KathrynG3
Expert Alumni

State tax filing

Do not adjust or add to the forms as received. Simply report the forms as received, your W-2, and her two W-2's. This should capture all reportable details for the federal and state returns in TurboTax.

 

You are correct that Paid Family Leave may be reported on a W-2 (from the insurance company) or on Form 1099-G from the State of California. Since you did not receive Form 1099-G, do not enter anything in the 1099-G Paid Family Leave section of TurboTax regarding Paid Family Leave.

 

See the link below for specifics about completing the State interview. TurboTax will guide you through the necessary reporting requirements.

 

For more information, see: 

Fact Sheet: California Paid pdf edd fact sheet pfl Family Leave (DE 8714CF) Rev. 21 (12-20)

What do I need to know about Paid Family Leave (PFL) in California?