Data Entry

The withholding amounts for California disability insurance indicated by the codes below should be entered on Form W-2 - Wage and Tax Statement in box 19, and the codes should be selected from the box 20 drop-list.

If the code is not listed in the drop-list, click My entry is not in this list and manually enter it as follows:

Code	Meaning
CASDI	California State Disability Insurance
SDI	California State Disability Insurance
VPDI	California Voluntary Plan Disability Insurance
VD	California Voluntary Plan Disability Insurance
VI	California Voluntary Plan Disability Insurance
VP	California Voluntary Plan Disability Insurance

Amounts entered on screen W2 with these codes flow to line 14 of the CAW2CG.

Excess SDI

In addition, for each of these selections, if there is excess disability withholding, the CA individual program will calculate the amount automatically. To qualify as "Excess SDI" all of the following criteria must be met:

• The amount withheld must have come from two or more employers for that specific taxpayer,

• The total wages for that taxpayer must be greater than the threshold.

• The amounts of SDI withheld appears on Forms W-2.

See Form CAWK_SDI for the specific calculation. If you are not satisfied with the CA calculation, then you can override it by going to States > California > 540/540NR Main Form and entering the Total SDI/VPDI withheld on line 74|84 for either Taxpayer or Spouse.

By default, the SDI Worksheet, CAWK_SDI, will print anytime there is excess SDI present on the return.