Access To 2016 W-2s Via Self Service

January 25, 2017

Effective immediately, employees will be able to view and print their 2016 W-2 from ConnectCarolina Employee Self Service just as they have been able to view and print their 2014 and 2015 W-2 for the past year.

You also will receive a printed W-2 for tax year 2016.

We anticipate that later in 2017, employees will be able to opt out of receiving a paper W-2 and utilize the self-service option.  The self-service option offers the following benefits:

  • Active employees can access and print their W-2s for 2014, 2015, 2016 and after at any time, 24 hours a day/7 days a week. The functionality can be especially useful for employees who need to access their W-2 information in a timely manner when applying for personal loans and other banking needs. (W-2s for years prior to 2014 will not be available on ConnectCarolina.)
  • The electronic W-2 is just as official as the paper version you normally receive from Payroll Services – no special paper is needed.

NOTE:  To access and print W-2s from ConnectCarolina Self Service, you will be required to use 2-Step Verification.  To register for 2-Step Verification you will need to:

  • Go to onyen.unc.edu
  • Have your phone or tablet
  • Have your PID
  • Have your Onyen and password

Employees who have technical problems registering for 2-Step Verification or printing their W-2 should contact the Help Desk at 962-HELP.

Step-by-step instructions and user tips for how to find your W-2 can be found on the ConnectCarolina User website, Online Employee Tax Forms page:  http://ccinfo.unc.edu/online-employee-tax-forms/.

As this is a new tax year, you may want to view or update your federal and State of North Carolina Income Tax Withholding forms (W-4 and NC-4 forms) which can be completed through ConnectCarolina Employee Self Service. More information can be found at the link above.

Coming Soon: IRS Forms 1095-C And 1095-B

January 24, 2017

In the coming weeks, you may receive one or two Federal income tax forms — Form 1095-C and/or Form 1095-B. These forms include information about the health coverage offered to you by the University. It is not necessary to wait until you receive these forms to file your tax return.

Why are These Forms Important?

Under the federal Affordable Care Act (ACA), when you complete your 2016 tax return, you will be required to indicate whether you (and your eligible dependents) had qualifying medical coverage for all of 2016. The University will send you a tax form, Form 1095-C, which includes information about the health coverage offered to you by the University. In some instances, our insurance carriers will be sending you Form 1095-B. You may receive one or both of these forms. (See “Who Will Receive a Form 1095-C or 1095-B” below to determine which form you will receive.)

It is not necessary to wait until you receive these forms to file your tax return. While the information on the forms may be useful in preparing your tax return, the forms are not required. Similar to last year, you can prepare and file your return using other information about your health insurance. Also, if you are not considered a full-time employee under the ACA rules, you may not receive these forms, or you may only receive one form.

What information does Form 1095-C contain?

  • Your name, Social Security number and address
  • Your employer’s name, Employer Identification Number (EIN) and address
  • Information about health coverage that the University offered you and your dependents during 2016 and that you were enrolled in during 2016.

What information does Form 1095-B contain?

  • Your name, Social Security number and address, as well as your dependents’ names and Social Security numbers or date of birth
  • Information about the health coverage you and your dependents, if applicable, were enrolled in during 2016.

Who will receive Form 1095-C or 1095-B?

The following individuals will receive Form 1095-C from the University:

  • Employees eligible for health coverage under any of the following health plans offered by the University:
    • Enhanced 80/20 Plan
    • Traditional 70/30 Plan
    • Consumer-Directed Health Plan
    • High Deductible Health Plan
    • UNC Graduate Medical Education Plan
  • Former employees who were eligible and/or enrolled in University-sponsored health coverage during 2016, either as active employees and/or COBRA participants
  • Other employees determined to be a full-time employee under the ACA rules
  • Retirees under age 65 enrolled in the Enhanced 80/20 Plan, Traditional 70/30 Plan or the Consumer-Directed Health Plan
  • Retirees 65 or older enrolled in the Traditional 70/30 Plan
  • Retirees enrolled in the State Health Plan Medicare Advantage Plan will receive Form 1095-B from the Medicare Advantage Insurer (either Humana or United Health Care)  
  • Students enrolled in the UNC Student Health Insurance Plan will receive Form 1095-B from Blue Cross / Blue Shield of North Carolina

The following will receive Form 1095-C from the University and Form 1095-B from Blue Cross / Blue Shield of North Carolina:

  • Postdoctoral fellows eligible for health coverage under the UNC Postdoc Medical Insurance Plan

When will I receive the forms?

The form(s) will be mailed to your home address as follows:

  • Form 1095-C will be mailed in early February
  • Form 1095-B will be mailed at the end of January

What do I need to do?

When you receive the form(s), save them with your other important tax records. You will not need to attach or file the forms with your Federal income tax return.

If you (and your eligible dependents) were enrolled in the health plan provided by the University for all of 2016, you can indicate on the appropriate line of the IRS Form 1040, 1040A or 1040EZ that you (and your eligible dependents) had qualifying medical coverage.

If you (or your eligible dependents) did not have health coverage for all of 2016, you may be assessed a tax penalty unless you qualify for an exemption.  Consult your tax advisor for more information of penalties and/or exemptions.

If I cover my dependents under the health plan provided by the University, will they receive a separate Form 1095-B or 1095-C?

Generally, no. Coverage for both you and your eligible dependents will be included on the form(s) sent to you.

Note: If your eligible dependents file separate tax returns, they will need to provide information about their medical coverage when completing their tax returns. You can provide a copy of the form(s) to your eligible dependents; however, they do not need the form(s) to complete their individual tax returns. They can prepare and file their returns using other information about their health insurance.

Questions?

To find out more information about the new tax forms, consult the IRS Questions and Answers about Health Care Information Forms for Individuals (Forms 1095-A, 1095-B and 1095-C) document and/or your personal tax consultant.

Financial Fitness Lunch Series Seminars

January 22, 2017

The Office of Human Resources and TIAA are sponsoring a four-week lunchtime series of Financial Fitness seminars free for UNC-Chapel Hill faculty and staff. The sessions cover budgeting, debt control, managing risk, investment strategies, and planning for retirement. A trained TIAA facilitator will lead each session.

The four-week series will be held each Thursday in February, and then will repeat each Wednesday in April. Sessions will be held from 11:30 a.m.-1 p.m. in the Pleasants Family Room in Wilson Library. Participants should plan to attend all four sessions for completion credit since the workshops build on each other.

Event Flyer

Section 403(b) Plan Universal Availability Notice for 2017

January 9, 2017

The UNC System is required to provide this notice to all employees regarding their options to participate in the Section 403(b) supplemental retirement plan.

UNC-Chapel Hill offers employees a choice of voluntary supplemental retirement programs on a pre-tax and post-tax (Roth) basis in accordance with Section 403(b) of the Internal Revenue Code. Under The University of North Carolina Section 403(b) Plan, eligible employees may elect to defer a portion of their compensation to the 403(b) Plan to supplement their retirement savings.
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2-Step Verification for Online W-2 Access

December 16, 2016

On Oct. 5, 2016, UNC-Chapel Hill implemented 2-Step Verification, a process designed to secure and safeguard personal information and vital University data and credentials. The first use of 2-Step Verification will be for employees to access online W-2 forms. Employees who want to view their W-2 form online will need to register for 2-Step Verification before being able to access their online W-2. Read More →

January 2017 Learning Opportunities

December 15, 2016

All UNC-Chapel Hill faculty and staff are invited to attend classes hosted by the Office of Human Resources Organizational and Professional Development. Courses offered in January 2017 include Change Management, Valuable Presentation Skills and a new course, Introduction to Postdoc Human Resources.

See the full list of January’s courses & registration instructions (PDF)
Search the entire Spring 2017 Course Catalogue xxxkk update this link
Visit ConnectCarolina to register for courses

Congratulations 2016 ULEAD graduates

December 14, 2016

On Thursday, Dec. 1, UNC-Chapel Hill recognized its newest class of ULEAD (University Leadership Education and Development) graduates. The cohort of 20 spent the semester learning skills and techniques for leadership effectiveness.

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UNC salutes veterans at Tar Heel Tribute

November 30, 2016

On Thursday, Nov. 10, hundreds of veterans from within the University of North Carolina at Chapel Hill community gathered at the Carolina Club for the 2016 Tar Heel Tribute. The annual event, now in its third year, honors UNC’s student, faculty and staff veterans for their service to their county and to the University.

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Guidance on leave use for presidential visit

October 31, 2016

President Barack Obama is scheduled to hold a rally on campus on Wednesday, Nov. 2, on Hooker Fields.

Because this is a campaign event, employees are required to use leave if they wish to attend. Employees can use vacation or bonus leave or compensatory time for this event. In addition, employees must receive advance approval from their supervisors to attend.

The UNC website has additional information about the President’s visit.

If you have questions about leave use for this event, please contact your E&MR consultant in the Office of Human Resources.