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I am transferring taxpayer info from the Ohio IT 1040 to the Ohio SD 100 and even after using the buttons on the state information worksheet, the transfer does not occur. What am I not doing? Thanks.

BigLope
Level 1
 
0 Cheers
3 Comments 3
Jim-from-Ohio
Level 11

The SD 100 works differently for tax year 2023.  

- On federal information worksheet, make sure you select hte SD 100 to be efiled under the section where asked what states to efile

-  On the ohio information worksheet make sure SD 100 is checked

- On the actual SD 100 you have to enter the figues, they are no longer carried automatically over.  

BigLope
Level 1

Thanks for the quick feedback and it helped solve my issue.  Return was successfully prepared, reviewed with client, e-filed and accepted.  I appreciate the help!

Jim-from-Ohio
Level 11

sounds good.. you can mark the answer above as best answer if you want.