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Andrew Pinnock

Can't get PFL 1099G for taxes - husband never had UI account?

I'm tearing my hair out trying to get my husband's 1099G for his Paid Family Leave from 2024! The tax deadline is coming up fast and I'm starting to panic. He took 8 weeks of baby bonding PFL after our daughter was born last June. Now the EDD website says we can only access his 1099G through his UI Online portal, but he's never been on unemployment so he doesn't have a UI account set up! I've emailed EDD THREE separate times over the past month with zero response. Called repeatedly but can't get through to a human. Has anyone else dealt with this? How do you get a 1099G for PFL benefits when the person doesn't have a UI Online account? Our tax preparer is asking for all our documents by next week!

same issue!! my wife got pfl but shes never had unemployment before so no ui acount. we ended up having to declare the income based on the bank deposits bc no 1099g after calling for 3 weeks straight

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Ugh that's what I was afraid of. Did you get any pushback from the IRS about not having the official form? I'm worried about getting audited if we just go by the bank statements.

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Alexis Renard

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Your husband actually can create a UI Online account even if he's never received unemployment benefits. The PFL program runs through the same system. He'll need to: 1. Go to https://edd.ca.gov/en/unemployment/UI_Online/ 2. Click "Register" and follow the steps 3. He'll need his SSN, CA driver's license/ID, and likely the EDD Customer Account Number from any correspondence he received about his PFL claim Once he creates the account and logs in, there should be a section for "Form 1099G" where he can view and download it for prior years. If he's having trouble registering, you might need to call the technical support line not the regular EDD line.

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Thank you! We actually tried that already and that's where we hit a wall. The system keeps saying it can't verify his identity and loops back to the beginning. I think because he's never had any prior EDD claim at all? It's so frustrating.

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Camila Jordan

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Have you tried requesting the 1099G by mail? I know it's old school, but there should be a form you can download, print and mail in to request the 1099G. I think it's DE 1099G Request form or something similar. I had to do this a few years ago when I couldn't access mine electronically. Also, sometimes they don't issue a 1099G if the amount is under a certain threshold - though I think for PFL it's always required because it's taxable income. You should also check if the 1099G might have been issued under your name rather than his if you filed the claim on his behalf.

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I didn't know about the mail request option! I'll look for that form right now. And the benefit was definitely over $5,000 so I know they should have issued one. I filed everything under his name and SSN so it should be under his info.

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Tyler Lefleur

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This happen to me to!! I ended up just filing without it becus the tax guy said just put in the total from the bank and it should match what edd reported to irs anyway. So dumb that they make it this hard!!!

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The 1099G situation is just another example of how broken the EDD system is. I struggled with this EXACT issue last year. Called 57 times in one day. FIFTY SEVEN. Never got through. Meanwhile they expect us to pay taxes on benefits but won't provide the forms we need to do it properly??? I ended up having to go IN PERSON to an EDD office with my husband's ID and a signed letter from him authorizing me to request his information. They printed it for me after making me wait 3 hours. Absolutely ridiculous system. I filed a complaint afterward but of course nothing changed.

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Wow, 57 calls? That's insane but sadly not surprising. I didn't even know you could go to an office in person! Do you remember what documentation they required? I'm willing to do that at this point.

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Max Knight

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Try using Claimyr to get through to EDD on the phone - it worked for me after weeks of failed attempts. You go to claimyr.com and they basically call EDD for you and connect you when they get through to a rep. Saved me hours of redial hell. They have a video showing how it works: https://youtu.be/DOLxZQb92wM?si=6N1iCQ3a8Cdb2Ay5 When I finally got through, the EDD rep told me they could email my 1099G directly since I couldn't access the online portal. Took about 3 business days to receive it after the call.

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Tyler Lefleur

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does this really work? seems to good to be true after all the time i wasted on hold!!

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Max Knight

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It worked for me! I was skeptical too but after trying to call EDD myself for two weeks straight with no luck, I was desperate. They got me through to a rep in about 25 minutes.

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Emma Swift

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Just a thought, but did your husband get any paperwork when his PFL claim was first approved? There should have been a customer account number (CAN) on those documents. That might help him create the UI Online account. Also, does anyone know if PFL and SDI issue separate 1099Gs? My wife had pregnancy disability leave first through SDI then transitioned to baby bonding PFL, and we got two different 1099Gs.

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Alexis Renard

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Yes, SDI and PFL do issue separate 1099Gs even though they're both administered through EDD. This is because they're technically different benefit programs funded through different mechanisms. For the OP's issue, another option is to call the dedicated 1099G phone line: 1-866-401-2849. This line is specifically for 1099G requests and sometimes has shorter wait times than the main EDD numbers. You'll need your husband's Social Security number, total benefit amount (if you know it), and some personal identification information.

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Thank you for that number! I'll try it tomorrow morning. And I've been looking through all his paperwork from when the claim was approved but can't find a customer account number anywhere. Just claim ID numbers for the specific PFL claim.

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Camila Jordan

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Just for your awareness - the 1099G forms report taxable benefits paid in the previous calendar year. So if your husband received PFL benefits in 2024, you won't receive a 1099G until January 2025 for your 2024 taxes (which you'll file in 2025). But if you're looking for a 1099G for benefits received in 2023, then yes, you should have received it by now. Just making sure we're talking about the right tax year!

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Oh, you're right to clarify! I'm talking about benefits he received in 2023 (baby was born May 2023, PFL was June-August 2023). So we definitely should have a 1099G for the 2023 tax year that we're filing now in 2024. Sorry for the confusion!

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just rememberd we actually wrote down the weekly payment amounts from each deposit and added them up. thats how we did it last year. the tax guy said its fine as long as you report all the income

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