Tax Issues

1098 – Tax Benefits for Education

• 1098-T and 1098-E Tax Reporting
• 1098-T FAQs pdf

1099/1042-S – Tax Information Reporting

 

• Institution Card Programs - 1099-K FAQs pdf
• IRS E-services On-line Name/TIN Matching Program pdf
• Payments to Foreign Nationals Document pdf
• Payments to Foreign Nationals Flowchart pdf
• Non-Resident Alien Required Documents pdf
• Non-Resident Alien Payment Worksheet xlsm
• UW Responsibilities As A Withholding Agent pdf
• Wisconsin Tax Requirements Relating to Nonresident Entertainers pdf
• Working with 1099 Transactions

 

Levies

• Vendor Levy Procedures pdf

Sales & Use/Tax Exempt

• Sales and Use Tax Policy
• State of Wisconsin Sales and Use Tax Exemptions (login required)
• U.S. States’ Sales and Use Tax Exemptions (login required)

W-2 Tax Reportable Fringes

 

• Relocation (Household Moves) and Temporary or Indefinite Work Assignments
• Taxable Fringe Benefit Guide pdf
• W-2 Reportable Fringe Schedule 2024 pdf
• W-2 Reportable Fringes Processing

Related Tax Links

• IRS.gov
• IRS Federal, State, and Local Governments
• UW-Madison Tax Compliance Policy and Procedures
• Wisconsin Department of Revenue Portal