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New Member
posted Apr 3, 2023 8:31:26 AM

Lump sum distribution credit and Senior citizen credit are included on Schedule of Credits

Turbo Tax is including the $50 Senior citizen credit plus including an amount under the lump sum distribution credit; I thought you could not take both.

 

 

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3 Replies
Level 15
Apr 3, 2023 8:54:01 AM

You're clearly talking about entries on a state tax return, but please clarify:  Which state?

New Member
Apr 5, 2023 10:06:52 AM

Ohio

 

Expert Alumni
Apr 5, 2023 1:55:12 PM

You may qualify for each of the credits but you are correct, only one should be used on your Ohio return. It may show on the summary but not be included in the calculations.

Please check the Ohio Summary and see if both credits are included in the credit line.
 

  1. While you are in the Ohio state return
  2. On the left menu, click on Tax Tools
  3. Select Tools
  4. Select View Tax Summary
  5. Check the Credit lines



    If this does not completely resolve your question, please let us know if you see the credits both on the summary and we can better assist.