Employment Related Taxes
Following are convenient links regarding tax issues and procedures that may be of interest to University of Minnesota staff and faculty. The Tax Management Office is a consulting group that supports U departments with business tax needs. We are not able to help individuals with individual tax questions.
Office of Human Resources
The University of Minnesota Office of Human resources has a self service page dedicated to information about compensation and taxes for University employees that you can visit by clicking here.
The University of Minnesota has an accountable plan for employee reimbursements. An accountable plan is where reimbursements and/or other expense allowance arrangements must meet certain IRS requirements related to business-connection and substantiation, and requires that amounts in excess of substantiated expenses be returned in a timely manner. Amounts paid under an accountable plan are excluded from the individual's income. Reimbursements made that do not meet the requirements of the accountable plan are taxable. If the IRS has asked you for a statement regarding your employer's accountable plan, please click here.
Employee Recognition Awards
What are the tax implications of providing and receiving employee recognition awards? The links below provide guidance on the taxability of various items, including cash, gift cards, and tangible personal property. If taxable awards are made to employees, the awarding department should contact Payroll for proper reporting procedures.
- Administrative Policy: Hospitality and Other Special Expenses
- University Employee Recognition Awards
Employee Retirement Savings Plans
The University of Minnesota contributes to a variety of retirement plans that provide benefits for the various faculty/employee groups at the University. The University Tax Management Office works with the Office of Human Resources - Employee Benefits, to ensure that the University is complying with federal tax requirements relating to retirement plans. For information on your retirement accounts, go to Retirement Savings Plans.
Taxation of Relocation Expenses
For information about the taxability of relocation expenses, see the Appendix to the Relocating Employees Policy, entitled Relocation Expenses: Qualified and Non-Qualified.
Employees or former employees with questions regarding W-2's or 1099-R's should call the Human Resources Call Center at 612-624-8647 (800-756-2363 in greater Minnesota) or email email@example.com.
Employees or former employees with questions on benefits should call Employee Benefits at 612-624-8647 or (800-756-2363 in greater Minnesota), or email firstname.lastname@example.org.
Individuals with questions on 1099-MISC should call the Controller's Office Financial Helpline at 612-624-1617.
Frequently Asked Questions from University Employees
Q: When will I receive my W-2?
A: These forms will be mailed to you on or before January 31st of each year.
Q: How do I get a duplicate W-2?
A: University employees can request a reissued W-2 form by logging in at the Employee Self Service Page and selecting "W-2 Reprint."
Q: How do I change my withholding?
A: University employees can update their withholding by choosing "W-4 Tax Information Update" on the Employee Self Service Page.
Q: I have questions about my payroll taxes, who do I contact?
A: Contact your department payroll administrator, or check out the Earnings Codes and Tax Information page of the Office of Human Resources website.