Contact

Payroll Services

Phone
Fax
319-353-2234
Campus Address
120-30 USB
Mailing Address

120 University Services Building, Suite 30
Iowa City, IA 52242-1911
United States

Hours
Calls answered Mon-Fri, 8 a.m.-5 p.m.
In-person meetings by appointment only

Year-End Tax Forms FAQs

Answer

Visit www.irs.gov and refer to Notice 797 in the Forms and Publications section for information on EIC eligibility and claiming the credit.

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The name on your Social Security card should match the name on your W-2. Find name-change information on the ITS website. For further questions, email payroll-services@uiowa.edu.

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

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The IRS matches your name and Social Security number to their database, but not your address. Use your current address on your personal income tax return.

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University of Iowa W-2 forms are available in January of each year. You have the option of either receiving these forms electronically or by mailBy electing the electronic version your social security number is not being sent through the US Mail.  You will have access to your W-2 approximately one week before the forms are mailed. The IRS allows for electronic delivery of W-2 forms if permission is given. To do this visit Employee Self Service/My Self Service/Settings/Form Delivery Options. If you consented to receive your form electronically for the prior year, the consent will remain in effect unless you change it.  If you terminate or retire from the University your W-2 delivery preference will remain in effect.  

Once you leave or retire from the University, you will retain access to Employee Self Service for a limited time.  In most cases, you'll have access for one year after you were last paid.  This lets you access your W-2 and other information for tax-filing purposes.  You will need to contact the ITS Help Desk at 319-384-4357 for assistance signing in and resetting your password.  See the ITS site for more information on tech services after leaving the University.  Please update your mailing address as needed.

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If you worked an average of 30 hours per week or more, you’ll receive IRS Form 1095-C, Employer-Provided Health Insurance Offer and Coverage, which includes information about health insurance offered to you by the university. Students and retirees who receive university health coverage but are not UI employees will receive IRS Form 1095-B, Health Coverage.

These forms are not required to complete your federal income tax return, but you should keep them with your tax records. Contact University Benefits with any questions: 319-335-2676 or benefits@uiowa.edu.

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No. Code DD is for information only—It includes total health insurance costs paid by you and by the university. This amount is not included in other boxes on your W-2.

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It could be that your pre-tax deductions (e.g. health insurance, voluntary retirement contributions, etc.) may have changed from year to year.  Or it could be that you received some type of bonus in the previous year that you did not receive this year.

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Yes. You can retrieve a copy of your W-2 from Employee Self Service after January 31. You can access or print your W-2 as often as you like, and review tax forms from previous years. To access your year-end tax information, visit Employee Self Service|Time & Pay|Taxes|Year-end Tax Information.

To receive future W-2 forms online, visit Employee Self Service|My Self Service|Settings|Form Delivery Options and choose all the forms you want to receive online. Online delivery is the fastest and most secure way to get your W-2 and other forms.

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For Form 1098-T, Tuition Statement, contact ubill@uiowa.edu.  For Form 1099-MISC, Miscellaneous Information, contact misc-1099@uiowa.edu.

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This form will be available on the Foreign National Information System (FNIS) between mid-February to mid-March if you’ve selected online delivery of this form. You’ll receive an email notification once your 1042-S is available. If you have not selected online delivery, we will mail the form no later than March 15.

Form 1042-S reflects tax-treaty covered earnings and/or 14% taxable fellowship income received by F-1 and J-1 students. You are required to include Form 1042-S income on your personal income tax return.  Not all non-U.S. citizens will receive a 1042-S form.  A non-U.S. citizen may also receive a W-2. 

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Income is taxed in the year it is paid, not the year it is earned. Income earned during 2021 and paid in 2022 is taxable for 2022.

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Certain items, including retirement contributions and out-of-pocket benefit costs, reduce your taxable income but not your budgeted salary.

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No. You’ll receive a separate W-2 for disability income from Principal Life Insurance Company. This W-2 will include all taxable income received from Principal as disability payments. Questions regarding these W-2 forms should be directed to Principal at 515-248-2742.

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You received a W-2 for one of three reasons:

  1. You received a W-2 for one of three reasons:

    1) You retired from the university and are participating in the Early Incentive Retirement Program (EIR) and are receiving taxable retirement benefits.

    2) You are receiving disability income and have life insurance coverage of more than $50,000. The university provides your life insurance coverage, and any coverage of more than $50,000 is reportable on a W-2.

    3) There was an adjustment of a previous year’s income during 2022—for example, a retroactive correction of pretax benefits.

Answer

No. The IRS does not require these payments to be reported unless you are a nonresident alien. Nonresident alien scholarship/fellowship payments to F-1 and J-1 students are subject to 14% federal tax withholding (if not treaty covered) and are reported on Form 1042-S which will be available by mid-March.

If you would like to verify the amount you received in scholarship/fellowship payments through the university’s payroll system, visit Employee Self-Service/Time & Pay/Year-End Tax Information then select Fellowship Payments.  Learn more about fellowship payments on our Payroll website.

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If the overpayment was completely repaid in 2022, the W-2 is correct. If the overpayment has not been completely repaid, your W-2 does not reflect adjustments for the overpayment.

If the overpayment is repaid in a future year, you’ll receive a corrected 2022 W-2 with adjustments to Social Security and Medicare taxes (if applicable) and a receipt for the amount repaid. You’ll include the receipt with your tax return for the year in which you made the repayment.

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Your retirement deduction is subject to Social Security and Medicare taxes, but not to federal and state income taxes. Or you may be a student who is exempt from Social Security and Medicare taxes based on number of course hours enrolled.

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). Please refer to the Student FICA Information for details.

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People who worked for two or more employers during the year may have excess Social Security tax withheld. The limit for 2022 is $9,114.00. If your Social Security withholding is over this limit, you can request a refund on your personal income tax return.

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There are limits on the amounts put into VRSPs. If you had two or more employers during the year, it is your responsibility to make sure not to exceed these limits as there could be potential tax consequences.