Forms for Federal Tax Filing

You may receive some of the following forms in the mail or electronically in UAccess Employee which will be submitted with your tax return. If you signed up to receive your W-2 and 1042-S electronically, you will be able to access them in early January. The types of forms you receive depend on what kind of payment you received. If you have questions about the forms below, please contact the Payroll office.
 

Form W-2 or "Wage and Tax Statement"

This form reports how much income you received from wages and salary from your employer. It also states how much has already been withheld from your income for taxes.
 

Form 1042-S

This form is used by the university to report to the IRS:

  1. Salaries and wages that are exempt from Federal income tax due to a treaty between the employee's country of residence and the United States
  2. Scholarship or fellowship that is taxable or exempt from Federal income tax under an income tax treaty

If you are issued a 1042-S you will be able to download the form in GLACIER by selecting the option "I would like to view/print my Form 1042-S."

Scholarship or fellowship grants that are used to pay certain expenses such as tuition, registration and other mandatory fees are not taxable, and not reportable on Form 1042-S. For more information, read Frequently Asked Questions About the 1042-S Form.
 

Form 1098-T

This form is used to indicate qualified educational expenses that residents for tax purposes can use to file for education tax benefits. If you are a nonresident for tax purposes, you are not eligible for education tax benefits and should not submit this form for tax filing. You may have received this form because the UA cannot determine who is a resident or nonresident alien for tax purposes. Additionally, the Internal Revenue Service (IRS) requires universities to provide a 1098-T to any nonresident alien student who requests one. You can find more information about nonresidents and resident for tax purposes in the section titled “The U.S. Tax System” and more information about the 1098-T on the Bursar’s Office website in the Frequently Asked Questions.
 
GLACIER Tax Prep automatically determines which of the following forms is applicable to your federal tax filing situation. You can find a resource for preparing your state tax return in the Resources for Tax Assistance section below.