Bursar's office at WGU

  1. Anyone having problems with the bursar's office? I can't get my 1098-T out of them.
  2. Visit LoveToHike profile page

    About LoveToHike, BSN

    Joined: Apr '09; Posts: 40; Likes: 16
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  3. by   klone
    Quote from LoveToHike
    Anyone having problems with the bursar's office? I can't get my 1098-T out of them.
    It's available through the student portal online. ETA, why do you need it if you just started at the beginning of the month? It won't be available for 2013 until next january/February.
  4. by   LoveToHike
    I had paid in December for an anticipated January 1 start date. I postponed my start date until March 1. After the Bursar's office refused to give me a 1098-T, I went to an IRS office and asked an agent very specifically about my situation. The IRS agent said that if the funds are paid in 2012 for classes that start during the first 3 months of 2013, the student is entitled to a 1098-T.

    If WGU allowed students to pay after they had started the term (like other colleges) then there wouldn't be an issue. I would have started in March and paid in March. But according to WGU policy, even students who are required to pay by Dec 22 for the Jan 1 start date still won't be entitled to the 1098-T for 2012. The Bursar's office won't give a 1098-T unless you attended classes in 2012. The IRS wants to know what we've paid. WGU doesn't follow the IRS rules and I would like to contact someone at WGU about a policy change but don't know who to contact.

    I have a 1098-T from another school for 2012 while doing my pre-req's for a BSN program, so that part qualifies me for the school attendance according to the IRS agent. The IRS also told me I could use my billing documentation from WGU as proof of what I'd paid during 2012, but that I may get contacted by the IRS since WGU won't give me a 1098-T.
    Last edit by LoveToHike on Mar 12, '13
  5. by   klone
    Interesting, I always thought it had to be tuition for that specific calendar year, regardless of when it was paid.
  6. by   LoveToHike
    There's a check box on the 2012 1098-T that I have that asks if "the tuition is for a period starting Jan through March 2013."