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As we are approaching the 2024 Tax Season for the 2023 calendar year, we have compiled some information for you to help you address any questions you may have.
Please also consider thatTufts’ Employee Assistance Provider (EAP) offers a free tax consultation:https://access.tufts.edu/free-tax-consultation-through-tufts-employee-assistance-program
Have you consented to electronic delivery of your W-2? If not read this email for more information! Need directions? Follow these simple steps to consent to electronic W-2 delivery.
To receive your Form 1095-C electronically, log into eServe and select “Benefits Information” and “1095-C Consent”.
Calendar year end is the perfect time to review your personal data located in PeopleSoft/eServe. These "housekeeping" suggestions can help guide you through the process.
Important Dates
| Review your Home/Mailing Address in eServe | December 31, 2023 |
| Consent to electronic-only delivery of your W-2 in eServe* *If you have previously consented, no further action is required. | January 18, 2024 |
| W-2 available on eServe | January 31, 2024 |
| W-2 mailed (please consider delays due to mailing) | January 31, 2024 |
Frequently Asked Questions
Something is incorrect on my W-2. Will Tufts issue a corrected W-2 (W-2C) if...
- My address is incorrect
- No.
- My name is incorrect
- Yes!**
- My SSN wasn't printed on my W-2
- Yes! Please submit your SSN to Payroll here.**
- Values somewhere in the W-2 are incorrect
- Yes! Please email TSS@tufts.edu so our Payroll team can address this directly.
** Please don't wait to file your taxes. When your W-2C is available, store it for your records. To modify your name or SSN, you will be asked to provide a copy of your Social Security Card to TSS@Tufts.edu.
I left Tufts in 2023. Can I still access my W-2 in 2024?
Former employees should have access to eServe until the end of May of the subsequent year.If needed, you can change your password athttps://tuftstools.tufts.edu/if you know your previous password. If you do not know your previous password, or need to reactivate your University account as a former employee, you will need to speak with IT/TTS at 617-627-3376. You will also need to speak with TTS for assistance with 2FA. Separated employees who enrolled in 2FA prior to leaving Tufts, should still have access as long as the same cell phone is in use. Those with a new cell phone will need to contact TTS. Separated employees who did not enroll in 2FA prior to leaving Tufts will not be required to log in to 2FA.
I cannot log into eServe. What do I do?
If you need help accessing your eServe account, please contactTufts Technology Services(617-627-3376 orit@tufts.edu)
Can you mail me the W-2 to me even if I have consented to electronic delivery?
Mailing should be the last resort, as it is the least secure and slowest option. We strongly encourage you to access your W-2 in eServe.If needed, you can change your password athttps://tuftstools.tufts.edu/if you know your previous password. If you do not know your previous password, you will need to speak with IT/TTS at 617-627-3376.
If you need to have it mailed, we will need to verify your identity prior to mailing it to you. You will need to speak with TSS - please call 617-627-7000.
Who do I contact if I have a question about tax forms?
Please email TSS@tufts.edu. A case will be created and someone will be in touch with you as soon as possible. Alternatively, you may call 617-627-7000.
I'm having trouble interpreting my W-2. Who can help?
Review this self-paced tutorial which details what each box represents on your W-2, as well as information about deductions and FSA contributions.
Tax Forms Overview
| Form | Description | Questions? |
|---|---|---|
| W-2 | United States federal tax form issued by employers and stating how much an employee was paid in a year, which also reports the amount of federal, state, and other taxes withheld from a paycheck. | TSS TSS@tufts.edu 617-627-7000 |
| 1099 | Form 1099 is for U.S. citizens and Green Card holders who receive “non-payroll income” from Accounts Payable, such as rents, royalties, honorariums, and subject study payments but NOT for Scholarships/Fellowships. A 1099 is generated when compensation is greater than or equal to $600 (some, such as rent or royalties, have a lower threshold). | TSS TSS@tufts.edu 617-627-7000 |
| 1099-HC | Massachusetts (MA) tax document which provides proof of health insurance coverage for Massachusetts residents. Blue Cross Blue Shield (BCBS) sends every MA resident and faculty/staff or postdoctoral scholar who is enrolled in a health plan offered by Tufts University a 1099-HC form, annually by January 31. | If you are enrolled in a Tufts University Faculty/Staff Health Plan, contact BCBS at 888-261-0133 If you are enrolled in a Tufts University Postdoctoral Scholar Health Plan, contact BCBS at 800-358-2227 |
| 1095-B | A federal form that proves an individual met the minimum creditable coverage (MCC) under their health care plan for the previous year. BCBS sends a Form 1095-B to all subscribers enrolled in the Tufts University Postdoctoral Scholar Health Plan, annually by January 31. Form 1095-B is for informational purposes and does not get filed with your tax return. Applies to Tufts University Postdoctoral Scholar Health Plan enrollees only (not faculty/staff enrolled in the Tufts University Health Plan). | If you are enrolled in a Tufts University Postdoctoral Scholar Health Plan, contact BCBS at 800-358-2227 Visit IRS.gov for details |
| 1095-C | A federal form that outlines the health insurance coverage that an employer offered to its benefits-eligible employees, and whether an individual (subscriber or dependent) was covered under that plan during the previous year. Form 1095-C is for informational purposes and does not get filed with your tax return. Tufts University sends a Form 1095-C to all benefits-eligible faculty/staff and postdoctoral scholars annually by March 2nd. | TSS Visit IRS.gov for details |
| 1042-S | Form 1042-S is used to report amounts paid to foreign persons (including persons presumed to be foreign) that are subject to income tax withholding, even if no amount is deducted and withheld from the payment because of a treaty or exception to taxation, or if any amount withheld was repaid to the payee. Scholarships/Fellowships for Foreign Nationals who used the scholarship "outside the U.S." will not receive a 1042S. | TSS TSS@tufts.edu 617-627-7000 |
| 1098-T | Tuition Statement. Eligible educational institutions file this form for each student they enroll and for whom a reportable transaction is made. | Tufts Student Services – Bursar Studentservices@tufts.edu 617-627-2000 |
Additional Resources
These self-paced tutorials may assist you in answering questions regarding your W-2:
Related
Information about non-resident tax filings
