BillM223
Expert Alumni

State tax filing

In reading your previous post, I assumed that Sedgwik was the payer of the PFL for your employer. I would encourage you to call your employers and ask them who the PFL insurance company is/are  (Lincoln Financial? Sedgwik? Somebody else? Your employer's HR should know).

 

If, however, you actually work for Lincoln Financial or Sedgwik, and the W-2 is for your employment, then you should ignore these W-2s for adding the Box 1 amounts. NOTE: What is called "Paid Family Leave" that is actually paid by your employer and so appears on your employee W-2 does NOT count as PFL under CA law that is excluded from CA state income, so do NOT add this in to the box on that screen.

 

"How do we know by looking at the W2 that I need to check the "Paid Family Leave" checkbox for the W2 ?" - You don't, ask your employer.

 

"Box 14" - Entries are put by your employer into box 14 to tell you something. We don't know what that something is. Again, ask your employer.

 

"1. Should I check the "paid family leave" checkbox for these 3 W2s since I and my wife were on paternity/maternity? " - No, check it ONLY for the W-2s that your employers identify as PFL FROM THE EMPLOYER'S INSURANCE COMPANY.

 

"2. If we do check the box then what amount to enter in the Paid Family Leave for California Box" - As noted above, the amount to enter in the PFL box in the California interview is the sum of the qualifying PFL from your employer's insurance company. You have to ask your employer.

 

"3. Or should I import these 3 W2s as regular W2 and file my taxes assuming our insurance companies did all the PFL adjustments which generating the W2" NO!!!!!. Do your homework and sit down with your employer(s) and ask them which W-2s were from the insurance companies.

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