excess SDI CA

Forum|Forum|5 years ago
March 2, 2021
2 replies
28 views

I enter the SDI withheld from one of my W2s, which is $29
TT will not allow me to enter $29 or $1

Please advice.

TurboTax Home & Biz Windows

JotikaT2

Employee Tax Expert

You will need to make your entries in the step by step section to have it pull into your forms.

Try the following:

Log back into your TurboTax Program.
Select the Federal Taxes tab on the top
Select Wages and Income
Select I'll choose what I work on
Select Wages and Salaries
Select Edit to the right of each W-2 form and confirm your input in box 14 as shown in the sample below.

SDI input

Your input in this section will pull into your state return and the calculation will be done by TurboTax as applicable.

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awaishwi

Level 2

I modify line 14 from CA SDI to SDI & clicked CA SDI on the drop-down menu, and it's still asking me to put something on line 74 on 540 Form. Even if I put 0 or $1 manually for Excess SDI, nothing works. Help, I need to get this fixed so I can file my State return, Intuit already got my $25 payment on my credit card.

KathrynG3

Level 14

It does not appear your program fully updated to the new information on Form W-2. Please be sure to complete the Wages & Income section. Go to the main menu and either under Help or Online, depending on the program level, Check for Updates. Close the program completely after exiting and re-open it before proceeding.

Try to leave Line 74 blank if the amount of your CA SDI does not exceed 1% of Form W-2, Box 1.

FTB 2020 California Form 540 Instructions state excess SDI applies only in the following situation:

Refund of Excess State Disability Insurance (SDI)

If you worked for at least two employers during 2020 who together paid you more than $122,909 in wages, you may qualify for a refund of excess SDI. See instructions for Excess California SDI (or VPDI) Withheld.

drchadd

Level 2

This reply is to a post from 2021. The entry in box 14 is not excess CASDI. It is the amount your employer deducted from your wages. The limit for CASDI is 1601.60. I had an issue with Turbo Tax not calculating excess CASDI or SDI on the Excess SDI worksheet and therefor would not transmit my return electronically. In the worksheet there is an option to right click on the entry for SDI limit and choose "Override" to enter the 1601.60. In my case and in yours the result in the next line is zero. Once I made the correct entries and closed the form the error went away, and I was able to finish the process of filing electronically. I spent an hour and a half on the phone with a TurboTax expert before figuring it out for myself.