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Enter SDI amounts in the California W2s Only box at the bottom of the W2 or enter the SDI amount in box 19 Local tax and the letters SDI in box 20 Local name see example screen. Reference the TaxWise example and instructions for W2G provided in this section. Nonqualified HSA Distributions Distributions from an HSA not used for qualified medical expenses and included in federal income are not taxable for California purposes. You need to know your client s 2013 California AGI in order to...

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What is return to vita?

Return to VITA is a tax return filed through the Volunteer Income Tax Assistance program to assist low-income individuals with their taxes.

Who is required to file return to vita?

Individuals who meet the income eligibility requirements set by the VITA program are required to file a return to VITA.

How to fill out return to vita?

To fill out a return to VITA, individuals can visit a VITA site in person or use the online VITA platform to input their tax information.

What is the purpose of return to vita?

The purpose of return to VITA is to provide tax assistance and resources to individuals who may have difficulty completing their taxes on their own.

What information must be reported on return to vita?

Individuals must report their income, expenses, deductions, and any credits they may be eligible for on their return to VITA.

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