1098-T Frequently Asked Questions

What is a 1098T?

The 1098-T form provides information to assist with filing for the education tax benefits/tax credit deductions, such as the Lifetime Learning Tax Credit, Hope Scholarship Tax Credit, or the Above-the-Line Tax Deduction for Qualified Higher Education Expenses. For more information, visit the IRS web site irs.gov/pub/irs-pdf/p970.pdf.  

Why did I receive a 1098T?

The University of Chicago is required to provide a 1098-T form to any student that was enrolled and had qualified tuition billed during the previous calendar year to use in his/her review of tax filing.

What address will the 2016 1098T be sent to?

College student 2016 1098T’s will be sent to your Permanent Address and Graduate/Professional students will be sent to your Physical Address in my.uchicago.

How do I access the online version of my 1098T form?

Log onto my.UChicago go to myAccount – Retrieve Tax Forms or go to www.1098t.com. Online forms are sufficient for tax preparation as the 1098T is NOT required to submit when filing.

Why didn’t I receive a 1098T?

The University is only required to produce 1098T’s for Permanent Residents and Citizens.  The University also produces documents for those Non-Resident Aliens who have a Tax Identification Number (ITIN) or Social Security Number (SSN) on file with the Office of the Registrar. If you are an International student and did not receive a 1098T and wish to do so please complete the W-9S form and submit it to the Office of the University Registrar by fax (773-702-3562) or in person at 1427 East 60th Street, the first floor of the Press Building.

I am in International Student and do not have a Social Security Number (SSN) or an Individual Taxpayer Identification Number (ITIN). Am I eligible to receive a 1098T?

If you are an International student and you do not have an SSN/ITIN, a 1098T cannot be generated for you. However, you may contact the Bursar’s Office to request a statement of your account in lieu of the 1098T. Send statement requests to bursar@uchicago.edu.

How are my charges reported?

The University reports amounts billed for qualified education expenses in Box 2 of the 1098T. We do not report payments made toward these charges.

What are qualified education expenses?

You can find detailed IRS information at irs.gov/pub/irs-pdf/p970.pdf.

My Social Security Number (SSN) is incorrect on my 1098T. Which Office should I contact to request a corrected 1098T?

You will need to contact both the Office of the Registrar and the Office of the Bursar:

  • You must present your Social Security Card to the Office of the Registrar before a corrected 1098T can be created.
  • Contact the Office of the Bursar after this correction is made to request a corrected version of your 1098T.

My name is incorrect on my 1098T. Which office should I contact to request a corrected 1098T?

You will need to contact both the Office of the Registrar and the Office of the Bursar:

  • You must present proof of your legal name (e.g. driver’s license, state id with photo, passport) to the Office of the Registrar.
  • Contact the Office of the Bursar after this correction is made to request a corrected version of your 1098T.

I received a stipend and this income is not reflected on my 1098T. Why not?

Students classified as Non-Resident Aliens will receive a separate tax document from University Payroll Services. Permanent Residents/Domestic students do not receive a tax document from the University reflecting stipend disbursements.  These are considered self-reported income and should be included as such in tax filing. For more information https://www.irs.gov/taxtopics/tc421.html.

What if I have further questions about my 1098T?

Contact the Office of the Bursar (T) 773-702-7086 (E) bursar@uchicago.edu.