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lacalvillo
Returning Member

File by mail instead of E-file.

why do I have to file by mail if I have a W2 with an amount only for state SDI and no income amount on the form. It says I have to file by mail according to tax code. Can I get around this by adding it to another tax form if the federal and state ID's are the same.  If they do not match how can I file by e-file instead of by mail. 

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1 Reply
KathrynG3
Expert Alumni

File by mail instead of E-file.

Make sure your program is completely up to date. For TurboTax Online, close the program and the browser window. Re-open using Chrome on a Windows 10 PC.

If the federal and state ID's are the same, then it is acceptable to include the SDI on the original W-2 in Box 14 if it is currently listed in Box 19. Please clarify if you do not have the same federal and state ID's. 

  •  While Box 19 is preferred, it is acceptable to move the amount in Box 19 to Box 14. Use Other from the dropdown in Box 14 to report this amount. You can enter CA SDI as the description. See page 74 of the 2021 California Employer's Guide.

CA SDI should never be more than 1.00% of your gross wages.

  • If it is, the employer owes you a refund. Claiming the wrong amount of SDI will cause processing delays. For more information, see: 2020 California Form 540 Booklet which is currently only available online. Do a search for Excess SDI (or VPDI) Worksheet by holding down Ctrl + F to generate a search on the site and entering that exact phrase. It is a simple worksheet.

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