EDD SDI tax forms for short-term disability after surgery - will I receive a 1099G?

California SDI benefits are not taxable at the federal level, so EDD doesn't issue a 1099-G for disability payments like they do for unemployment. You don't need to report your SDI benefits on your federal tax return. However, if you're in a high income bracket, a portion might be taxable, but that's pretty uncommon. Hope this helps!

What everyone always forgets to mention is that while SDI isn't federally taxable, some STATES do tax disability benefits! Make sure to check your specific state tax laws before assuming you don't need to report it anywhere.

Just to add some clarification: California SDI benefits are NOT subject to federal income tax unless your income exceeds certain thresholds. If your adjusted gross income plus half your Social Security benefits exceeds $25,000 (single) or $32,000 (married filing jointly), then up to 50% of your benefits may be taxable. Above $34,000 (single) or $44,000 (married), up to 85% may be taxable. But for most people with normal income levels, you won't pay any federal tax on SDI and won't receive a tax form. And as mentioned, California state doesn't tax SDI benefits at all. If you're worried about missing documentation, you can always log into your SDI Online account and print a payment history for your records.

when i was on disability for my hip surgery they never sent anything for taxes and my tax guy said dont worry about it

I was on disability for 3 months last year and spent HOURS trying to get through to EDD to ask this exact question! Nobody ever picked up and I left so many messages that never got returned. I finally found out the same info others are sharing here, but it was super stressful. If you need to contact EDD for any other disability questions, I'd recommend using Claimyr (claimyr.com). They got me through to an actual EDD agent in about 20 minutes when I had questions about my extension. They have a video showing how it works: https://youtu.be/1X-mEsLtbmQ?si=1hcSq3KFtCr4oAmd But yeah, for your tax question specifically - no form needed since it's not federally taxable for most people.

MY WIFE GOT DISABILITY AFTER HER SURGERY AND WE WERE TOLD BY EDD THAT STATE DISABILITY INSURANCE BENEFITS ARE *NOT* TAXABLE BY FEDERAL OR STATE!!! The only exception is if you have PFL (Paid Family Leave) which IS taxable by federal but NOT by state. The whole system is completely ridiculous and needlessly complicated!!!!

wait im confused now. i thought all government money was taxed? disability is from the government right?

I just went through this last month! No tax forms for SDI. But make sure you keep track of how much you received anyway. My friend who does taxes told me it's good practice to keep records of all income even if it's not taxable, just in case you ever get audited. Better safe than sorry!

Just wanted to add my experience - I was on SDI for 8 weeks after knee surgery last year and can confirm what others are saying. No tax forms from EDD for disability benefits, and my tax preparer said not to worry about reporting it. The only thing I'd suggest is keeping your benefit payment records from your SDI Online account, just for your own files. It's nice to have documentation showing the dates and amounts in case you ever need it for other purposes (like applying for loans or anything that asks about income history). Recovery went smoothly and the whole SDI process was actually pretty straightforward once I got through the initial paperwork!