Accessing the 1098-T form portal for the years 2020-Present

 Accessing the 1098-T form portal for the year 2019

Accessing the 1098-T form for 2018 (and previous years)

Logging in to the 1098-T Form Portal (Secure e-Statement Website)

1. Navigate to the Secure e-Statement Website.

   • See the Bursar's Office Tax Information page for more details.

2. If you have previously accessed your 1098-T form using this service, you can log in using your campus ID number as the Student ID and the password you created during the enrollment for the service.

3. Otherwise, if you have not previously accessed your 1098-T form, you need to "enroll" in order to access the form. Begin the enrollment by clicking on "Click Here to Enroll."
   
   

4. Enter your first and last name in the respective fields.

5. Enter the last four digits of your social security number in the Security Phrase field.

6. Enter your primary @wisc.edu email address in the email address field. Primary addresses are usually of the form netID@wisc.edu or first.last@wisc.edu. If you are unsure of your primary address, please refer to Microsoft 365 - Change your Primary Address.

7. Enter your campus ID number in the Student ID field.

8. Enter your desired password in both password fields. Passwords must contain an uppercase letter, lowercase letter, number, and special character.

9. Click on the box acknowledging your consent to the use of electronic records for the form.

10. Click on Enroll to finish the enrollment. If the information was entered correctly, you will be signed in to view your available forms. If the screen refreshes and the information fields are blank, one of the provided inputs was incorrect and you will need to start again.