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Level 2
posted Apr 15, 2023 3:32:19 PM

Modifying Excess State Disability Insurance after filing

Hi, I am using the 2022 desktop version.  I filed my CA taxes and then got a notice from the state that the calculation of my excess SDI is incorrect.  Turbtax calculates this automatically.  How do I overwrite it with the correct SDI number?  I tried to go in forms view but it is not editable. 

 

thank you

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1 Replies
Expert Alumni
Apr 18, 2023 11:43:36 AM

According to the California Employment Development Department (EDD), The SDI withholding rate for 2022 was 1.1 percent. The taxable wage limit was $145,600 for each employee per calendar year. The maximum to withhold for each employee was $1,601.60.

 

If your W-2 shows SDI withholding greater than the maximum for 2022 from a single employer, then you would need to contact the employer for a refund of any excess withheld and enter the maximum allowable withholding.

 

If you have W-2's from multiple employers that together withheld more than the maximum, you may be eligible for a credit. See the discussion in this thread for more information.

 

An issue has been reported regarding the calculation of the excess SDI credit for California. If you received a notice from California and would like the calculation accuracy investigated, you can file a claim. See this help article for more information.