Personal Tax Questions
The University Tax Management Office receives many questions regarding individual income tax filing. Please be advised that the University Tax Management Office CANNOT give advice regarding individual income tax situations for students, staff, or the general public. For more information on our offices and what we do, read about us at left.
Students & Parents
Do you have Questions on 1098T forms? Read this FAQ or contact One Stop directly. Please do not send requests for duplicate or re-routed 1098T forms to our offices, we cannot assist in these matters.
Additional helpful information can be found under "Educational Tax Benefits" at left.
Other resources for tax preparation can be found at The Volunteer Tax Assistance Program (VTAP), http://uofmtaxes.org/ where they prepare tax returns free of charge for University of Minnesota students as well as community members with unadjusted gross incomes less than $57,000. For non-resident aliens, contact International Student & Scholar Services (ISSS), at http://www.isss.umn.edu/.
Employees & Independent Contractors
Are you wondering about W2's or 1099 forms? They are mailed on or before January 31st by the Payroll Department. Duplicate W2 forms can be ordered at Employee Self Serve. More info on Payroll's Pay & Taxes website.
For questions on 1099-Misc forms received FROM the University, please contact the University Financial Helpline at 612-624-1617 or firstname.lastname@example.org.
Questions on form 1099-R received FROM the University should be directed to the Human Resource Management System at 612-625-2016.
In the News
University Departments: Updated ST-3 and W-9 forms have been posted for the University. If you receive requests for these forms please download the ST3 here and the W9 here. Please do not forward these requests to the Tax Management Office, they should be fulfilled on the departmental level. If you receive a request for a SUBSTITUTE W9 form (not the standard IRS form above) and need assistance completing the form, please call our office at 612-624-1053. We will be glad to provide the certification of tax status required.
Are you being audited by the IRS based on your education tax credits, deductions, or 1098-T information? While we cannot provide guidance for personal tax matters, we have put together an important memo regarding these audits. Please view it here.
Do you travel to other states to make purchases for the U of MN? If so, you should check out the University's tax status in your destination state - we may be exempt from paying sales taxes on those purchases. Visit our newly updated page on "Making Purchases in Other States."
Thank you for visiting the University Tax Management Office website. If you notice any broken links or errors, please let us know. We appreciate your patience.