question for CA preparers

[Kea]

I do a only 2 CA returns each year, but have a new situation this year. Just making sure I didn't miss anything in the instructions.

Client just started receiving Social Security benefits. These are not taxable in CA.

Disability payments received from CA SDI are not taxable to CA, either. (I know they aren't taxable on the federal return since the premiums were paid by the client.)

Did I get these right?

Thanks!

[Tax Prep by Deb]

I do a only 2 CA returns each year, but have a new situation this year. Just making sure I didn't miss anything in the instructions.

Client just started receiving Social Security benefits. These are not taxable in CA.

Disability payments received from CA SDI are not taxable to CA, either. (I know they aren't taxable on the federal return since the premiums were paid by the client.)

Did I get these right?

Thanks!

Yes!

The exception might be if they were on disability (SDI) and then went directly to unemployment, then it is possible that the disability would be taxable. Just talked to a client about this the other day.

Deb!

[Kea]

Thanks Deb. Client returned to work after the disability ended. She had a stroke and missed about 3 months of work. But she's now making a good recovery.