How to get credit for excess ca sdi

Forum|Forum|7 years ago
June 1, 2019
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TurboTax Premier Online

Employee

When the sum of two or more employers SDI withholding on W-2s entered in TT/federal exceeds $939 then TT/Calif will compute the credit for you.

If more than $939.40 SDI was withheld by one employer then you don't get a credit for that. You can't enter more than that in the W-2 and you must recover the excess withheld from that employer.

C

cpt11gs

Employee

I had a total of $1142 of SDI withheld from two employers as shown on the W2's. When I enter that data into TurboTax, it does not calculate the credit. If I manually enter the credit on the W2, it won't let me e-file. How do I get around this?

T

TerryA

Employee

cpteague - (I have to use an Answer to attach a screenshot)

See the attached screenshot for how TT/Calif expects CA SDI to look like on the federal W-2 worksheet.

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cpt11gs

Employee

That's how mine looks, but I when I go into the excess SDI worksheet, I get a message that says "Based on wage information from your federal return, you have a credit of zero for excess SDI...". I think it's getting confused between gross income and taxable income. I had the max withheld for 401K, and SDI is taken out before that. But evidently TT thinks I didn't make enough to have excess SDI, which is true if you look at only taxable income, but SDI comes out of the gross, so I was passed the SDI income limit.