Tax Forms

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How do I find my W-2 tax form?

Thumbnail image for the video, How do I find my W-2 tax form? (Workday)W-2 and 1095-C tax forms are stored in Workday. By default, Workday provides electronic. versions of tax forms and will mail you a paper copy as well. You can opt to only receive your electronically using the instructions below. Watch Now! (1:00)

 

W-2

While electronic W-2s are available to all university employees, Workday will ALSO print paper copies for mailing. You must opt-out in order to prevent the distribution of a paper copy via mail.

How do I opt out of receiving a paper copy of my W-2 Form?

  1. In Workday, from the home page click on the Pay application, then click Tax Documents.
  2. Under Printing Election, click Edit.
  3. Select Receive electronic copy of my Year End Tax Documents, then click OK at the bottom of the page, then click Done.

How do I access my W-2 Form in Workday?

You can retrieve an electronic copy of your W-2 form in Workday at any time by following the steps below.

  1. Click View/Print to view your W-2 Tax Form. You can either wait or click “Notify Me Later” to continue using Workday while your PDF is generated. Click for help with using the "Notify Me Later" option.
  2. When your W-2 loads, you can click to Download PDF or Print the PDF via the icons in the upper right of the screen. 

 

1095-C

Electronic copies of Form 1095-C will be available in Workday. By default, you will receive both electronic and paper copies. Unless you opt-out of receiving it, the paper copy will be mailed to your home address.

How do I opt out of receiving a paper copy of my 1095-C Form?

  1. In Workday, from the home page, click on the Benefits Dashboard.
  2. Under Workday Tasks, click Change 1095-C Printing Elections.
  3. Enter your EID in the new window that opens, then click OK.
  4. Select Receive electronic copy of 1095-C, then click OK at the bottom of the page.
  5. Click Done.

How do I access my 1095-C Form in Workday?

When available, you can retrieve an electronic copy of your 1095-C form in Workday at any time by following the steps below.

  1. In Workday, from the home page click on the Benefits application
  2. Under Workday Tasks, click My ACA Forms.
  3. Click View/Print to view the form and to save or print, select the Download PDF icon or the Print icon, both located in the upper right-hand corner.

For more information about Form 1095-C, review Form 1095-C on the Human Resources website.

 

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