Hello Annette,
Thanks for your help. Unfortunately, as a Federal Employee (now retired) my organization would not take out School District Tax from either of my two 1099-R's. There is an amount in Box 14 of my Office of Personnel Management (Pension) 1099-R as I have State tax withheld but that is for the State of Ohio, not the local School District. Box 15 has the correct two letter state abbreviation and State ID number that TT automatically filled in. Box 16 has 0 for amount.
The second 1099-R is from the Thrift Savings Plan (TSP) (Federal 401K) and I have no State tax money withheld. So by default, TT left Boxes 14 and 16 blank but filled in Box 15 with State abbreviation and State ID number.
I make four Estimated Tax payments to the State of Ohio every year and report them on the SD Tax Form using Turbo Tax. In fact, I overpaid and am due a refund.
So far I have been rejected by Ohio three times. The first time was when I originally filed all my returns on Turbo Tax and so boxes 14-16 had the default information put in automatically by TT. The second time, after reading the TT rejection instructions, I removed all the information since no money was withheld. That was rejected. The third time, I completely filled in Boxes 14-16 using 0 for the amount in Boxes 14 and 16 and the State abbreviation and ID number in Box 15. That was also rejected and is the version I believe you currently see on the forms I sent you. I have used TT for years and have never had this happen before and to my knowledge did not do anything different this year. One other thing to consider; If something is filled in or not filled in correctly in boxes 14-16, why was the State of Ohio IT 1040 tax return accepted? Hope all this extra detail helps you, and as you can see, there are others having the exact same problem. Thanks for all your help in looking into this matter for us.
