Awards, Prizes and Winnings Policy - Summary

 

 

Cash & Gift Certificates denominated in currency

Non-Monetary

< $50

Non-Monetary

> $50

Award/Prize to Employee

(US citizen, Resident Alien or Nonresident Alien)

 

Reportable to IRS via Form W-2, subject to income tax withholding

 

Not taxable or reportable, if the award is issued to employees on only an occasional basis (Òde minimisÓ fringe benefit exclusion)

Reportable to IRS via Form W-2 and subject to income tax withholding, unless achievement award criteria met for length-of-service or safety exclusion

 

Award/Prize to Nonemployee

(US citizen or Resident Alien)

 

Reportable to IRS via Form 1042-S, and subject to income tax withholding

Reportable to IRS via Form 1042-S, and subject to income tax withholding

Reportable to IRS via Form 1042-S, and subject to income tax withholding

Award/Prize to Nonemployee (Nonresident Alien)

 

Reportable to IRS via Form 1042-S, and subject to income tax withholding

Reportable to IRS via Form 1042-S, and subject to income tax withholding

Reportable to IRS via Form 1042-S, and subject to income tax withholding

Gambling Winnings (US Citizen or Resident Alien)

 

Reportable to IRS via Form W-2G, if winnings at least $600, and at least 300 times wager; subject to tax withholding if at least $5000

Taxable to recipient, but not reportable by the University

Reportable to IRS via Form W-2G, if winnings at least $600, and at least 300 times wager; subject to tax withholding if at least $5000

Gambling Winnings

(Nonresident Alien)

Reportable to IRS via Form 1042-S; subject to tax withholding

Reportable to IRS via Form 1042-S; subject to tax withholding

Reportable to IRS via Form 1042-S; subject to tax withholding