Tax Forms

Duplicate Requests for forms W2, 1099 and 1042S MUST include the following information:

  • Full Name
  • Last 4 Digits of Social Security Number
  • Date of Birth
  • Current Home Address
  • Form Request (e.g. 2014 W2)
  • Delivery method: Pick up in Payroll Services (picture ID required); US Mail to home address; Secure web portal transmission (statement of liability release required)

W2 – Wage and Tax Statement

2015 W2 forms are available in Workday under the Pay Worklet, under Tax Documents. Just log into Workday at Workday@UChicago to view and print the tax document.

1099 – MISC Form – United State citizen, Permanent Resident and Resident Alien Miscellaneous Income

Form 1099 – MISC reports the following income:

  • Rent (income 11)
  • Royalties (income 12)
  • Prizes/Awards (income 13)
  • Medical and Healthcare Provider (income 17)
  • Legal Fee (income 16)
  • Services (income 16) includes, speaker, lecture, catering and other service related.
  • Settlements (income 66)
  • Stipends (income code 15) are NOT reported on a 1099, but should be self-reported when filing your taxes.

Form 1099 – MISC will be mailed to the recipient’s home address no later January 31. To request a duplicate copy of 1099 – MISC – please contact Antonella Wellman at alucido@uchicago.edu.

1042S Form – Foreign Person’s U.S. Source Income Subject to Withholding

Form 1042S reports the following income:

  • Foreign Royalty Payments (Income Code 12)
  • Foreign Scholarship Stipend/Non-Degree Aid (Income Code 16)
  • Foreign Independent Contractor Services (Income Code 17)
  • Canadian Tax Treaty Benefits (Income Code 18)
  • Teacher/Researcher Tax Treaty Benefits (Income Code 19)
  • Student Tax Treaty Benefits (Income Code 20)
  • Foreign Prize/Award/Miscellaneous foreign payments (Income Code 54)

Form 1042S will be mailed to the recipients home address by March 15. For a duplicate copy of form 1042S – please contact Antonella Wellman at alucido@uchicago.edu.

1098T Form – Tuition Statement

For information on form 1098T, please contact the Bursar’s Office at:bursar@listhost.uchicago.edu or visit the Bursar’s Website.