You will need to divide your earned income between the two Ohio school districts and then divide the remaining taxable income between the two school districts. Let's use an example to illustrate how...
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You will need to divide your earned income between the two Ohio school districts and then divide the remaining taxable income between the two school districts. Let's use an example to illustrate how to do this.
You lived in the Lancaster School district (an earned income district) through April 2025, before moving to the Canal Winchester School District (a traditional base school district) where you lived from May 2025 through the rest of 2025.
Your earned income was $60,000 from wages and you had $6000 of interest income. Since you spent 1/3 of the year in Lancaster, your earned income there would be $20,000 and you would have earned $2000 in interest income while living there (that would not be taxable for the Lancaster school district). You would then have $40,000 of wages and $4000 of interest that would have been earned in Canal Winchester.
In TurboTax, you will get to a screen titled Your school district taxes.
Click Edit for the school district that is the Earned Income school district first. Enter the dates you lived there in 2025. For this example, it would 01/01/2025 to 4/30/2025.
The next screen is Income for Earned Income Tax Base School District [SD #]. Here you would enter the wages and/or self employment income you earned while living in this school district. In this example, it would $20,000 for Lancaster
The next screen is Income for Earned Income Tax Base School District (SD #]. Enter the portion of your total income in this School District - for this example, it is $20,000 of wages + $2000 interest or $22,000
Click Continue on the School District Income Summary screen.
Next click Edit for the traditional income district. Click Continue, then enter the dates of residency in 2025. For this example, it would be 05/01/2025 to 12/31/2025. Click Continue
The next screen is Income for Traditional Base School District [SD #]. This screen will show you your Ohio Modified Adjusted Gross Income (MAGI), which for my example is $64,100 ($66,000 total income minus $1900 exemption). To get the income for the traditional base school district, take the MAGI ($64,100) and subtract the income allocated to the other school district ($22,000 to Lancaster in this example) to get the traditional income base of $42,100
The School District Income Summary will show the amounts of traditional or earned income allocated to each school district.
The Ohio SD100 form will show the results of your school district taxes. If you are using TurboTax Desktop, you can go to Forms by clicking on Forms on the blue banner at the right and looking for the Form SD100 under the Ohio Individual section. If you are using the online program for TurboTax, you will need to pay your TurboTax fees in step 1 before you are able to view your return. You will be prompted to check your return information over by downloading a copy of it. If you find any issues with it, you can go back and edit your return to correct those issues.