This form is for students requesting a 1098-T for the previous tax year for United States Internal Revenue Service (IRS) tax filing purposes. The request must be made within the allowed submission period for the previous tax year (February 1 - July 10).
If your Social Security Number (SSN) or Individual Tax Identification Number (ITIN) is not on file with the university, you must complete and submit a W-9S Form.
Use this form if...
- You are filing a U.S. Tax Return.
- You do not already have a 1098-T available to download in your MyU for the previous tax year.
- You or parents/guardians (if dependent) made qualifying payments toward your student account during the previous tax year.
- You have a social security number (SSN) or Individual Taxpayer Identification Number (ITIN).
- It is between February 1 and July 10.
Don't use this form if...
- You already have a 1098-T available for download in MyU for the previous tax year. Please note that minor edits, like the address listed needing to be updated, will not be fulfilled. It is your responsibility to ensure your personal information is updated in MyU.
- You do not have a Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
- You are not filing a U.S. Tax Return.
- You are requesting a 1098-T outside the allowed timeframe (February 1 – July 10 for the previous tax year).
- You did not have enrollment for the previous tax year.
- You need documentation of student account transactions for other purposes (instead, you should generate a registration and fee summary).
- You are requesting a 1098-T for a year before the previous tax year. You cannot request a 1098-T from before the previous tax year.