Google Groups no longer supports new Usenet posts or subscriptions. Historical content remains viewable.
Dismiss
CA excess SDI not refunded?
897 views
Skip to first unread message
anoop
May 27, 2012, 12:32:51 PM5/27/12
to
I did my taxes for 2011 in Turbo Tax. I had changed employers at the
end of the year, so based on my two W-2's, TT computed an excess CA
SDI/VPDI contribution of $110, which it added to my "expected refund"
from the state. The refund check showed up today, but it does not
include the $110.
Does that get refunded separately or has there been an error in either
Turbo Tax or at the Franchise Tax Board? If the latter, should I hold
off on cashing the check?
Thanks,
Anoop
--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2011) - All rights reserved. >>
<< ------------------------------------------------------- >>
end of the year, so based on my two W-2's, TT computed an excess CA
SDI/VPDI contribution of $110, which it added to my "expected refund"
from the state. The refund check showed up today, but it does not
include the $110.
Does that get refunded separately or has there been an error in either
Turbo Tax or at the Franchise Tax Board? If the latter, should I hold
off on cashing the check?
Thanks,
Anoop
--
<< ------------------------------------------------------- >>
<< The foregoing was not intended or written to be used, >>
<< nor can it used, for the purpose of avoiding penalties >>
<< that may be imposed upon the taxpayer. >>
<< >>
<< The Charter and the Guidelines for submitting posts >>
<< to this newsgroup as well as our anti-spamming policy >>
<< are at www.asktax.org. >>
<< Copyright (2011) - All rights reserved. >>
<< ------------------------------------------------------- >>
Alan
May 27, 2012, 4:27:07 PM5/27/12
to
On 5/27/2012 10:32 AM, anoop wrote:
> I did my taxes for 2011 in Turbo Tax. I had changed employers at the
> end of the year, so based on my two W-2's, TT computed an excess CA
> SDI/VPDI contribution of $110, which it added to my "expected refund"
> from the state. The refund check showed up today, but it does not
> include the $110.
>
> Does that get refunded separately or has there been an error in either
> Turbo Tax or at the Franchise Tax Board? If the latter, should I hold
> off on cashing the check?
>
> Thanks,
> Anoop
>
Excess SDI (Line 74 of the CA 540) gets added to all your other tax
> I did my taxes for 2011 in Turbo Tax. I had changed employers at the
> end of the year, so based on my two W-2's, TT computed an excess CA
> SDI/VPDI contribution of $110, which it added to my "expected refund"
> from the state. The refund check showed up today, but it does not
> include the $110.
>
> Does that get refunded separately or has there been an error in either
> Turbo Tax or at the Franchise Tax Board? If the latter, should I hold
> off on cashing the check?
>
> Thanks,
> Anoop
>
payments and would figure into any refund. CA FTB does not cut two
different refund checks.
Check your return and make sure the total payments line includes the
excess. Make sure that your math is correct... i.e., the combined
withholding from two employers exceeded $1119.79 and this matches your
two W-2s. If everything confirms your original conclusion, you will have
to call or visit the FTB to get an explanation.
Mark Bole
May 27, 2012, 5:03:11 PM5/27/12
to
On 2012/05/27 13:27, Alan wrote:
> Excess SDI (Line 74 of the CA 540) gets added to all your other tax
> payments and would figure into any refund. CA FTB does not cut two
> different refund checks.
>
> Check your return and make sure the total payments line includes the
> excess. Make sure that your math is correct... i.e., the combined
> withholding from two employers exceeded $1119.79 and this matches your
> two W-2s. If everything confirms your original conclusion, you will have
> to call or visit the FTB to get an explanation.
>
This is, I think, the only refundable credit for CA individual taxpayers
> Excess SDI (Line 74 of the CA 540) gets added to all your other tax
> payments and would figure into any refund. CA FTB does not cut two
> different refund checks.
>
> Check your return and make sure the total payments line includes the
> excess. Make sure that your math is correct... i.e., the combined
> withholding from two employers exceeded $1119.79 and this matches your
> two W-2s. If everything confirms your original conclusion, you will have
> to call or visit the FTB to get an explanation.
>
(meaning it should get refunded whether you have any tax liability for
the year or not).
According to one reference book I have, "if the claim [for excess SDI
from two or more employers] is disallowed, the employee may file a
protest within 30 days with the Employment Development Department."
So, while contacting the FTB is certainly a good idea, you might also
want to communicate with EDD as well, since it, not FTB, is the agency
which collects the tax from the employer, who withheld it from your wages.
--
Mark Bole
EA in CA
makbo at pacbell dot net
anoop
May 28, 2012, 10:49:33 AM5/28/12
to
On Sunday, May 27, 2012 1:27:07 PM UTC-7, sfcn...@yahoo.com wrote:
> Check your return and make sure the total payments line includes the
> excess. Make sure that your math is correct... i.e., the combined
> withholding from two employers exceeded $1119.79 and this matches your
> two W-2s. If everything confirms your original conclusion, you will have
> to call or visit the FTB to get an explanation.
This was all handled by Turbo Tax. But I checked my W-2's and the total
> Check your return and make sure the total payments line includes the
> excess. Make sure that your math is correct... i.e., the combined
> withholding from two employers exceeded $1119.79 and this matches your
> two W-2s. If everything confirms your original conclusion, you will have
> to call or visit the FTB to get an explanation.
payment is indeed 1230.41. I guess I'll have to call the FTB. They paid me
some interest on the rest of my refund but didn't pay me this part. The
thing made me look into it was the check amount (even with the interest
was lower than the amount Turbo Tax said I should have received.
I'm disappointed with the FTB. My return clearly requests the total
refund including the excess SDI payment.
Thanks,
Anoop
Alan
May 28, 2012, 2:15:44 PM5/28/12
to
On 5/28/12 8:49 AM, anoop wrote:
> On Sunday, May 27, 2012 1:27:07 PM UTC-7, sfcn...@yahoo.com wrote:
>
>> Check your return and make sure the total payments line includes the
>> excess. Make sure that your math is correct... i.e., the combined
>> withholding from two employers exceeded $1119.79 and this matches your
>> two W-2s. If everything confirms your original conclusion, you will have
>> to call or visit the FTB to get an explanation.
>
> This was all handled by Turbo Tax. But I checked my W-2's and the total
> payment is indeed 1230.41. I guess I'll have to call the FTB. They paid me
> some interest on the rest of my refund but didn't pay me this part. The
> thing made me look into it was the check amount (even with the interest
> was lower than the amount Turbo Tax said I should have received.
>
> I'm disappointed with the FTB. My return clearly requests the total
> refund including the excess SDI payment.
>
> Thanks,
> Anoop
>
... but until you contact the FTB, you don't know why the refund was
> On Sunday, May 27, 2012 1:27:07 PM UTC-7, sfcn...@yahoo.com wrote:
>
>> Check your return and make sure the total payments line includes the
>> excess. Make sure that your math is correct... i.e., the combined
>> withholding from two employers exceeded $1119.79 and this matches your
>> two W-2s. If everything confirms your original conclusion, you will have
>> to call or visit the FTB to get an explanation.
>
> This was all handled by Turbo Tax. But I checked my W-2's and the total
> payment is indeed 1230.41. I guess I'll have to call the FTB. They paid me
> some interest on the rest of my refund but didn't pay me this part. The
> thing made me look into it was the check amount (even with the interest
> was lower than the amount Turbo Tax said I should have received.
>
> I'm disappointed with the FTB. My return clearly requests the total
> refund including the excess SDI payment.
>
> Thanks,
> Anoop
>
different... could have been a math error.
--
Alan
http://taxtopics.net
Mark Bole
May 29, 2012, 5:30:11 PM5/29/12
to
On 2012/05/28 07:49, anoop wrote:
> On Sunday, May 27, 2012 1:27:07 PM UTC-7, sfcn...@yahoo.com wrote:
>
>> Check your return and make sure the total payments line includes the
>> excess. Make sure that your math is correct... i.e., the combined
>> withholding from two employers exceeded $1119.79 and this matches your
>> two W-2s. If everything confirms your original conclusion, you will have
>> to call or visit the FTB to get an explanation.
>
> This was all handled by Turbo Tax. But I checked my W-2's and the total
> payment is indeed 1230.41. I guess I'll have to call the FTB. They paid me
> some interest on the rest of my refund but didn't pay me this part. The
> thing made me look into it was the check amount (even with the interest
> was lower than the amount Turbo Tax said I should have received.
>
> I'm disappointed with the FTB. My return clearly requests the total
> refund including the excess SDI payment.
Why would they be paying you any interest on a 2011 refund for a return
> On Sunday, May 27, 2012 1:27:07 PM UTC-7, sfcn...@yahoo.com wrote:
>
>> Check your return and make sure the total payments line includes the
>> excess. Make sure that your math is correct... i.e., the combined
>> withholding from two employers exceeded $1119.79 and this matches your
>> two W-2s. If everything confirms your original conclusion, you will have
>> to call or visit the FTB to get an explanation.
>
> This was all handled by Turbo Tax. But I checked my W-2's and the total
> payment is indeed 1230.41. I guess I'll have to call the FTB. They paid me
> some interest on the rest of my refund but didn't pay me this part. The
> thing made me look into it was the check amount (even with the interest
> was lower than the amount Turbo Tax said I should have received.
>
> I'm disappointed with the FTB. My return clearly requests the total
> refund including the excess SDI payment.
filed so soon after the 4/17 deadline? Not impossible, but unusual.
Also, in the OP you mentioned VPDI. Is it possible that one of your
employers was collecting VPDI instead of SDI? While VPDI does qualify
for the excess withholding refund, it might not have been reported to EDD.
--
Mark Bole
EA in CA
makbo at pacbell dot net
anoop
May 30, 2012, 1:41:46 PM5/30/12
to
On May 29, 2:30 pm, Mark Bole <ma...@pacbell.net> wrote:
> On 2012/05/28 07:49, anoop wrote:
>
>
>
>
>
>
>
>
>
> > On Sunday, May 27, 2012 1:27:07 PM UTC-7, sfcn...@yahoo.com wrote:
>
> >> Check your return and make sure the total payments line includes the
> >> excess. Make sure that your math is correct... i.e., the combined
> >> withholding from two employers exceeded $1119.79 and this matches your
> >> two W-2s. If everything confirms your original conclusion, you will have
> >> to call or visit the FTB to get an explanation.
>
> > This was all handled by Turbo Tax. But I checked my W-2's and the total
> > payment is indeed 1230.41. I guess I'll have to call the FTB. They paid me
> > some interest on the rest of my refund but didn't pay me this part. The
> > thing made me look into it was the check amount (even with the interest
> > was lower than the amount Turbo Tax said I should have received.
>
> > I'm disappointed with the FTB. My return clearly requests the total
> > refund including the excess SDI payment.
>
> Why would they be paying you any interest on a 2011 refund for a return
> filed so soon after the 4/17 deadline? Not impossible, but unusual.
I filed the return well before 4/15. I got a decent chunk of
> On 2012/05/28 07:49, anoop wrote:
>
>
>
>
>
>
>
>
>
> > On Sunday, May 27, 2012 1:27:07 PM UTC-7, sfcn...@yahoo.com wrote:
>
> >> Check your return and make sure the total payments line includes the
> >> excess. Make sure that your math is correct... i.e., the combined
> >> withholding from two employers exceeded $1119.79 and this matches your
> >> two W-2s. If everything confirms your original conclusion, you will have
> >> to call or visit the FTB to get an explanation.
>
> > This was all handled by Turbo Tax. But I checked my W-2's and the total
> > payment is indeed 1230.41. I guess I'll have to call the FTB. They paid me
> > some interest on the rest of my refund but didn't pay me this part. The
> > thing made me look into it was the check amount (even with the interest
> > was lower than the amount Turbo Tax said I should have received.
>
> > I'm disappointed with the FTB. My return clearly requests the total
> > refund including the excess SDI payment.
>
> Why would they be paying you any interest on a 2011 refund for a return
> filed so soon after the 4/17 deadline? Not impossible, but unusual.
interest. Not sure
how that works, but if it's interest for 1 month, I think I should
move all my
savings to the state. :)
> Also, in the OP you mentioned VPDI. Is it possible that one of your
> employers was collecting VPDI instead of SDI? While VPDI does qualify
> for the excess withholding refund, it might not have been reported to EDD.
The second
employer's W-2 lists it as "CA-SDI". What I'm not able to grasp
though is that
they didn't just follow the request for refund on my tax return...they
ran their
own computations and provided no explanation.
I did call them today and was told to fax in my W-2's. (Turbo Tax had
told me
that I DID NOT need to attach any W-2's to the return.) They said it
would
take about 2 weeks or so to resolve. I have a reminder on my calendar
to check the status. :)
Anoop
Mark Bole
May 30, 2012, 9:36:37 PM5/30/12
to
On 2012/05/30 10:41, anoop wrote:
> I took a closer look. The first employer's W-2 lists it as "CAVPDI".
> The second
> employer's W-2 lists it as "CA-SDI". What I'm not able to grasp
> though is that
> they didn't just follow the request for refund on my tax return...they
> ran their
> own computations and provided no explanation.
I agree - if they disallowed the credit you claimed, they should have
> I took a closer look. The first employer's W-2 lists it as "CAVPDI".
> The second
> employer's W-2 lists it as "CA-SDI". What I'm not able to grasp
> though is that
> they didn't just follow the request for refund on my tax return...they
> ran their
> own computations and provided no explanation.
explicitly said so, and why.
--
Mark Bole
EA in CA
makbo at pacbell dot net
anoop
Jun 29, 2012, 5:11:55 PM6/29/12
to
On May 30, 10:41 am, anoop <ghanw...@gmail.com> wrote:
> I did call them today and was told to fax in my W-2's. (Turbo Tax had
> told me
> that I DID NOT need to attach any W-2's to the return.) They said it
> would
> take about 2 weeks or so to resolve. I have a reminder on my calendar
> to check the status. :)
>
OK, this is finally all taken care of, but it's even weirder than
> I did call them today and was told to fax in my W-2's. (Turbo Tax had
> told me
> that I DID NOT need to attach any W-2's to the return.) They said it
> would
> take about 2 weeks or so to resolve. I have a reminder on my calendar
> to check the status. :)
>
I originally thought.
It looks like they had include $90.21 of the $110 SDI/VPDI
overpayment in the original refund. How they came up with that
number is a mystery to me, and apparently to the person
at the Franchise Tax Board that I just spoke to. So they
refunded $19.88 which includes a $0.09 interest.
Looks like the main thing they were missing, though, were
my W-2's. Even though Turbo Tax knew that I was getting
an SDI/VPDI refund, it still mentioned "Do not attach any
Form(s) W-2" in my instructions for filing.
Now I'm waiting to find out if the Federal folks have accepted
my documentation for my IRA to 401(k) rollover that I did
in 2010! Been an interesting year for taxes. :)
0 new messages