Stanford University mails the 1099, W-2 and other tax forms to individuals at the beginning of every calendar year. The following table provides specific dates by which each form must be mailed. If you do not receive your form within a reasonable timeframe after the listed mailing date or if you have questions regarding your form, refer to the Help Resources column.
Student Loan Interest Statements (Form 1098-E) are issued directly to the borrower by the lending agency or servicing organization. Employees of affiliated entities, such as Stanford Hospital & Clinics or Stanford Sierra Camp, should contact the entity directly for their W-2 Form.
| Tax Form | Description | Mailed by | Help Resources |
|---|---|---|---|
| 592-B | California Nonresident Withholding Statement | January 31 | Dependent on who issued the payment:
|
| 1042-S | Foreign Person’s U.S. Source Income Subject to Withholding | March 15 | To request a duplicate form, submit a support request to Payroll. For Stanford Easy Pay payments, Candex (support@candex.com) provides this tax form to the payee. For more information on the Form 1042-S, refer to the IRS website |
| 1095-B, 1095-C | Health Insurance | January 31 | To request a copy, submit a support request To learn more about the IRS Form 1095, read the FAQs |
| 1098 | Mortgage Interest Statement for Stanford issued loans | January 31 | To request a copy, call 650-724-6553 or email Mortgage Receivables Department |
| 1098-T | Tuition Statement | January 31 | Visit Student Financial Services for 1098-T resources |
| 1099-MISC | Miscellaneous Income | January 31 | To request a copy, submit a support request |
| 1099-NEC | Non-Employee Compensation (NEC) | January 31 | Dependent on who issued the payment:
|
| Fellowship Letter | Courtesy Letter – Fellowship Stipend Paid to University Scholars | January 31 | If the official letter has not been received, submit a support request to Payroll |
| W-2 | Employee Wage and Tax Statement Former employees: contact the Financial Support Center For more information on W-2s, refer to Stanford W-2 Statements | January 31 | To view or print a copy of the W-2, visit Axess and go to Employee Center, scroll down to the Taxes section, select View All W-2 Forms To opt into or cancel W-2 delivery, refer to How To Elect/Cancel To change the address for W-2s and checks, refer to How To Update Address |
W-2 Delivery Schedule
- By January 15: W-2 Forms are available online for employees who have opted for online delivery.
- By January 31: Paper W-2 Forms are mailed to employees who have not opted for online delivery.
- February 15: Paper W-2 Form reprints are available.
Additional Resources:
- To update your federal and/or state income tax withholding allowances, visit Axess and go to the Employee Center and click on View/Edit Withholdings.
- For instructions and more information on tax withholding allowances, refer to How To Declare Federal and State Income Tax Withholding (W-4/DE-4).
- If you have additional questions about these tax documents, please refer to the IRS website.
- Refer to Learn About Axess Pay and Taxes for general paycheck information.