Open TurboTax

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Still need to file? Our experts can get your taxes done right. Get started >
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Showing results for 
Search instead for 
Did you mean: 
New Member

How can we receive the ohio retirement income credit

We are retirees and worked part-time in 2016. Where can we find the criteria for Ohio retirement income credit eligibility?
1 Reply
Level 15

How can we receive the ohio retirement income credit

To qualify for the Ohio Retirement Income Credit, you must meet all of the following criteria:

Your adjusted gross income less exemptions (Ohio IT 1040, line 5) is less than $100,000; AND

  • You received retirement benefits, annuities, or distributions that were made from a pension, retirement, or profit sharing plan; AND
  • You received this income because you have retired; AND
  • This income is included in your Ohio adjusted gross income.

Note: If you previously took a Lump Sum Retirement Income Credit, you CAN'T take the Retirement Income Credit on this year's return or any future year's return.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing
Manage cookies