Important Year-End Tax and Payroll Reminders

UCPath begins processing 2022 W-2 statements in late January. Employees from all UC locations will receive one W-2 statement from UCPath.

Please take the following steps by January 13, 2023, to ensure the information on your W-2 is complete and accurate.

  • Verify your personal email and home address in UCPath online. Even if you elect to receive an electronic W-2, it’s important to keep your personal information up to date (opens in new window).
  • Verify your dependents. The Affordable Care Act (ACA) requires UC to make reasonable efforts to obtain Social Security numbers for employees, their spouses/domestic partners, and dependents. To review or update your information, log into UCPath online, then select Employee Actions > Health and Welfare > Dependent Coverage.
  • Consent to receive an electronic W-2. There are many good reasons to go paperless. To sign up, log into UCPath online, then select Employee Actions > Income and Taxes > Enroll to Receive Online W-2.
  • International workers: Verify your GLACIER account information. International employees may receive a W-2 or 1042-S (Foreign Person's U.S. Source Income Subject to Withholding). To ensure your tax information is sent correctly, verify that your personal email and home addresses in UCPath online and the GLACIER tax database match exactly. You may also opt to have an electronic 1042-S through GLACIER. Learn more about Form 1042-S (opens in new window).

Important security reminder

UC does not send W-2 statements or tax forms by email or text. If you receive an email or text with a link or an attachment for viewing a W-2, it is a phishing scam designed to gain your private information. Do not open attachments or click email links that claim to provide access to your W-2. To access your electronic W-2, always visit UCPath online using a safe or known link.

Federal and State Earned Income Tax Credit (EITC or EIC)

Per the Earned Income Tax Credit Information Act, UC includes a notice with all Form W-2 statements notifying employees that they may be eligible for the federal EITC. This is a benefit for working people with low to moderate income. To qualify, you must meet certain requirements (opens in new window) and file a tax return, even if you do not owe any tax or are not required to file. EITC reduces the amount of tax you owe and may give you a refund. For more information about the federal EITC, reference IRS Notice 797 (opens in new window) or contact the Internal Revenue Service at (800) 829-3676 or via www.irs.gov (opens in new window).

You also may be eligible to receive the California EITC, starting with the 2015 tax year. The California EITC is a refundable state income tax credit for low-income working individuals and families. It is treated in the same manner as the federal EITC and generally will not be used to determine eligibility for welfare benefits under California law. To claim the California EITC, even if you do not owe California taxes, you must file a California income tax return and complete and attach the California EITC Form (FTB 3514). For information on the availability of the credit, eligibility, how to obtain necessary forms, and help filing, contact the Franchise Tax Board at (800) 852-5711 or via www.ftb.ca.gov (opens in new window).

Claiming exemption from withholding

The IRS requires you to complete a new W-4 form each year if you are claiming exemption from tax withholding. If you wish to claim exemption from withholding in 2023, you must make this choice in UCPath online before February 15, 2023.

Have questions or need help?

Log into UCPath online (opens in new window) and click Ask UCPath to submit an inquiry. You may also call the UCPath Center to speak with an associate at (855) 982‐7284 from 8 a.m. to 5 p.m. (PDT) Monday through Friday.