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- Ohio Income Allocation Question
Ohio Income Allocation Question
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Joel V
Level 3
06-07-2024
11:36 AM
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I have a client and the wife works in Ohio all year and is considered an OH resident while the husband lives in Florida all year and had retirement distributions and social security. If I'm just filing a joint Ohio return for them how do I exclude his retirement distributions on Ohio Schedule A? I can't seem to figure it out. Thank you.
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Jim-from-Ohio
Level 11
06-07-2024
01:29 PM
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- This is not a schedule of adjuistments issue.. it is something different..
- Very tricky but I experimented and got it to work.
- Use the FL address on the federal information worksheet
- Husband = taxpayer, wife = spouse
- Enter W-2's,1099s, etc, mark as taxpayer/spousoe as such
- On Federal info worksheet, part XI
- Make sure FL shows up as state of residence as of 12.31.23
- Full year resident box should be X's
- Check Nonresident State filer
- first line should be FL, full year resident drop down
- second line OH Nonresident status..
- QuickZoom to Nonresident state allocation worksheet.. complete that OH worksheet
- Go to OH return
- form IT NRC page 1 and 2 should populate
- credit should populate
