Tax Information for Employees

IMPORTANT! Tax Deadline Changes   

Review the information at the links below to learn about deadline changes for federal and state income tax submissions:

Payroll Information for 2019 Income Tax Returns is a printable PDF of the information featured on this page. You will need Adobe Reader to download and print this page.

About Your 2019 W-2

 Six Things to Know About Your W-2 and Tax Withholding (PDF)  

Wage and Tax Statement (W-2 Form) Distribution

The calendar year 2019 W-2 tax form will be distributed electronically and via Pony in January 2020. Those employees who authorized web delivery of their tax forms can expect to access their W-2s sooner than those who opt to receive a hard copy.

The form should be checked for accuracy. Update your address, as needed, by visiting Employee Self-Service (ESS) and clicking on My address change under the orange My Information banner. Name or Social Security number changes need to be submitted on MCPS Form 445-1A, Changes in Personal Information for MCPS Employees to the Employee and Retiree Service Center (ERSC). An incorrect name spelling or address does not invalidate the W-2 form.

A separate W-2 will be issued to employees who had state income taxes withheld from more than two states. Tax-sheltered annuity deductions are excluded from gross wages for Maryland, Virginia, West Virginia, and the District of Columbia, but not for Pennsylvania.

Duplicate W-2 Forms

If you do not receive your W-2, or  misplace your W-2, you must download and print a copy via the Employee Self-Service (ESS) web page. Review disclosure statement and detailed instructions for obtaining a duplicate W-2 online.

Worker's Compensation Payments

Worker's compensation payments are not considered wages and are not included on the W-2 form. The W-2 has been adjusted to exclude worker's compensation payments and the refunded taxes.

About Your 2019 1095-C

The Patient Protection and Affordable Care Act (ACA) requires employers to send Form 1095-C to certain employees. If you are an MCPS employee who worked an average of 30 or more hours per week and/or was enrolled in an MCPS-provided medical insurance plan at any time during 2019, you will receive Form 1095-C by March 2, 2020.

If you receive a 1095-C, it will contain important information about your health care coverage in 2019. The form serves as proof of insurance for the Internal Revenue Service (IRS). Although you may choose to submit your 1095-C to the Internal Revenue Service (IRS) with your 2019 income tax return, you are not required to. Therefore, should you submit your tax return prior to receiving your 1095-C, you will NOT need to amend your tax return to include it. MCPS will submit the information from your 1095-C to the IRS.

As with your W-2, be sure to check your 1095-C for accuracy.

Duplicate 1095-C Forms

If you do not receive your 1095-C by March 2, 2020, or misplace your 1095-C, you may download and print a copy via the Employee Self-Service (ESS) web page. Review detailed instructions for obtaining a duplicate 1095-C online.  

Additional Details to Assist You in Filing Your Taxes

Current Tax Tips—Detailed tax information from the Internal Revenue Service (IRS) 

Explanation of Wage and Tax Boxes on W-2—Detailed information regarding the wage and tax boxes on the W-2 form

Form 1095-C—A blank 1095-C form to familiarize you with its content

Form 1095-C Decoder—An interactive 1095-C that explains what the codes used on the form mean

Form 1095-C: Frequently Asked Questions and Answers—Answers to common questions about Form 1095-C

Affordable Care Act (ACA)—Information from the IRS about Affordable Care Act tax provisions

Deducting out-of-pocket classroom expenses—Information from the IRS on who is qualified for this deduction; includes a list of qualified expenses

Additional Information—More about deductions, expenses, and other helpful tax information, including information about association dues, independent activity fund, and the earned income tax credit

IRS Filing Your Taxes web page—A helpful resource when preparing to file income taxes

IRS Publication 5307, Tax Reform Basics for Individuals and Families

IRS Free File—Prepare and file your federal income tax return for free using tax-preparation-and-filing software

IRS Refund Status online form—An online tool to find out the status of your federal tax refund

Refund status online forms for other jurisdictions—Online tools to find out the status of your state tax refund

Helpful Contacts

FEDERAL INCOME TAX—Forms only/walk-in questions
Internal Revenue Service
6010 Executive Blvd, Ste 100 Rm 103
Rockville, Maryland 20852
Telephone: 1-800-829-1040 (Tax Information) or 240-613-8976
Website:  https://www.irs.gov/help/contact-my-local-office-in-maryland 

 SOCIAL SECURITY
315 North Washington Street
Rockville, Maryland 20850
Telephone: 301-413-0304 or 1-800-772-1213
Fax: 301-413-0004

Suite 340
10230 New Hampshire Avenue
Silver Spring, Maryland 20903
Telephone: 1-800-772-1213
Website: www.ssa.gov

RETIREMENT
 Maryland State Teacher Retirement/Pension System
120 East Baltimore Street, 14th floor
Baltimore, Maryland 21202-6700
Telephone:1-800-492-5909 or 1-410-625-5555
E-mail: SRA@smart.net 
Website: www.sra.state.md.us  

 MCPS Employee and Retiree Service Center
45 West Gude Drive, Suite 1200
Rockville, Maryland 20850
Telephone: 301-517-8100
Fax: 301-279-3642
Website: www.montgomeryschoolsmd.org/departments/ersc/

 MARYLAND INCOME TAX
Income Tax Division
Comptroller of the Treasury
11002 Veirs Mill Road, Suite 408
Wheaton, Maryland 20902-2574
Telephone: 301-942-5400
Website: www.comp.state.md.us

OTHER AREAS
 D.C. INCOME TAX
Government of District of Columbia
Office of Tax and Revenue
1101 4th Street, SW., Suite 270 West
Washington, D.C. 20024
Telephone: 202-727-4829
Website: www.cfo.dc.gov

 WEST VIRGINIA INCOME TAX
West Virginia State Tax Department
Taxpayer Services Division
1124 Smith Street
Albert T. Summers Center St. Office Bldg.
Charleston, West Virginia 25337-3784
Telephone: 1-304-558-3333 or
1-800-982-8297
Website: http://tax.wv.gov/Individuals

 VIRGINIA INCOME TAX
State of Virginia
Virginia Department of Taxation
P.O. Box 1115
Richmond, VA 23218-1115
Telephone: 1-804-367-8031
Website: www.tax.virginia.gov/

 PENNSYLVANIA INCOME TAX
Pennsylvania Department of Revenue
Dept. 280504
Harrisburg, PA 17128-0504
Telephone: 1-717-787-8201
Taxpayers with special hearing and speaking needs may call 1-800-447-3020 (TT only).
Website:  https://www.revenue.pa.gov/Pages/default.aspx 

 Arlington County
Telephone: 703-228-4000
Alexandria City
Telephone: 703-746-3909
Fairfax County
Telephone: 703-222-8234, #7 for Inc. Tax
Falls Church City
Telephone: 703-248-5065
Fairfax City
Telephone: 703-385-7900/7885
Loudoun County
Telephone: 703-777-0280
Manassas City
Telephone: 703-257-8298
Manassas Park City
Telephone: 703-335-8835
Prince William County
Telephone: 703-792-6710