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TAXES





Electronic W-2 Wage and Tax Statement
Employees who consent to access their W-2 statement online will not receive a paper copy of the W-2 statement. If an employee does not consent, they will continue to receive a paper copy of the W-2 statement which will be mailed to their mailing address of record. An employee who chooses to receive their W-2 statement online can also receive a paper copy of the W-2 statement by contacting the Human Resource Services. Request for a paper copy does not negate the employee’s consent for electronic delivery of all future W-2 statements. The employee can change their option and withdraw consent to online delivery by un-checking the consent check box and clicking the ‘Submit’ button on Cyberbear, or by email or other written notice to:

University of Montana
Human Resource Services
Emma B. Lommasson Center, Room 252
Missoula, MT 59812
Phone: 1-406-243-6766 or 1-406-243-6634
E-mail: shelley.hiniker@umontana.edu

If consent is withdrawn, it will only be effective for W-2 statements not yet issued. All employees should be aware that the W-2 statement, even when provided electronically, should also be printed for personal record keeping. Each year’s online electronic W-2 statement will remain online on Cyberbear Employee Self Service.

For additional questions, please contact the University of Montana Human Resource Services at 1-406-243-6634 or email shelley.hiniker@umontana.edu.





Important W-2 Dates for 2014

  • January 20th-27th are the tentative dates for W-2 pick-up in Human Resource Services, Lommasson 252.
  • January 30th: W-2s are processed and mailed out via US Mail.
  • Monday, April 15, 2014, is the final filing day for Montana State and Federal Taxes.
  • If you have questions about your W-2, please call Human Resource Services at 406-243-6766.

Important W-2 Notes

  • A photo ID is required to pick up your W-2 in the Human Resource Services office. Office hours are 8am to 5pm Monday-Friday.
  • Duplicate W-2 requests must include payment of the $5.00 fee. You may need to come back at a later date to pick up the requested duplicate.
  • W-2s can also be accessed via Cyberbear after January 20th. (This may be subject to change).
  • Foreign Student & Scholar Services will be hosting a tax preparation seminar for foreign students & scholars. Contact their office at 243-2226 for more information.

Departments

  • Can request all W-2s for their department.
  • Must use the W-2 Pick-Up Form. Click on this link.
  • HRS will assemble the requested W-2s.
  • HRS will notify the department when the list is ready for pick-up. Department representative must bring photo ID.
  • HRS cannot pull the W-2s while the department representative waits.
  • All requests must be legible and include the current address and UM 790 ID number for each employee.

Online Filing That's Exceptionally EZ

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.

IRS Volunteer Income Tax Assistance (VITA) Program
The VITA Program offers free tax help to those with low-to-moderate income ($50,000 or less). Certified volunteers from The University of Montana receive training to help prepare basic tax returns in our community. 

Location/Dates/Time
Gallagher Business Building, Room 209
Dates: Saturdays on February 1, February 8, February 15, February 22, March 1 and March 8, 2014.
Time: 9:00 a.m. to 4:00 p.m.
First come, first served--no appointments available.

Required Materials:

  • Photo ID
  • Social Security Card
  • W-2’s
  • Other important tax documents
  • Blank check for direct deposits
  • Copy of last year’s return


Please note:
- Spouses must be present to file taxes electronically on a married-filing-joint tax return.
- Tax payers have the option to prepare their own taxes at the VITA site: ICANEFILE PROGRAM
- Non US resident, rental income, Schedule D, E, F, and H returns cannot be prepared using VITA.

Additional ICANEFILE Requirements:
2010 Adjusted Gross Income (AGI)
PIN number
Please note: Both of these numbers can found on 2010s Tax Return

For a list of all VITA sites call: 800-906-9887




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FAQs

Is money earned through a student work study job taxable?
Yes - these are 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 2014?
The University of Montana's W-2s will be ready for pick up on January 20th (tentative). Please come to Human Resource Services, Lommasson 252 and bring photo ID. If you do not pick up your W-2, it will be mailed to the address on the form. All W-2s will be mailed by the end of business day on January 29th. Questions?? Call HRS at 406-243-6766.

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.

How can social security and Medicare amounts be refunded?
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.

Human Resource Services

Emma B. Lommasson Center
Room 252

The University of Montana

Missoula, MT 59812

Phone: 406-243-6766

Fax: 406-243-6095