Tax Reporting and Retirement Processing Staff
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Joan Hagen
Chief Accountant
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Vickie Fry
University Tax Manager
(812) 855-0142
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| For fast answers to your university tax questions, please send email to our
Taxpayer email address.
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Susan Norrell
Tax Compliance Officer and Team Leader
(812) 856-0247
Functions:
- UBIT-Unrelated Business Income Tax
- Research and Document University Tax Positions
- Team Legal and Technology Lead
- Tax Training
- Revenue producing activity inquiries
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Jeremy Becker
Tax Compliance Officer
(812) 855-7100
Functions:
- 1098-T Tuition Payment Statement - Reporting and Questions
- 1099-MISC Miscellaneous Income Reporting
- Independent Contractor/Employee Worker Classification
- US Vendor Questions
- 8038-G/GC Information Returns related to tax exempt bonds or installment leases
- Utilities/Telecommunications Excise Tax
- Canadian Goods and Service Tax
- Underground Storage Tank Tax
- Indiana Sales Tax Payment and Reporting
- 1098-E Student Loan Interest Payment Statement - Reporting and Questions
- W-9S Request for Student Social Security Number
- Taxpayer Relief Act of 1997 Administrator
- Lodging Tax
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JoAnn Clune
Tax Compliance Officer
(812) 856-4534
Functions:
- W-2 Wage and Tax Statement - US Income
- 1099-R Pension and Tax Statement
- Tax Reportable Fringe Benefits
- Federal and State Wage Reporting
- Retirement Contribution Reporting
- Unemployment Reporting
- New Hire Reporting
- Moving Expense inquiries
- Employee tax withholding inquiries
- 8233 Exemption from Withholding on Compensation of a Nonresident Alien
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Vacant
Tax Compliance Officer
(812) 856-5424
Functions:
- 1042-S Foreign Person's US Source Income Subject to Withholding
- Nonresident Alien Payments - Questions and Processing
- Nonresident Alien Fellowships - Questions and Processing
- Foreign Vendor Questions
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Sandy Lottes Boruff
Tax Retirement and Benefits Associate
(812) 855-6894
Functions:
- Employee Retirement Plans - Deductions, Reporting, Processing
- W-4P and WH-4P Withholding Certificate for Pension or Annuity Payments
- 18/20 Retirement Tax Questions
- Moving Expense Questions and Approval
- Montana Withholding Tax and Reporting
- Compensation in respect to a decedent
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Earle Johnson
Accounting Associate
(812) 855-6088
Functions:
- W-9 Request for Taxpayer ID Number
- Assist with 1099-MISC Reporting
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