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Withholding Toolbox

Payroll Taxes
The 2020 W4 has been released and is effective as of Jan 1, 2020. To provide guidance in completing the W4 form, employees can visit the IRS Withholding Estimator or view this video to review the W4 steps.

For state tax withholding, many states previously allowed employees to use the Federal W-4 to instruct an employer to withhold state taxes. Recent changes to the Federal withholding form have prompted some states to change tax filing rules state for withholding.

Year End Tax Forms
Caltech’s Payroll Services office issues W-2 forms no later than January 31, following the close of the tax year. The W2 may not be the only form you need to complete your tax filing. Below is a list of common tax forms issued by the Institute. Please use this list to contact the correct department for various tax forms. The hyperlink under “Issuing Department” will take you to that web page.

 

Form

Date form is required to be mailed

Available Electronically?

Issuing Department*

 

 

Contact Number

         

W-2

January 31, 2020

With Credentials

Payroll Services

626-395-8668

1042-S

March 15, 2020

No

Payroll Services

626-395-8668

Fellowship Letter

January 31, 2020

No

Payroll Services

626-395-8668

1098-T

January 31, 2020

With Credentials

Bursar

626-395-2988

1095-C

March 2, 2020

No

Benefits

626-395-6443

1099-MISC

January 31, 2020

No

Payment Services

626-395-3689

2020 IRS W4 Frequently Asked Questions
2020 W-4 Video: How to Complete the W-4
2020 W-4 Video: About the new Form W-4

Submitting Tax Changes To
Payroll

     -Mail to Payroll Services at
          1200 E. California Blvd., MC 209-6
           Pasadena, CA 91125
     -Visit Payroll Services in person at
           1200 E. California Blvd., 2nd Floor
           Pasadena, CA 91125
     -Or fax to (626) 628-3882