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Retirement tax questions
So I wouldn't have posted if I didn't have a tax liability. If I didn't owe tax, I would not have noticed the difference.
I have $5K in a pension, my wife has $5K in pension and $20K from an inherited RMD. All of this in my mind is qualified income. It appears to be classified that way on Ohio's filing webite, just not in Turbotax
https://www.tax.state.oh.us/IFILE/IFileRegWeb/login.jsp
Our Ohio adjusted gross income is well above the threshold for qualifying ($52K). We owe $1130 dollars to Ohio. With a Retirement income credit of $200, the joint filing credit should be 10% of the balance, $930
‎February 23, 2023
11:33 AM