[Maps]

Privacy Policy

1. (2008)For California W-2 forms,  according to a Franchise Tax Board presentation Q&A at the IRS Building on Sat January 28, 2006, the SDI indicator and the amount should both appear in two places.  Regardless of whether these numbers appear in boxes 20 and 19 on the paper W-2, they should go there in those boxes in the TaxWise w-2 form.  (Many W-2s have them in in Box 14, but we need to put them in Boxes 19 and 20).  In addition they need to be entered in the CASDI designator box in the last cell in the form for W-2s.  There are a limited set of designators that are considered valid by TaxWise.  When asked what action to take if the designation is not exactly the same as one of the ones considered valid by TaxWise,  FTB  stated that it should not be valid.  However, some cases,  though not on the list are valid .  For example, "CA SDI" with the space appears to be the same as CASDI or SD but is rejected by TaxWise.  It appears that the box at the bottom of the W-2 data entry form is checked for validity, and the amount shown on Box 19 carries over to Schedule A.
2. (2008) The California State Income Tax form 4803e (Head of Household Schedule) on line 12 a question that has to be answered Yes or No.  The question asks .... if you were married all or part of 2007, did you live with your spouse at any time.  If the TP is married, clearly the answer is either Y or N.  What if the TP is not married?  The Webmaster's limited understanding of English suggests that either answer is not accurate, and this view was  shared by several tax preparers who left the answer blank, only to have the return rejected by Ca.  A call to the CA VITA assistance hotline got transferred to 3 different people, the last of whom assured the webmaster that his understanding of English was not limited, and that neither the Y nor the N would be strictly correct, but that for the practical step of getting the State return accepted electronically, the appropriate answer should be N.