I am retired and did not have any employer paid wages. Therefore I don't have a W2.
Questions:
Q. 1. Do I need a W2 for Federal taxes or Ohio state taxes?
A. 1. No.
My school district has an income tax. From what I can find, Turbo Tax uses W2
information to calculate and report Ohio state school taxes.
Q. 2. How do I report my state school tax information without a W2?
A. 2. There are two different School District Income Taxes (SDIT) in Ohio, Traditional and Earned Income. Most Ohio SDs use the traditional, in which all your income is taxable. In TurboTax (TT), that info transfers automatically from your state return to the SD return. Even if you live in an earned income district, the data will transfer automatically.
You must file an SD 100 if all of the following are true:
● You lived in a taxing school district for any
portion of the tax year;
● You received income while living in the
district; AND
● Based on that income, you have a school
district income tax liability (SD 100, line 2).
TurboTax (TT) does not automatically prepare a School District return (form SD 100), you must initiate it.
At the screen, in the Ohio program, titled "A few things before we wrap up your state taxes"
scroll down to School District taxes.
Or later at the screen "Your 2022 Ohio Taxes are ready for us to check"
-Click Other situations
-Scroll down to School District taxes.
Usually the School District Income Tax (SDIT) return is e-filed with the state return, but there are exceptions. Read the Ohio 'filing instructions" that TurboTax prepares, They will tell you if the SD 100 was e-filed or if you have to mail it.
