Calendar Year 2009/2010 Tax Information

The following calendar year (CY) 2009 and 2010 tax information is provided by University Financial Services:

Social Security tax wage base is unchanged; the wage base for CY2010 is $106,800.

Individuals who met the Social Security tax maximum in 2009 ($106,800) may see an increase in Social Security tax withholding effective 1/1/10. For the new calendar year, you are now subject to the Social Security tax (6.2%) until the CY2010 maximum is earned.

Massachusetts State Taxes

Massachusetts allows a deduction for Social Security tax and Medicare tax withholding. This exemption is automatically honored until an individual pays $2,000 in Social Security and Medicare taxes. When $2,000 in Social Security and Medicare taxes have been withheld, the exemption is turned off resulting in an increase in MA taxes withheld.

2009 Tax reporting documents issued by University Financial Services

Reminder: There were 27 bi-weekly and 53 weekly pay periods in 2009. This may result in individuals questioning their annual income posted on their 2009 W-2 or their last paycheck of 2009.

W-2 (will be issued on 1/31/10)

Address changes made in PeopleSoft after 1/8/10 may not be reflected on the 2009 W-2 mailing. Reprints will not be issued until after 2/15/10 to allow the USPS to return any undeliverable Forms. Employees wishing to request a copy of their W-2 Form should use the following link: http://vpf-web.harvard.edu/ofs/payroll/emp_w2_order.shtml.

NOTE: Employees should not submit a request for a W-2 copy until after 2/15/2010.

Please allow 3 business days for the processing of duplicate requests; any research associated with this request may extend this time.

Information to help you understand your W-2 may be found at: http://vpf-web.harvard.edu/ofs/payroll/emp_w2.shtml.

1099 MISC (will be issued on 1/31/10)

Address changes made after 1/1/10 may not be reflected on the 2009 1099 MISC mailing. Reprints will not be issued until after 2/15/10 to allow the USPS to return the undeliverable Forms. Those wishing to request a copy of their 1099 Form should contact the University Financial Services office, after 2/15/10, by calling 617.496.6800. Please allow 3 business days for the processing of duplicate requests; any research associated with this request may extend this time.

1042-S Forms (will be issued 3/15/10)

Address changes made after 2/15/10 may not be reflected on the 2009 1042-S mailing. Reprints will not be issued until after 3/22/10 to allow the USPS to return the undeliverable Forms. Those wishing to request a copy of their 1042S Form should contact the University Financial Services office, after 3/22/10, by calling 617.496.6800. Please allow 3 business days for the processing of duplicate requests; any research associated with this request may extend this time.

The above tax reporting documents will not be available prior to the dates listed above. The dates listed are mandated deadlines for issuance by the IRS (Internal Revenue Service).

It is possible for someone to receive multiple tax reporting documents from Harvard University in one tax year.

The Harvard International Office (HIO) has developed web sites to assist foreign nationals in filing their U.S. federal and MA state income tax returns (an HUID is required). The links can be found here: http://www.hio.harvard.edu/taxesandsocialsecurity/.

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