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1098-T Tax Information

  • 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 2020 1098-T will contain payments and scholarships/grants applied to your student account between January 1, 2020 and December 31, 2020. See instructions below on how to access your 1098-T form.
  • The 2020 1098-T IRS form will be available for students to access in early January 2021.

Tax Year 2020

MarketingWe are happy to announce UW-Green Bay has
               implemented "Self-Serve" for student access
               to their 1098-T tax document beginning 2020
               tax year and going forward

 

How to Access 1098-T for Tax Year 2020

  • The tax year 2020 IRS 1098-T tax document will be available for student access directly from their SIS student account.
  • The 2020 document will be available for students in their SIS student account around early January 2021
  • Click on the "View Instruction" button below for detail steps on how to obtain your 2020 1098-T form through Self-Serve on your SIS student account.
  • Navigate to your "home" page of your SIS account and follow steps in the instructions in link below.
  • We encourage students to Print their 1098-T form when you view the document from your SIS student account.  (NOTE:  Students that 'complete consent' to view their 1098-T in SIS will not receive a mailed paper copy)
  • If you have any questions on how to access your 1098-T through 'self-serve' on your SIS student account, please contact us at:  UWGB Bursar/Student Billing Office 920-465-2224 or email bursar@uwgb.edu.
  • NOTE:  Your completed "consent" to obtain your 1098T through self-serve on your SIS account will remain in effect through your academic career with UW-Green Bay.  You will no longer receive paper copies of your 1098-T documents with a completed consent.
View Instruction

PRINT Copy of 1098-T
When you view your 1098-T online you will need to print a copy.  Paper copy will NOT be mailed to students that log into their SIS account to view the document.
  • To Print -- click the "printer icon" in top right hand of upper toolbar.
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 2020 tax year online through their SIS account.
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 for Tax Year 2019

Active Students:
  • 2019 Tax Year 1098-T document is available for current active students in the Finance Section of your SIS home page.
  • Click on the above "View Instruction" button and follow the steps.
Non-Active Students:
** If you already created a MCD password, enter your Student ID and password
** If you have NOT created a MCD password, click "Click here to Enroll" link
** Follow steps on creating a user name/password
To complete your initial enrollment with MCD for 2019 1098-T
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 through MCD you will need to print a copy.
Paper copy of tax year 2019 will NO longer be to students.‚Äč
 

How to Obtain 1098-T for Tax Years 2018 & 2017

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

Need Help with 1098-T?

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 8 Things to Know About 1098-T Tax Forms

  1. NOTE:  Per IRS and NACUBO guidelines, CARES funds received in 2020 are included in Box 5 of your 1098T.
  2. Beginning with Tax Year 2020, an email from UWGB Bursar Office (bursar@uwgb.edu) will be sent in early January to students with current tax year enrollment activity.
  3. If you access the form through 'self-serve' on your SIS student account, please print the form as a paper copy will not be mailed to your home address.  If you do not access 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 "View Instructions" button above and follow steps on viewing/printing the document from your SIS account. 
  4. 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. 
  5. We are required to report BOX 1 "Payments" received on qualifying educational expenses.
  6. The 1098-T form obtained by 'self-serve' on student's SIS account will not show the payments reported by term. 
  7. Only “Qualified” payments received are reported in Box #1.  Housing and Dining are not qualified expenses according to the IRS. 
  8. The bonus 8th 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