Calendar Year End Tax Documents

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 State Street Retiree Services
1-877-654-3853
Retirees who are receiving and ERP Pension benefit.  Duke contact is Linda Phelps.
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.