Tax Information
W-4 (Federal and State Tax Withholding Forms)
New Federal W-4 and State of Oregon W-4 forms are required in order to change the number of withholding allowances, additional dollar amount, or name change (a social security card with the new name is needed for a name change) for tax purposes. Please fill out the form, print, sign it, and then send it to the payroll office.
Tax Withholding Calculators
The Tax Cuts and Jobs Act changed the way tax is calculated. The IRS and the Oregon Department of Revenue encourage everyone to perform a "paycheck checkup" to see if you have the right amount of tax withheld for your personal situation.
IRS Tax Withholding Estimator
Oregon Department of Revenue Tax Withholding Calculator
W-2 (Annual Wage Statement)
2025 W2's are now in Paycom! Reach out to payroll@up.edu for instructions on how to access.
W-2s are issued by January 31 each year. If you have completed the online consent in self-serve you will be able to go in and print your W-2 when you are ready. If you have not signed up for the electronic version, you will receive your W-2 in paper form at your permanent address on file.
The University provides wage statements for up to the prior four years. Please contact payroll@up.edu for assistance. For wage statements extending back further than four years, please contact the IRS.
W-2 reissue formPreschool For All and Supportive Housing Services Tax (Employees Only)
Employees making over $200,000 annually are automatically opted in but can opt out using the Metro/MultCo OPT form. Employees can use the same form to opt in.
Multnomah County Tax letter1095-C (Health Coverage Form) (Employees Only)
The 1095-C form for 2025 medical plan coverage can be requested by emailing benefits@up.edu. These forms will no longer be automatically distributed as they were in previous years as IRS requirements have changed. The 1095-B form is available through healthcare providers, Kaiser and Providence.
