School not providing me with required government form

[justalayman]

j0mb00;3209464]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.

gee, there's a first. For your edification, that is a statement of your account, It is neither a bill nor a receipt.

Now go and get a copy if that (with the paid $XXX Balance $000.00) from the school and have them apply their seal to it.

It is possible to be, um, creative and pay your account but not really pay your account. If you obtain a bill at the right time, it will reflect a 0 balance but once the, um, creativity is discovered, the account is corrected and will show a balance due. Obtaining a sealed copy of the statement will show it is current on whatever date it is created and the school provided it (removing another possibility of creativity allowing one to show a statement with a 0 balance. Not saying you are doing this; just telling you how to avoid having to deal with such possible questions later.

No. You have not read what I wrote. You may think a bill is worthless, but I was told originally, a bill is acceptable.

whoever told you that was wrong. As I have repeatedly said;; all a bill proves is a debt was incurred. It does nothing to prove a debt was paid. It is that simple. Hell, if all it took was a bill to prove I paid for anything, I think I'm going to go out and charge up a couple hundred thousand on my credit card and when they ask for money, I;ll just show them the bill and say; see, it's paid.

that is the same thing you are saying with the school bill.

a bill is a bill; a receipt is a receipt; a statement of your account is a statement of your account

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.

this is where you are wrong and I even gave you the proof. It is not when a person is billed. It is generated for a student that has, in their own words; for whom a reportable transaction is made.

a billing is not a reportable transaction. A payment of a bill is.

You can disagree with me, I dont care. I'm stating what I was told.

and yet you are the one having trouble, not me. That should give you a clue.

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.

so you don't think your tax preparer is knowledgeable enough to know what is needed? They are obviously rebuffing you for a reason. Think about it; they make money by preparing taxes. They are refusing to do yours. Why do you think that is?

 

[LdiJ]

Ok...a couple of things here.

The reason why the form is needed, and not just the bill, is that information is on the form that usually doesn't appear on the bill...or that is difficult to determine from the bill. That includes the school's federal EIN as well as the total amount of tuition billed and the total amount of grants/scholarships received.

Second, I am finding it a bit difficult to believe that the IRS agent told him that they never received the 1098-E. Why? Because they cannot just look it up like that. Even the agent would have to download and print out the income transcript to see if the 1098 appears on it. Generally they are not going to do that. Generally they are going to order up the transcript to either be mailed or faxed to the taxpayer, and that particular process does not actually show them the transcript.

Plus, he indicated that he got cut off before his call was completed...which tends to indicate an incomplete answer.