I took Paid Family Leave (Maternity Leave) in 2016. My company paid for my leave 100% for 12 weeks. I did not get an additional tax form.

[amandamaccormick]

If I took Paid Leave  but did not get a special form for it, do I still have to check to box to enter the additional form?

[Kat · Accepted solution]

You should receive some type of tax document from either your company, or perhaps a third-party payer, that reflects this income.  It may be that it just hasn't arrived in the mail yet. I wouldn't file until I had that document, as well as any other documents you're expecting.

Your Human Resources department should be able to advise you on what to expect.

[amandamaccormick]

I just spoke with HR and she said she's never heard of anyone getting an additional form for paid leave. Not sure what to do at this point...

[Kat]

@amandamaccormick Really?  Do you recall if taxes were withheld from your payments?  Was your extra paid leave included in your original W-2 from the company?  I'll run this by some of the other SuperUsers and see if someone has any input.  I'll get back with you.  And congratulations on your new baby!

[amandamaccormick]

@Kat thanks! There weren't any "extra" payments. It was just my paycheck, which had the normal amount of taxes taken from it.

[Kat]

Great!  Then you've already covered the income when you enter your W-2 into the TurboTax program.  You should be all set!

[TerryA]

Which state are we referring to here? California has special rules about PFL, for instance.

[amandamaccormick]

Thanks! I'm in Michigan.

[Kat]

Thanks for your input, @TurboTaxTerry.

[alfred-a]

Hello, I live in California and this topic sort of applied to me.  I rec'd 100% pay for my PFL with our newborn son born in 2018. I noticed as I was doing my TurboTax this year that checking "Took Paid Family Leave" increased my CA refund by thousands of dollars.  

[Kat]

@TurboTaxTerry ?