The new year is almost here. Don't drop the ball: Prepare for tax season with these quick tasks.

We want your tax season to go smoothly, so you receive your forms on time and know what to expect when you file. Get ready by completing the tasks below.

Review and update your address

  1. Log into your portal.
  2. Select My Info and Pay from the drop-down menu at the top, center of the page.
  3. Click the My Info tile.
  4. Review your home and mailing addresses. If they are incorrect, update them by clicking on the Home Address and Mailing Address boxes.
  5. That’s it! W-2s will be mailed by Jan. 31 and will available electronically in the portal shortly afterward.

Verify your Social Security Number

  1. Log into your portal.
  2. Select My Info and Pay from the drop-down menu at the top, center of the page.
  3. Select the Additional Information tile. You'll be asked to authenticate your identity.
  4. View your Social Security Number on the fifth line of this page.
  5. If it is incorrect, tell your Human Resources department.

Review your paycheck every payday

To help prevent delays when filing taxes, make sure your earnings are correct by reviewing your paychecks after you receive them. This lessens your likelihood of needing a corrected W-2.

View your paychecks

  1. Log into the portal.
  2. Select the CU Resources Home drop-down menu and My Info and Pay.
  3. Choose the Paychecks tile.

Double-check your tax withholdings with the IRS Withholding Calculator

Validate your W-4 tax withholdings using the IRS Withholding Calculator. Using the calculator helps you identify your tax withholdings, so you can make sure the right amount is withheld from your paycheck.

View your W-4 and use the calculator

  1. Log into your portal.
  2. Select CU Resources Home drop-down menu and My Info and Pay.
  3. Click the W-4 tile.
  4. Visit the IRS online to use the calculator to guide your W-4 withholdings.

Sign up for digital delivery of forms and notices

When you sign up for digital delivery, your Form 1095-C and/or the following notices will be delivered via email and stored in your campus portal, rather than sent to you by mail:

  • University of Colorado Health and Welfare Plan’s Notice of Privacy Practices
  • Summary Annual Report for the University of Colorado Health and Welfare Plan and Trust

Enroll

  1. Log into the portal.
  2. Select My Info and Pay from the drop-down menu at the top, center of the page.
  3. Click the Digital Delivery Options tile. Additional authentication will be requested. Once authorized, you can proceed.
  4. After reading the agreement for your selection(s), click the Consent radio button and Submit

Image of New Year's ball dropping

Dates and deadlines

  • Jan. 1: If you made more than the Social Security wage base in 2018 ($128,400), deductions will resume on this date.
  • Jan. 4: Update your address in the portal by this date.
  • Jan. 31: W-2s will be mailed and made available in the portal shortly afterward.
  • Feb. 6: If you filed as tax exempt in 2018, you must complete your 2019 W-4 by this date.