Benefits Connect

As an extension of Mayo Clinic Human Resources, Benefits Connect brings together benefits experts, plan members, and those who are curious about benefits to share their experiences and knowledge. Each new post is designed to go beyond simple resource information to practical advice on the best strategy to get the most out of the industry-leading benefits at Mayo Clinic. Join the conversation by commenting on posts and replying to comments.

Oct 8, 2018

Get busy now to be first in line at tax time.

By Robert McGriff, @m039153


Do you like to beat the crowds at tax time?  Signing up for electronic W-2 forms can put you up to 10 days ahead of the folks who wait to get their W-2 in the mail.  And the process is so simple.  Between now and January 1, follow these steps.

  1. Log in to Employee Self-Service from a Mayo Clinic computer
  2. Click Bookmarks
  3. Click Employee Self-Service
  4. Click W-2 Form
  5. Log in to W-2 form online tool
  6. Click W-2 under My Delivery Settings
  7. Enter secondary email address
  8. Select Yes
  9. Click Submit

Then, in late January, as soon as the W-2s are published, you will receive an e-mail notification with instructions on how to go to the tool and print your form.  And if your printed form gets lost or goes missing (it has happened to me more than once) you can just go back to the tool and print another.

Happy tax season!  If you have big plans for an anticipated refund check, I would love to hear about it in the comments below.  Good luck!

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