Note: This is a printed version of https://isc.uw.edu/your-pay-taxes/year-end-tax-resources. Please visit this page on the ISC website to ensure you're referencing the most current information.
Year End Tax Resources
Reminder
The ISC cannot provide tax advice.
On This Page:
- Accessing Your Current Year Tax Forms
- Accessing Prior Years’ Tax Forms
- Prepare For Tax Season:
Accessing Your Current Year Tax Forms
Tax Form | How to Access It | More Info |
---|---|---|
IRS Form W-2 | Access Your W-2 | About IRS Form W-2 |
IRS Form 1042-S | Access Your 1042-S | About IRS Form 1042-S |
IRS Form 1099-R | Access Your 1099-R | About IRS Form 1099-R |
IRS Form 1095 (A/B/C) | About IRS Form 1095 | About IRS Form 1095 |
UW Stipend Letter | Access Your UW Stipend Letter | About UW Stipend Letter |
IRS Form 1098-T | Download at Student Fiscal Services’ website | Student Fiscal Services Office |
IRS Form 1099-Misc | Contact ten99@uw.edu | Procurement Services |
Need tax forms from a prior year(s)?
Access your W-2s, 1099-Rs, and UW Stipend Letters from 2017 forward in Workday – follow the relevant link in the How To Access It column above for instructions.For information about accessing tax forms from prior to 2017, refer to the Accessing Prior Year Tax Forms section, below.
Prepare For Tax Season
Verify You Have Designated a Mailing Address in Workday
All employees should confirm and/or update their Mailing address in Workday to ensure timely and accurate delivery of tax documents, such as your W-2. You may be assessed state withholding tax; Washington state residents do not pay state withholding tax.
Tax forms sent by USPS mail with undeliverable addresses are returned to the ISC; returned tax forms are not re-mailed. It’s the employee’s responsibility to either access their tax form online through Workday or contact the ISC to request a replacement tax form.
Resources For International Students
These resources can help International Students with filing their personal tax returns:
- The ISC’s Year End Tax Resources for Foreign Nationals page
- UW International Student Services’ Tax Information & Workshops page, which includes information about using Glacier Tax Prep (GTP) software.
- UW International Student Services’ Frequently Asked Questions pages
Tax Forms Requiring Annual Renewal
- IRS Form W-4
Your W-4 Exemption status is only valid for one calendar year. If you previously claimed exempt from Federal Withholding tax and wish to claim exempt for the new year, update your withholding information in Workday no later than February 15. - IRS Form 673
IRS Form 673 (PDF) applies only to US citizens working overseas (and not resident aliens).
Note for Foreign Nationals
Tax treaty eligibility paperwork must be renewed for your federal taxation to continue to be appropriately reduced. Visit the Getting Started in Glacier Tax Compliance page for details.
Year-End Tax FAQs
Accessing Your W-2
Your Form W-2 is usually made available in Workday* after the first payday in January. Open/expand the appropriate menu below for step-by-step instructions for accessing your W-2 in Workday.
Questions about your W-2?
Review the FAQs on the About IRS Form W-2 page – your question may already be addressed there!
*Paper forms for active employees will be distributed on the second payday in January; paper forms for separated or inactive employees will be mailed to the home address listed in Workday by the end of January.
Accessing Your 1099-R
Instructions for Current Employees
- Log into Workday using the “Sign in to Workday” link at the top of this page. Then, in the upper left corner of Workday, select Menu > Pay.
- Select the Other Tax Documents (1099R & Stipend Letter) button found under “External Links.”
- Once in Legacy ESS, use the Tax Forms link on the left side of the screen, then select Print Tax Forms.
Instructions for Retirees
- Log into Workday using the “Sign in to Workday” link at the top of this page. Then, in the upper left corner of Workday, select Menu > Personal Information.
- Select the Other Tax Documents (1099R & Stipend Letter) button found under “External Links.”
- Retirees who do not have access to Workday can instead directly access Legacy ESS here.
- Once in Legacy ESS, use the Tax Forms link on the left side of the screen, then select Print Tax Forms.
Accessing Your UW Stipend Letter
- Log into Workday using the “Sign in to Workday” link at the top of this page. Then, in the upper left corner of Workday, select Menu > Pay.
- Select the Other Tax Documents (1099R & Stipend Letter) button found under “External Links.”
- Once in Legacy ESS, use the Tax Forms link on the left side of the screen, then select Print Tax Forms.
Accessing Your 1042-S
Instructions for individuals with UW Glacier Tax Compliance accounts:
- Log into the Glacier Nonresident Alien Tax Compliance System
- From the Menu, select I would like to view/print my Form 1042-S
Instructions for individuals without UW Glacier Tax Compliance accounts:
- Download and complete the Request for Paper Tax Form Replacement (PDF)
- Fax the completed form (don’t ever email any form that contains your Social Security number) to the ISC at 206-543-8137; or, alternatively, drop off the form in person at the ISC. Note that the request for paper Form W-2s can take up to 48 hours to process.
Accessing Prior Years’ Tax Forms
Electronic Forms
Tax forms (W-2, 1099-R, and UW Stipend Letter) from 2017 forward can be accessed in Workday. Refer to the table at the top of this page for links to the relevant instructions.
Tax forms (W-2, 1099-R, UW Stipend Letter, and 1042-S) from 2012-2016 can be accessed in Legacy ESS.
In order to sign into Workday or Legacy ESS, you will need both your UW NetID credentials and Duo, UW’s two-factor authentication (2FA) solution.
Note For Former Employees
You are eligible for Duo through the remainder of the year in which you left the University, plus three years afterward. To enroll in Duo, visit UW-IT’s Two-Factor Authentication (2FA) page; if you are no longer within the Duo eligibility window, refer to “Requesting Paper Tax Forms,” below.If you forgot your UW NetID and/or password, or need help using Duo, please contact UW-IT for assistance.
Once in Legacy ESS, use the Tax Forms link on the left side of the screen, then select Print Tax Forms.
Requesting Paper Tax Forms
If you are no longer eligible for Duo, or for any other reason can’t access Workday or Legacy ESS, refer to the Resources For Former Employees page for guidance.