Tax Issues

Some files are in PDF format and require Adobe Acrobat Reader to view.

TRA97 Hope Scholarship and Lifetime Learning Tax Credits CSU TRA Website FOA Annual Workshop Presentation April 5-7, 1998 Proposed TRA Regulations Student Loan Deductions Survey of TRA97 Reporting Compliance Costs NRA (Non-Resident Alien) University of California, Berkeley, NRA Website CSU Non-Resident Alien Tax Seminar 2000 - Attendees UBIT (Unrelated Business Income Tax) Unrelated Business Income Tax Worksheet memo (AD 99-11) FOA Annual Workshop Presentation April 5-7, 1998 1099 FOA Annual Workshop Presentation April 5-7, 1998 FORMS & PUBLICATIONS 2000 UBIT     Form 990-T        990T Instr     Form 4562     IRS Pub. 598     IRS Pub. 946 Exempt Org. Business Income Tax Return Instructions for Form 990-T Depreciation and Amortization Tax on Unrelated Bus. Income of Exempt Orgs. How To Depreciate Property IRS Form 1098-T IRS Form 1098-E IRS Form W-9S Tuition Payments Statement Student Loan Interest Statement Request for Student's or Borrower's Social Security Number & Certification IRS Notice 97-60 IRS Notice 97-73 IRS Notice 98-07 IRS Notice 98-59 Consumer Guidance on Educ. Tax Incentives 1998 Reporting Requirements for Institutions Guidance on Reporting Student Loan Interest Guidance on Limited 1098-T Reporting IRS Publication 970 Tax Benefits for Higher Education RELATED LINKS IRS Forms File Manager IRS Forms (alternate site) IRS Publications File Manager California Franchise Tax Board NACUBO The College & University Tax Page Listserver Information STAFF Staff Email Listing Content Contact: Tracy Daniels (562) 951-4598 Technical Contact: webmaster@calstate.edu Last updated: October 17, 2002