Confused about DE 5005 form for husband with mixed W2/1099 income - anyone file this before?

Yep thats the labor market something form. its for people who work for themselves. u should be able to download it from the edd website and submit all his 1099 invoices with it.

The form you're referring to is the DE 5005, "Self-Employment and Independent Contractor Supplemental Information." This is absolutely required when filing for disability benefits with mixed income sources like your husband has. The "labor market" reference was probably about the Labor Market Information Documentation. Regarding the unemployment claim, the rep is correct. Even if he hasn't been certifying, if there's an open claim in the system, it can cause complications with a new disability claim. They need to officially close it to prevent any system conflicts. For the DE 5005, you'll need to provide: 1. Proof of self-employment earnings (bank statements showing deposits, 1099 forms if available) 2. A profit/loss statement (can be self-created if needed) 3. Documentation of work dates 4. Any contracts or agreements with clients (if available) I would suggest gathering as much documentation as possible, even if it's not perfectly organized. Bank statements showing deposits from clients are particularly helpful if formal invoices aren't available.

just went through this exact sitaution with my wife in december!!!! the 5005 form is a PAIN THE BUTT. make sure you have dates for everything and we had to submit bank statements for like 6 months so they could see all the deposits. also they kept loosing our paperwork and we had to submit it 3 TIMES

I tried calling EDD about a similar situation last year and spent 4 days trying to get through before giving up. Have you tried using Claimyr? It connects you directly to an EDD agent without the wait. Totally worth it for complicated situations like yours where you need to talk to someone who actually knows about these forms. I used their service at claimyr.com and got connected in about 10 minutes. They have a video showing how it works here: https://youtu.be/1X-mEsLtbmQ?si=1hcSq3KFtCr4oAmd

The form you need is officially called "DE 5005 - Self-Employment/Independent Contractor Supplemental Information." This is required when claiming disability benefits with self-employment income in your base period. Regarding documentation, this is what I recommend from helping many clients through this process: 1. For cash payments: Create a simple spreadsheet showing dates, client names (first names only is fine if that's all you have), and payment amounts. 2. For Venmo/PayPal: Download transaction histories and highlight the relevant payments. 3. Bank statements: Provide 3-6 months showing deposits that align with the work. 4. Tax documents: If he filed quarterly taxes on this income, include those forms. The EDD is used to dealing with gig workers and understands not everyone has formal bookkeeping. They mainly want to verify the income existed and when it was earned. Also, yes, formally closing the UI claim is necessary. When you file the disability claim, there's actually a question that asks if you've received unemployment benefits in the past 12 months.

the EDD is a disaster with these forms..!!! i had to submit my de 5005 FOUR times and they still messed up my benefits. ended up getting $213 less per week than i should have. the system is rigged against self employed people imo

To clarify about closing the unemployment claim - this is an important step. Even if your husband hasn't been certifying, the claim remains "open" in their system for the benefit year (typically 12 months from when he first applied for unemployment). Having an open unemployment claim can create conflicts in their system when you file for disability. You can close it by either: 1. Calling the EDD (which can be difficult) 2. Sending a message through UI Online if he still has access 3. Sometimes the disability claim system will detect the open UI claim and give you an option to close it during the application process For the DE 5005 form, make sure you're using the most current version from the EDD website. They updated it in January 2025 and using an outdated version can cause delays.

Wait, I'm confused. I thought SDI was for W2 employees and PFL was for self-employed? Or am I mixing them up? Does your husband need to file for PFL instead maybe?

when I got laid off in 2024 I had the same issue with mixed income. Make sure he hasn't been getting unemployment at the same time as doing 1099 work without reporting it cuz that's fraud and they will catch it when you file this form. just saying cuz it happened to my brother and he had to repay $6700

I'm dealing with a similar situation right now - my partner had mixed W2/1099 income and we just submitted our DE 5005 last week. A few tips that might help: 1. Don't stress too much about having "perfect" documentation for the 1099 work. I was worried about the same thing, but the EDD rep told me they see this all the time with gig workers and handymen. 2. For Venmo payments, you can actually export your transaction history as a CSV file which makes it easier to organize. Go to Settings > Privacy > Export Data. 3. One thing I wish someone had told me - if your husband did any work through apps like TaskRabbit, Thumbtack, or similar platforms, those companies usually have records you can request that show dates and payment amounts. 4. Make copies of EVERYTHING before you submit. I learned this the hard way from reading other posts here about documents getting lost. The whole process is definitely overwhelming when you're already dealing with an injury, but it sounds like you're on the right track. Hang in there!

I'm so sorry to hear about your husband's injury! I went through something similar with my sister last year when she had mixed income sources. One thing that really helped us was creating a timeline document that showed when she transitioned from W2 to 1099 work - it made the whole situation clearer for the EDD reviewer. A few additional tips: - If your husband has any photos of completed handyman jobs on his phone, those can help establish dates and show the work was actually performed - Text messages negotiating prices or confirming completion dates are also useful supporting documentation - Bank deposit photos (if he ever took pics for his own records) can supplement the bank statements Also, don't let the complexity intimidate you. Yes, the DE 5005 is tedious, but mixed income situations are really common now with the gig economy. The EDD processes these regularly. Focus on being thorough rather than perfect - they're looking for good faith effort to document everything, not professional bookkeeping. Wishing your husband a speedy recovery and hoping the claim process goes smoothly for you both!

I'm new to this community but wanted to share what worked for me when I filed my DE 5005 earlier this year. My situation was pretty similar - mixed W2 and 1099 income with lots of informal cash work. The key thing that helped me was organizing everything chronologically first. I made a simple month-by-month breakdown showing all income sources during the base period, then gathered supporting docs for each month. This made it much easier to spot gaps and figure out what additional documentation I needed. For the informal handyman work, I actually reached out to some of the clients (the ones I still had contact info for) and asked if they could send me a quick text or email confirming the work dates and amounts. Most people were happy to help, and having even a few client confirmations really strengthened my documentation. One more thing - when you submit everything, include a cover letter explaining the situation briefly. Something like "Mixed income due to layoff in June, transitioned to self-employment." The reviewers appreciate context and it can help them understand why your documentation might look different from a typical W2-only case. Hope this helps and wishing your husband a quick recovery!

I just wanted to add something that might help with organizing all this documentation - when I went through a similar situation with my mom's disability claim last year, we found it really helpful to create a simple folder system (both physical and digital copies). We made separate folders for: - W2 documentation (pay stubs, tax forms, etc.) - 1099 documentation (invoices, bank deposits, client communications) - Medical records related to the disability - EDD correspondence and forms This made it so much easier when they asked for additional documentation later in the process (which they did twice!). Also, I'd recommend scanning everything to PDF before submitting - that way if anything gets lost, you can quickly resend without having to recreate documents. One last tip: if your husband has any regular clients he worked for multiple times, those relationships can be really valuable for documentation since they show consistent income patterns rather than just one-off jobs. Really hoping everything works out smoothly for you both. Dealing with bureaucracy while managing a serious injury is incredibly stressful, but it sounds like you're being thorough and organized which will definitely help your case.

I'm new to this community but going through something very similar right now with my brother who got injured on a construction job. Reading through all these responses has been incredibly helpful! A few things I learned from our experience so far that might help: 1. When gathering bank statements, don't just focus on the deposits - also highlight any withdrawals that show business expenses (gas, tools, materials). This can help establish that the income was truly from self-employment work. 2. If your husband used any ride-share apps like Uber/Lyft or delivery apps between jobs, those earnings count as 1099 income too and should be included on the DE 5005. 3. We discovered that our local EDD office has walk-in hours on Wednesdays from 8-11am where you can get help reviewing your forms before submitting. Might be worth checking if your local office offers something similar. The injury recovery is hard enough without having to deal with all this paperwork. You're doing an amazing job advocating for your husband. Hopefully the process goes smoothly once you get all the documentation together!

I'm really sorry to hear about your husband's injury - herniated discs are incredibly painful and the paperwork stress on top of that must be overwhelming. I haven't personally dealt with a DE 5005, but I wanted to share something that might help with the documentation challenge. My sister went through a similar situation with mixed income sources last year, and what really saved her was keeping things simple and focusing on what she could prove rather than stressing about what she couldn't. For the cash payments and informal work, she created a basic spreadsheet with columns for: Date, Type of Work, Client (just first names), Payment Method, and Amount. Even when she didn't have perfect records, she included what she could remember and noted "estimated" where appropriate. The EDD seemed to appreciate the honesty and thoroughness. One thing that might help is checking if your husband has any photos in his phone from job sites or completed work - even if they don't have dates, the metadata might help establish timelines. Also, if he used Venmo or PayPal for any payments, those platforms keep pretty detailed records that you can export. The whole system does seem unnecessarily complicated, but from what I've read in this thread, it sounds like you're already gathering the right types of documentation. Hang in there - you're doing great advocating for him during such a difficult time!

I'm new to this community but wanted to jump in because I'm dealing with something very similar right now. My husband was injured in a workplace accident two months ago (back injury) and we're also navigating the DE 5005 form process with mixed W2/1099 income. Reading through all these responses has been incredibly helpful - thank you to everyone who shared their experiences! A couple of things I learned that might add to what's already been shared: 1. If your husband did any work through Facebook Marketplace or Nextdoor (which a lot of handymen use now), those platforms actually keep records of your conversations with clients that can help establish work dates and agreed-upon prices. 2. Our EDD caseworker mentioned that if you're missing documentation for some cash jobs, you can include a sworn statement (affidavit) explaining the work and income. It's not ideal, but it's better than leaving gaps in your timeline. 3. One thing I wish I'd known earlier - when you submit the DE 5005, include a simple one-page summary sheet listing all the documents you're including. It helps the reviewer quickly understand what you've provided and can prevent requests for documentation you've already submitted. The injury recovery process is hard enough without all this bureaucracy. Wishing your husband a speedy recovery and hoping your claim gets processed smoothly!

I'm new here but wanted to share my experience since I just went through this exact process last month. My wife had mixed W2/1099 income and we successfully submitted our DE 5005 after initially feeling completely overwhelmed. A few things that really helped us that I haven't seen mentioned yet: 1. If your husband has an old smartphone or tablet he used for work, check the calendar app - he might have entered client appointments or job reminders that can help establish dates for cash work. 2. We found that creating a simple "income reconstruction worksheet" first really helped. We listed every source of income during the base period (W2 job, unemployment, various 1099 work) in chronological order, then identified what documentation we had for each. 3. For Venmo transactions, you can actually request a more detailed transaction history directly from Venmo support that includes more information than the standard export. Just submit a request through their help center. 4. Don't overlook small details like toll road receipts, parking receipts, or gas station receipts from job locations - these can help corroborate that work actually took place on specific dates. The whole process took us about 6 weeks from submission to approval, and they did ask for one additional document (which we had thanks to keeping copies of everything). The key is being organized and thorough rather than perfect. Wishing your husband a quick recovery - you're doing an amazing job helping him through this difficult time!

I'm new to this community but wanted to reach out because I'm dealing with something very similar right now. My partner was injured in a work accident last month (shoulder injury) and we're also trying to navigate the DE 5005 form with mixed income sources. Reading through all these responses has been incredibly reassuring - when we first heard about this form, it felt like an impossible task, but seeing so many people share their successful experiences and practical tips makes it feel much more manageable. One thing I wanted to add that might help: if your husband used any scheduling or invoicing apps (even simple ones like Square or basic calendar apps), those often have more detailed records than you might expect. We discovered my partner had been using a simple scheduling app that actually tracked client contact info, appointment times, and even notes about payment methods. Also, if he did any work for small businesses, they might have records on their end too. We reached out to a few of the small businesses my partner had done repair work for, and several of them were able to provide simple invoices or payment records from their bookkeeping. The organization tips everyone has shared here are so valuable. We're planning to use the chronological approach and folder system that others mentioned. It's amazing how this community comes together to help each other through these complicated processes. Wishing your husband a smooth recovery and hoping your DE 5005 submission goes smoothly! You're clearly being very thorough and that's going to serve you well in this process.

I'm new to this community and currently going through a very similar situation with my sister who was injured in a slip-and-fall accident at her workplace three weeks ago. She also has mixed W2/1099 income from the base period - worked at a retail job until she was laid off in July, then picked up freelance graphic design work and some tutoring gigs. Reading through all these responses has been incredibly helpful! We were completely lost when we first heard about the DE 5005 form, but now I feel like we have a solid roadmap to follow. A few additional things I learned from our initial research that might help: 1. If your husband did any work through online platforms like Fiverr, Upwork, or even local Facebook groups, those platforms usually have detailed transaction histories you can download that show dates, client interactions, and payment amounts. 2. We discovered that credit union and bank mobile apps often have better search functionality than online banking for finding specific deposits. You can search by amount ranges or date ranges which makes it easier to identify payments from specific clients. 3. Our local SCORE chapter (free business mentoring) actually helped us organize our documentation at no cost. They see a lot of self-employed people and knew exactly how to present income records for government applications. The emotional support aspect is just as important as the practical tips. Dealing with injury recovery while navigating bureaucracy is exhausting, but this community shows that people do get through it successfully. Wishing your husband a speedy recovery and hoping your claim process goes smoothly! You're clearly being incredibly thorough and advocating well for him during this difficult time.

I'm new to this community but wanted to share my experience since I just completed the DE 5005 process successfully two months ago. My situation was almost identical - mixed W2/1099 income with lots of informal handyman work that wasn't perfectly documented. A few things that really saved us that I haven't seen mentioned yet: 1. If your husband has any old work trucks or vehicles he used for jobs, check the maintenance records and gas receipts - these can help establish patterns of work activity during specific time periods. 2. Home Depot/Lowe's receipts from buying materials for jobs can also serve as supporting documentation, especially if you can match dates to specific client work. 3. We found that creating a simple "day-in-the-life" narrative for a typical work week helped the EDD reviewer understand the irregular nature of self-employment income. Just a paragraph explaining how he found clients, performed work, and received payment. 4. Don't forget about any business cards, flyers, or Craigslist ads he might have posted during that time period - these help establish that he was actively marketing his services. The most important thing we learned is that EDD reviewers understand the gig economy reality. They're not expecting Fortune 500 accounting standards from someone doing handyman work to make ends meet after a layoff. Our total processing time was about 7 weeks and we were approved without any issues. The key is showing good faith effort to document everything you can, even if it's not perfect. Hang in there - you're doing everything right and your thoroughness is going to pay off! Wishing your husband a speedy recovery.

I'm new to this community but wanted to reach out because your situation sounds incredibly similar to what my family just went through. My brother-in-law had a serious back injury from a construction accident in December, and we also had to navigate the DE 5005 form with mixed W2/1099 income. Reading through all these responses has been so helpful - this community really knows what they're talking about! I wanted to add a couple things that worked for us that might help: 1. If your husband has any old text message threads with clients (even from months ago), don't delete them! Screenshots of conversations about scheduling work or discussing payment can be really valuable supporting documentation. 2. We discovered that many local hardware stores keep customer purchase histories if your husband had an account or used a credit card regularly. These receipts for job materials helped us establish dates and show legitimate business expenses. 3. One thing our EDD caseworker specifically mentioned - if there are any gaps in documentation, write a brief explanation letter for each gap rather than leaving it blank. Something simple like "Client paid cash, no receipt available" shows you're being thorough and honest. The whole process took us about 8 weeks total, but we were approved and the back-pay covered everything from the injury date. The system really does work, even when the documentation isn't perfect. You're doing an amazing job advocating for your husband during such a difficult time. The fact that you're being so organized and asking the right questions shows you're on the right track. Wishing him a smooth recovery and hoping your claim gets processed quickly!