Controller’s Office offers updates on W-2s, Ohio taxes

W-2 forms for 2023 will be mailed by Jan. 31. All Case Western Reserve University faculty and staff members are encouraged to sign up to receive their 2023 W-2 in electronic format only. This request saves the university resources, allows W-2s to be created more quickly, moves to a greener environment, and reduces personal information in the U.S. mail system. 

Individuals only need to sign up once and they will receive all future W-2s through HCM Self-Service. Get information on how to view and sign up for electronic W-2s.

For employees who participate in the Staff Hybrid Plan, the W-2 will include a second page. Instructions on the consent process in HCM and the W-2 override address change in SIS are available on the Controller’s Office website.

Employees should ensure their home address is updated by Jan. 8. 

Students will receive their W-2 by mail. If students would like to receive their W-2 at a different address, update personal information in Student Information System with a W-2 override address by Dec. 31.

Individuals who leave the university before W-2s are distributed will receive a paper copy in the mail.

Employees who do not receive their W-2 by Feb. 16 should contact the Payroll Office at payroll@case.edu with the following information:

  • Employee/student ID number
  • Date of birth
  • Address on file

Ohio tax update

As a result of the Ohio budget bill, for the 2023 tax year, there are now three tax brackets. The marginal tax rates will be 2.75% for income over $26,050 but less than $100,000, 3.68% for income from $100,000 to $115,300, and 3.75% for income of $115,301 or more.

In the 2024 tax year, there will only be two brackets. The marginal tax rates will be 2.75% for income over $26,050 but less than $100,000 and 3.5% for income over $100,000.

These changes will reflect a reduction of Ohio state income tax for most individuals.

In every scenario, Ohioans making $26,050 or less will pay no income tax.