Tax Center

W-2 & 1095-C Tax Forms

Federal tax laws require the University of Montana to provide all employees a W-2 Wage and Tax Statement (W-2) and 1095-C Employer-Provided Health Insurance Offer and Coverage (1095-C) for each calendar year.  These forms are used by the employee in completing their annual US Individual Income Tax Return. The W-2 form details the employee’s wages, tax withholdings, and other important payroll information for the calendar year.  The1095-C form details the months for which the employee and applicable dependents had essential minimum coverage through the Montana University System, or that coverage was offered to the individual.

The University of Montana believes there are distinct advantages for our employees to delivering these required forms electronically. The W-2 and 1095-C forms can be accessed electronically online through the Cyberbear Employee Self Service System. Please read the entirety of this notice and provide your consent to receive all future W-2 and 1095-C forms exclusively in electronic format.

ELECTRONIC TAX FORM ADVANTAGES

  • Earlier employee access to the tax forms.
  • The electronic tax forms can never be lost, stolen, delayed or misplaced by the U.S. Postal Service or by the employee.
  • Accessibility to the electronic tax forms from anywhere the employee has access to the internet.
  • Access to the forms is securely protected through Cyberbear.
W-2 AND 1095-C FORMS: ELECTRONIC CONSENT

The Internal Revenue Service (IRS) allows the use and distribution of W-2 AND 1095-C statements in electronic form in lieu of paper forms.  In order to do so, employees must consent to receive their W-2 and 1095-C forms in electronic format by completing the following steps:

  • Log into Cyberbear: http://cyberbear.umt.edu/
  • Click on "Login to Cyberbear"
  • Enter your Net ID and Password
  • Select Employee which opens your Employee Dashboard
  • Select "Taxes"
  • Select "Electronic Regulatory Consent"
  • Select "Consent for W-2 & 1095-C electronically"
  • Click on "Submit"
  • Finally, while you are in Cyberbear, please take a moment to review and update your Personal Information:  mailing address, emergency contacts, beneficiaries on your Decedent's Warrant, etc.
  • Log out of Cyberbear and close your browser to secure your confidential information.

Employees who consent to receive their W-2 and 1095-C forms online will not receive a paper copy of the W-2 and 1095-C forms. If an employee does not elect the electronic W-2, a paper form will be printed and mailed. An employee can change their option and withdraw consent to online access by un-checking the consent check box in Cyberbear and clicking the "Submit" button. If consent is withdrawn, it will only be effective for W-2 forms not yet issued.

 W-2s can be accessed via Cyberbear.  Log into Cyberbear using your NetID and password:

  • Click on "Taxes"
  • Click on "W-2 Wage and Tax Statement"
  • Select the "Tax Year" using the drop down arrows
  • Click on "Display"
  • To print, click on the "Printable W-2" button at the bottom of your W-2 statement.  Print using your computer's Print options.
  • Log out of Cyberbear and close your browser to secure your confidential information.
DEPARTMENT NOTES
  • All paper W-2s will be mailed out to the employee's home address listed in CyberBear no later than January 31, 2018.
  • There will no longer be the department W-2 pickup option.

EZ ONLINE FILING
The Montana Department of Revenue Form 2EZ is comparable to the federal Form 1040EZ, and offers an improved filing option for taxpayers whose only sources of income are wages, interest and/or unemployment compensation. And, best of all, Form 2EZ can now be filed electronically - for free! To find out if you qualify to file Form 2EZ online or for information on filing requirements and deadlines, please visit the MT Department of Revenue or call 406-444-6900 or toll-free 866-859-2254.  Filing information can also be found at Montana Department of Revenue.


TAX FAQ

Is money earned through a student work study job taxable?
Yes - this is considered taxable earnings and you will receive a W-2 that reflects those earnings. If you meet the requirements for tax filing, then you must file a federal Form 1040 that meets your specifications.

When will my W-2 be available for calendar year 2018?
The University of Montana's W-2s will be mailed by January 31, 2018 to the address on the W-2. Please make sure that your mailing address in Cyberbear is correct.  Electronic versions will be available on Cyberbear by January 31, 2018.  Call Human Resource Services at 406-243-6766 if you have questions.

What if I have earned wages in more than one state?
You will most likely need to file state tax returns in each state in which you earned wages. You should get a tax booklet from each state and look for instructions for "part year residents." Most states have web sites available with this information - look for the link to its Department of Revenue or Secretary of the Treasury.

Can Social Security and Medicare amounts be refunded to me?
Taxes that have been paid into the social security and Medicare programs will not be refunded to you. These are taxes paid by all employed American citizens to fund the Old Age Survivors and Disability Insurance program. When you have reached the appropriate age, you will be able to sign up for financial assistance through this program.

How come there are no amounts in boxes 3, 4, 5, and 6 of my W-2?
You were either an enrolled student taking a minimum of 6 credits while you were employed, or you are a non-resident alien who is not subject to this tax. If you are taking a minimum of 6 credit hours and are in a student position, then you are not subject to Social Security and Medicare taxes. You are also not eligible to file for unemployment based on those wages. If you are a non-resident alien who has not met the established residency requirements, then you are also not eligible to participate in the social security program.

RESOURCES

INFORMATION & RESOURCES

IMPORTANT DATES

January 31, 2018
W-2s processed and mailed via U.S. Postal Service to employee's mailing address in Cyberbear.

March 2, 2018
1095-Cs will be available in Cyberbear.

April 17, 2018
Final filing day for Montana State and Federal Taxes.

CONTACT
For additional questions, please contact the University of Montana Human Resource Services at 406-243-5199 or email: Andrea.Scheuering@umontana.edu