Tax season is upon us, and you can begin safely accessing your 2021 tax statements.
Your 1099-R statements are available for viewing and downloading from your UC Retirement At Your Service (UCRAYS) account(link is external). Go to “Benefit Payments & Taxes” and click “Tax Statements.” If you have not yet set up your UCRAYS account, instructions for doing so can he found here(link is external).
New security features are being added in February: When you view your tax statement(s), you will be sent an email to confirm it was a valid request and you will be required to verify your identity by entering a one-time code sent to you via text or email.
Printed 1099-R forms will be mailed by Jan. 31, 2022, to the address you have on file. UC sends you a printed form unless you request an electronic version.
Retirees who need to access a W-2 statement can do so by visitingUCPath(link is external) and selecting Former Employee. Once logged in, click on Employee Actions > Income and Taxes > View Online W-2. If you have not yet set up your Former Employee UCPath account, instructions for doing so can be found here(link is external)
Important security reminder: 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.