topic Excess SDI in Get your taxes done using TurboTax

Excess SDI

Cesar Trujillo — Tue, 09 Feb 2021 17:51:23 GMT

My W2 does not have anything on line 14 but the program is asking me to put 0 which I did, I also paid the efile fee of 20 dollars for the state of CA, but is keep asking me for correction on that part. can you please help me with this issue or help to refund my 20 Order number is TTDCRTA142513515 Order date Feb 08. I will probably have to send the form by mail if I cannot correct this issue.

VR,

Cesar A Trujillo

Re: Excess SDI

RayW7 — Tue, 09 Feb 2021 18:03:16 GMT

If box 14 is blank, just skip over it. Don't enter a 0 for any blank boxes.

Employers can put just about anything in box 14; it's a catch-all for items that don't have their own dedicated box on the W-2.

In TurboTax, enter the description from your W-2's box 14 on the first field in the row. Enter the dollar amount and select the correct tax category that goes with that description.

If none of the categories apply, scroll to the bottom of the list and choose Other–not on above list. Don’t worry. We'll figure out if it impacts your return or not. If we need more information, we'll ask you.

Re: Excess SDI

Cesar Trujillo — Tue, 09 Feb 2021 18:06:52 GMT

I did skip it but still giving me a error when I try to efile

Re: Excess SDI

Cesar Trujillo — Tue, 09 Feb 2021 18:11:55 GMT

the error I got is "to electronically file this return, you must enter w2 information

(including California and sdi withheld) directly on the form w2; Wage & tax statements included in the federal program"

Re: Excess SDI

JotikaT2 — Tue, 09 Feb 2021 18:55:36 GMT

At this point, I would recommend deleting the W-2 input and re-entering it as follows. This should remove the error and allow you to file your tax return.

Go to the Federal section of the program.
Select Income & Expenses
Select Job (W-2)
Select the little trash can icon to the right of the applicable W-2 entry
You can then proceed to Add a W-2 to reenter your W-2 information again
Proceed to enter your information as prompted

Please comment if you are still receiving error messages.

Re: Excess SDI

doover25 — Tue, 11 May 2021 01:09:26 GMT

SOLVED:

I had only 1 employer.

I had excess SDI on my W2, but TurboTax wouldn't let me file.

The fine/bolded print at the bottom of the Excess SDI Worksheet says:

1 employer
you were taxed more than 1% of gross
Then you CANNOT claim excess but need to contact your employer for a refund.

Thus, I blanked Form 540 Line 74 (no zero, but blank) and the error went away and I was able to efile.

Re: Excess SDI

jshioli — Tue, 09 Apr 2024 04:56:22 GMT

That fixed it for me (I was definitely in a panic!)

Thanks!