1. California does not refund incorrectly withheld SDI on the tax return unless it it the specific situation where there are two employers and the amount withheld exceeded the annual maximum. You will have to contact her employer to request the SDI refund.
2, You do not claim a refund for incorrectly withheld SDI on your tax return UNLESS there were two employers and the combined SDI exceeded the maximum.
3. Directly from the CA 540 NR Instructions: (2022 540NR Booklet | FTB.ca.gov)
Line 84 – Excess California SDI (or VPDI) Withheld
You may be entitled to claim a credit for excess State Disability Insurance (SDI) or Voluntary Plan Disability Insurance (VPDI) if you meet all of the following conditions:
You had two or more California employers during 2022.
You received more than $145,600 in gross wages from California sources.
The amounts of SDI (or VPDI) withheld appear on your federal Form(s) W-2. Be sure to attach your federal Form(s) W-2 to your Form 540NR.
If SDI (or VPDI) was withheld from your wages by a single employer, at a rate of more than 1.10 percent of your gross wages, you may not claim excess SDI (or VPDI) on your Form 540NR. Contact the employer for a refund.
4. Since you do not claim a refund for incorrectly withheld SDI on your tax return UNLESS there were two employers and the combined SDI exceeded the maximum, you do not need to amend. You will have to contact the employer for a refund.
@Mj94
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