topic 1099-MISC for CA PFL in State tax filing

1099-MISC for CA PFL

rkong79 — Thu, 06 Feb 2020 19:06:24 GMT

I received a 1099-MISC from a third party insurer related to paid family leave I took in 2019. In CA, PFL is not taxed at the state level. However, when I input the 1099-MISC, I am paying state income tax on that amount. The third party insurer have clarified that they don’t provide 1099-G since they are not a government agency. How do I go about submitting this amount from the 1099-MISC without being taxed state income?

Re: 1099-MISC for CA PFL

KurtL1 — Thu, 06 Feb 2020 23:48:46 GMT

Even though the Paid Family leave was reported on a 1099-MIsc form you can still use the California Schedule CA (540) to enter the adjustment.

Per the 2108 Instructions for Schedule CA (540) you would enter on line 19, column B the amount of PFL payments shown in column A.

No forms or instructions are showing available for 2019

Re: 1099-MISC for CA PFL

metzman7115 — Fri, 07 Feb 2020 04:09:44 GMT

Same question but for NY PFL. Obviously the California Schedule won't apply to me. When I enter in the 1099-MISC section under wages and income it then treats it as if I own a business. During the smart check I get errors because it wants to know information for the profit or loss from the business that doesn't exist.

Re: 1099-MISC for CA PFL

KrisD15 — Fri, 07 Feb 2020 20:35:04 GMT

Correct, you will not report it as self-employment.

Click Federal. Click Wages & Income tab

Scroll down to "Other Common Income" and Click Start or in your case Edit if you already entered the 1099-MISC

Enter the 1099-MISC exactly as printed, and then Continue.

Enter paid family leave

Select None of these apply, then Continue.

Select No, it didn’t involve work….. and Continue.

Select ONLY the tax year for which this specific 1099-MISC was issued. Do not select the year that you received the 1099. Select the year for which the 1099-MISC was issued. Select no other year. Then Continue.

Select No, it didn’t involve an intent to earn money, then Continue.

Select NO, then Continue.

Re: 1099-MISC for CA PFL

MHWiz — Sat, 21 Mar 2020 06:10:51 GMT

Does TurboTax have a separate topic for entering PFL in CA return or I just need to enter it as ordinary adjustment?

Re: 1099-MISC for CA PFL

rkong79 — Sat, 21 Mar 2020 15:48:28 GMT

I followed the advice of KurtL1 and it worked. It's part of the CA state adjustments portion. Entered the description (e.g. CA PFL) and the amount received. TurboTax made the correct adjustment to the state tax.

Re: 1099-MISC for CA PFL

Ahuff75 — Fri, 17 Apr 2020 00:44:31 GMT

Did anyone in NYS get a resolution that actually worked?

Re: 1099-MISC for CA PFL

Ahuff75 — Fri, 17 Apr 2020 00:45:40 GMT

@metzman7115 did the advice above work for you?

Re: 1099-MISC for CA PFL

MUSTANGSally89 — Tue, 25 Feb 2025 00:36:15 GMT

Hi! this didn't work for me - also the last "no" prompt didn't exist. are these still the right steps? it's still taking the PFL amount as taxable for state

Re: 1099-MISC for CA PFL

DianeW777 — Tue, 25 Feb 2025 19:47:43 GMT

The subtraction adjustment is made on the California (CA) return using Schedule CA-540. If you have completed your CA return and did not enter an adjustment you can make this adjustment by selecting 'Other Adjustments to Income' under Miscellaneous (because it was not part of your W-2 wages).

Enter your description - Paid Family Leave > Enter your amount in the 'Subtraction' column

For the federal return you should enter as follows.

TurboTax Online/Mobile > Search 1099misc > click See more > click the highlighted 1099-MISC
TurboTax Desktop > Search > 1099-MISC > Click the Jump to.. link
Enter the 1099-MISC exactly as printed, and then Continue
Enter Paid Family Leave
Select None of these apply, then Continue
Select No, it didn’t involve work….. and Continue to 'How often did you get income for Paid Family Leave?'
Select ONLY the tax year for which this specific 1099-MISC was issued.
Do not select the year that you received the 1099. Select the year for which the 1099-MISC was issued. Select no other year.
Select No, it didn’t involve an intent to earn money, then Continue
Select NO, then Continue
Click the DONE button >

This will complete the entry and you can continue to work on your tax return.

@MUSTANGSally89