All Posts

How to Access Form SD 100 in TurboTax To ensure the SD 100 form is generated and filed, follow these steps within the TurboTax program: Navigate to the State Taxes section of the program. Proceed through the Ohio state return interview screens. Look for a screen titled "A few things before we wrap up your state taxes". Scroll down to the School District taxes section and select Start or Update. On the next screen, check the box for "School District Income Tax (Form SD 100)". Ensure you enter the correct four-digit school district number from your W-2 form.    Important Considerations Manual Initiation is Key: The most common issue users face is expecting the form to appear automatically, even if their W-2 has school district withholding. E-filing: The SD 100 is generally e-filed along with your Ohio state return, provided it is properly initiated and completed in the software. Verification: The Ohio Department of Taxation recommends filing Form SD 100 if you lived in a taxing school district to avoid potential delinquency notices, even if you have no tax liability.

DID YOU E-FILE?   Did you e-file?   Did you go through all three steps of the FILE section and click a big orange button that said “Transmit my returns now?”     When you e-file your return you will get two emails from TurboTax.  The first one will say your return has been transmitted; the second one will tell you the IRS has accepted  or rejected your federal e-file.  If you filed a state return, there will be a third email (usually a day or two later) that tells you if the state e-file was accepted or rejected.   Check your e-file status:   https://turbotax.intuit.com/tax-tools/efile-status-lookup/    What does it say in your account?  Does it show that the return was accepted?   Or does it say something else---like "rejected," "printed," or "ready to mail?”   If you discover or realize that your e-file was rejected, you will need to print it, sign and date it in ink, and file it by mail now, since e-filing is closed for returns for tax year 2023.  

Did you pay for it?   They don’t send out CDs anymore.   You have to log into your account and download the program.   They probably emailed you the 16 digit License Code.   How do I find the License Code? https://ttlc.intuit.com/community/tax-topics/help/i-can-t-find-my-license-code/01/852973   How to install with a License Code https://ttlc.intuit.com/turbotax-support/en-us/help-article/product-delivery/download-software-turbotax-com/L7u9oLEkq_US_en_US

Did you use the Desktop program?  Your tax return is not saved in the program but in a separate data file ending in .tax2024.   You will need that file or a backup of it to open in the program.  Or you will have to get a copy or transcript of your return from the IRS.   Since you now have to log into an Intuit Account all your downloads and licenses are listed there (even if you bought it from somewhere else) so if you need to download to install it again or install on another computer, even on the other operating system (Windows, Mac).  And the download will always be up to date with all the updates.   Access your program downloads here https://shop.turbotax.intuit.com/commerce/account/secure/login.jsp?pagecontext=download,

Here's a response by @HollyP    Will Builder is provided by ARAG® and you should have received an email from them with login instructions when you signed up. Double-check your inbox and spam folders and if you still can't locate the email then you can contact ARAG at 1-800-247-4184 to get access. 

@W16VA wrote:   1.  I will proceed with a family HDHP plan which has Inspira to manage HSA.  I will find out whether they would handle my wife's HSA, since I can't have my own.  How would the contributions take place, monthly or as a lump sum, up to the limits within each year?   Your wife can't contribute using your payroll deductions under your employer sponsored plan.  She has to contribute using her own money.  She will have to open her own HSA account at any bank that offers them; there are many–Inspira might even offer private accounts in addition to work sponsored accounts.  If not, HSAs are offered by other banks.  Make sure to ask about transaction fees and monthly or annual maintenance fees.  Those fees are probably covered by the employer if you have an employer account but you (or she)  will pay them if you have a private account.     She can contribute at any time in any manner she chooses--monthly, weekly, lump sum, whatever--as long as her total annual contribution is not more than the maximum for that year.     2.  I plan to stay on such HDHP plan. working for another year or two, would her HSA's contributions be prorated to those months I am still covered by that plan?   If I happen to retire early during a year, I assume the remaining months can not allow any further deductible contributions.   In any year where she is not covered by an HDHP for the entire year, her contribution limit is pro-rated on a monthly basis, with eligibility determined by her insurance coverage as of the first day of the month.  In other words, if you terminate your insurance on July 15, she would be eligible for 7 months and her contribution limit would be 7/12th of whatever the maximum was for that year.    Finally, I hope such HSA money can be used later while we both no longer can be in any HDHP.       Your HSA funds belong to you forever.  They can always be spent tax-free for qualified medical expenses for the account owner, their spouse, and their tax dependents.  The rules for spending the money are not connected to the eligibility rules for making contributions.  Also, if the account owner is age 65 or older, funds may be withdrawn for any reason and are subject to regular income tax (like an IRA) but not the additional 20% penalty that applies if you use funds for non-medical purposes under age 65. 

@NCperson wrote: @Opus 17 can you please reconfitm the 'wrinkle' paragraph?  A child certainly can be a dependent beyond the age of 24, they just can't be a Qualified Child (unless disabled) but they could be a Qualifying Relative.  Does that change the advise?    example of a dependent (a Qualifying Relative): A 25 year old child is on the OP's insurance, providing more than 50% of their support costs and the child earns less than $5200.        Correct, a QR dependent can't contribute to an HSA.  I would like to think that most 19-26 year olds can earn at least $5500, though, especially if they are not full time students.   The case I am thinking about is a child who graduates college and is earning a little money, but is still carried on their parents' insurance until age 26, or a child not in college between the age of 19-26 who works a little but is still covered by their parents' insurance.