DO NOT do what support told you. Both School Districts should be entered
under local on the same W2, if that's how it's reported. ProSeries will create
a separate SD100 for both.
The secret to Ohio School District filing, with multiple districts, is to
Paper File them together with the w-2's and use to Explain button to bring up
the "Explanation Sheet". Use it to show your work, just like grade
school.
Forget the local wages on the W-2, only the tax withheld is accurate. For a
Traditional District, on the SD100, use
the Ohio Taxable on line 21 and multiple that by the % for the number of months
the taxpayer did NOT live in that district. The result is the amount Not earned
in that School District, put that on line 22. If they are both Traditional
Districts, the amount on line 23 equals the amount NOT earned in the other
district. Put that amount on line 22 of the other return.
The % is arrived at by dividing the number of months by 12. 1 month =.0833,
- 2 months=.1667 etc..
If it's an Earned income District, you will be using the same formula but
calculating it on the line 24 amount and subtracting that amount from the
original line 24 amount and put the reduced amount on line 24.
Print Preview the Filing copy for fed & state, uncheck all forms except
the School Districts and additional information sheet and print. 50/50 the
additional info sheet will print, it's a day to day thing in ProSeries
so I keep a form in Word as a backup.
White out the "Earned Income Only" on the Explanation Statement,
if it prints. and put the SS# by the taxpayer's name. I usually include the Tax
District Summary report from the FINDER at tax.ohio.gov. If they bought or sold
a house, go to the County Auditor's website and print the Property card showing
the sale date and send that also. DO NOT staple or clip anything to the return,
put the w2's in the front, everything else behind the returns and mail it to
the PO BOX 182197 address on the return or the PO BOX 182389, if a payment is
included. All refunds will be issued as checks.
It's time consuming, but this is the only method I have found, that
successfully gets the taxpayer out of a school district and reports it in a way
that does not generate the multiple notices from Ohio, in July, requesting
proof of everything and copies of the W2's, when you e-file the School returns.
We all know the taxpayer does not respond to notices in a timely manner or at
all, so you are saving yourself a lot of correspondence and time next tax year,
by taking the time now. And yes, Ohio School Districts are a royal PIA.
If the Taxpayer has a mailing address in a taxing District,
but no tax liability for this year, make sure you state that on the Explanation
Statement, or Ohio will be looking for tax based on the filing address.
