Employee tax forms
You must complete Form W-4 so that the University can withhold the correct amount of tax. See Tax Withholding Tables (2019) to better understand federal and Illinois tax rates.
- Federal Form W-4
Use this form to set your tax marital status and allowances for federal withholding tax.
- Illinois Form W-4
Use this form to set your allowances for Illinois withholding tax.
- Wisconsin Form WT-4
Use to set your allowances for Wisconsin withholding tax. You must also complete the IL-W-5-NR with your initial election or you will also have Illinois taxes withheld if you are working in Illinois.
Submit completed forms
Please submit your correctly-completed forms (see details below) to the Operations and Payroll office front desk on either campus, through campus mail, or via email to firstname.lastname@example.org. If submitting via email, for your protection, please place a password on the file.
What is a correctly-completed form? Forms will be rejected/shredded for the following:
- If Federal Form W-4: Sections 1 (a,b,c) and 5 (signature and date) are not completely filled out
- If the forms contain any crossed-out or edited text
- If “Exempt” is claimed in addition to any other option
- If any handwriting is not legible
Annual tax information
- Form W-2 Information
The W-2 Form, which provides information for annual tax returns, is sent to employees by January 31 each year.
- Form 1095-C Information
The 1095-C Form is a new tax form beginning with tax year 2015.
- Form 1042-S Information
The Form 1042-S is sent to nonresidents receiving scholarship/fellowship payments, independent contracted services, and payments receiving treaty benefits. It is sent out by March 15 each year for use in preparing annual tax returns.
- IRS Publication 970 Tax Benefits for Education is useful for scholarship/fellowship recipients to explain how to report their scholarship/fellowship payments and more. It also addresses taxation of employer-provided educational assistance.
- IRS Home Page is where many federal forms and publications can be found.
- Illinois Department of Revenue Home Page is where many Illinois forms can be found.