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.

[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.

[AmyC]

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

[jjkalata]

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

[chowwoods]

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.

[johnslaw]

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.

[MichelleLO]

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. 

[airjunkies2]

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.

[EbonyL122824]

@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.

[johnslaw]

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.

[MarilynG1]

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. 

[johnslaw]

I had 4 1099-Rs and apparently entered them all correctly since my return was accepted for federal. Does CA have a higher standard of correctness. If so, what is it?

[ReneeM7122]

No, California doesn't have a higher standard of correctness for e-filing.  There could be a number of reasons why the state rejected your return.  Here is information about 

how to fix a rejected return.  You can also print your return and mail it in.  Here are instructions.

[johnslaw]

The state did not reject our return. The state never got our return because Turbotax refuses to send it.

[TerukoL]

Try deleting the zero in box 14 and leaving the entry blank. However, if this does not resolve your issue, please note the exact message and where you are encountering that message in the program.  We will work with you towards a resolution to file your return accurately. Please click the link to contact TurboTax customer support.

[johnslaw]

Thanks for your suggestion. Following up on it-->

I started up TTax 2020 Premier on  my Windows 10 machine today.

(1) It says "Select the return you want to e-file."

(2) Since I have already filed Federal (received and accepted), I choose "E-file my state return now.

(3) Then it says "To e-file you must also select the federal return"

But since I have already filed federal, it is grayed out.

So at this point I can't get to the other areas of the return that were refusing to recognize. 

I'm thinking that it might be wiser to print the state return while that is still possible.