LenaH
Employee Tax Expert

After you file

Per the FAQ for 2023 situations not covered, TurboTax specifically addresses this and states a W-2 with agent reporting that contains the words 'Agent For' in Box C and the agency is: Acting as an agent for two or more employers or is an employer and is acting as an agent for another employer is not a situation covered by TurboTax. 

 

Form 843 is a federal form and will not get you a refund of California SDI. There is a California form for this, which is the Claim for Refund of Excess California State Disability Insurance Deductions. However, this is only for taxpayers who do not have to file a California state return. The instructions state that if you are required to file a return, then claim the excess on your return. 

 

Since California rejected that claim for you on your return, it is suggested you call the EDD’s Excess State Disability Insurance Unit at 1-916-654-8333 for more information on your particular situation.  

 

@rpmm 

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