Tax Education Benefits
If you are a US resident for tax purposes, you may be eligible to claim a tax credit on your federal tax return if you paid qualified educational expenses to the University of Wisconsin-Stevens Point. The Taxpayer Relief Act of 1997 provides educational tax incentives for eligible taxpayers. These benefits, called Lifetime Learning Credit, allow taxpayers to reduce their federal income tax based upon qualified tuition and fees, assuming the taxpayer meets all eligibility requirements. The determination as to whether you qualify for tax credits should be made in consultation with your personal tax advisor or the Internal Revenue Service. The University of Wisconsin-Stevens Point cannot give you tax advice or make a determination as to whether you qualify for tax credits.
If you have not provided the University of Wisconsin-Stevens Point with a Social Security (SSN) or Other Taxpayer Identification Number (TIN), please complete the W-9S form. The IRS requires the university to collect your TIN or SSN to complete IRS Form 1098-T, tuition statement for all citizens and resident aliens. If you are a citizen or resident alien, the IRS may subject you to a $50 penalty for not providing the university with this information.
Submit the W-9S form to: University of Wisconsin-Stevens Point
Accounts Receivable Office 1098T Processing
003 Student Service Center
1108 Fremont Street
Stevens Point, WI 54481
If you have questions regarding this law, please consult your personal tax advisor, or the IRS.
The university cannot provide tax advice.
To obtain your official 1098-T tax form for 2007 through 2013,
please visit this website:
(2013 1098-T tax forms will be available in early January, 2014)
1. Go to www.getmydocument.com
2. Choose CERTIFICATE NEEDED – Request Certificate
3. Fill in the information requested
a. Select UW-Stevens Point as the university you most recently attended
b. Enter your email address that will be used for communication
c. Confirm this email address
d. Enter the last 4 digits of your social security number
e. Enter your first name
f. Enter your last name
g. Enter the security code exactly as found on the web page
4. Click 'Request Access'
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.
For 1098-T tax forms for years prior to 2007, please contact the Accounts Receivable office at (715)346-4796