State tax filing
You don't have to enter any 1099s on your state return - all tax forms get entered on the federal return and TurboTax will transfer the applicable forms to the state return(s). When TurboTax transfers your income, we do this according to the state tax code. For resident Ohio tax returns - Deduct the following to the extent included in federal AGI:
• Social Security benefits.
• Tier I and Tier II railroad retirement benefits.
• Supplemental railroad retirement benefits.
• Dual railroad retirement benefits.
• Railroad disability or unemployment benefits.
Be sure that you entered the CSF-1099-R in the correct spot on the federal portion. The first entry section (SSA-1099 and RRB-1099) is for the items above. The 2nd entry section is for civil service retirement (1099-R) that you have. Make sure you have entered your 1099-R in that second category. Amounts entered in the first category will transfer over but will be excluded from OH income.
On your OH Form IT-1040, the retirement income you entered on the federal return should be included in the amount on Line 1 (Federal AGI). Any portion that is excludable will be on line 2b and your OH AGI will be on Line 3 - this number takes into account the additions and subtractions from federal AGI. Your OH tax is based on your OH income (line 3) and should include any taxable retirement income.
If you enter it in the 1099-R section, when you go through the OH return, click START next to Military and Civil Service retirement income on the screen titled Here's the income that Ohio handles differently. The amounts referenced below (excludable income) are amounts included in federal AGI but are non-taxable on your OH tax return. If the info below applies, the income is subtracted from federal AGI to arrive at your OH AGI number.
-------------------Taxpayers who retired from service in the active or reserve components of the U.S. Army, Navy, Air Force, Marine Corps, Coast Guard, or National Guard can deduct their military retirement income to the extent that income was not otherwise deducted or excluded in computing federal or Ohio AGI. Taxpayers who served in the military and receive a federal civil service retirement pension are also eligible for a limited deduction if any portion of their federal retirement pay is based on credit for their military service. The military retirement income also applies to amounts received by the surviving spouse, or the former spouse, of each military retiree who is receiving payments under the survivor benefit plan.
