Join UC Merced in the Go Green Campaign and sign up to receive your 2009 W2 electronically!

The following informaiton is available at https://atyourserviceonline.ucop.edu/ayso/ 

• Tax Withholdings
• Earnings Statement
• W-2
• Employment Verification

  If you have questions or need assistance with using the system please email payroll@ucmerced.edu

W-2 FAQ

Form W-2 Wage and Tax Statement

Frequently Asked Questions and Answers

Can you fax a copy of my W-2?

No. To assure confidentiality, the W-2 must be mailed or picked-up in the Payroll Office with photo I.D or it can be mailed to the address of record in response to a request for a duplicate form.

Can you provide figures over the telephone?

No. Due to the confidential nature of the information we cannot provide figures over the telephone.

Why do the amounts on my W-2 differ from my last Surepay statement/check stub year-to-date information? While your Surepay statement/check stub is issued with your last check for the year, the Payroll Division has time prior to issuing W-2's to make adjustments. This could include the overpayments, handdrawns, rush checks, and other income transactions.

Why does the amount in Box 1 not reflect my total earnings for the year? Why does the amount in Box 3 and/or 5 not agree with the amount in Box 1?
Box 1 reflects your TAXABLE earnings. That is, total earnings minus all tax-sheltered deductions. Box 3 and/or Box 5 reflect your Social Security/Medicare eligible earnings. Some deductions from your pay influence one or all of these taxable earnings. Here are several deductions that reduce your total gross for tax reporting purposes: *DCP - Mandatory Defined Contribution Plan deductions *403(b) - Voluntary contributions to tax deferred retirement arrangement *457(b) - Voluntary contributions to tax deferred retirement arrangement **DepCare - Dependent Care deductions **HCRA - Health Care Reimbursement Account contributions **Health Premium deductions (if enrolled in TIP) **Pre-Tax Parking deductions *Reduces Federal and State Income taxable grosses only **Reduces Federal, State, OASDI and Medicare grosses If you have Box 5 gross, but not Box 3 gross, you probably are not participating in service credit accrual within the University's Retirement Plan.

Why is Box 13 checked when I do not accrue service credit within UC Retirement Plan because I am a "limited" status employee?
Box 13 is checked anytime an employee has a DCP (Defined Contribution Plan) deduction during the year. Since limited status employees generally pay DCP, the box is checked. DCP is a form of a "retirement arrangement." And participation in DCP is not optional. The only exceptions to DCP deductions are for students who are enrolled at least half time during academic sessions, and non-resident aliens who are present in the U.S. under the F-1 or J-1 visa programs.

Is the amount in box 14 included in box 1?

Only the amount in box 14 that is indicated as “Other Income Included in Box 1" is included in box 1.

Why do I have an amount appearing in fringe benefits in Box 14?

Here are some fringe benefits that may appear in Box 14:

Domestic Partner Imputed Income

Executive Auto Imputed Income

What are the tax rates for Social Security (OASDI) and Medicare?

Social Security Tax (OASDI)

Tax Rate—6.2% paid by employers and 6.2% paid by employees

Medicare

Tax Rate – 1.45% paid by employers and 1.45% paid by employees
 

What are the Social security and Medicare wage bases?

The 2004 OASDI Wage Base is $87,900

All wages are subject to Medicare (no limit)

My tax preparation software program requires entry of SDI (State Disability Insurance) information. Where do I find that on the University's Form W-2?
Since the University of California is self-insured for its disability program, UC employees do not pay into the State Disability fund. Therefore the answer is: the information, appropriately, does not exist. Do not confuse the federal OASDI (Old Age, Survivors, and Disability Insurance) program with SDI. OASDI is also known as Social Security tax, part of the FICA program.

Incidentally, the University is also self-insured for unemployment insurance purposes. Therefore, UC employees do not pay premiums into the UI program.
 

Is Work-Study included on the W-2?

Yes, work-study is reportable income.

Where do I get Form 1098T (Hope and Lifetime Learning Credit)

Form 1098T is issued by an outside agency, UC Education Credit Reporting Services. Information is available from the ACT 1098T Website at http://www.1098T.com/ or by

calling 1-877-467-3821.

Can I get blank tax return forms from the Payroll Office?

The Payroll Office cannot supply tax return forms, but see next question.

Where can I get tax forms to file my taxes?

Tax return forms are available from the following website:

Internal Revenue Service at www.irs.gov

Franchise Tax Board at www.ftb.ca.gov

Federation of Tax Administrators at http://www.taxadmin.org/ for filing with states other than California

Where can I get tax help?

Tax help can be obtain by calling:

Internal Revenue Service 1-800-829-1040

Franchise Tax Board – 1-800-852-57