Get your taxes done using TurboTax

Problem #1: Per my previous post, my wife (the IHSS Provider) received a 2023 W-2 with her mother (the IHSS Recipient) listed as the Employer and "0.00" in ALL the boxes (except box 14, which shows a small amount of CA-SDI).  So "enter your box 3 wages in box 1" changes nothing, as it's just shuffling the same "0.00" figure around...

 

Problem #2: Shuffling "0.00" around won't solve the problem of "0.00 in box 1 means no way to way to e-File".

 

"Don't include such a W-2 in your return" doesn't seem to be valid advice.  My wife still received IHSS Provider payments and she needs to report that (tax-exempt) income somewhere, no?  And as far as I can tell, that can only be recorded in the TurboTax W-2 form (after selecting the uncommon situation "Nontaxable Medicaid waiver payments that qualify as difficulty of care payments").

 

(There's also the issue of potential excess SDI payments.  This W-2 does show CA-SDI payments and those figures should be tracked in aggregate, in case a refund is due -- though TurboTax apparently doesn't handle such refund claims.)