Data Entry

The withholding amounts for California disability insurance indicated by the codes below should be entered on screen W2 in the box 19, and the codes should be selected from the drop list for box 20. These amounts also can be entered in box 14, but there is no drop list to choose from - the code must be entered manually. If you decide to use line 14, take care that you type the code correctly.

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

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

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 $153,164 (2023 amount)

• 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 on CA screen 540 by entering the TOTAL SDI withheld on line 74 (resident) or 84 (nonresident).

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

• You can suppress it by selecting the global option under Setup > Options > States tab > CA > check Suppress SDI worksheet (Only Individual).