Credit for Excess SDI or VPDI Withheld

[mbo10294]

I am using TurboTax desktop version and it says that I have "Credit for Excess SDI or VPDI Withheld" in State Taxes section. After checking FTB.ca.gov:

You may claim this credit only if you meet all of the following:

• You had two or more employers in 2022
• You made more than $145,600 in wages
• SDI (or VPDI) is reported on your Form W-2

I don't think I qualify for this credit as I only had one employer though the latter two criteria are met. I wonder if it's because I have two W-2 forms from the same employer (same employer ID) so the system sees that as two employers. The reason I got two W-2s was because my visa status changed from F-1 visa to permanent residency during the tax year. Called 4 specialists and they couldn't figure this out. Any suggestions? Thanks!

[MonikaK1]

You are correct that you don't qualify for the credit for excess SDI withheld by one employer on your tax return, but only when there are multiple employers. See this thread for a discussion of this topic.

If you received two W-2s from the same employer, same EIN, you should only enter one W-2 for that employer. If one of the W-2s is marked as a Corrected W-2, enter the information from the Corrected form in TurboTax. When you are finished entering the information, a screen appears, "Let's check for uncommon situations". Check the box, "W-2 was corrected by my employer (Form W-2c)" so that the IRS will match the information on your tax return with the correct form.

See this article for more information on Forms W-2.

If the employer didn't issue a Corrected form, and your federal wage info in boxes 1–14 is the same (or blank on one W-2), and the state info in boxes 15–17 (or local info in boxes 18–20) is different, you’ll enter both on the same W-2 screen. Enter all the info from the most complete W-2, then enter the different state and local info from the other W-2.

See this help article for more information.

If you have questions regarding the reason two forms were issued, contact your employer.

[mbo10294]

@MonikaK1 So the two W-2s I received from the same employer have different numbers in boxes 1-17 and neither of them is a corrected form. The two W-2s are for different time period during the tax year. One of the W-2 is for the time I was using F-1 visa and the other one is for the time after I became a permanent resident. Does it still make sense entering one W-2? It seems that my case doesn't apply to any of the cases you mentioned. Thank you.

[MonikaK1]

If you have confirmed that the amounts on both Forms W-2 add up to the correct total for the year, and the employer will not issue a corrected form with the total, then you can add the amounts from both W-2s together and enter them as one in TurboTax. Keep copies of both forms in case you need to respond to a notice from the IRS or a state tax agency.

See this thread for a discussion of a similar topic.