ASSOCIATE YEAR END AND W-2 Prior to W-2 issuance: Requesting a printed copy of your W-2: Note: Additional reprint requests will be available for a fee of$10. If you haven’t already requested a copy of your W-2 in the past, you must create an account at Paperless Employee for payment of the fee and W-2 download. When your timely election for online delivery is made at Paperless Employee, copies of your W-2 are free through October 15. Associates claiming EXEMPT status for Federal and/or State tax withholding purposes: ASSOCIATE YEAR END AND W-2 FAQS What is Paperless Employee? Paperless Employee (https://www.paperlessemployee.com/Associates/PE) is a secure and user-friendly site where you may access your W-2. The site’s welcome messaging contains a hyperlink to a user guide that has step by step instructions for available services. This includes creating and managing an account, registering for online delivery, resetting your password, and printing copies of your W-2. If you’re an existing user, use the “Login” section to access your account. If you’re a new user, you can create an account by going to the “Create An Account” section. When will I have access to my W-2? W-2’s will be printed and postmarked no later than January 31 and sent via USPS mail. If you signed up for Paperless Employee, you may have access to your W-2 as early as January 25. I registered for online delivery, but it was after the January 19 deadline. If you registered for Paperless Employee and made the online delivery election after January 19, 2024, your W-2 will be printed and mailed via USPS mail no later than January 31. I did not sign up for Paperless Employee and I updated my address after January 11, 2024. Your W-2 will be mailed via USPS to the address on file as of January 11, 2024. You can sign up for Paperless Employee to receive a copy of your W-2. I did not receive a copy of my W-2. You can access Paperless Employee to receive a copy of your W-2. If you prefer to have a paper copy mailed via USPS, written requests for W-2 copies will be accepted beginning February 15 by visiting a local branch and completing a request form. Can I ask my local branch to print a copy of my W-2 for me? No. Branches cannot access, print, or email your W-2. To align with general data protection regulations and to protect associate personally identifiable information W-2 forms cannot be accessed, printed, or emailed by your local branch or any EmployBridge colleague. Best practice is to retrieve your W-2 directly from Paperless Employee. Individuals choosing not to use Paperless Employee must make W-2 copy requests in writing by visiting a local branch and completing a request form. I received multiple W-2s, why? You could receive multiple W-2’s if you worked for more than one of our brands, which may have a different Federal Identification number (FEIN), or if you worked at more than one worksite. I believe my taxes are reported incorrectly on my W-2. The tax amounts reflected on the W-2 are the amounts that were withheld based on the associate’s Federal and State W4 information. After the W-2 has been created the reporting of wages and tax monies have already been sent to the tax agencies. Withholding elections cannot be changed retroactively to refund or deduct additional monies post end of year filing. You should make attempts to reconcile your withholding directly with the tax agency. I believe my wages are reported incorrectly on my W-2. You could receive multiple W-2’s if you worked for more than one of our brands, which may have a different Federal Identification number (FEIN), or if you worked at more than one worksite. If you did not work for more than one site, the wages reflected on the W-2 are taxable wages. If you had Section 125 Cafeteria Plan deductions (e.g., medical, dental, vision insurance) or other non-taxable payments (reimbursem*nts) that may explain the perceived error. If the two statements above do not apply to you and you believe your W-2 wages are reported incorrectly, please contact us through the W-2 Hotline (866-692-6695) for further assistance. My W-4 Status is incorrect. All W-4 changes must be initiated by the local branch. Please visit your local branch to make changes to your W-4 elections. My Name or SSN is not correct. Please visit your local branch for all name or SSN corrections. A help desk ticket needs to be submitted by branch personnel to initiate system and W- 2 corrections. What is the company FEIN and/or State account ID? Company policy is that the Federal Identification Number (FEIN) or State Identification Number is not shared. You will need to obtain this information directly from your W-2. Do you still have questions? For W-2 support, a live agent will be available starting January 25, 2024. Self-service auto-response instructions on this hotline are available 365 days a year. The W-2 Hotline Support Number is 866-692-6695.
FAQs
What information is found on a W-2? ›
The W-2 reports how much you earned from your employer as well as how much tax was withheld on your behalf during the tax year. You should consider reviewing your tax withholding annually to ensure you withhold the correct amount of money from your paychecks.
What are the rules for issuing W-2? ›You're required to issue a W-2 to each employee by January 31 for the previous tax year. January 31 is also the deadline that you must submit your file to the IRS. With W-2s, it's essential that the name and Social Security number (SSN) on the form match the SSN on the employee's Social Security card.
What is a W-2 form and what is its purpose? ›IRS Form W-2, or a “Wage and Tax Statement” is a tax form that reports the wages an employee earned during the year, as well as any taxes their employer withheld. This is an essential form you need to file your taxes as it often determines the size of your refund — or if you'll owe taxes.
How much income do you need for a W-2? ›An employer must issue you a Form W-2 if you were paid at least $600 in cash or cash equivalent during the year, including taxable benefits. It doesn't matter how many hours you worked, or how long you were employed.
What is included in W-2 income? ›Form W-2 shows taxable wages reported after pre-tax deductions. Pre-tax deductions include employer-provided health insurance plans, dental insurance, life insurance, disability insurance, and 401(k) contributions. 2. Paid Non-Taxable Income Earnings Included during the year.
What information is on a W-2 for employers? ›Form W-2. Employers must complete, file electronically or by mail with the Social Security Administration (SSA), and furnish to their employees Form W-2, Wage and Tax Statement showing the wages paid and taxes withheld for the year for each employee.
What happens if a company refuses to provide a W-2? ›If an employer fails to send a W-2 by January 31 and the employee is unsuccessful in obtaining this form or wage information from the employer, the employee should seek assistance from the IRS. The IRS Tax Help Line for individuals at 1-800-829-1040 is the quickest contact method for assistance.
What is the law about sending W-2? ›Federal law requires employers to send W-2s to workers by Jan. 31 each year, or the next business day if the end of the month falls on a weekend.
What are the penalties for not issuing W-2? ›- Late 30 Days or Less: $60.
- Late 31 Days Through August 1: $120.
- Late After August 1 or Never Filed: $310.
- Intentionally Disregarded W-2 Forms: $630.
Do 1099 pay more taxes than a W-2 employee? 1099 contractors do end up paying more in taxes than a W-2 employee but there are ways to lower them through credits, business expenses, and putting money into retirement accounts.
How do I know if my W-2 is correct? ›
- Check the spelling of your name. No nicknames here — you'll want to ensure your full name is spelled out.
- Verify that your social security number is listed correctly.
- Double-check that your taxable wages are correct.
There is no age at which you will no longer be taxed on Social Security payments. So, if those payments when combined with your other forms of income, exceed one of the two thresholds, then you will have to pay at least federal taxes on either 50% or 85% of the benefits you receive.
What age do you stop filing taxes? ›At What Age Can You Stop Filing Taxes? Taxes aren't determined by age, so you will never age out of paying taxes. Basically, if you're 65 or older, you have to file a tax return in 2022 if your gross income is $14,700 or higher. If you're married filing jointly and both 65 or older, that amount is $28,700.
What qualifies you for a W-2? ›You should receive a W-2 from every employer that paid you at least $600 during the year. Tip income may be on your W-2. Freelancers or independent contract workers who do not have taxes withheld by an employer get 1099s from their clients, not W-2s.
Which of the following information is included on a W-2 form? ›Boxes A-F: The lettered boxes on a W-2 include the name and address of the employee and employer, Social Security number, and employer's EIN and state ID number. Boxes 1-2: Box 1 shows taxable income, including wages, salary, tips, and bonuses, while Box 2 shows how much federal income tax the employer withheld.
What is not reported on a W-2 form? ›Earned income that is not subject to income tax withholding (including contributions to an employer-sponsored retirement plan) Other compensation and reductions from your taxable income.
What information does not appear on a W-2 form? ›Money and taxes related to your benefits – This includes retirement plans, insurance plans, dependent care benefits, and health savings accounts. Amounts for these items may not appear on your Form W-2 if your employer doesn't offer these benefits.
What information is on a W-2 and who sends one to you? ›IRS Form W-2, also known as a “Wage and Tax Statement,” reports an employee's income from the prior year and how much tax the employer withheld. Employers send out W-2s to employees in January.