Question

Retired and no W-2 but Turbo Tax won’t file CA return because of excess SDI

Forum|Forum|2 years ago
August 15, 2023
1 reply
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TurboTax PC version 2022 wants an entry for excess CA SDI. It will not file return without it. I am retired and have no job or W-2. Phone support says it’s a bug and sent me on my way. Any ideas are appreciated

evelynm

Hi Rex - congratulations on your retirement - can you check to see if you received a 1099G? If you have your 1099R in a different screen it may be asking about CA SDI - lot's of boxes to be on the look out for.

A workaround to try Rex: Although you have no W-2s but TT on its own entered "0" on line 74, triggering error message and not allowing you to e-file CA return. Go into TurboTax and delete the "0" generated by TT on Line 74, and leaving that line blank should fix the error.

Have an amazing day. Evelyn M (CPA 20+ years)I would love a thumbs up :) + Mark the post that answers your question by clicking on "Mark as Best Answer"

R

Rex JAuthor

Thank you Evelyn. After searching a PDF copy of my CA return, I did find that line 74 had a ZERO for SDI. Now the question is , where do I go to delete the 0? I’m using the CD version of TT. I could not find any way to access any forms as all data was entered when prompted by TT.

rex

evelynm

Hi Rex - may be easiest to delete CA return and re-start the return.

Delete California return, reinstall California return.

Have an amazing day. Evelyn M (CPA 20+ years)I would love a thumbs up :) + Mark the post that answers your question by clicking on "Mark as Best Answer"