I cannot e-file due to a W2 Box 14 issue. Turbo Tax says I entered CA SDI and/or VPDI > $1539.58 but I didn't - I entered SDI $247.70 and VPDI $1330.20. Help?

[VolvoGirl]

It should be ok to enter the max allowed and ask your employer for the difference.  It shouldn't affect your tax return.  

[adrianne23]

When you say use the correct total correct amount, do you mean adjust the Box 14 to meet the max amount of 1601.60 and then contact my employer?

[adrianne23]

Sorry, Combined correct total amount 

[VolvoGirl]

Yes the max of 1601.60.

[elro61]

I had one employer in 2022 and they took out both VPDI ($1601.60) and CASDI ($132.55) from my paycheck. The total of the two exceeds $1601.60, which is the maximum for 2022. When I was ready to  file Turbo Tax Premier Online, I keep getting an error regarding Box 14 and it says I need to correct this before I can file.

I've done a lot of research and found this on the CA FTB website: "If SDI (or VPDI) was withheld from your wages by a single employer, at more than 1.10 percent of your gross wages, you may not claim excess SDI (or VPDI) on your Form 540. Contact the employer for a refund."

I mentioned this to my employer, and asked them to refund the overpayment of $132 to me. They responded saying that  they do not owe me this money and that this is a "known issue" with Turbo Tax and that I should find an alternate way to file my taxes.

Can you please confirm if my employer owes me the refund? They are being very problematic with this. Not only am I owed $132 to me, but I also can't file online.

I'm still battling with my employer, but I would like to file. Can I simply delete the "CASDI ($132.55)" from the W2 entry on Turbo Tax? I am concerned about doing that because then my entries won't  match my W2. Will that be a problem?

Any other suggestions?

Thanks!

[ErnieS0]

Yes, you can delete your CASDI. This will allow you to electronically file. 

This is not a problem for either federal or state. As Tax Champ VolvoGirl said, the max is $1,601.60.

This is not a "known TurboTax issue." TurboTax is following California law. The Franchise Tax Board must sign off on TurboTax software before it will accept any tax returns. If there is an e-filing error, it means the data is not acceptable to FTB.

@elro61 

[elro61]

Thanks so much for replying. I also thought my employer was wrong when they said it was a "known issue" with Turbo Tax. They are just brushing me off.

So who do I need to get my $132 refund from....my employer or the CA EDD?

[BrittanyS]

Per the CA FTB website, "If one of your employers withheld SDI (or VPDI) from your wages at more than 1.10% of your gross wages, you may not claim excess SDI (or VPDI) on Form 540 or Form 540NR. Contact the employer for a refund."

You employer would be the one who would refund the excessive funds.

See the link below for me details:

Help with refunds

@elro61