Paid Family Leave (PFL) Income in California

Forum|Forum|6 years ago
February 7, 2020
3 replies
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Hello,

My wife and I had a baby in 2019. My employer provided paid paternity leave so I was paid normally through my paycheck with NO third party insurance payments as well. When inputting my W2 I checked the box saying part of my income was for PPL.

My wife's employer did not pay for her leave but instead she used sick, PTO, floating holiday and vacation hours to augment insurance benefit. This is because the insurance company paid only a percentage of her normal salary. She has received a W-2 showing the income from the third party insurance company. When inputting this W-2 we also checked the box saying part of this income was for PPL.

We assume we have done everything correct up until this point.

Now what do we input as the amount in the "Paid Family Leave (PFL) Income in California" part in the state return section? Is it just the third party insurance's amount stated on the W2? Does my employer, who paid 100%, have an additional amount I should enter?

Thanks in advance.

Best answer by JotikaT2

You would enter the amount listed on your W-2 for PFL on this screen unless you received a separate 1099-G Form.

PFL California input

If you received a 1099-G for your Paid Family Leave, you do not need to change anything on the state input page.

That information would be entered as instructed in the following link and would correctly pull into the state return from your input in the Federal section.

Paid Family Leave income input

JotikaT2Answer

You would enter the amount listed on your W-2 for PFL on this screen unless you received a separate 1099-G Form.

PFL California input

If you received a 1099-G for your Paid Family Leave, you do not need to change anything on the state input page.

That information would be entered as instructed in the following link and would correctly pull into the state return from your input in the Federal section.

Paid Family Leave income input

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Mark1987Author

Thanks for that clarification. We will go ahead and input the amount stated on the W2 from her employers third part insurance.

Do we need to take any other steps since she used her PTO/vacation days to help pay a portion of her salary while she was on leave?

JotikaT2

No, those amounts should be included on her W-2 as wages.

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at1421

I have a follow up question on this. I received a 1099-G form and entered it on my income section. When I got to the state PFL section there was an amount in the box but it is not what I received nor an amount on my 1009-G or my W2. Do I just leave it blank or do I input the amount that is on my 1099-G?

FangxiaL

On Form 1099-G, Box 1 shows the amount of paid family leave or unemployment compensation, and if there is any amount in other boxes, you should enter the amount reported on the form.

@at1421

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JLP____

Similar to @at1421, I also have a 1099-G for PFL and the amount automatically copied over to the state return from federal did not match the amount I entered from the 1099-G. Is that a software glitch/error?

Mark1987Author

I received a 1099G from the state as well as a W-2 from the employer's insurance provider. Which number should I enter into this field?

- Box 1 from 1099G

- Box 1 from employers insurance provider W2 form???

I am assuming it's the latter but want to make sure.

MAK70

If it is the same payment (voluntary plan), either one will work- but be mindful to check if there was any withholding and make sure you indicate that it was PFL on the W2 so you do not get taxed for California state taxes.

@Mark1987

Mark1987Author

There was no federal withholding on the W2 from the insurance company. Just social security and medicare tax was withheld. The W2's Box 13 is checked as "Third-party sick pay"

The 1099G and the W2 have drastically different amounts that impact the amount of refund I were to receive.

@MAK70