DianeW777
Expert Alumni

State tax filing

The joint filing credit is not wrong and the information provided by our awesome Tax Champ @Hal_Al about that is correct.  Ohio (OH) is going to factor that based on all income on the tax return because it starts with federal adjusted gross income (AGI).

 

Here is what you need to do to apportion the tax correctly for the OH income using TurboTax CD/Download version. If you need to switch see the instructions in the link below.

  1. The Schedule of Adjustments is correct removing the state tax refund and the social security benefits.
  2. Form IT NRC (Nonresident Credit) needs to be included by using the override to do two things.  You may need to add this form using 'Open Form' at the top.
    1. Enter the Nonbusiness capital gain income in column (B)  (right click and select override)
    2. Scroll down to Line 14 to enter a description (UC NY) then enter the amount on Line 15 (right click and select override)
  3. This will properly apportion the nonresident portion of OH AGI.
  4. The tax will reflect the appropriate amount due to OH
  5. See the images below for assistance.

This was the only way I was able to get the necessary results for your return.  Under normal circumstances, you shouldn't have to override anything. Returns that contain overrides cannot be e-filed and may not be covered under our 100% Accurate Calculation Guarantee. We're providing these instructions to customers who understand the risks, but wish to proceed anyhow. 

 

We are looking into this experience, however you should continue to complete your return at this time.

 

@lvrager

[Edited: 03/23/2022 | 7:06a PST]

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