CA SDI tax withheld is greater than max, TurboTax won't let me e-file

Forum|Forum|6 years ago
March 16, 2020
3 replies
0 views

The max SDI that can be withheld supposedly is 1183.71 for 2019. I had two employers last year. One of them (Employer A) entered my CA SDI as $101 more than the max. I've already received a credit on the amount from the other employer, but TT won't let me e-file because this amount from Employer A is more than the max, they say I have to "Fix it" or mail in the return. I'm not sure what I have to do here. Do I have to:

A) Mail in the return instead of e-file because of this discrepancy?

B) Reduce the amount in TT to the max and just accept the $101 I'll never see again?

C) Do "B" but also ask previous Employer A to refund me the $101 (or something else?)

TurboTax Premier Online

Best answer by VolvoGirl

How much is in box 14 on that W2? Yes do your B & C.

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. If one employer took out more you have to get it back from the employer. So enter the max for box 14 on that W2.

Excess CA SDI will be on CA 540 line 74. See 540 Instructions Page 13 line 74

https://www.ftb.ca.gov/forms/2019/2019-540-booklet.pdf

JotikaT2

First, I would recommend that you review your input in the wages section.

TurboTax will calculate the excess withheld and generate the refund for the excess SDI.

Go to Income & Expenses
Go to Wages
Select Edit to the right of each W-2 forms.
Scroll down to box 14. This is where you should have entered your SDI amounts.

CA SDI

If you have entered the amounts in this section for each W-2 Form, you will be able to proceed through the screens to electronically file you return.

CA Excess SDI

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

cmvaughnAuthor

@JotikaT2 thanks for responding. So I have entered the numbers, and they are correct according to my W2. The extra amount from the second employer did already get set up as a refund. But my first employer still reported 101 over the max. Even after checking it three times, it says "you may have selected the incorrect code." Is the code not supposed to be "CA SDI"? Do I need to claim credit for this extra $101 from the first employer separately?

It's also not obvious to me if I can go back and edit my state return deductions if I do have to do this.

VolvoGirlAnswer

Employee

How much is in box 14 on that W2? Yes do your B & C.

Excess CA SDI will be on CA 540 line 74. See 540 Instructions Page 13 line 74

https://www.ftb.ca.gov/forms/2019/2019-540-booklet.pdf

doover25

SOLVED:

I had only 1 employer.

I had excess SDI on my W2, but TurboTax wouldn't let me file.

The fine/bolded print at the bottom of the Excess SDI Worksheet says:

1 employer
you were taxed more than 1% of gross
Then you CANNOT claim excess but need to contact your employer for a refund.

Thus, I blanked Form 540 Line 74 (no zero, but blank) and the error went away and I was able to efile.

jimborollin

Same issue, I can't file. I removed the cents, still won't let me continue.

MonikaK1

Try deleting the W-2 and reentering it.

If that doesn't work, try the steps provided by AmyC earlier in this thread.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"

benderjl

Employee

The problem these people are reporting, just like me, is not that there is a problem with our computers or the calculations, it is that TT is not letting us submit the amount that is actually listed on the W2 when it is over the limit. No, the withholding on line 14 is not supposed to be over the limit but it is anyway, and TT doesn't seem to have a method for dealing with that properly. In my case, it was over by literally one penny, so I just changed the amount. We'll see what happens. I've no idea what to do if the overage is substantive.