University Tax Resources
Students receiving income from the University in the form of salary, stipend or fellowship and required to report taxable income, please see below a 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 |