Hello, my wife received on her 1099 G - Unemployment and Disability in Table A and then, Paid Family Leave in Table B, do I need to combine these totals and report?

[jazzyjt08]

Hello, my wife received on her 1099 G - Unemployment amount and Disability amount in Table A and then, Paid Family Leave in Table B, do I need to combine these totals and report?

I thought disability was exempt. Thank you.

[MichaelDC]

Is this California? What are the boxes used on your 1099-G?

[jazzyjt08]

Sorry this is CA. What do you mean by the boxes? Table A Contains - UI and DI, Table B - Contains PFL. I'm at work but can verify when I get home.

[Lisa995]

You will add those 2 amounts together for the total of unemployment to be included on the return.

[MichaelDC]

Yes, you will combine California EDD benefits as income on your tax return. 

Paid Family Leave benefits in California are paid by (or are channeled through) the California Employment Development Department.  Any formal PFL benefits you received (such as being out on Maternity Leave) are considered taxable income by the IRS, because they consider PFL a type of unemployment compensation.  However, for California state tax purposes, the PFL income is entirely exempt.

[mihhwang]

Will turbo tax be able to differentiate unemployment and PFL? On the webpage, it does not seem to differentiate it.

Thanks

[Lisa995]

If you received unemployment and PFL from the State of CA on a 1099g , both are taxable on the federal and non taxable to CA....there is nothing to differentiate.