Tax Question!

Hey moms! I'm hoping someone here can answer my question because finding the answer online has been very confusing.
Last year I took my maternity leave in June. I used CA state SDI for my leave, and then I used Paid Family Leave benefits. I have my W-2 already, but do I need to wait for a paper/form for the benefit payments I received?

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It may be on your W-2,
however It could be one or the other

depending How your employer reported it

So you should ask your employer “do they have any more income paperwork for you? Just so you can make sure you’re reporting all your income for the year”

My leave wasn't paid for by my employer. It was California state Short-term Disability Insurance benefits

I know in NYS they’re going to send me a second form for the PFL benefits that I need to pay taxes on.

Following

I have submitted what the state provides that shows how much I received during my leave each time I went on leave.

I suggest waiting to get it or submitting what you have and once you receive it you can submit to your tax preparer.

I typically submit all my stuff as I get it into their portal and they let me know what I’m missing once it’s time to file.

When I started my small business I had a lot of tax questions and online was no help. I just called the IRS directly and they were very nice and helpful.

I am in nj and the form I needed for my taxes was in the online portal where I filed the claim. They didn’t mail me anything

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