1098-T Tax Information

The University of Wisconsin System has contracted with a 3rd party vendor, UAS, 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. Effective calendar year 2018 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 2018 1098-T will contain payments and scholarships/grants applied to your student account between January 1, 2018 and December 31, 2018.

Keep in mind that Spring 2018 charges were applied to your student account in December 2017 and were included on last year’s 1098-T in Box 2 "billed" amount. Only activity applied during 2018 will appear on your 2018 1098-T.
 

How to Get Your 2018 1098-T

UAS mailed paper 1098-T forms to all students as of January 31, 2019 for the 2018 calendar year.  For 2018 the electronic version is not available from our vendor UAS.
 

How to Obtain Prior Calendar Year 1098-T Forms

If you lost the original UAS email from a prior calendar year, 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.

From this website you can view and print your 1098-T.
 

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 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 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 thepayments 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.


 

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