UWSC Support - UW Employee Tax Statement Help from the UW Service Center

GENERAL DESCRIPTION:

The UW Service Center generates tax documentation for all UW Employees. Current UW employees can find tax statements within their institution's web portal. Employees can also obtain older tax statements by request. Please see the bottom of this KB for the yearly update email sent by the UWSC Payroll Team to all UW employees. The inforamtion there will include important information about the upcoming tax season.

PROCESS CONSIDERATIONS:
  • Contact your campus help desk if you have any problems accessing the my.Wisconsin.edu portal.
  • Former employees - Please see the UW portal access guidelines section in this document to figure if you still have access to your institution's portal as each institution may have different guidelines for retaining portal access for former employees.



Updating your Address

You should update your address in order to ensure that you will receive your tax statements at the correct mailing address. Please visit https://uwservice.wisconsin.edu/help/personal-information.php to update your contact information.

If you no longer have access to the my.wisconsin.edu portal, you may contact the UW Service Center (UWSC) or assistance with updating your address.

Forwarding Addresses & Failure to send tax statements

If you have forwarded your mail via USPS but have not updated your address with the UW System, the original mailing of your W2 will be returned to the UWSC and re-mailed to the correct address at a later date.  There is no timeline for the re-sending of tax statements that are returned with forwarding addresses, but they will eventually be sent out at the time that the UWSC feels that all tax statements have been returned from USPS after the initial round of tax statement mailings. 

Items returned to the UWSC without a forwarding address are kept on file at the UWSC for 5 years.

Requesting Duplicate Tax Statements

Finding your Tax Statements in the my.Wisconsin.edu portal

  • Current and some former UW employees would be able find current and past W2 statements within the my.Wisconsin.edu portal. Follow the steps below to find your past tax statements. 

Log into https://my.wisconsin.edu and select your institution/campus from the Where are you from (WAYF) selection page.

  • Enter your username and password.
(If you have problems accessing your institution's portal, please contact that UW institution's IT Help Desk. UW Service Center Support Staff cannot reset your password for your institution's portal).
  • Go to the Payroll Information section in the portal and click the Tax Statements tab. You will find your past tax statements here.

Tax Statements Tab


Tax Season advisory for UW Employees from the UW Service Center Payroll Team

Review/Update Your Address Information by January 15th. Please review your current home and/or mailing address in the my.Wisconsin.edu portal and make any needed changes by January 15 to ensure your preferred address is used for W-2 Form distribution.
  • In late January every year, your W-2 Tax Form will be sent via U.S. mail to your mailing address.

  • If you do not have a mailing address, your W-2 will be mailed to your home address.

  • If neither address is in the portal, your W-2 will be mailed to your office location.

  • Please note that in addition to the hard copy W-2 Form distribution, an electronic copy of the form will also be available in the my.Wisconsin.edu portal in the ‘Payroll Information’ module under the ‘Tax Statements’ tab.

Reviewing/Updating Address Information

To review your current address information, log in to the my.wisconsin.edu portal
  • Your current home address will be displayed in the ‘Personal Information’ module on the ‘Home’ page, or on the ‘Work Record’ tab in the classic view.

  • If this is not your preferred address for W-2 Form distribution, you may update your home and/or mailing address by clicking on the ‘Update my Personal Information’ link in the ‘Personal Information’ module.

  • For additional instructions on how to update your address information: https://uwservice.wisc.edu/help/personal-information.php

  • If you have questions regarding updating your address information, please contact your Payroll/Staff Benefits coordinator.

Self-Identify Information

While in the ‘Personal Information’ module in the portal, you are also encouraged to use the available links to self-identify your veteran, disability status or ethnicity. Self-identifying is optional. This information is used only for federal reporting purposes and will not be shared in any other way.

1095-C Form Required for UW Employees Filing Taxes

Beginning in 2016, the University of Wisconsin (UW) must file Internal Revenue Service (IRS) Form 1095-C to report and document that full-time UW employees were offered health insurance coverage during the previous calendar year (2015).

The UW will also provide all UW employees who were full-time for all or some months of the previous year with a copy of their Form 1095-C. UW employees will need the Form 1095-C they receive from the UW as part of their documentation requirement when filing taxes.
  • Form 1095-C will be mailed to UW employees in early February at the same address as the W-2 Forms.

  • The UW has contracted the mailing distribution of the 1095-C forms to a third-party vendor, Businessolver. Please be aware that the return address on the envelope you receive may reflect this.

  • An electronic copy of the form will also be available in the my.Wisconsin.edu portal under the ‘Tax Statements’ tab.

This new IRS tax form requirement is due to the Affordable Care Act (ACA). Form 1095-C will assist UW employees and the IRS in establishing that ACA obligations under the Individual Mandate to maintain minimum essential coverage have been met. Failure to satisfy these obligations can result in a tax penalty.

Tax Fraud

UW Employees should contact their institutional payroll office if they suspect that some type tax fraud had occurred.  Employees should also follow the IRS guidelines for reporting suspected tax fraud activities.

Report Tax Fraud to IRS - https://www.irs.gov/individuals/how-do-you-report-suspected-tax-fraud-activity


Additional Information about the Tax Form 1095-C and the ACA Requirements

UW employees will receive an email in January with additional information about the new tax form and the ACA requirements. In the meantime, if you have questions please see our ACA informational page, available here .



ADDITIONAL RESOURCES:

Related KBs:

See Also:




Keywords:w2 w-2 tax ytd federal state support troubleshooting taxes support tax document tax documents aca affordable care act aca tax statement statements portal access portal duplicate   Doc ID:21953
Owner:Tim M.Group:Human Resource System (HRS)
Created:2011-12-27 11:03 CSTUpdated:2017-11-28 13:32 CST
Sites:Human Resource System (HRS)
Feedback:  2   0