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Questions and Answers:

The following is a compilation of questions Tax Services received in the past. The list will be updated as questions arise. This Q&A serves as a quick guide to tax issues. If your issue is not addressed here, please email tax@ucmerced.edu or call (209) 228-4367.

How do I sign up for electronic W-2 or obtain my electronic W-2?

Please help UC Merced go green by signing up to receive your electronic W-2. Making the election or viewing your online W-2 on At Your Service Online (AYSO) is easy. For more information about how to sign up or obtain your electronic W-2, please view the How to Enroll in Electronic W-2 document on the Central Payroll Services website. If you have any questions or need AYSO login assistance, please contact Payroll Services at centralpayroll@ucmerced.edu or (209) 228-2PAY (2729).

My friends already filed their income tax, when will I receive my W-2?

Generally, W-2s are mailed on the last Friday of January following the end of the tax year. By law, the University has until January 31 following the end of the tax year to mail out W-2s. If January 31 falls on the weekend, the University has until the following Monday to mail the W-2s. Electronic versions of From W-2 is available on the third week of January following the end of the tax year. It is therefore advisable to sign up for electronic distribution to gain access to W-2 earlier and be able to file your return sooner.

Where can I get help to file my income tax?

Generally, you should consult a tax advisor for information the taxability of payments received from UC Merced. UC Merced is prohibited from giving individual income tax advice on personal income tax issues. You may visit the Internal Revenue Service (IRS) and Franchise Tax Board (FTB) websites for information on filing your individual income tax return.

I went to a professional tax preparer to have my income tax prepared. The State sent me a letter stating that I owe taxes. What should I do?

Go back to the tax professional who prepared your taxes and have them answer the letter and correct your income tax return.

When do I have to file my income tax return?

Generally, individual income tax returns are due on April 15th following the tax year just ended. Official information pertaining to federal income tax and state income tax, including tax forms and publications, can be obtained from the following websites and phone numbers listed below:

Federal Income Tax Information

 
Internal Revenue Services (IRS)
​​​​(800) TAX-FORM (To Order Forms)
(800) 829-1040 (Tax Questions)
Web Address: www.irs.gov​
​California State Income Tax Information

 
California Franchise Tax Board (FTB) 
(800) 852-5711 (For Tax Questions)
Web Address:   www.ftb.ca.gov
 
 

 

Where can I find help to prepare my Federal and State tax return?

In general, you should consult a tax advisor for information on the taxability of payments received. UC Merced is prohibited from giving individual income tax advice on personal income tax issues.

Where should I send my paper federal income tax returns?

Generally, federal income tax return can be electronically filed. However, there are times when a return does not qualify for electronic transmission.

When a taxpayer is not qualified to electronically file his/her federal income tax return, the taxpayer can use the table below to determine where to mail their federal income tax return.

If you live in California,

​​and you are filing Form​​ ​If you ARE NOT enclosing a payment ​if you ARE enclosing a payment
​1040 ​Department of the Treasury ​Department of the Treasury
​1040 Instructions​ ​Internal Revenue Service ​Internal Revenue Service
​Fresno, CA 93888-0002 Fresno, CA 93888-0002
​1040A Department of the Treasury Department of the Treasury
​1040A Instructions Internal Revenue Service Internal Revenue Service
Fresno, CA 93888-0015 Fresno, CA 93888-0015
​1040EZ Department of the Treasury Department of the Treasury
1040EZ Instructions Internal Revenue Service Internal Revenue Service​
​​ Fresno, CA 93888-0014 Fresno, CA 93888-00014
​1040-ES ​N/A Internal Revenue Service​
​P.O. Box 660406
​San Francisco, CA  94151-5100
​1040-ES (NR) ​N/A Internal Revenue Service​
P.O. Box 660406
​Dallas, TX 75266-0406
​1040X Department of the Treasury Department of the Treasury
Internal Revenue Service​ Internal Revenue Service​
Fresno, CA 93888 Fresno, CA 93888
​4868​ Department of the Treasury ​​​Internal Revenue Service​
Internal Revenue Service ​P.O. Box 7122
​Fresno, CA 93888-0002 ​San Francisco, CA  94120-7122
 

 

Where should I send my paper California income tax returns?

Individuals filing a paper California income tax return can use the table below to determine where to mail their individual income tax return.

​Type of Return ​Refund or No-Pay Return​​ ​Payment with Return ​Other Correspondence
​540, 540A, 540 2EZ, 540NR, 540X ​Franchise Tax Board ​Franchise Tax Board ​Franchise Tax Board
​PO Box 942840 ​PO Box 942867 PO Box 942840
​Sacramento, CA 94240-0002 ​Sacramento, CA 94267-0001 ​Sacramento, CA 94240-0040
Scanable Returns - 540​ ​Franchise Tax Board ​Franchise Tax Board ​Franchise Tax Board
PO Box 942840 ​PO Box 942867 ​Tax Forms Development and Distribution Section MS F-284
Sacramento, CA 94240-0009 Sacramento, CA 94267-0009 PO Box 1468
Sacramento, CA 95812-1468
     

 

Where can I get free income tax preparation?

The Internal Revenue Service (IRS) helps low income taxpayers prepare their income in the local service center. Please call 800-829-1040 or visit www.irs.gov to find the nearest service center near you that offers free income tax preparation.

Senior Citizen Centers and/or AARP also offer free tax preparation for seniors and low income taxpayers.

Other companies who received grants from VITA and LITC program through the federal government also offer free income tax preparation to seniors, low income, and hard to reach taxpayers.

E-file (electronic filing) is the fastest, safest and most accurate way of filing a tax return and reduces the risk of errors compared to filing a paper return. Tax return information filed electronically is protected through encryption. Taxpayers receive an acknowledgement within 48 hours that the IRS and/or Franchise Tax Board accepted the return; and taxpayers who choose direct deposit can receive their refund in half the time.

Federal State (California residents)

Free File

Free File program is a free federal tax preparation and electronic filing program for eligible taxpayers developed through a partnership between the Internal Revenue Service (IRS) and the Free File Alliance LLC, a group of private sector tax software companies. Free File allows taxpayers with an Adjusted Gross Income of $52,000 or less to e-file their federal tax returns for free. By accessing software through the IRS's website (www.irs.gov), individual taxpayers can access Free File software and file Form 1040. Free File tax preparation and e-filing services are provided by members of the commercial tax software companies (i.e., Free File Alliance, LLC) not the IRS. Once you choose a particular company on the IRS website, you will be sent directly to the company's commercial website. Please note that if you access these companies by going directly to a company's website and not through www.irs.gov, you may be charged a fee. To find out more about each company’s pricing policies and fees, refer to pricing information on the company's Free File home page.

Turbo Tax

TurboTax Online helps prepare and file your income taxes from any computer with an Internet connection. TurboTax Online stores your Form 1040 tax return for you. Nothing to install. Free e-file is included with the purchase of online products. Individual taxpayers can access TurboTax at http://turbotax.intuit.com/.