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Tax Law (Questions About Taxes)/w-9s Question - Haven't Yet Filed

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Question
Was doing a little bit of research, and I came across the article located at the following link: http://en.allexperts.com/q/Tax-Law-Questions-932/2012/12/1098-e-w-9s.htm

I'm in a similar situation, though I haven't yet filed for my return.

According to the two loan holders in question, Citi and Discover, I needed to fill out and submit a w-9s form.

Can I still claim my qualified interest when filing? Thanks for your help.

Answer
Ogla:

If you qualify for the education expense including the payment on the interest of a qualified education plan you may list it as a deduction.  The W-9 you file now well be for the current year 2013 it will not apply to 2012.  You should file a W-9 on all your accounts to establish your status with them for the IRS reporting.

John

Tax Law (Questions About Taxes)

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John L. Tidwell

Expertise

Unemployment tax law both state and federal; determination of employer employee relationship; the usual 20 commonlaw factors for making that determination; and what makes me a liable employer.

Experience

Over 20 years of field audit experience with a state agency

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none

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Education/Credentials
Degree in Accounting from Falls Business College

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