1098-T Information


The form 1098-T contains important tax information related to tuition, scholarships and other information for the calendar year, which may be needed to complete either your or your parent’s tax return.

New for 2018

Delivery Method Change

In prior years, you were able to access your form 1098-T electronically. Unfortunately, this year, due to unanticipated changes with the reporting system our vendor uses, the online delivery option is not available. All 1098-T forms for 2018 for all UW institutions will be mailed by January 31, 2019.

Reporting Method Change

In previous years, your 1098-T included a figure in Box 2 that represented the qualified tuition and related expenses (QTRE) we BILLED to your student account for the calendar (tax) year. Beginning with tax year 2018, we will report in Box 1 the amount of QTRE you PAID during the year. This is due to a change to institutional reporting requirements mandated by federal law.

Impact of the Reporting Change

The impact of this change for tax year 2018 is that the amount reported in Box 1 or Box 5 may not include certain Spring 2018 payments, if they were processed in the year that ended in December 2017. You should use the information on the Form 1098-T in conjunction with your own payment records to complete your individual tax return. As a reminder, all tuition account activity is available in your MyUW Student Center within the Tuition Account Summary. If you have questions about how to compute an education tax credit, consult your tax professional or refer to the IRS Publication 970.

Frequently Asked Questions

Prior to 2018

To view a copy of your 1098-T form for tax year 2017 and prior, go to https://www.getmydocument.com
If you need assistance getting your form, please call Get My Document Customer Service at 800-756-4311. Representatives are available Monday - Friday, 7 a.m. to 5 p.m. Central Time.

Education Tax Benefits and Additional Tax Related Resources

The IRS provides a number of Tax Benefits for Education. IRS Publication 970 provides information about the various benefits and qualifying for them. IRS Form 8863 or IRS Form 8917 is needed to claim these benefits. If you have questions about how to compute an education tax credit, consult your tax professional or refer to the IRS Publication 970.

If you still have questions after viewing the attached links, contact the Bursar's Office at the appropriate number:

Tuition and fee questions:
tuition@bussvc.wisc.edu

(608) 262-3611
(note: our phones are very busy, so e-mailing us usually will get you a faster response)