1098-T Tax Information

The University of Wisconsin System has contracted with a 3rd party vendor, UAS, to provide the 1098-T tax document through the following website: getmydocument.com. The 1098-T contains important tax information regarding qualified tuition and related educational expenses, which may be needed to complete your tax return. UW-Green Bay reports amounts billed in Box 2 of the form. The amount shown in Box 2 may represent an amount other than the amount actually paid during the tax year. Your 2017 1098-T will contain charges (less waivers) and scholarships/grants applied to your student account between January 1, 2017 and December 31, 2017.

Keep in mind that Spring 2017 charges were applied to your student account in December 2016 and were included on last year’s 1098-T. Only activity applied during 2017 will appear on your 2017 1098-T.

How to Get Your 1098-T

UAS will send several reminder emails during the month of January. These emails will come to your campus email address from 1098@eforms.uwsa.edu and will contain a link to the “Get My Document” website. Click on the link in the email to view and print your 2017 1098-T document. Clicking on the link in the email will bring you to the website and auto-fill the security certificate number. You then enter your name, last four digits of your Social Security Number, and an on-screen security code, to access your document. Be sure to enter your name as it appears in the email. You will also be able to access past year 1098-T forms from this site.

Lost the Original Email?

If you lose the original email, log into the getmydocument.com site and click on the left box to "Certificate Needed". You will then be able to access any current or archived tax forms. Contact the UW-Green Bay Student Billing Office at bursar@uwgb.edu or 920-465-2224 if you have questions.

Once you log into their secure site, you will no longer receive the emails. From this website you can view and print your 1098-T.

Once you view your 1098-T online, one will not be mailed to you so you will want to print the document from the website.

You can sign onto the getmydocument.com website as often as you wish using the link from the original email. If you do not access your 1098-T document online, it will be mailed to your home address at the end of January.

Need Help?

For help accessing or printing your 1098-T online, contact UAS at 800-756-4311.

If you have questions about the information reported on your 1098-T, contact the UW-Green Bay Student Billing Office at bursar@uwgb.edu or 920-465-2224.

Although the University can answer questions about the dollar amounts and check boxes on the form, do not contact us for explanations of the requirements for (or how to calculate) the allowable tuition and fees deduction or education credit. See the IRS Pub. 970, Tax Benefits for Education, or your tax preparer for that type of information.

Access IRS Pub. 970 Tax Benefits for Education on the IRS website at: www.irs.gov/publications/p970/index.html.

What "Eligible Charges" are reported on the 1098-T form:
  • Tuition and SEG Fees
  • Course Fees
  • On Line Course Fee
  • Focus Fee
  • Placement Fee
  • Diploma Fee
What "Non-Eligible Charges" are NOT reported on the 1098-T form:
  • Library Fines
  • Counseling and Health Fees
  • Dining Plans / Pass-Points
  • Housing Charges
  • Parking Permit
  • Late Fees
  • Bookstore Charges and Sales Tax

TOP 6 Things to Know About 1098-T Tax Forms

  1. An email from UAS is sent to the student in early January, if you access the form; please print, as a form will not be mailed to your home address.  If you do not access the email, a paper form will be sent to your home address at the end of January.  If you lose the form, please see the Bursar’s Office Webpage for information on accessing this form on-line. 
  2. The 1098-T form, like all IRS forms, are based on the CALENDAR YEAR.  The numbers reported are based on when the charges, Scholarships, and Grants are applied to your SIS account.  Spring Term charges are posted to SIS in December and will be reported on that year’s 1098-T form. 
  3. At this time, we are required to report CHARGES ONLY.  You are responsible to maintain records of your PAYMENTS made for the tax year. 
  4. The second page of the 1098-T will show the charges included on the report and what box they were reported in.  January Term charges are included in “OTHER” box.  You may have charges added to SIS after January 1st for Spring Term 2017 AND charges for Spring Term 2018 both reported in the “SPRING” box. 
  5. Only “Qualified” expenses are reported in Box #2.  Housing and Dining are not qualified according to the IRS. 
  6. The bonus 6th thing you need to know is:  You need to consult a Tax Professional or utilize Tax Preparation Software to determine IF and WHERE you need to report on your tax return, any information included on the 1098-T form.