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Does a W2 with only an amount in box 14 (CA SDI) need to be entered into TT? there are no other boxes populated on this W2. Cannot e-file if this is entered into TT.

This particular W2 is from a class action settlement and the wife received 2 of them for the same settlement. Both have different Employer Federal & State ID's. One has wages on it and the employer name is a bit different as it lists the plaintiff (John Smith, et al. v. Big Corp - c/o So & So Group) while the other one with just the CA SDI does not list the claimant (Big Corp - c/o So & So Group). I asked someone who has been preparing taxes for many years and it was stated that I would not have to report it since there are no wages on it though she has never seen a W2 with only this box 14 (CA SDI) filled out. The amount in box 14 is for only $1.00.

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You are correct that you can't efile with a W-2 containing only Box 14 info.

If the Employer IDs were the same on both W-2s, you could make one W-2 entry and add the Box 14 info to it (which is normally the case).

Just keep it for your records.  The $1.00 would not affect your return.

Here's more info about Box 14:

https://ttlc.intuit.com/replies/3301932

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What if they have 2 different employer ID but box 14 is only for $2.02

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In most cases, you want to enter the Box 14 amounts to be certain the your employer withheld the correct amount and if you itemize, it is included as a state income tax paid.  @mrsanahoward

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I'm a little confused regarding the above answer (I have the exact situation -law suit settlement, only CASDI inbox 14). If you just omit that w2 without income, yes we can now e-file, but can an issue surface by not listing all w-2 forms, even if zero income on one? And if we add at least $1 to the income, which shouldn't really change much as far as our tax liability, it would still be listing something not accurate, which I have an issue with. Isn't the best thing to do is to list that w2 with the zero income, print and mail the return? Believe me, I would LOVE to have a way to just  efile it, which will save money and paper.

Thank you for your time!

 

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Yes, the best way is to print and mail.

 

However, if you omit the W-2 with just CASDI on it, it is unlikely that you will hear from the IRS.

 

The IRS matching program is all about finding unreported income that results in unpaid tax.

 

If the unreported form results in little or no tax, they usually do not send any correspondence.

 

 

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