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How is CA SDI input so that the excess amount flows to line 74 of form 540?

Forum|Forum|6 years ago
March 1, 2020
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ProConnect Tax Online

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Best answer by George4Tacks

I am using ProConnect Online not Lacerte. So far, no post has answered my question.

Be careful that each W-2 is properly recorded to either taxpayer or spouse. For each W-2 enter the SDI or VPDI in the boxes shown in the image. The program will add them all up and apply any excess over the maximum SDI to line 74 of the 540.

Intuit Community Champion

Intuit Community Champion

Entering 2 or more W2s for the same person with total SDI between the 2 exceeding the limit, should flow any excess over to the correct line of the return.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

Level 15

The Ca website isn't working today, but I searched the web for you (don't forget these functions) and found this:

https://ttlc.intuit.com/community/state-taxes/discussion/what-is-the-ca-sdi-deduction-on-my-w-2/00/31166

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Level 15

If the excess is from ONE employer, it won't "flow over".

The excess will have to be refunded by the employer that made the mistake.

And the limit is per person, so make sure you have the W-2's coded correctly to taxpayer/spouse if applicable.

HumanKind... Be Both

townsendtaxesAuthor

Level 2

Yes, (3) separate W-2s to taxpayer all coded correctly.

I have tried inputting SDI into W-2 input boxes 14 Other, 19 and 15. Excess SDI does not flow through from any of those inputs.

There is an override for excess SDI - but if used, you cannot e-file the CA return.

Level 15

It works for Lacerte...and it sounds as if you are inputting the info correctly.

Paging our PTO guru @itonewbie

HumanKind... Be Both