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Level 1
June 5, 2019
Question

Tax Year Prior to 2020: What is the 1099-G? and what do I do if i have not received one?

  • June 5, 2019
  • 7 replies
  • 5 views
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7 replies

Level 12
June 5, 2019

While the most common use of a Form 1099-G is to report unemployment compensation, there are also several other types of government payments that can be reported on a Form 1099-G, including state and local tax refunds.  

See the following link for more information on this form What is a 1099-G Form?

Forms are not due until Jan. 31st so it is still possible that you will receive the form.  However, what steps you should take depend on what reason you are expecting a Form 1099-G.  If you received unemployment compensation, then you could likely find this information on your states labor department website.  

If you didn't have a state or local tax refund last year, then you may not receive a Form 1099-G at all.  If you did have a state refund, then you should also have this information in your tax or banking records from last year (it is just the refund amount that you received).  Also, you are only required to actually input this information into TurboTax if you itemized your deductions last year.  If you took the standard deduction, then your state or local tax refund will not be taxable income.

Level 2
March 27, 2020

I didn't get a 1099-G, but I did receive unemployment benefits last year. What do I do in this case?

KrisD15
Level 15
March 28, 2020

You can claim the amount as "Other Income" under wages & Income, but if you didn't get a 1099-G, check with your former employer. It is possible that you and/or your employer paid into a unemployment insurance policy. If that is what paid your unemployment, it would not be taxable. If it was paid by the state, it would be. For some states, you need to go to their website and print off your 1099-G, they no longer mail them. 

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Level 2
February 20, 2020

I did send off my papers and was told to add my 1099G form with my taxes by your company 

Level 2
March 30, 2021

how do we get copy of 1099?

 

Level 15
March 30, 2021

Form 1099-G is used to report government payments you received, most commonly unemployment benefits and state tax refunds.  

 

You may not always receive a 1099-G.  Please see this TurboTax Help article:  How do I report unemployment if I didn't get a 1099-G?

 

@1ringeisenp

Level 2
April 23, 2020

Hello. I haven't been able to proceed with filing my taxes (in order to get stimulus money) nor file for unemployment, without a 1099 that I've never heard of/ been asked for, before.

Never received unemployment or any wages other than from my regular job.

I did receive a "grant" loan called a one shot deal for rent arrears however. I never thought a loan could be taxable income.

Nevertheless - I don't have it. How do I get it? How do I proceed?

Employee Tax Expert
April 24, 2020

It depends.

 

If you know what the source of your income is, you will need to contact the agency who paid you the income.  

 

A Form 1099-G is typically for payments issued for:

  • Taxable grants
  • Unemployment income
  • Paid Family Leave Act income
  • State tax refunds

1099-G source

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Level 2
May 17, 2021

Hi JotikaT2,

 

When I filed my tax return for 2019, I applied all my CA state tax refund to the tax year of 2020. Now as I am filing my 2020 tax return,  I just found that I actually received a 1099-G from CA for 2020. I checked my Turbo Tax before I file my 2020 CA state tax and Turbo tax shows I have a CA state refund in the same amount I applied to the 2020, meaning Turbo tax does recognize I've applied my 2019 return to the 2020. In this case,  do you know why I still received a CA 2020 FORM 1099-G? I look forward to your reply. Thank you!!

 

Richard

Level 2
May 20, 2020

I was out on PFL in 2019 and never received a 1099-G.  I found the total amt I was paid on the EDD website, is this the only information I'd need from a 1099-G form?

 

Thanks in advance

Level 15
May 20, 2020

Under Wages & Income, look for the Unemployment subheading. The Online product mentions "Government benefits on Form 1099-G", but the download software may explicitly reference paid family leave.

 

Click on Start or Update (or Revisit or whatever the button says).

 

Since this section is for both unemployment and paid family leave, follow the screen instructions carefully showing that you had paid family leave.

 

Eventually, you will come to a screen that asks for the name, address, and other information about the EDD. The most difficult thing is to know the "Payer Federal Identification number" for the EDD. If you skip this, this may or may not catch you in the federal review. 

 

So you might go to the EDD website and see if you can download a copy of your 1099-G or otherwise call them and ask about the other fields - amount paid to you, any federal income tax withheld, and so on.

 

Note that the paid family leave will be taxed on the federal return, but is not taxable on the California return, since it was reported on the 1099-G.

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Level 2
January 17, 2021

For the past two years i recieved UI and Disability as well, where it shoud say view for 1099 G it says none issued. On the top portion where all the info for the year should be it says NONE. Theres three years ive had benefits so should I by hand calculate the numbers to get the total amount for this year?

Level 2
March 12, 2021

I received unemployment and did not receive a 1099g form what do I do

 

Level 2
May 1, 2021

This month I received all my 2020 pandemic unemployment payments in a lump sum after a lengthy appeals process so my 1099-G says $0 for last year. I called the Govt for an updated version but they had no answers for me, except that it would probably all be reported on 2021's 1099-G. So do I need to calculate what I should have received for 2020 and file that number? Or do I have to wait and file it all for 2021 (which is not the best outcome for my taxes). Any guidance welcome since the Govt couldn't advise.

KathrynG3
Level 14
May 1, 2021

No, you do not need to calculate what you should have received for 2020 or file that. Yes, you will have to wait and file it all for 2021. The unemployment compensation taxation forgiveness for the first $10,200 does apply to 2021, as well.

 

The IRS requires income to be reported in the year the income was received, which is called the cash basis. The income counts when you actually get the money.

 

For what to expect for 2021 taxes, try using this calculator for a ballpark estimate: Tax Calculator and Refund Estimator 2020-2021 | TurboTax® Official. This could help you make sure you have enough taxes taken out along the way for the rest of 2021.

Level 2
May 8, 2021

Thank you Kathryn for the gift of clear sightedness and communication. Why the government couldn’t suggest that boggles me. I thank you 🙏 

Level 2
December 21, 2021

 what do I do if i have lost the original 1099g Massachusetts pua compensation in a fire how to request replacement for year 2020?? Should I call the IRS or is there either a mailed version or a faster online printable version. Also how much does it cost? I was told to call the IRS at 1-800-829-1040. I hope I do not miss the deadline for the tax credits I believe I only have till December 31st I'm really worried.

     Thank you and happy holidays,

           Sincerely Samantha Paige

 

VolvoGirl
Level 15
December 21, 2021

You have to contact Massachusetts state not the IRS to get another copy of your 1099G.  You might be able to log into the state website to get it.  

 

How to contract your state
https://ttlc.intuit.com/community/state-taxes/help/how-do-i-contact-my-state-department-of-revenue/00/25573