12/22/2023

 

TO: UCSB UCPath Transactors, Approvers, & Inquirers 

FR: UCPath Center

RE: UCPath Notice: Important Year-End Tax and Payroll

 

As 2023 comes to a close, here are some important reminders and announcements related to employee pay, taxes, and benefits. Some items may require action, so please note these upcoming deadlines.
 

January 1, 2024: Deadline to opt in to receive an electronic 1095-C form

Sign up before January 1, 2024, to receive your 2023 1095-C form electronically. Log in to UCPath online, then select Employee Actions > Income and Taxes > Online 1095-C consent.

 

January 12, 2024: Deadline to update or verify tax information

UCPath begins creating W-2s in late January. To ensure the information on your W-2 is complete, accurate, and reaches you, please take the following steps by January 12, 2024:

  • Verify your personal email and home address in UCPath online. Even if you opt for a digital W-2, it’s important that UC can reach you. Learn more about how to update your personal information.
  • 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 in to UCPath online, then select Employee Actions > Health and Welfare > Dependent Coverage.
  • Opt-in to an electronic W-2. Online W-2s are easy, secure and oh-so-convenient! To sign up, log in to 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 match exactly in UCPath online and the GLACIER tax database. You may also opt to have an electronic 1042-S through GLACIER. Learn more about Form 1042-S.

 

February 15, 2024: Deadline to claim 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 2024, you must make this choice on UCPath online before February 15, 2024. 

 

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

  • Per the Earned Income Tax Credit Information Act, UC includes a notice with all 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 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 or contact the Internal Revenue Service at (800) 829-3676 or via www.irs.gov.
  • 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 and how to obtain necessary forms and help filing, contact the Franchise Tax Board at (800) 852-5711 or via www.ftb.ca.gov.

Important security reminder

UC does not send 1095-C or W-2 statements by email or text. If you receive an email or text with a link or an attachment for viewing these statements, it is a phishing scam designed to gain private information. Do not open attachments or click email links that claim to provide access to your 1095-C or W-2. To access your electronic tax documents, always visit UCPath online using a safe/known link.
 

 

If you have a question about this information or for any other services, please visit UCPath and click on “Ask UCPath” to submit an inquiry or call (855) 982-7284 to speak with an associate M-F between 8 a.m.–5 p.m.

 

If you have IT-related questions, please contact the Enterprise Operations Center (EOC) at eoc2@ucop.edu or (510) 987-0363

 

If you have other questions, contact one of the following offices: