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Investors & landlords
Some TurboTax Online/Desktop customers have been experiencing an issue when they live in California and have excess SDI deductions. There isn't presently an option to enter the credit in Interview mode.
We’re working to resolve this issue. If you’d like to receive progress updates, please sign up at this help article link.
Taxpayers who file a California return would request the credit for excess SDI on their California return. In a case where you have SDI withheld by a single employer that exceeds the annual limit ($1,601.60 for 2022), you would need to request a refund from the employer. If you don't have a California tax return filing requirement, you would request a refund of Excess SDI through the California EDD. See here for the California EDD refund form.
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