How do I answer questions when entering 1099-MISC for Oregon Paid Leave Program

Forum|Forum|2 years ago
January 31, 2024
19 replies
212 views

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TurboTax Deluxe Online

AnnetteB6

Employee Tax Expert

To clarify so that someone will be able to help you, can you share what questions you are seeing on the screen that you need help to understand? Also, are you seeing these questions as you work through the Federal return or the Oregon return?

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1dkschwinn

Level 2

Business name and code number can not find it on the 1099MSC? Where is it?

Cynthiad66

Alumni - Intuit

You may be reporting it and it is coming up as a business for you. This has to reported as other income.

Payments received from Oregon Paid Leave Program is taxable as other income.

The paid leave qualifies as unearned income. To report the 1099-MISC follow the steps below:

Open TurboTax.
"Pick up where I left off."
Federal > Wages & Income > " Less Common Income" > Miscellaneous Income, 1099-A 1099-C > Start or Revisit.
"Other reportable income" > Revisit.
On the screen below, select "Yes."

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MoMoneyMoMoneyMoMoney

Level 2

@AmyC and @DianeW777

You both helped me crack the code on the Oregon Paid Leave last year, thank you again.

Now this year TurboTax wants to declare the Tax refund I received from Oregon as income which doesn’t seem right to me since it wasn’t fully taxable when it was withheld.

The Paid Leave was the only income I received from Oregon that year so the tax refund was Paid Leave income that they over withheld and then returned to me when I filed.

I used the Standard Deduction in 2025 on my Federal Taxes, so the tax was not used in that way.

I am a Washington resident, so I do not have any other State income tax to be concerned with.

Any guidance you can provide would be greatly appreciated.

ziggy29

Level 2

I have a similar question about the paid leave. My spouse received benefits this year as a course of recovering from a surgery. I’m being told that only 40% of the income we received from OPL should be taxable since we paid 60% of the cost for it, and we did not itemize. And I’m really not sure how this should be entered or offset from the total reported on the 1099. Based on the above, I need to enter “other taxable income” equal to negative 60% of the total paid amount paid by Oregon Paid Leave -- for example, if they paid $5,000 and reported $5,000 on the 1099, I would enter -$3,000 as an adjustment for the benefit portion attributable to employee contributions to the program? (Hoping that entering a negative amount there isn’t an audit trigger.)