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April 4, 2024
Question

Excess SDI requirement for CA. Electronic submission blocked

  • April 4, 2024
  • 1 reply
  • 0 views

I am trying to e-file my CA state return and getting a final error message that I need to include a non-zero amount under excess SDI.  I am retired and have NO W-2s as I am not employed by anyone. My income is derived from pensions, Social security and some annuities. I did have CA state tax withheld from some of those.  Why won't Turbo-tax just let me indicate 0 for excess SDI as it is irrelevant if it only applies to employed people?  

    1 reply

    April 4, 2024

    Your question is reasonable - someone with no W-2s should not have the opportunity for excess SDIs.

     

    Are you using the Online product or the desktop product?

     

    Is this error message from the CA e-file system or from TurboTax? Is there an error code?

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    April 4, 2024

    It is coming from the "final check" process in TurboTax prior to e-filing of the CA return. Actually I dont know that either federal OR state return has actually been submitted.  All I know is that it won't let me proceed anything to completion. 

    April 4, 2024

    No error code, just recycles me back to the excess SDI portion of the return, requesting that I change the 0 value to something but 0 IS the correct value in my case.