Q: When will I receive my W-2 statement?
A: W-2 statements are mailed on or before the federal deadline of Jan. 31. Payroll cannot release individual W-2 statements before they are mailed to all UCSD employees.
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Q: Where will my W-2 statement be sent?
A: W-2 statements are mailed to the permanent mailing address listed in the Payroll Personnel System.
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Q: How do I get a duplicate W-2 statement?
A: If you misplace or do not receive your W-2 statement, refer to How to Get a Duplicate W-2 Statement.
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Q: I did not work last year, so why did I receive a W-2 Statement?
A: For tax reporting purposes, wages are reported when they are paid, rather than when they are earned. You may have worked during December and received your pay on the first banking day of the following year. Also, you may have received accrued vacation leave pay out (Terminal Vacation Pay).
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Q: TurboTax asks me to confirm that the DCP items in box 14 are a type of mandatory tax. Is it a tax?
A: DCP (Defined Contribution Plan) is not a tax; it is a mandatory savings plan for retirement purposes.
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Q: Is there an explanation of the terms listed in box 14 (Other) on my W-2?
A: See the link Understanding Your W-2 Statement for the definitions.
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Q: What if my address (box e) is incorrect?
A: Address changes don't require a W-2 correction.
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Q: Why aren't my December earnings reflected in the W-2?
A: For tax reporting purposes, wages are reported when they are paid, rather than when they are earned. December earnings are paid on the first banking day in January and are therefore reported in the new tax year.
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Q: I think my federal (or state) gross is too high. How can I make sure my W-2 statement is correct?
A: Note that gross income also includes bonuses, awards, independent contracting, vacation pay out, and December earnings. If you believe that your federal (or state) gross is too high:
- Review all your pay stubs with a pay date in the year in question.
- Add the taxable gross columns (not the gross columns) of the paycheck stubs.
- Verify that the taxable gross sum matches the taxable gross listed on your W-2 statement.
If they do not match, contact Paul Rodriguez, (858) 534-3241, or Remy Razon, (858) 534-0291.
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Q: I think my federal (or state) gross is too low. How can I make sure my W-2 statement is correct?
A: You may have participated in deductions that reduce your wages for tax reporting purposes, such as 403(b), Defined Contribution Plan (DC Plan) retirement, parking, van pool participation, out-of-pocket health premiums, Health Flexible Spending Account, and DepCare. If you believe that your federal (or state) gross is too low:
- Review all your pay stubs with a pay date in the year in question.
- Add the taxable gross columns (not the gross columns) of the paycheck stubs.
- Verify that the taxable gross sum matches the taxable gross listed on your W-2 statement.
If they do not match, contact Paul Rodriguez, (858) 534-3241, or Remy Razon, (858) 534-0291.
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Q: What is the Other Income amount on my W-2 statement?
A: This amount is non-payroll income that is taxable. Common examples include: travel, moving expenses, independent contractor services, or training and educational grants paid to you or on your behalf.
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Q: Why are box 1 wages (federal) and box 3 wages (Social Security) different?
A: The following deductions reduce your federal, Social Security, and Medicare wages: out-of-pocket health expenses, van pool participation, DepCare, Health Flexible Spending Account, and parking.
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The following deductions reduce only federal and state grosses: 403(b) and Defined Contribution Plan (DC Plan) retirement.
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Q: My year-to-date FICA tax deductions on my last pay stub for the year do not equal my Social Security tax withheld in box 4 of the W-2. Why?
A: FICA tax comprises the Social Security tax withheld (box 4) and Medicare tax withheld (box 6). Add these two items together and the sum should equal the FICA tax deduction displayed on your last paycheck of the year. If you have questions about FICA tax or retirement deductions, contact Eric Holmes, (858) 534-3249.
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Q: Where is State Disability Insurance (SDI) on my W-2 statement?
A: UC does not deduct SDI from your paychecks, so it is not reported on your W-2 statement. The DCP amount displayed in Box 14 is not UC’s equivalent to SDI.
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Q: What is UCSD’s FEIN (Federal Tax Identification Number)?
A: UCSD's FEIN is 95-6006144.
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Q: How should I enter my employer name in the free IRS e-file program? I'm getting an error message.
A: Enter "The Regents of the University of California" instead of UCSD as your employer name when using free programs such as Tax Act or TaxCut.
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Need an expert? Contact Paul Rodriguez, (858) 534-3241, or Remy Razon, (858) 534-0291.
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