How to Opt In?

If you qualify to receive W2G forms you will receive in app notifications and emails prior to the start of Tax Season to Opt In to digital download by visiting this page. If in the app or on our website please go to the Settings section and the W2G Section. All individuals who qualify to receive W2G forms will have until the 10th of January to choose to Opt In. By opting-in you will no longer receive W2G in the mail. Users who opted in, but want to Opt Out will have to reach out to Customer Service by January 10th or else will stay opted in and receive a digital download only.

The journey is as follows: My Account >> My Account >> Settings >> W-2G Tax Form >> Opt-In >> "Save"