Hello, I'm trying to file a California return electronically and it is stuck on form 540 Line 74 - Excess SDI. I've entered the amount, checked W-2, etc. But it is stuck.

Do you have more than 1 W2?  CA SDI is in either box 14 or 19.  If it is in box 19 then move it to box 14.  How much is it?  The max is 1% of your wages up to $1,149.67.  How much is it over?  Try leaving off the cents.  If it's giving you line 74 for excess then you entered more than 1 W2.  

Only 1 W2. On the California Excess SDI Worksheet, it won't calculate if I put A=No, B=No, C=Yes. Total is 781 with no cents.

Why are you in the Excess SDI worksheet?  Just delete it from Forms Mode.  Is 781 more than 1% of your wages on the W2?  

10% of wages in box one would be 696

Sorry, I meant 1%

I am retired I don't have SDI  nor do I have a W2 form

Understand you are retired with no "SDI" or "W2" income.  What is your question that may be able to assist you with?  Are you trying to file a return for a stimulus payment.  If no other income but Social Security then you do not need to file a tax return.  

Cannot delete the worksheet since line 74 is part of Form 540, the California Income tax form

My income is SS plus retirement from my past company and RMD so all I have are 1099 forms; no W2 . Cannot complete my electronic transfer because I seem to be stuck on this entry

I am experiencing same thing. It will not file the return and keeps saying there is an issue on Form 540 Line 74. I have one W2 so I put in 0 but its still highlighted pink amd keeps going back to it as an error ?

I'm having the same problem. I have one W2. I'vefollowed all the other instructions given here and still get this error and the system won't allow me to efile until it's resolved! 

Same issue for me. Box 14 showed as "SDI" and I changed it to "CA SDI" and after that it transmitted.

I have tried all of the solutions provided and none are working.  I am filing for 2020.  I have one employer (PEO), but I was employed by 2 different companies that used the same PEO.  No matter what I alter, It still shows 1,229 on line 1 and 1a.  The only way is to override.

Help?

It would be helpful to have a TurboTax ".tax2020" file that is experiencing this issue. 

You can send us a “diagnostic” file that has your “numbers” but not your personal information.  If you would like to do this, here are the instructions: 

Go to the black panel on the left side of your program and select Tax Tools. 

1. Then select Tools below Tax Tools. 
2. A window will pop up which says Tools Center.  
3. On this screen, select Share my file with Agent. 
4. You will see a message explaining what the diagnostic copy is.  Click okay through this screen and then you will get a Token number. 
5. Reply to this thread with your Token number. This will allow us to open a copy of your return without seeing any personal information.  

We will then be able to see exactly what you are seeing and we can determine what exactly is going on in your return and provide you with a resolution. 

 @malukaly2005 

That would be good; however, I do not see a Tax Tools option.  I do not have a black panel on the left of my app.  There is a black strip across the top with File | Edit | View | Tools | Online | Help.  Tools does not have a Tax Tools option.

The app does not have all the same features as the program. Log out of the app and go to www.turbotax.com and log in to the program instead.

CA will not begin accepting returns until the IRS has accepted your return. The IRS does not begin accepting returns until February 12.

@malukaly2005

If your amount is $0.00 try to leave the box blank. We went through the customer service and it fixed it.

I had the same problem.  If you hover on the excess SDI line on the form 540 form that you are trying to put zero in and it is red, then a magnifying glass opens a worksheet for excess SDI. 

I filled it out for both my husband and I.  We do not have 2 employers! But, it would only let me by pass it and get to a zero on the worksheet for excess SDI, until I put 2 employers on it!  Then, it allowed me to enter my SDI from our W2 for TP (tax payer), SP (spouse) and get to the zero on the bottom line.  The red 0 turned blue on the 540 form. Finally, filed my taxes.

I'm having this same problem in 2021. I cannot file until they fix this bug or tell us  how to kill the worksheet that it erroneously thinks it needs. I haven't had a W2 in years.

Thank you for sharing this information.  We apologize for the experience you are having. We are looking into this and hope to have a resolution soon. 

This glitch doesn't seem to be associated to the online Turbo, but rather the CD version.  It will not transmit the return.  I have one employer with CA SDI, no excess SDI.  The form will not accept zero on CA 540, line 74.

@airjunkies2 Thank you for sharing this information. It is our desire to find a resolution for you and others that might be having a similar experience in the program soon.

I tried filing again today after seeing that CA had an update.  Again no success, with two areas holding out against filing.  540 line 12, State Wages from W2. There is an additional holdout for a value of Excess SDI on line 74. I have never heard of SDI and couldn't have such an entry. I should finally add that when I filed with the Federal more than a week ago, the return was received and accepted in less than an hour. So the CA code is definitely the factor here.

Enter your 1099-R forms exactly as they are issued.

The follow-up questions after you enter your 1099-R ask any additional questions that TurboTax has regarding your entries.

If you can be more specific about the issue you are having, we will try to help.

Click this link for more info on How to Enter a 1099-R.