excess CA SDI

Forum|Forum|5 years ago
February 28, 2021
3 replies
0 views

wont let me efile becasue it says i have excess CA SDI which i dont . only had one employer

macuser_22

Alumni - Champ

Are you filing joint and your spouse has a W-2 and you accidentally entered both W-2's for the same spouse?

Or perhaps there is a rounding error - try reducing the amount by $1.00.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

021188Author

Level 2

only one W2. rounded correctly. its on a loop cant file till resolved. glitch in system i think.

SweetieJean

Alumni - Champ

Be sure you didn't mistype the state wages box on the W-2. If you did, it's doing a calculation based on an incorrect wage.

doover25

Level 2

SOLVED:

I also have only 1 employer.

I also had excess, 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 file.

farvour

Level 2

I just encountered this for this year's filing (of 2021 in 2022) where the maximal amount was a penny less than my employer provided (1 employer) W2. I reduced the amount by 1 cent to be the maximum and continued to eFile. I believe as described above it's more of an issue if you itemize. I took standard deduction so I'm not even sure if this number would have mattered to me. In any case, reducing it by one cent made TT happy. If this number had been much greater than a penny I would be concerned that my employer accidentally withheld too much and I'd have to get a refund from them I presume...

richard 122

Level 2

I don't even have a W-2. Retired for years and only 1099s and some interest and dividends. Got "No Error" report for both my fed and CA, and successfully E-filed Fed and Accepted, but TT won't let me e-file CA regardless of how many times I enter -0- on Line 74. Keeps trying to bounce me back to a "Form W-2 Wage and Tax Statements included in the Federal Program," despite having correctly checked the box on TT's Fed program as "didn't receive any W-2's"

So I've already paid TT the fee to file CA electronically, but now I can't, and guess I have to print and file CA by mail. I've never had this glitch in prior years as retiree with no W-2(s), but I see threads in this forum going back several years discussing this, with no effective answer or solution.