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1098-T Tax Information

The University of Wisconsin System has contracted with a 3rd party vendor, Microdynamics (MCD), to provide the 1098-T tax document.
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 paid in Box 1 of the form. The amount shown in Box 1 represents payments received during the calendar year on eligible educational charges.
Your 2019 1098-T will contain payments and scholarships/grants applied to your student account between January 1, 2019 and December 31, 2019.

How to Get Your 2019 1098-T

You will receive an email from MCD when your 1098-T is available on their website.  (MCD email address domain ends with .cuprint.com)
Email from MCD will give you the website https://uow.e-statement.com/microdynamics/Estatement?cuid=0113252 along with instructions on how to complete enrollment and create a password to allow you to log into the site.  Once you have completed the enrollment, you can access the MCD website using your Student ID and Password.

How to complete your initial enrollment with MCD

Email from MCD included the website link for electronically obtaining your 1098T document.
Please complete the enrollment screen as follows:

MCD Password Requirements:
  • 10-16 characters in length
  • Contain at least one upper case letter (A-Z)
  • Contain at least one lower case letter (a-z)
  • Contain at least one digit (0-9)
  • Contain at least one special character of !@#$%&*()
VIEW and PRINT 1098-T Document:

When you view your 1098-T document online you will need to print a copy.  Paper copy will NOT be mailed to students that log into MCD to view document.‚Äč

MAILED Copies -- Only to students that did not access (view):

January 31, 2020 Microdynamics (MCD) will mail paper copies of the 1098-T forms to students that did not access the 1098-T document for 2019 calendar year online with MCD.
Paper copies will be mailed to the "home" address listed on your student SIS account with UW-Green Bay.  (please verify your 'home' address on your SIS account is accurate)
 

How to Obtain 1098-T Form for Calendar Years of 2018 or 2017

Please contact the UW-Green Bay Bursar / Student Billing Office at bursar@uwgb.edu or 920-465-2224 if you need a copy of your 2018 or 2017 1098-T document. 
 

Need Help?

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 Payments on "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 Payments on "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 MCD (Microdynamics) with email address ending in .cuprint.com 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 the online 1098-T form, 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 payments, Scholarships, and Grants are applied to your SIS account. 
  3. We are required to report BOX 1 "Payments" received on qualifying educational expenses.
  4. The second page of the 1098-T will show the payments included on the report and what box they were reported in.  January Term charges are included in “OTHER” box.  You may have payments posted to SIS after January 1st for Spring Term 2018 AND payments for Spring Term 2019 both reported in the “SPRING” box. 
  5. Only “Qualified” payments received are reported in Box #1.  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.

PAYMENTS MADE AT YEAR END - Will they be on 1098T?

Payments made by check and received in mail during the time the school is closed at end of December for holidays will not be processed until January, therefore will not be included on 1098T for year just ending.
Payments made 'online' electronically prior to 11:00 pm December 31st will be credited on the day payment was made and be included on 1098T for year just ending.

 

FOR ADDITIONAL 1098T INFORMATION

See University of Wisconsin System - Tax Benefits for Education 1098T Frequently Asked Questions at the following link.
1098T Frequently Asked Questions