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Gabriel Freeman

Do I report employer bonus checks on EDD SDI bi-weekly certification?

My boyfriend has been on SDI since November 2024 after having back surgery. His previous employer just sent him a surprise bonus check for $1,800 for work he did completely BEFORE he went on disability. This was totally unexpected and we're confused about how to handle it with EDD. Does he need to report this as 'income' on his bi-weekly SDI certification form? It's not technically wages earned while on disability but I don't want him to get flagged for not reporting income. Anyone dealt with bonuses while on disability before? I'm worried about him getting in trouble or having his benefits reduced. Thanks for any advice!

Bonuses earned for work BEFORE disability started don't count as wages for SDI certification purposes. Your boyfriend only needs to report income actually earned during the certification period (like if he worked part-time while on disability). Since this bonus was for work completed before his disability began, he doesn't need to report it. The key question on the certification asks if you received any wages during that specific certification period - this is asking about active work performed, not delayed payments from previous work.

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Thank you so much! That makes sense. I was so worried about him getting in trouble if we handled it wrong. Just to double check - even though he physically received the check during this certification period, since it was for work done before disability, we leave that question blank (or select 'no')??

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When I was on disability last year my work sent me my annual bonus and my accountant said not to report it since it was for past work. Nothing bad happened with my claim.

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Just be careful with this advice. It really depends on when the bonus was earned vs. when it was paid. I nearly got in trouble with EDD because my situation was different - my bonus was partially for time I worked while on disability. The rules can be confusing!

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I would report everything to be safe!!!! EDD can check with employers and they WILL find out he got money. Better safe than sorrry and deal with overpayment later. That happen to my cousin and they made him pay back like $2,500 because he didnt report some money.

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There's an important distinction to make here. The SDI certification form specifically asks about wages earned during the certification period, not about money received. Since the bonus was for work performed before disability began, it doesn't count as wages earned during disability. Reporting income that doesn't need to be reported can actually cause more complications with claim processing.

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Have you tried calling EDD to ask? That's probably the safest bet for getting an accurate answer specific to your situation. It took me FOREVER to get through when I had a question about my pregnancy disability claim last month - kept getting disconnected after waiting for hours. So frustrating!

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The EDD phone system is a nightmare! I finally used Claimyr (claimyr.com) to get through to an actual SDI agent when I had questions about my back pay. They got me connected with an agent in like 10 minutes when I'd been trying for days on my own. They have a video showing how it works: https://youtu.be/1X-mEsLtbmQ?si=1hcSq3KFtCr4oAmd. Totally worth it for peace of mind on complicated questions like this bonus situation.

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What about taxes tho? Will he have to pay taxes on both the bonus AND the disability pay?

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Yes, both the bonus and SDI benefits are typically considered taxable income for federal purposes (though CA state doesn't tax SDI benefits). But this is separate from the reporting requirement for disability certification. Tax obligations don't change the fact that pre-disability bonuses aren't reportable as wages on the bi-weekly SDI certification.

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I work in payroll and can tell you definitively that bonuses paid for work performed prior to disability do NOT need to be reported on your SDI certifications. The certification form is specifically asking about work performed during the certification period. However, if you want to be extra cautious, your boyfriend can include a note with his certification explaining he received a bonus for work completed before his disability began. This creates a paper trail showing good faith if questions ever arise later.

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That's super helpful, thank you! I didn't even think about adding a note to explain the situation. Is there a specific place on the online certification to add notes like that? Or would he need to call?

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when i was on disability they told me ALL income has to be reported no matter what!!!! the certification form asks if u got ANY income so technically the bonus is income isn't it??

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The SDI certification form specifically asks: "Did you work or earn wages during the period shown above?" This is asking about work performed during the certification period, not money received from past work. A bonus for work completed before disability began doesn't count as wages earned during disability. The question is about current work activity, not about receiving delayed compensation for past work.

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Thanks everyone for the helpful advice! We decided not to report the bonus since it was for work done before disability started. His next certification is due tomorrow so this was perfect timing. It's a relief to know we're handling it correctly!

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Good decision. Just make sure he continues to report any actual work he might do while on disability. Hope his recovery from back surgery goes smoothly!

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I went through something similar when I was on SDI for a knee injury. My employer sent me a performance bonus three months after I went on disability for work I completed the quarter before my surgery. I was terrified about reporting it wrong! After calling EDD (took forever to get through), they confirmed that bonuses for work performed BEFORE the disability period don't need to be reported on certifications. The agent explained that the certification is asking about current work activity during that specific two-week period, not delayed payments from previous employment. Just keep records of when the work was actually performed vs when you received payment in case there are ever questions later. Hope this helps ease your worry!

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This is exactly what we needed to hear! Thank you for sharing your experience and for actually calling EDD to confirm. It's so reassuring to know that an actual EDD agent clarified this situation. We were really stressed about making the wrong choice, but now I feel much more confident. Great tip about keeping records too - I'll make sure we document everything about when the work was performed vs when the bonus was received. Really appreciate you taking the time to share this!

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I had a similar situation when I was on SDI for a shoulder injury. My previous employer sent me a year-end bonus about two months into my disability leave, and I was panicking about whether to report it. After doing some research and talking to other people who had been through this, I learned that the key is WHEN the work was performed, not when you received the payment. Since your boyfriend's bonus was for work completed entirely before his disability began in November, he doesn't need to report it on his SDI certifications. The certification forms are specifically asking about work performed during that certification period. Just make sure to keep documentation showing the bonus was for pre-disability work in case you ever need to provide clarification to EDD later. Hope his recovery is going well!

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Thank you for sharing your experience! It's so helpful to hear from someone who went through the exact same situation. I was really worried we might be making a mistake, but hearing multiple people confirm that it's about WHEN the work was performed rather than when payment was received makes me feel much better. We'll definitely keep all the documentation about the bonus being for pre-disability work. His recovery is going pretty well - he's hoping to get cleared to return to work in a few more weeks. Really appreciate everyone in this community sharing their knowledge!

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I'm dealing with a similar situation right now! My partner is on SDI for a work injury and just received an unexpected commission check from his previous job for sales he made before going on disability. Reading through all these responses has been super helpful - it sounds like the consensus is that since the work was performed before the disability period began, it doesn't need to be reported on the bi-weekly certifications. The key seems to be that EDD is asking about work performed during the certification period, not money received from past work. Thanks to everyone who shared their experiences - it's such a relief to have this community to turn to when navigating these confusing situations!

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I'm so glad this thread has been helpful for you too! It's amazing how these unexpected situations can cause so much stress when you're already dealing with a disability claim. The commission situation sounds very similar to the bonus issue - both are payments for work completed before disability began. From everything I've read here and my own research, you're absolutely right that the key is when the work was actually performed versus when payment was received. It's such a relief to have this community where people share real experiences with EDD's confusing rules. Wishing your partner a smooth recovery and hoping his claim continues without any issues!

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I just wanted to add my experience since I went through something very similar. When I was on SDI for pregnancy disability, my former employer sent me a quarterly bonus about 6 weeks into my leave. I was terrified about reporting it incorrectly! After lots of research and talking to an EDD representative (which took multiple attempts to reach), I learned that the critical factor is the work performance period, not the payment date. Since your boyfriend's bonus was earned through work completed entirely before his November disability start date, it doesn't qualify as "wages earned during the certification period" that EDD asks about. The certification question is specifically designed to capture current work activity while on disability, not delayed compensation from previous employment. I didn't report mine and had no issues throughout my entire claim. Just keep good records showing the bonus was for pre-disability work performance in case you ever need to provide documentation. Hope this helps put your mind at ease!

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Thank you so much for sharing your pregnancy disability experience! It's incredibly reassuring to hear from someone who actually spoke with an EDD representative about this exact situation. I was really worried we might be making the wrong decision, but hearing from multiple people who've been through similar circumstances with bonuses, commissions, and other delayed payments from pre-disability work makes me feel much more confident. Your point about keeping good records is really important too - I'll make sure we document everything clearly showing the bonus was for work completed before his disability began. This community has been such a lifesaver for navigating these confusing EDD rules!

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I'm new to this community and currently navigating SDI for the first time after a recent injury. Reading through everyone's experiences about bonuses and pre-disability payments has been incredibly educational! I had no idea there was such a distinction between when work was performed versus when payment was received. This thread has really helped me understand what to look out for if I receive any unexpected payments from my former employer. It's so valuable to have a community where people share real experiences with EDD's complex rules. Thank you to everyone who took the time to explain their situations - it's making this whole process feel much less overwhelming for those of us who are new to disability benefits!

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Welcome to the community! I'm glad this thread has been helpful for you as someone new to SDI. When I first went on disability, I was completely overwhelmed by all the rules and requirements - it's such a relief to find a supportive community where people share their real experiences. The distinction between work performance dates and payment dates is definitely one of those things that's not immediately obvious but becomes really important when these situations come up. Best of luck with your recovery and your claim! Don't hesitate to ask questions - this community has been amazing at helping each other navigate the confusing world of EDD benefits.

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I'm dealing with a very similar situation right now! My husband has been on SDI since December for a herniated disc, and his previous employer just sent him an unexpected year-end bonus of $2,200 for performance metrics he achieved back in October (before his injury). Reading through all these responses has been such a huge relief - we were so stressed about whether to report it or not! It sounds like the clear consensus is that since the work was completed entirely before his disability period began, we don't need to report it on his certifications. The key insight that really helped me understand is that EDD is asking about work PERFORMED during the certification period, not money RECEIVED during that time. We're going to follow everyone's advice about keeping detailed records showing the bonus was for pre-disability work, just in case we ever need to provide documentation later. Thank you to this entire community for sharing your experiences - it's made navigating this confusing situation so much less stressful!

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I'm so glad you found this thread helpful! Your husband's situation with the year-end bonus for October performance sounds exactly like what everyone else has described. It's really stressful when these unexpected payments show up while you're already dealing with a disability claim. The community here has done such a great job explaining that distinction between work performed vs. payment received - it really is the key to understanding how EDD views these situations. Keeping those detailed records is definitely smart. Wishing your husband a smooth recovery from his herniated disc! This community has been a lifesaver for so many of us navigating these confusing EDD rules.

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I'm currently on SDI for a work-related shoulder injury and this thread has been incredibly helpful! I had a similar concern last month when my former employer sent me a profit-sharing bonus that was calculated based on the company's performance from earlier in the year, well before I went on disability. I was so worried about reporting it incorrectly that I actually lost sleep over it! After reading everyone's experiences here and doing additional research, I decided not to report it since the "work" that earned the bonus (contributing to company profits) happened before my disability period. My certification went through without any issues. The key point that everyone has made about EDD asking about work PERFORMED during the certification period (not payments received) really cleared things up for me. It's such a relief to have this community where people share real experiences instead of just guessing about these complex rules. Hope your boyfriend's recovery continues to go well!

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Your profit-sharing situation is a perfect example of why this community is so valuable! It's amazing how many different types of pre-disability payments people receive - bonuses, commissions, profit-sharing - but they all follow the same principle. I completely understand losing sleep over these decisions when you're already stressed about being on disability. The fact that your certification went through without issues after not reporting the profit-sharing payment is really reassuring for others in similar situations. It's such a relief when the real-world experiences shared here confirm what the rules actually mean in practice. This thread has become like a comprehensive guide for anyone dealing with unexpected payments while on SDI!

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I'm new to this community and currently going through my first SDI claim for a back injury. This entire thread has been absolutely invaluable! I had no idea about the distinction between when work is performed versus when payment is received - it's such an important concept that isn't clearly explained anywhere in the EDD materials. Reading everyone's real experiences with bonuses, commissions, and profit-sharing has given me so much confidence about how to handle these situations if they come up during my claim. It's incredible how supportive and knowledgeable this community is. Thank you to everyone who shared their stories and advice - you're helping so many of us navigate these confusing waters with much less stress and anxiety!

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Welcome to the community, Julia! I'm so glad this thread has been helpful for you during your first SDI experience. You're absolutely right that this distinction between work performance dates and payment dates isn't clearly explained in any of the official EDD materials - it's one of those things you only learn through real experience or communities like this. When I first went on disability, I felt completely lost trying to understand all these nuances. The collective knowledge shared here has been a game-changer for so many of us. Wishing you a smooth recovery from your back injury and hoping your claim process goes smoothly! Don't hesitate to ask questions if anything comes up - this community is always here to help.

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I just went through this exact situation a few months ago! My partner was on SDI for a wrist injury and received a surprise holiday bonus from his previous employer for work he completed back in September, well before his disability started in November. I was panicking about whether to report it because I didn't want any issues with his claim. After calling EDD multiple times (and finally getting through to someone who actually knew what they were talking about), the agent confirmed that bonuses for work performed before the disability period don't need to be reported on the bi-weekly certifications. She explained that the certification question is specifically asking about wages earned through work performed DURING that two-week certification period - not delayed payments from past employment. We didn't report it and his entire claim processed without any problems. The key is keeping good documentation showing when the work was actually performed versus when payment was received, just in case you ever need to clarify the situation later. Hope this helps ease your worry - sounds like you're handling it exactly right by not reporting it!

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Thank you so much for sharing your experience with the holiday bonus situation! It's incredibly reassuring to hear that you actually got through to an EDD agent who confirmed this and that your partner's claim processed smoothly. The way you explained how the agent clarified that the certification is asking about work performed DURING the certification period really drives home the key point. I was still having some lingering anxiety about our decision, but hearing that you went through the exact same situation with a pre-disability bonus and had no issues makes me feel so much more confident. Your advice about keeping documentation is spot on too - we've made sure to save everything showing the bonus was for work completed before November. This community has been such a lifesaver for navigating these confusing EDD rules!

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I'm currently on SDI for a rotator cuff injury and this thread has been incredibly helpful! Just last week I received an unexpected referral bonus from my previous employer for a client I brought in back in August (months before I went on disability in January). I was completely stressed about whether to report it since I'd never dealt with anything like this before. Reading through everyone's experiences here has made it so clear that the key factor is WHEN the work was performed, not when you receive payment. Since my referral work happened well before my disability period, I won't be reporting it on my certifications. It's amazing how this community breaks down these confusing EDD rules in ways that actually make sense! Thank you to everyone who shared their real-world experiences - it's made what felt like an impossible decision much more straightforward.

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