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Level 1
posted Sep 27, 2020 12:56:21 PM

I received a "Notice of Tax Return Change - Revised Balance" from the Franchise Tax Board of State of California. Has someone seen this same notice ?

I received a notice that the "Excessive State Disability Insurance" amount used for calculation is wrong (off by 56$). I expected turbo tax to take care of this.

0 13 5147
13 Replies
Level 15
Sep 27, 2020 1:03:03 PM

You can put in an accuracy guarantee claim if you think the program made a calculation error ...

Level 15
Sep 27, 2020 1:32:48 PM

What year?  How much is on your CA 540 line 74?  Did you have more than 1 employer?  Check your W2 box 14 or 19 for CA SDI.  Is the total more than the max $1,183.71?

 

Oh, are you married?  If you both have W2s the max is for each spouse separately so don't add them together.  

 

The SDI Withholding Rate for 2019 is 1 percent. The SDI taxable wage limit is $118,371 per employee for calendar year 2019.  The maximum to withhold for each employee is $1,183.71.

Level 15
Sep 27, 2020 3:44:35 PM

If you are married make sure you properly indicated which W-2 belonged to the correct spouse ... if you put to many on one person then that could be causing the issue and that is a data entry error by the user and not the program's error.  Review that carefully since it could affect the federal return as well and they have not sent a notice yet ... look at the 1040 Schedule 3 line 11 ... do you have an amount on that line ?

Level 1
Sep 28, 2020 9:42:34 AM

Yes, the W-2s are matched correctly to the right people.

Level 15
Sep 28, 2020 9:45:05 AM

Does your W2 show one person paid more than the max?  Send the state copies of your W2s showing it.  Maybe they didn't get the copy from an employer.

Level 1
Sep 28, 2020 9:56:16 AM

Yes My W-2s have paid more than the max allowed amount.

Not applicable
Sep 28, 2020 9:59:08 AM

if you do not understand the notice or it does not explain what the FTB changed call them. There will be a number on the notice.  

Level 15
Sep 28, 2020 10:15:22 AM

Agreed ... call the number on the notice and ask them to explain why they made the change ... until you do you are just hunting for an answer/response in the dark. 

Level 15
Sep 28, 2020 10:27:14 AM

By the way, you never said if your return is right or wrong.  Is the excess SDI on line 74 the right amount?   Is the state right or wrong?  

Level 1
Sep 28, 2020 10:39:12 AM

Return looks right, calling them up (looks like they missed a W-2).

Level 1
Sep 28, 2020 10:39:45 AM

Calling them to clarify.

Level 1
Sep 28, 2020 10:40:17 AM

thanks for all the responses, very helpful!

Level 15
Sep 28, 2020 10:44:02 AM

Missing a W-2 is not surprising ... calling should fix things ... you may need to just mail them a copy of the missing W-2 form.