I didn't receive a w-2 for my short term disability

[Alismama10]

I received short term disability last year for maternity leave but I haven't gotten a w2 for it. How do I put that info into my taxes?

[HelenaC · Accepted solution]

Per IRS website. http://www.irs.gov/publications/p15a/ar02.html#en_US_2014_publink1000169582 : "A Form W-2 must be prepared even if all of the sick pay is nontaxable (see Box 12 below). All Forms W-2 must be given to the employees by January 31." 

Whether the payments are taxable depends on how and when they are paid. If all or a portion is taxable, the taxable portion will be reported on your W-2 that is issued by your employer, or reported on a Form W-2 issued by the insurer. 

If you receive a W-2 for a third party sick pay, with no amount in box 1 for wages and the income is reported in box 12 with code of J: Non-taxable sick pay is not subject to taxation. It does not need to be reported on your income taxes. Your employer was required to generate a W2 with the figure, which is why you received it. So basically you do not need to file this return, per IRS.

If you and your employer share the cost of a disability plan, you are only liable for taxes on the amount received due to payments made by your employer. 

1.     If you pay the entire cost of a sickness or injury plan with after-tax money, you do not need to report any payments you receive under the plan as income.

2.     If your employer pays half the cost of premiums and does not deduct these payments from your pay, then you most likely must report half the payments received as income.

3.     Reimbursement of medical costs you’ve paid for after the plan was established are not taxable, but may reduce the amount of your medical costs deduction.

See the following TurboTax article for additional information:  Are Short Term Disability Claim Payments ... - TurboTax - Intuit

Related information:

• Is disability income taxable?

[amicone2742]

I received my W2 for 2019, and my employer did not include the disability benefits in the taxable income.   

On my last paystub, half of the benefits were listed as 3rd party disability payments and half were listed as non-taxable.   How do I report these benefits on my tax return?

[ThomasM125]

The disability benefits may be reported on a statement issued by the insurer. You should ask your employer who the insurer is and you can contact them and ask for the tax statement.

[Pimpka58]

Are my short term Disability payments reported on my employers W-2? I didn't receive one from Disability.

[DaveF1006]

Please read this post reported by HelenaC. "Whether the payments are taxable depends on how and when they are paid. If all or a portion is taxable, the taxable portion will be reported on your W-2 that is issued by your employer, or reported on a Form W-2 issued by the insurer. 

If you receive a W-2 for a third party sick pay, with no amount in box 1 for wages and the income is reported in box 12 with code of J: Non-taxable sick pay is not subject to taxation. It does not need to be reported on your income taxes. Your employer was required to generate a W2 with the figure, which is why you received it. So basically you do not need to file this return, per IRS.

If you and your employer share the cost of a disability plan, you are only liable for taxes on the amount received due to payments made by your employer. 

1.     If you pay the entire cost of a sickness or injury plan with after-tax money, you do not need to report any payments you receive under the plan as income.

2.     If your employer pays half the cost of premiums and does not deduct these payments from your pay, then you most likely must report half the payments received as income.

3.     Reimbursement of medical costs you’ve paid for after the plan was established are not taxable, but may reduce the amount of your medical costs deduction".

Let us know if this helps.

@Pimpka58