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Level 1
posted Mar 5, 2024 2:20:31 PM

California Excess SDI (or VPDI) with held.

I am a California residence. I recieved a letter from State of California Franchise Tax Board saying I own a balance from tax year 2022. 

I filed CA tax form 540NR using Turbotax Desktop download. The balance is related to line 84 - Excess SDI (or VPDI) with held. I worked at two companies during 2022, hence two W2s. Company A paid VPDI $1,601(Max withhold for 2022), and company B paid SDI $1000. When TurboTax calculating line 88 - total payments, this $1000 was included into total payments. Then for line 104 - Tax due, I paid $1000 less to State of California. 

However, it seems like State of California Franchise Tax Board doesn't recognize the $1000 Excess SDI with held, and asking me to pay the $1000 + penalty + interest.

Any suggestions?

0 2 1486
2 Replies
Expert Alumni
Mar 6, 2024 1:00:32 PM

I agree that the total disability insurance payment due for the year is not more than the $1,601 that you paid, so you would be due a refund of the additional $1,000 paid in. I suggest you write a letter in response to the tax due letter you received and explain what happened and include any documentary information that would be helpful in explaining your position. CA EDD information

 

Level 1
Mar 7, 2024 10:26:04 PM

Thank you very much for your response. Do you have an example of such a letter to explain my situation? I'll include both of my W2s in the letter, I was wondering what else is needed.