Important Tax Documents

W-2’s are now available!

To access your 2025 W-2: visit www.mytaxform.com and follow the instructions IF:

• Your last day with H‑E‑B was before January 15, 2026, OR
• You elected to receive a printed copy of your W-2

1. Enter H‑E‑B Employer Name/Code: 13054 (No need to add your name, just the code)
2. Click on "Register Now" to start the process or enter your User ID if you already have an account (your User ID may be your Peoplesoft ID). If you don’t remember your user ID, click on” Register Now” and fill out the information; it may show your user ID.
3. Enter your information in required fields to validate your identity.
4. If you are creating an account, once you've logged in, you will be prompted to create a personalized username.
5. Follow the instructions to consent for electronic delivery. This consent will only apply to the current W-2 year.
6. View, download, or print a copy of your W-2 anytime or import your W-2 information directly to your tax prep software.

(Note: enter your personal email address & phone, not your former H‑E‑B info). Your home address will be the address you had on file when working with H‑E‑B.) )

If you have forgotten your password –

1. Click on "Forgot your Password"
2. Enter information in all required fields (To safely recover your information, you will be prompted to answer questions and enter your personal email & phone number.)
3. Select where you would like your one-time passcode to be sent (this option may vary by user – select only one: Email or Phone.)
4. Check your email or phone text for one-time passcode
5. Enter one-time passcode

Helpful Tips:

• First-time users will be sent a One-Time Passcode via email or text to cell phone number provided. Passcodes are sent in real time, so please enter it immediately into the application without exiting the login session or closing the browser.

• If we are unable to send you a One-Time Passcode via email or text you may be sent a One-Time Passcode in the mail. You will have 12 days from the date of mailing to receive the passcode and enter it into the system.

• If you are having trouble receiving the One‑Time Passcode, please call the H‑E‑B Partner Service Center at (210) 938‑7555 or 1 (800) 597‑0653, Monday – Friday, 8AM – 5PM.

How do I request a W-2?

• IF you elected to receive an electronic copy of your W‑2 AND your last day with H‑E‑B was on or after January 15, 2026, you may request a W‑2 reprint by completing the W-2 Reprint Request form. Fax the completed form to (210) 938-4797 or email Imaging.services@heb.com.
• NOTE: Unfortunately, we cannot fax or email copies of your W-2. Reprint requests will not be accepted before 02/02/2026.

New Tax Provision: Tips & Overtime

Effective 2025 through 2028, you may be able to reduce your taxable income under the One Big Beautiful Bill Act (OBBBA) by deducting qualified tips and overtime (defined as the “half” portion of “time-and-a-half” compensation), up to the limits defined by the law. This deduction is available whether you itemize or take the standard deduction. You will find this information in Box 14 on your Form W-2:

• OBBBTT – Qualified Overtime
• OBBBTP – Qualified Tips

Need a copy of your last paystub?

• Submit a letter in writing to the Pay & Ben Admin, requesting a copy of the last check stub. The following information is required in order to process this copy:

1. Full Name
2. Pay ending date of the check
3. Partner ID or SSN
4. Signature
5. Return address (needed to mail copy)

• Send the request via fax to 210-938-4797 or email Imaging.services@heb.com.

1095’s are now available electronically

A Form 1095-C explains the health coverage offered to you during the year. This form is not required to file your taxes, so starting this year, H‑E‑B will no longer be mailing them out. Keep reading to learn more about this form, why it’s no longer being mailed to Partners, and how to access it if you’d like a copy for your records.

What is Form 1095-C?

Form 1095-C is a tax form used to report information to taxpayers and the IRS about minimum essential health insurance coverage. Employers like HEB who provide minimum essential coverage (health insurance that meets basic requirements) must report this coverage to the IRS. If you request proof of your coverage, employers are required to provide it within 30 days.

Note: The Form 1095-C is no longer required for tax filing, and you can complete your taxes without it.

What is changing?

Historically, H‑E‑B has mailed IRS Form 1095-C to all employees eligible for health insurance based on the regulations in the Affordable Care Act (ACA). Beginning this year, H‑E‑B is no longer required to mail these forms. However, if you would still like a copy of your form, please see instructions on how to request it below.

How can you request your Form 1095-C?

If you would like your form electronically:

1. Visit https://www.eyacaforms.com/HEB.
2. Click on “Register as New User.”
3. Complete the form and click “Create New Account.”
4. You will immediately receive a confirmation email from EY ACA Form requiring you to verify your account. Click the link in the email and opt in to e-forms. The confirmation link will expire in 24 hours.
5. If you elect electronic delivery, you will receive an email from EY ACA Form when your form is available to download (within 30 days).

If you would like a hard copy of your form mailed to the current address on file, please contact E&Y via mail, phone, or email:

Mail:

Ernst & Young

Attn: ACA

1201 Elm St., Suite 1200

Dallas, TX 75270

Phone: 855-314-4222

Email: 1095Crequest@ey.com

States with Individual Insurance Mandates, such as CA, NJ, RI & DC Employees living in states with laws that require reporting of health coverage will continue to receive a paper copy of the Form 1095-C for state filing tax purposes. Employees filing taxes in one of these states are encouraged to retain a copy of the form for their state tax records.