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New Member
posted Jan 22, 2023 8:57:58 AM

Does Turbotax handle Form DE 1964, or how to handle CA SDI refund when NOT due to multi-employer situation

My payroll service paid California SDI on wages from my S-Corp to myself for 2022. These wages should have been exempt from SDI due to Sole Shareholder/Corporate Officer Exclusion (Statement DE 459). Is there a way in TurboTax (I am using TT Home and Business, desktop) to claim a refund for this?

 

I see from other questions that Turbotax will automatically calculate the relevant SDI refund for overpaid SDI due to multi-employer situation, but there is only one employer here. 

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1 Replies
Expert Alumni
Jan 24, 2023 4:18:46 PM

TurboTax does not support Form DE 1964 because it is not an income tax form. It is a claim for refund of excess California state disability insurance deductions to be filed with the Employment Development Department.