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!