Giving social security # for dual enrolled student

[TwoEdgedSword]

One of our kids is dual enrolled through the p.s. at our local junior college. We just received a letter from the junior college asking for student's social security number for their financial forms and threatening a potential fine from the IRS for non-compliance.

 

What sayeth the hive?

Thank you!

Edited December 12, 2016 by TwoEdgedSword

[quark]

DS gave his (and I, mine, when I enrolled at the same CC for online courses). They use it for the 1098T form and I'm guessing for fin aid too?

[TranquilMind]

One of our kids is dual enrolled through the p.s. at our local junior college. We just received a letter from the junior college asking for student's social security number for their financial forms and threatening a potential fine from the IRS for non-compliance.

 

What sayeth the hive?

Thank you!

 

I've seen those letters (only for insurance companies).  They are required to ask and do so in a way that suggests you are required to do this and that dire results will occur if you do not.

 

No, you are not required to provide a SSN to a school for enrollment. I have never done this, including for a high school student enrolled directly in university classes.  Not sure if you are applying for financial aid for this child (it doesn't sound like it).  If not, tell them to take a hike.

 

You will receive a 1098-T only if you had out-of-pocket payments, whether paid by you or with a loan, for “qualified educational expenses.†  IRS Publication 970 defines "qualified educational expenses" as tuition, fees, and books.  Perhaps this is what you are referring to?

 

 

Edited December 12, 2016 by TranquilMind

[quark]

DS receives the 1098T because we pay for DS's CC classes out of pocket.

[regentrude]

DS receives the 1098T because we pay for DS's CC classes out of pocket.

 

We pay for all DE classes, too, and receive the tax forms.

[regentrude]

No, you are not required to provide a SSN to a school for enrollment. I have never done this, including for a high school student enrolled directly in university classes.  Not sure if you are applying for financial aid for this child (it doesn't sound like it).  If not, tell them to take a hike.

 

You will receive a 1098-T only if you had out-of-pocket payments, whether paid by you or with a loan, for “qualified educational expenses.†  IRS Publication 970 defines "qualified educational expenses" as tuition, fees, and books.  Perhaps this is what you are referring to?

 

But for the 1098, the school needs to have the SSN, doesn't it? The college is required to file the 1098 for each student enrolled for whom a transaction exists.

And most people do have educational expenses. 

Edited December 12, 2016 by regentrude

[SparklyUnicorn]

I did give it to them because of the tax form stuff. 

 

 

[TwoEdgedSword]

The tuition for the cc is paid for by the h.s. Our book expenses have been very minimal.

[G5052]

Yes, for tax stuff.

 

I can also tell you that the state community system I work for uses it to do a criminal background check. It gets buried in the details, but that's been a requirement since the Virginia Tech tragedy. They look twice at students with violent convictions, and flag students with convictions for drug crimes although they do admit them. Students convicted of sex crimes are flagged and reported in an open report on the college website if it involved a minor. If the professor has a student on the open report and minors in the class, they also report that to the professor.

[Dmmetler]

We were asked to provide it as well. I don't know if we will have enough qualified expenses to be able to deduct or not, but I figure it's a good idea to be prepared.