Tax Documents and Timelines
Students receiving income from the University in the form of salary, stipend, or fellowship who are required to report taxable income, please see the below listing of University Tax Documents and issuing departments:
| Tax Document | Date Issued | Purpose | Population Issued | Issuing UChicago Department |
|---|---|---|---|---|
| W-2 Wage and Tax | 1/31 – Annually | Statement of Wages and Tax Withholding for Tax Year to file income. | Students who received wages/compensation from the University. | Shared Services |
| 1042-S Foreign US Income Subject to Withholding | 3/15-Annually | Statement of Income and Tax Withholding for Non-Resident Aliens to file income, or Resident Aliens to claim tax treaty benefits. | International students who has US income subject to reporting/withholding. |
Shared Services |
| 1099 – Miscellaneous Income | 1/31-Annually | Statement of payments not considered to be wages (i.e. rent, royalties, prizes and awards, independent contractor work) to file income. | Students who had income not considered to be wages. | Shared Services |
| 1098-T – Tuition Statement | 1/31 – Annually | To claim an eligible Tax Credit or Deduction under the AOTC or Lifetime Learning Credit. | These are issued to students who have a TIN/SSN on file in my.UChicago Portal. | Bursar |
| 1098-E –Student Loan Interest Statement | 1/31- Annually | To claim an eligible Tax Deduction. | Issued to students who have paid more than $600 in interest on an educational loan. | Bursar for Institutional and Perkins Loans/Federal Loan Servicer for Guaranteed Student Loans |
| 1095-B Health Coverage | 1/31-Annually | To document Health Insurance Coverage. | These are issued to students who carry USHIP coverage. | United Health Care/On-Campus Advocates |