coming from the same office, but my email correspondence has been with an associate/secretary on behalf of the office. I have referenced what I was told originally, but the refusal is still there. So if the IRS says I'm fine with a receipt, then hopefully they let me know how to get that to them.