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.

[Jim-from-Ohio]

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]

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]

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

[Orange150]

Jim, I got your name as a referral for Proseries Ohio SD-100 issues.

Using 2024 Proseries; have a Ohio filing IT1040. I guess I understand that nothing will be populated in the SD-100 automatically (looks like I have to actually "overdide"); but my question is how to EFILE it. 

The Fed info worksheet is filled out with the OH SD100 for efiling; the State Info Worksheet is clicked for SD-100, but yet when I use print to show all the forms to be efiled, SD-100 does NOT show up.

All this for a $9 tax due before a senior credit of $50, so no payment is actually due !!

Can you assist?

[Jim-from-Ohio]

i can talk you through it over the phone in about two minutes of time.. send me a message and we can arrange a time to talk. too much to type out if that is ok

[Orange150]

Awesome. I'm flexible. I'm in Virginia [removed] Why dont we text from here. I can  pull up my software anytime today if that works or tomorrow. Just text me details of what works for you. 

[Jim-from-Ohio]

I texted you from my cell phone.. did not go through.. I can talk now, until 10:30 AM today or later tonight

[Orange150]

hi - you can call me anytime now. [removed]