Bursar/Cashier’s Office FAQs

For the 2020 tax year and forward, 1098T’s can be accessed online in early January through your E-Hive account. You can follow these instructions to access your 1098-T electronically.

If you do not consent to receiving the 1098-T electronically, your 1098-T will be mailed by January 31^st to the home address that is listed in E-Hive. If you did not receive a 1098-T, check your home address in E-Hive and make any necessary updates. 

Information about International Taxpayers can be found on the IRS website. UW-Superior is unable to provide individual tax advice. Please consult a tax attorney, informed tax preparer or adviser if you have specific questions related to tax preparation.

Please contact the Registrar’s Office at registrars@uwsuper.edu to get assistance with a name change.

No. The address shown on Form 1098-T is irrelevant for IRS income tax filing purposes. However, you should update your address in E-Hive, so that the University has up to date information. If you no longer have access to E-Hive, please contact the Registrar’s Office at registrars@uwsuper.edu to update your address.

Students without an active E-Hive account can request reprints by contacting the Bursar’s/Cashier’s Office at uwscashier@uwsuper.edu.

For years prior to 2020, contact the Bursar’s/Cashier’s Office at uwscashier@uwsuper.edu. 

In January of each year, the University of Wisconsin System provides an IRS Form 1098-T for all students who had qualified tuition and other related educational expenses paid during the previous calendar year. The form is mailed at the end of January.

Not necessarily. The University is required to provide the “amounts paid” and “scholarship or grant” figures to help you determine the amount of qualified expenses you can claim on your IRS Form 8863. Per Internal Revenue Code Section 25A, taxpayers may claim an education tax credit only with respect to qualified tuition and related expenses paid during the calendar year. You will need to review your payment records to determine the actual qualified expenses paid. Remember that qualified amounts paid by student loans may count as payments eligible for these purposes. Scholarships and grants received may reduce your eligible payment amounts. See IRS Publication 970 for information to determine your qualified expenses paid amount.

Qualified tuition and related expenses refer to tuition and required fees, such as segregated fees and lab fees, a student must pay to be enrolled at or attend an eligible education institution. Tuition waivers and remissions are considered reductions to qualified tuition and expenses. Qualified expenses do not include:

1. Amounts paid for any course or education involving sports, games or hobbies unless the course or other education is required as part of the student’s degree program or is taken to acquire or improve job skills.
2. Charges and fees for room, board, insurance, transportation, personal, living and other family expenses.
3. The cost of books and equipment are generally not qualified expenses because eligible educational institutions usually do not require that the cost of the books or equipment be paid to the institution as a condition of the student’s enrollment or attendance at the institution.However, some campuses may have a mandatory textbook fee or rental program which may be included as a qualified related expense.

The figure in Box 5 – Scholarships or Grants includes scholarships, grants, and if applicable, payments made by a third party under a formal billing arrangement (i.e. outside scholarships, employer provided educational assistance (regardless of taxability), military, etc.) which have been administered by the University of Wisconsin System. If you received other forms of outside scholarships and grants not administered by the University of Wisconsin System, it is your responsibility to adjust the figure accordingly. Third party payments do not include payments made by your parent or other individuals.

The single most important information on the form is your Social Security Number. You must submit a written request to change or correct your SSN by mail or in person to the Registrar’s Office. You may be required to supply a signed, legible copy of your Social Security card or complete Form W-9S (Request for Student’s or Borrower’s Taxpayer Identification Number and Certification). Form W-9S is the official IRS form used to state your SSN. You need only complete Part I of this form when requesting a 1098-T. Enter your SSN in the spaces marked “Taxpayer identification number.”

Yes. Section 6050S of the Internal Revenue Code, as enacted by the Taxpayer Relief Act of 1997, requires the University to file information returns to assist taxpayers and the IRS in determining the amount of qualified tuition and related expenses (qualified expenses) for which an education tax credit is allowable under section 25A (Hope and Lifetime Learning education tax credits), as well as other tax benefits for higher education expenses.

The 1098-T form is used by eligible educational institutions to report information about their students to the IRS as required by the Taxpayer Relief Act of 1997. Eligible educational institutions are required to submit the student’s name, address, taxpayer’s identification number (TIN), enrollment status, amounts pertaining to qualified tuition and related expenses, and scholarships and/or grants, taxable or not. A 1098-T form must also be provided to each applicable student.

UW institutions will issue a 1098-T to any student who:

1. Is entitled to receive a 1098-T, or
2. Requests a 1098-T in advance of the time those forms need to be submitted for IRS processing.

UW institutions will issue a copy of a previously issued 1098-T to any student to whom that 1098-T was previously issued.

The University of Wisconsin System does not determine whether your education benefits are being taxed by your employer. As such, scholarships and grants are increased by 100% of any employer provided payments under a formal billing arrangement, and it is up to the student to adjust their qualified tuition and related expenses accordingly based on the taxability of their employer benefits.

This information may be found on your campus’ Student Information Systems on your tuition account or on-line billing statement history. If you are a parent looking for this information for a student, please ask your student to access this information for you.