• W-2, wage and tax statement: payroll-services@uiowa.edu 

• ACA 1095, employer-provided health insurance offer and coverage: benefits@uiowa.edu 

• 1098-T, tuition statement: ubill@uiowa.edu

• 1099-MISC, miscellaneous information: misc-1099@uiowa.edu

• 1042-S, foreign person’s U.S. source income subject to withholding: payroll-nra@uiowa.edu

No, fellowship payments to U.S. Citizens are not reported on a W-2. 

To find the exact amount of your scholarship or fellowship payments visit the Time & Pay/Taxes/Year-End Tax Information section of Employee Self-Service and select the Fellowship Payments option. Learn more about fellowship payments on our Payroll website.

If you are a nonresident alien in F-1 or J-1 immigration status, any scholarship or fellowship payments you receive are subject to 14% federal tax withholding unless you are eligible for tax treaty exemption.  These fellowship payments are reported on a 1042-S form.

If you repaid the overpayment in full in 2024, your W-2 will not reflect the extra amounts for the overpayment. However, if you still owe on the overpayment, your W-2 will include those extra amounts.

If you repay the overpayment in a future year, you’ll receive a corrected 2024 W-2 showing adjustments to Social Security and Medicare taxes (if applicable) and a receipt for the amount repaid. Be sure to include the receipt with your tax return for the year you made the repayment.

Deductions for qualified retirement plans are subject to Social Security and Medicare taxes. However, they are not subject to federal and state income taxes.

If you are a student, you may be exempt from Social Security and Medicare taxes based on your number of enrolled course hours.

Nonresident aliens who are currently in F-1 or J-1 immigration status are exempt from Social Security and Medicare taxes until they have met the IRS Substantial Presence Test (SPT). For more information, please refer to the Student FICA Information.Deductions for qualified retirement plans are subject to Social Security and Medicare taxes, but are not subject to federal and state income taxes. 

If you are a student, your Social Security and Medicare taxes may be exempt based on the number of course hours you are enrolled in.

Nonresident aliens who are currently in F-1 or J-1 immigration status are exempt from Social Security and Medicare taxes until they have met the IRS Substantial Presence Test (SPT). For more information, please refer to the Student FICA Information.

University of Iowa W-2 forms are available by the end of January. You can choose to receive these forms electronically or by mail. 

Electronically receiving your W-2 is simple, fast, and secure.  Plus, you won’t have to wait for the mail since you’ll receive your W-2 about a week before it is mailed. If you select online delivery, expect an email in mid-to-late January, notifying you that your tax forms are available in Employee Self-Service.

To register for electronic delivery of year-end tax forms, visit this webpage.

After you leave or retire from the university, you can still access Employee Self-Service for a limited time – usually 22 months. This lets you get your W-2 and other tax-filing information. If you need help signing in or resetting your password, contact the ITS Help Desk at 319-384-4357 or its-helpdesk@uiowa.edu. For more information on tech services after leaving the university, visit the ITS site. 

If you worked for multiple employers during the year, you might have had too much Social Security tax withheld. The maximum limit for 2024 is $10,453.20. If your Social Security withholding exceeds this limit, you can claim a refund on your personal income tax return.

No, code DD is for informational purposes only. It shows the total cost of health insurance paid by you and the university. This amount is not included in other boxes on your W-2.

There’s a limit to how much you can contribute to a Voluntary Retirement Savings Program (VRSP). If you had multiple employers in the year, it is your responsibility to ensure you do not exceed the limits. Exceeding the limits could cause tax issues. 

You can get a copy of your W-2 from Employee Self-Service after January 31. You can access or print your W-2 at any time and also view tax forms from previous years. To see your year-end tax information, visit Employee Self-Service/Time & Pay/Taxes/Year-End Tax Information.

For instructions to receive future W-2 forms online, visit this webpage.

Visit irs.gov and refer to Notice 797 in the “Forms and Publications” section. This document will tell you if you qualify and how to claim it. Some states also offer the Earned Income Tax Credit. Check your state tax website for more information.

For online delivery, you can get a 1042-S form on the Foreign National Information System (FNIS) from mid-February to mid-March. You’ll receive an email when your 1042-S is available. If you didn’t choose online delivery, we’ll send the form by mail before March 15.

Form 1042-S shows earnings covered by tax-treaties and/or 14% taxable fellowship income for F-1 and J-1 students. You need to report this income on your personal income tax return. Not all non-U.S. citizens will receive a 1042-S form; some may also receive a W-2.

Make sure your Social Security card and W-2 have the same name. If you need to change your name, refer to the ITS website. If you have more questions, email payroll-services@uiowa.edu.

If you are a current UI employee and your Social Security number is incorrect, contact your Departmental Human Resource Representative. If you are a former employee, contact payroll-services@uiowa.edu.

If you work an average of 30 hours or more per week, you’ll receive IRS Form 1095-C which details the university’s health insurance offerings. Students and retirees with university health coverage who are not current UI employees will receive IRS Form 1095-B.

Keep these forms with your tax records, even though you are not required to submit these forms with your taxes. If you have questions, contact University Benefits at 319-335-2676 or benefits@uiowa.edu.

There are two reasons you received a W-2:

1. You receive disability income and have life insurance coverage that exceeds $50,000, which the university provides.  Any amount over $50,000 is reported on a W-2.

2. In 2024, there was an adjustment made to your income from a previous year. This could be a retroactive correction of pretax benefits.

The Volunteer Income Tax Assistance program helps low- and moderate-income taxpayers in the Johnson County area with their taxes. As part of the Johnson County Earned Income Tax Outreach Campaign, it assists people in preparing and filing their taxes. You can find more information on their websites.

• biz.uiowa.edu/vita/

• https://johnsoncountyiowa.gov/vita