Student Tax Forms

1098-T IRS Tax form

The Office of the Bursar generates 1098-T Tax forms to assist students and parents with filing education-related taxes with the Internal Revenue Service (IRS).

The IRS explains credits and deductions related to education and eligibility rules in IRS Publication 970. Our Office recommends you review this publication for further information on the 1098-T.

Qualifying for a 1098-T

Not all students ualify to receive a 1098-T. Common reasons for not receiving a 1098-T include:

  • No payments during the tax year
  • Not enrolled in a degree-seeking program
  • Supplied neither a Social Security Number (SSN) nor an Individual Taxpayer Identification Number (ITIN)

Updating your SSN/ITIN

Follow the instructions to update your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).

Accessing your 1098-T

You will be able to view the 1098-T for the previous tax year by January 31st of the following tax year. You may view it by:

  • Log in to your my.UChicago Student Portal 
  • In the Finances menu, under Account, choose 1098-T Tax Form 
  • On the left side, click "Tax Forms." 
  • On the right side, View or Save the appropriate tax year.
  • A PDF tax form will open (enable pop-ups to allow PDF to open) 
  • If you have Authorized Payers, they may access this information through the Authorized Payer Portal. 

Please note that an authorized payer can only access your 1098T if you check the box granting them access to tax forms. To ensure an authorized payer has access, you must: 

  • Log in to your my.UChicago Student Portal 
  • Navigate to the Finances tab and click View Ebill/Epay 
  • Click My Account 
  • Scroll down to your payer's name and make sure the "Tax Forms" box is checked 

Dates and Deadlines

1098-T tax forms are only produced from the end of January until the IRS tax filing deadline (in April). We cannot produce them after that date.

Tax document issuing dates, departments, and documents available at university tax resources

1098-T Tuition Statement  

The 1098-T Tuition Statement covers January 1, 2024, to December 31, 2024. This tax document reflects the payments received toward qualified tuition and related expenses and the amount of scholarships and grants received. 

All payments must be received by December 27th, 2024, to be included in the 2024 tax year.

Enrolled Authorized Users with access granted to retrieve the electronic 1098-T can log into their Authorized User Portal to retrieve this. You may confirm their access in my.UChicago.  

1098-E Student Loan Interest Statement 

The 1098-E Student Loan Interest Statement reflects the interest paid on qualifying student loan(s) from January 1, 2024, to December 31, 2024. Students receive a 1098-E for each qualified loan. Those who have borrowed on behalf of a dependent also receive a 1098-E. Beginning January 31, 2025, our office will mail the 1098-E to the address on file with your lender.  

Tax Filing Advice

Please be advised that the Bursar's Office does not provide tax, legal, or accounting advice. Any information provided on the 1098T is to be used for informational purposes, and you should consult a tax, legal, or accounting advisor before engaging in any transactions. 

Login Assistance

If you need help logging into your my.UChicago Student Portal, please visit Information Technology Services or call their Office at 773-702-5800. 

W-2 Tax Forms

Undergraduate students should Request W-2 Tax Forms from the Shared Services Office. If you have any questions about how to complete this form, please get in touch with the Shared Services Office at 773-702-5800.

Graduate students should contact the UChicago Grad Office.

Canadian Tax Forms

Students should contact the Office of the Registrar to get documents to assist with filing taxes in Canada.