HR: W-2s and income tax form guidance

What You Need to Know

W-2s for tax year 2018 are expected to be available on the Employee Personnel Page as early as Jan. 25. The National Finance Center will also mail out most W-2s by Jan. 31, except for those employees who opted out of receiving a paper copy of their W-2. 

The W-2s will cover all payments made between pay periods 25, 2017 through 25, 2018. 

Employees should verify their address in EPP and make changes if applicable.

Please note: It is not an Internal Revenue Service requirement that the address on the W-2 match the employee’s current residential address.

Employees who had an outstanding salary overpayment debt which was not paid in full by Dec. 31, 2018, will have the outstanding balance reported as income on their W-2 per IRS rules. 

Turbo Tax/At Home

In addition to printing W-2s from EPP, employees will also be able to import their 2018 W-2 information into Turbo Tax or At Home. Employees will need to establish a specific W-2 password in EPP to import into TurboTax or At Home.

To establish a password, employees will log into EPP and access the Change W-2 Password section under the Preferences tab. Under the Change W-2 Password section, users will create a six- to eight-character password. This password will be used when importing W-2 information into their tax filing software.

Federal and State Income Tax Withholdings for 2019

The National Finance Center has updated many federal and state income tax withholding formulas for 2019. Additional state income tax withholding will be updated throughout year as changes occur. Visit NFC’s U.S. Income Tax Formulas website to see the latest calculations. 

Employees who intend to claim a total federal tax exemption for calendar year 2019 must submit a new W-4 prior to Feb.16, 2019. Effective pay period 04, 2019, employees who claimed total exemption for CY 2018 and have not filed a new W-4 for CY 2019 will have federal taxes withheld as single taxpayers with zero withholding allowance.

What You Need to Do

Employees who do not receive a 2018 W-2 by Feb.11, 2019, or those who need to submit a new W-4 for 2019, should open an HR help case:

For detailed instructions, visit the HR Help How-to Add a Case Guide.