Question

Paid Family Leave (PFL) Income in California - Still very confused

Forum|Forum|3 years ago
March 12, 2023
1 reply
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Got a W-2 and selected the box that says Paid family leave - I earned all or part of this income as paid family leave. While preparing my California State return, there is a question that says Paid Family Leave (PFL) Income in California. The value brought was from my W-2 Box 1 wages which I know it is wrong.

I received a 1099-G form and there is value on Box 1 which I think should be the amount I would inform under 'PFL Income Received from Insurance Company', but it says "Also, don't include PFL income reported on a 1099-G".

I'm very confused and can't find any suitable answers here in the community. Lots of people having the same questions.

Does any of the Turbotax Tax Experts know?!

M

MAK70

Can you clarify if the income on your W2 was paid family leave through an insurance company? In general, in California, your employer can pay into the state Paid Family Leave (in which case it would be reported on the 1099-G) or a private insurer (short-term disability insurance and family leave, known as a Voluntary Plan- which is reported on your W2. The screen above does not want the 1099-G amount because TurboTax is programmed to recognize and subtract it from California income. When it is reported on a W-2, it is not always identifiable or combined with regular wages so this screen is asking you to verify amounts reported on a W-2 so that is can be properly subtracted from California income. Paid Family Leave should not be reported on BOTH a W-2 and a 1099-G except in rare cases.

R

rogertnAuthor

My company paid part of my PFL and EDD paid the other part which is what is being reported on 1099-G I believe.

My W-2 has Box 14 Other California State Disability Insurance (CASDI)

M

MAK70

The Box 14 amount is usually the amount of premiums tha were withheld from your pay for the premiums paid to the EDD (California) was 1.1% up to $145,600 ($1,601.60). If the Box 14 amount is 1.1% of your Box 5 amount (up to $1,601.60) it is the premiums paid, not the amount you received for SDI. For Box 14, it is usually labeled STD or 3rd party sick pay. @rogertn