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 ?

[adityats]

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.

[Critter-3]

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

• What is the TurboTax 100% Accurate Calculation Guarantee?
• What is the TurboTax Audit Support Guarantee?

[VolvoGirl]

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.

[Critter-3]

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 ?

[adityats]

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

[VolvoGirl]

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.

[adityats]

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

[Anonymous]

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.  

[Critter-3]

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. 

[VolvoGirl]

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?  

[adityats]

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

[adityats]

Calling them to clarify.

[adityats]

thanks for all the responses, very helpful!

[Critter-3]

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.