The Adjusted Gross Income on your Form SD 100, Ohio School District tax return, is the same as what appears on your Ohio state income tax return, Ohio IT 1040, Line 3. If you believe the number may n...
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The Adjusted Gross Income on your Form SD 100, Ohio School District tax return, is the same as what appears on your Ohio state income tax return, Ohio IT 1040, Line 3. If you believe the number may not be correct, revisit the Ohio state return section and go over the questions that determine the additions and subtractions from your Federal AGI to arrive at Ohio AGI.
You can make certain additional entries for Ohio School District Taxes, such as to correct your school district code, in the Ohio state return. In the Ohio interview in TurboTax, continue past the income, credits and other taxes section, until you get to the screen "A few things before we wrap up your state taxes". See screenshot below. Select Edit or Revisit next to School District Taxes and complete the screens that follow.
If you entered your school district code in the W-2 section of the Federal return, the Ohio interview will have it and will inform you if anything needs to be revised. The W-2 interview does allow you to enter Ohio school district codes.
You should file an SD 100 if you:
Lived in a taxing school district at any point during the tax year,
Received any type of income while you were a resident, AND
You have a tax liability on that income (SD 100, line 8).
Important: You may have a school district income tax liability even if you do not have an Ohio income tax liability. In such cases, you must file both an SD 100 and an IT 1040.
If you lived in a taxing school district and received income, ODT recommends you file an SD 100, even if you don’t have a tax liability, to avoid failure-to-file billings.
See this Ohio DOR webpage for more information.
You can preview your return before filing to find out how your taxes were calculated and to find a line item on your state return. See here for details. You can also view the Tax Summary under Tools on the left-side menu in TurboTax Online.