The Taxpayer Relief Act of 1997 created a number of new education tax incentives, including the Hope Scholarship and Lifelong Learning tax credits and a limited deduction for interest paid on student loans. The Hope Scholarship Credit may be claimed for payments of qualified tuition and related expenses. This means the tuition and fees an individual is required to pay in order to be enrolled at or attend an eligible institution.
If you have questions regarding this law, please consult your personal tax advisor, or the IRS.
The university cannot provide tax advice.
INSTRUCTIONS FOR RECEIVING YOUR IRS FORM 1098-T
1) Go to the UAS (University Accounting Services, LLC) Website: https://www.getmydocument.com
2) Complete the New Members to create a new secure online account. You will be asked for the name of your university (pick UW STEVENS POINT from the drop down list), your first name, your last name, and the last 4 digits of your social security number. Press Create Account.
3) For added security you will be asked to select your street address from a drop down menu. If everything matches you will be able to proceed with the account setup.
4) If the personal information is correct just enter continue. If you wish to change your email address, you may change it here under email address and email address (confirm). You do not have to enter your birth date, your primary phone number or your gender.
5) Now create a Screen ID, a password, a secret question, and an answer. Press continue.
6) You have now created a GetMyDocument account. An email message containing an account activation link has been sent to your email address. The email is sent from: 1098@eforms@uwsa.edu
7) Close this window and follow the activation link in the email message you will receive.
8) Press on the link: Activate Account.
9) Enter your screen name and password and press continue.
10) Press Log into My Account.
11) Now under Current Members enter your screen ID, and password (from #5) and the security code numbers (in green). Press Log-In.
12) Check the box to agree to use an electronic process to view the document and press continue.
13) Your personal information is now shown. Press continue.
14) To view and/or print your 1098-T click on the System ID number.
15) Now print a copy of your 1098-T for your records.
16) Press continue to exit out of the UAS website.
After January 31st 1098T Tax forms for students who are not currently enrolled will be mailed to their home address as indicated in Registration and Records.