MonikaK1
Expert Alumni

Investors & landlords

The issue with the excess SDI credit has been fixed very recently, which is why the signup link is no longer active. Users who reported the issue at the link were sent the following email on April 7th:

 

"There’s an update on the TurboTax help article you’re following: "[California Excess SDI]".

We’re happy to inform you that we’ve updated TurboTax and resolved the issue you experienced

If you’re using TurboTax Online, it’s been updated automatically. Just sign in and you can continue working.

If you’re using the TurboTax CD/Download Software, download and install the latest update. You can do this through the prompt when you launch the software or by following these instructions."

 

If you had excess SDI withheld by a single employer, the credit doesn't apply and you would need to request a refund from the employer. The SDI taxable wage limit is $145,600 per employee for the calendar year 2022.  The maximum to withhold for each employee is $1,601.60.  

 

If you are seeing an error message that the amount exceeds the limit, you can just enter the limit in Box 14 of the W-2, and request a refund from the employer.

 

See this California FTB webpage for more information.

 

If you had two employers, and the amount both withheld together came to more than the limit, then you may get a credit for the excess. See the discussion in this thread for more information.

 

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