JotikaT2
Employee Tax Expert

State tax filing

You would use the amounts reported in Box 1 of your W-2 form that has the Paid Family Leave Act amount.

 

The amount of Paid Family Leave Act income is nontaxable income in California.  

 

However, you would have received a Form 1099-G from the state for the difference between the amount reported on your W-2 and the amount paid to you.

 

You may need to contact the Employment Development Department at 1-866-401-2849 to request a copy of your Form 1099-G.  This is based upon the information you have provided above.  These amounts are not taxable to the state of California but would have been taxable on your federal return.  

 

Form 1099-G link to EDD

 

On your input, I would recommend you verify your input as well.

 

Make sure you check the box for Paid family leave on the screen which asks "Do any of these uncommon situations apply to this W-2?"

 

PFL

 

When you have your final numbers and enter them on the state interview section, you will also see an area to adjust your California amount if needed.  This will pull from your W-2 input in the federal interview section.  You would not adjust this amount should you determine a 1099-G Form was issued to you once you receive a copy of that form.

 

CA adjustment

 

 

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