Many students recently received a notice from the State of Minnesota requesting either Social Security (SSN) or Tax Identification Number (TIN) information (specifically a W-9S form). This form is sent out annually in a courtesy effort to anyone for whom University records does not have said information on file. Here is some clarity and context:
Is the form real and do I need to take action?
Recipients are understandably cautious when asked for personally identifiable information like SSN or TIN. The W-9S form you received is indeed accurate and sent out from the State of Minnesota in accordance with tax laws and securing necessary information.
Who needs to fill out the form?
Returning the W-9S form is only necessary if you intend to include tuition paid in any upcoming tax return. Since tuition paid information is distributed at the start of every calendar year (via the standard 1098-T form), if your record does not include SSN or TIN information you would not receive the 1098-T form properly.
As such, if you do not intend to include tuition paid information or will not be filing tax return information, no action is needed.
Is the form really due back 10 days after I receive it?
The W-9S form outlines “return to the requestor’s address within 10 days of receipt,” which understandably yet unnecessarily creates a potential sense of unease or panic in the recipient. Please note there is no 10 day return requirement.
When is the form actually due?
Should you wish to include tuition paid on a 2021 tax return next year, the window for having your SSN or TIN on file is December 31, 2021, to ensure receipt of the 1098-T form in January/February (although you can still update through March 2022 in order to file taxes by the standard April deadline).
The form contains helpful information beyond this summary, so please review accordingly.