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September 27, 2020
Question

I received a "Notice of Tax Return Change - Revised Balance" from the Franchise Tax Board of State of California. Has someone seen this same notice ?

  • September 27, 2020
  • 3 replies
  • 0 views
I received a notice that the "Excessive State Disability Insurance" amount used for calculation is wrong (off by 56$). I expected turbo tax to take care of this.

3 replies

Critter-3
September 27, 2020

You can put in an accuracy guarantee claim if you think the program made a calculation error ...

VolvoGirl
Employee
September 27, 2020

What year?  How much is on your CA 540 line 74?  Did you have more than 1 employer?  Check your W2 box 14 or 19 for CA SDI.  Is the total more than the max $1,183.71?

 

Oh, are you married?  If you both have W2s the max is for each spouse separately so don't add them together.  

 

The SDI Withholding Rate for 2019 is 1 percent. The SDI taxable wage limit is $118,371 per employee for calendar year 2019.  The maximum to withhold for each employee is $1,183.71.

Critter-3
September 27, 2020

If you are married make sure you properly indicated which W-2 belonged to the correct spouse ... if you put to many on one person then that could be causing the issue and that is a data entry error by the user and not the program's error.  Review that carefully since it could affect the federal return as well and they have not sent a notice yet ... look at the 1040 Schedule 3 line 11 ... do you have an amount on that line ?

adityatsAuthor
September 28, 2020

Yes, the W-2s are matched correctly to the right people.

adityatsAuthor
September 28, 2020

thanks for all the responses, very helpful!