Hey guys, it's Ginny Silver with the California
Edd Unemployment Update I'm going to go over
some of the major developments over the last
week with the California Edd regarding Pua, work
history, verification, documentation, get unemployment tax forms, and
several other issues.
First, this video is sponsored
by Pershing Square Law Firm.
Pershing Square Law Firm is California's first and
the only law firm dedicated to Edd law.
They represent clients in appealing any kind of
adverse decision made by the Edd, whether it
is a denial of benefits overpayments procedural or
computational issues with your claim.
They represent claimants undergoing
any of these issues.
In the eight years they have been in
business, they have maintained an A Plus rating
and accreditation from the Better Business Bureau.
They offer a flat rate fee and
do not operate on percentages, so claimants
keep almost all of their benefits Pershing
Square Law Firm understands that their clients are
undergoing financial hardship and therefore their pricing is
intended to be very accessible to most people,
even those undergoing such financial hardship.
Lastly, they offer a complimentary consultation and anyone
facing legal issues with the Edd can call
into pushing Square Law Firm and receive helpful
information and get questions answered directly from an
attorney through a free consultation.
Click on the link in the video description
in order to contact Perching Square Law Firm.
First, let's talk about unemployment benefits and
tax time for 2021 income taxes.
If you received any form of unemployment benefits
in tax year 2021, you will be required
to report that on your income taxes.
The 1099 G is the tax form that the Edd uses
to record exactly how much money in benefits you received, the
type of benefits in any taxes that you already had withheld
California Edd has until the end of January 2022 to issue
you your 1099 G for tax year 2021.
Once this tax form has been issued to you, claimants
will be able to access the 1099 G by clicking
on the Payments tab at the top of their UI
online account and then clicking on the 1099 G link.
The 1099 G may appear blank if the Edd has not yet
issued yours, so please keep in mind that the Edd has until
the end of the month of January to get this issued.
Many individuals who have signed up for paper notifications
will also receive a paper copy mailed to them.
There are two very important things to note
with regards to income taxes and unemployment benefits.
The first is that there is no tax forgiveness
for tax year 2021 for tax year 2020.
You may recall that we had the first
$10,200 worth of your unemployment benefits removed from
your AGI and untaxed on the federal level.
This is not the case for tax year 2021
and all unemployment benefits are taxable in the state
of California on the federal level only.
Which brings me to my next point that any
boost to unemployment those additional federal funds on top
of your regular benefits are also taxable.
Now, many individuals may have chosen to have
income taxes withheld from their weekly benefits if
you had your income taxes withheld.
Please note that this applied only to your weekly benefit
award amount and not to the federal boost amount.
So any additional boosted income that you had those
$300 weekly boost has not had any taxes withheld.
This means that at tax time, you will be required
to pay taxes on any federal boost that you collected
over the 2021 year as the Edd was not able
to withhold income taxes from that federal amount.
Next, let's talk about PUA
work history verification documentation.
For those of you that received this notice
in UI Online or saw this link appear
in your UI online dashboard, you were required
to submit verification of whatever you claimed was
your work history prior to being unemployed.
I have several videos that explain the
exact requirements and show the process linked
in the video description down below.
Now, for those of you that have submitted
your work history verification documents, many of you
still have not heard back yet, including myself.
So if you are still awaiting feedback
from the Edd on that submitted documentation,
you most certainly are not alone.
Now, many individuals have heard back and
the Edd has denied their documentation stating
that it did not fulfill the requirement.
In many cases, this has been found to be
an error on the part of the Edd.
Before you file that appeal, please make sure that
you call into Customer Service right away and ask
to speak to a tier two representative.
In many cases, the tier Two representative can identify
that yes, you did submit proper documentation and they
can overturn that decision right there on the phone.
In other cases, they are not able to do
so and you then must file an appeal and
submit additional documentation and go through the appeals process
in order to overturn the decision.
For any individuals that are undergoing the appeals process,
I want you to contact Pershing Square Law Firm
in order to obtain a complimentary consultation from them
so that they can give you some advice from
an attorney over the phone and perhaps answer a
few of your questions.
Their information is linked in the video description.
Now, the Edd has provided additional information
regarding what they will and won't accept.
When it comes to documentation.
There should have been something that the Edd
provided upfront in advance when they first put
out this requirement and request for information.
However, now they are getting very specific with
what they will and will not accept and
they have updated their website information and have
some additional information in their news release.
The EDG goes on to state that
another common reason for denial has been
when submitted bank statements or business information
lacks any direct connection to the claimant.
For example, claimants who submitted bank business
account statements in a business name should
also submit documentation showing the claimant's full
name and their relationship to the business.
If you operate your business under a fictitious business
name and your bank statements reflect that fictitious business
name only, then the Edd has no way to
tie that business to you and your Edd account.
Ways to prove that your legal name is tied to
your business are going to be to provide your fictitious
business name statement, also known as your DBA or your
Business License Statement or your Seller's Permit.
Additionally, tax return documentation will also
show both your fictitious business name
as well as your legal name.
Now, if you do not have any of those statements
available, then you'll need to go into your bank's information
and see if you are able to pull up any
sort of personal details on your account that show your
actual first and last name being associated with the account.
Details with the bank.
Edd's website now specifies that form 1099 are acceptable, which
I had confirmed over email and shared in a video
with you, but now it is present online.
Additionally, they get very specific with the tax
documentation and lists several different ways that you
can submit forms within your tax return without
submitting the entire return itself.
The Edd then goes on to state that if your tax
return or 1099 are for the same year your claim began,
you must provide additional supporting documents to prove that you are
self employed before the start of your claim.
This is a big reason why many
of you are being rejected after submitting
those tax documents showing that selfemployed income.
This was not something that was
ever noted by the Edd before.
So for those of you that are submitting a tax
document that is within the year that the Edd is
requesting, this is the reason why some of them are
getting denied because the Edd will want to see the
tax return prior to your claim start date.
Now, for those of you who are submitting contracts
or agreements between your customers or clients, the Edd
has added the following requirements that those contracts clearly
identify the claimant or the claimant's business, that those
contracts identify the clients, and that those contracts describe
the terms of the contract and specify the time,
amount and manner of payment because there are a
lot of additional specific requirements from the Edd with
regards to contracts and agreements.
Next, the Edd has added additional
requirements regarding letters offering employment.
For those of you submitting a job
offer letter, the Edd now States that
these offer letters must be written offer.
The Edd now States that these must be a written
offer from the employer, they must show the employer's name
and contact information, they must have a scheduled or proposed
start date, they must have position information, and they must
show the location to which the claimant was scheduled to
report on the first day of work.
Okay you guys, please let me know
in the comments down below the status
of your Pua work history verification documentation.