Access Your Tax Forms in UCPath
The Internal Revenue Service (IRS) began accepting 2023 tax returns on Monday, Jan. 29, 2024. To access 2023 income (Form W-2 and/or 1099) and health coverage (Form 1095) verification forms, current and former employees can go to UCPath.
How to access tax forms in UCPath
To access your tax forms on UCPath, click on Employee Actions > Income and Taxes > View Online W-2/W-2C and/or View Online 1095. If you have questions, please visit UCPath and click on “Ask UCPath Center” to submit an inquiry or call the UCPath Center at (855) 982‐7284 from 8 a.m. to 5 p.m. (PT), Monday through Friday to speak with an associate.
W-2 forms
- Current employees: If you requested an electronic version, UCPath will notify you by email when it is available online. If you did not select an electronic version, you may still access a duplicate copy of your W-2 on UCPath and you’ll be mailed a printed W-2 no later than Jan. 31, 2024.
- Former employees: You may view or download your W-2 statements on UCPath for up to three years after your separation date.
1095 forms
- Current employees: If you signed up before Jan. 1, 2023, UCPath will email you when your 1095 form(s) are available for download. If you didn’t request electronic delivery, you should expect to receive your 1095 forms over the next few weeks, depending on the timing of US Postal Service (USPS) delivery. A duplicate copy of your Form 1095 will also be available in mid-February. Please note that Form 1095s from previous years will not be available on UCPath, but can mailed to you by request.
- Former employees: Former employees will have access to an electronic duplicate copy of their Form 1095, reflecting your eligibility and/or enrollment in UC-sponsored medical plans.
- Former employees continuing coverage by COBRA: Former employees who continued coverage through COBRA will receive a separate Form 1095 reflecting your COBRA coverage. UC Care, CORE and UC Health Savings Plan members will be sent a paper copy of your 1095 form. You should expect to receive your 1095 forms over the next few weeks, depending on the timing of USPS delivery. Members of Kaiser Permanente and UC Blue & Gold HMO will receive a paper form directly from your health insurance carrier (Kaiser or Health Net). No electronic copies will be available on UCPath.
Information for retirees
Retirees can access tax forms through UC Retirement At Your Service (UCRAYS). For help logging in to your UCRAYS account, call the UC Retirement Administration Service Center at 800-888-8267, Monday–Friday, 8:30 a.m. to 4:30 p.m. (PT), and select option 1. To minimize wait times, UnifyHR (a trusted UC partner) is providing additional support for UCRAYS issues. Read more on UCNet.
Tips to help avoid phishing scams
To access your electronic tax documents, always go to your UC benefits account using a safe/known link. UC does not send any tax documents by email or text. If you receive an email or text with a link or an attachment for viewing your tax documents, it is a phishing scam designed to gain your private information. Do not open attachments or click email links that claim to provide access to your tax documents.
To learn more about current tax scams, visit IRS consumer alerts.