Tax season is upon us, and you can begin safely accessing your 2020 tax statements. Here’s what you need to know.
Important security reminder: UC does not send any tax documents by email or text. If you receive an email or text with a link or an attachment for viewing your tax documents, it is a phishing scam designed to gain your private information. Do not open attachments or click email links that claim to provide access to your tax documents.
To access your electronic tax documents, always go to your UC benefits account using a safe/known link. To learn more about current tax scams, visit IRS consumer alerts.
Information for current employees
Now that all locations have transitioned to UCPath, every employee will receive a W-2 statement from UCPath this year.
All employees who requested an electronic version of their W-2 can now access their 2020 UCPath W-2 online. If you did not select an electronic version, a printed W-2 will be mailed to the home address on file for you on Friday, Jan. 29, 2021.
Employees at locations that transitioned to UCPath during 2020 — UC San Diego, UC San Diego Health, UCSF, UCSF Heath, UC Hastings and Lawrence Berkeley National Lab — may receive two W-2 statements:
- One W-2 form will reflect your earnings up to the UCPath transition. Employees at UCSF, UC San Diego and UC Hastings can access this W-2 form on At Your Service Online. Employees at Lawrence Berkeley National Laboratory can access this W-2 form on their HRIS Employee Self Service
- The W-2 from UCPath will reflect earnings for the remainder of the year.
Information for former employees
Former employees have access to view or download their W-2 statements (up to three years after their separation date). To access their UCPath W-2, they can visit UCPath and click on Former Employee. Once logged in, click on Employee Actions > Income and Taxes > View Online W-2.
To access historical tax and earnings statements from before your location transitioned to UCPath, go to At Your Service Online (AYSO).
Information for retirees
Your 1099-R statements are available for viewing and downloading from your UC Retirement At Your Service (UCRAYS) account. Go to “Benefit Payments & Taxes” and click “Tax Statements.” For security reasons, you will be sent an email when you view your statement(s).
Printed 1099-R forms will be mailed by Jan. 31 to the address you have on file. UC sends you a printed form unless you request an electronic version.
Learn more about getting help with UCRAYS.
Have questions or need help?
Please visit UCPath and click on “Ask UCPath Center” to submit an inquiry. You may also call the UCPath Center at (855) 982‐7284 from 8 a.m. to 5 p.m. (PT), Monday through Friday to speak with an associate.