Calendar Year End Tax Documents | Corporate Payroll Services

Form Name/Type	Responsible Department	Types of Earnings Reported
W-2 for Duke Employees	Corporate Payroll Services Box 90484, (919) 684-2642	Compensation/Wages paid to employees.
W-2 for Employees receiving Disability Benefits	Liberty Mutual 1-800-210-0268 ext 30095	Liberty Mutual (Liberty Life Assurance Company) TIN 046076039
Non-compensatory Courtesy Letter	Corporate Payroll Services Box 90484, (919) 684-2642	Non-compensatory payments issued to fellowship/scholarship recipients for payments that are not reportable by Duke University. The letter is a courtesy update of YTD earnings so recipients can include on their tax returns.
1099M	Corporate Payroll Services Box 90484, (919) 684-2642	Non-compensatory payments issued to fellowship/scholarship recipients as well as post docs conducting independent research on training grants.
1099M	Accounts Payable Box 104131, (919) 684-3112	Payments to vendors for services rendered.
1099M	Employee Travel & Reimbursements Duke University, Box 104131, (919) 668-3877	Payments to employees and non-employees for experimental subjects and other miscellaneous payments.
1099R	Accounts Payable Box 104131, 684-3112 and Employee Travel & Reimbursements Duke University, Box 104131, (919) 668-3877	Payments to deceased employees. Death benefits for gratuity to spouses.
1099R	Tax Accounting 684-2006	Retirees with Canada Life annuity; approximately 5 retirees
1099R	BYN Mellon 1-800-418-0273	Retirees who are receiving an ERP Pension benefit.
1042S - Income 50	Employee Travel & Reimbursements Duke University, Box 104131, (919) 668-3877	Payments to foreign nationals who are receiving payments through ET&R for prizes and awards.
1042S - Income 19	Corporate Payroll Services Box 90484, (919) 684-2642	Payments to foreign nationals who are receiving compensatory payments as students through the biweekly or monthly payroll.
1042S - Income 18	Corporate Payroll Services Box 90484, (919) 684-2642	Payments to foreign nationals who are receiving compensatory payments for teaching/research through the biweekly or monthly payroll.
1042S - Income 16	Accounts Payable Box 104131, (919) 684-3112	Payments to foreign nationals who are receiving payments as Independent Contractors.
1042S - Income 15	Corporate Payroll Services Box 90484, (919) 684-2642	Payments to foreign nationals who are receiving fellowship/scholarship payments through the Non-compensatory payment system.
1042S - Income 12	Accounts Payable Box 104131, (919) 684-3112	Payments to foreign nationals for royalty payments.
1098	Tax Accounting (919) 684-2006	Employees with mortgage loans. 1098 is for imputed interest income.
1098T	Bursar's Office (919) 684-3531	Reporting document reflecting tuition payments for the calendar year.