Tax Year 2007 Information

Distribution of W-2, 1099R and UW Stipend Letter forms

• For active employees, W-2, 1099R and UW Stipend letters will be distributed with paychecks on Friday January 25, 2008
• For separated, partial leave or inactive employees, W-2, 1099R and UW Stipend Letters will be mailed to your provided local address. Check the Employee Self Service (ESS) site to confirm this address

Distribution of 1042-S

• For active employees, the 1042-S form will be distributed with paychecks on Monday, March 10, 2008
• For separated, partial leave or inactive employees, the 1042-S form will be mailed to your provided local address. Check the Employee Self Service site to confirm this address

Replacing a lost or missing form

• The W-2 form is available online from Employee Self Service
• Requests for all other forms (1099R, 1042-S or UW Stipend Letter) must be submitted in writing using the Tax Form Replacement Request
• To obtain a Tax Form Replacement Request by phone, call (206) 543-9214.
  • This line will be operational February 1 to April 13. 
  • After April 13, please call (206) 543-9213.
• Mail or fax the completed Tax Form Replacement Request to the Payroll Office:

3903 Brooklyn Ave NE
Seattle, WA 98105
Fax: (206) 543-8137

• Replacement requests received in January will not be processed until February 1st
• Requested tax forms will be mailed first class or held for pick-up at the University of Washington Payroll Office, 3903 Brooklyn Avenue NE.
• Forms may only be picked up by the individual named on the form and a picture ID will be required

Updating your local address

• The address listed on your paycheck is the local address on file in the payroll system
• Update your local address or other contact information by logging into Employee Self Service (ESS)
• If you are unable access ESS, notify your home department payroll coordinator of your change in address
• Address changes must be made by December 27, 2007 to be reflected on the W-2

Payroll Overpayments

• The Payroll Office must receive the completed Overpayment Option Form (Payroll Deductions; options 1 & 2) by noon on December 18, 2007
• Repayments via personal check MUST be received by the Payroll Office by noon on December 27, 2007
• If the net amount is not received by December 27, 2007, the University will recalculate the amount of the repayment due, resulting in a higher amount owed by the employee. Because the IRS does not allow the University of Washington to adjust federal income tax withholding for prior years, the University will need to recover not only the net pay but also the federal withholding taxes
• Please contact Marie Atienza (206-616-4362 or overpay@u.washington.edu) if you have questions regarding the overpayment process

W-4’s and the January 10th payday

• Form W-4s affecting the January 10, 2008 payday must be received by the Payroll Office by January 3, 2008. See the W-4 page for more information on filling out and submitting a Form W-4
• Your W-4 may be updated online at the Employee Self Service website
• The University of Washington will not refund federal withholding taxes due to either a late or an incomplete W-4 form
• If your filing status or withholding allowances have changed since the last filing of a W-4, you should also file a new Form W-4, "Employee Withholding Allowance Certificate"

Important: exempt status and the W-4

• If you claimed "exempt" status on your federal income tax withholding during 2007 and believe you are eligible to renew your claim for 2008, you MUST submit a new Form W-4s, "Employees Withholding Allowance Certificate", to the Payroll Office by February 15, 2008
• If this new form is not received, University is required by law to withhold federal income taxes from your wages (at the maximum tax table rate of single, with a zero withholding allowance)
• US Citizens and immigrants can update W-4 information through Employee Self Service

Additional information

• PERS retirement plans are a 401(a) defined benefit plan. For more information regarding all the retirement plans, visit the benefits website
• The Social Security maximum wage for 2007 is $97,500, increasing to $102,000 in 2008
• Full time employees may claim $34.33 in supplemental pension/workers compensation on the IRS schedule A for tax year 2007

Payroll Box 355655 A Division of Financial Management payroll@u.washington.edu Modified: January 10, 2008

University of Washington 3903 Brooklyn Ave. NE Seattle, WA 98105 Office (206)543-9202 Fax (206)543-8137 Box 355655 Hours: 8am - 5pm