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uspatel1
New Member

My wife's income from IRA is included in State return, which is greater than $500 required for joint filing credit? But turbotax says we don't qualify. Why?

My wife's IRa 1099-R income of $1,636 is included in state return on line 1, but we don't qualify for Joint Filing Credit? why? And the income is not subtracted on Schedule A. In other words, it is fully taxable. We should qualify. Can somebody explain why? Thanks.
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Hal_Al
Level 15

My wife's income from IRA is included in State return, which is greater than $500 required for joint filing credit? But turbotax says we don't qualify. Why?

You are correct, a taxable IRA distribution is qualifying income for the joint filing credit (JFC).

Any Ohio schedule A deductions (like excess  medical expenses) or Federal adjustments (the most common being an IRA deduction) must be subtracted from the qualifying income. If either spouse has less than $500 net, you will not qualify for the Joint filing credit. 

Take a look at the joint filing credit allocation form that TT does, it should show these adjustments. 

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1 Reply
Hal_Al
Level 15

My wife's income from IRA is included in State return, which is greater than $500 required for joint filing credit? But turbotax says we don't qualify. Why?

You are correct, a taxable IRA distribution is qualifying income for the joint filing credit (JFC).

Any Ohio schedule A deductions (like excess  medical expenses) or Federal adjustments (the most common being an IRA deduction) must be subtracted from the qualifying income. If either spouse has less than $500 net, you will not qualify for the Joint filing credit. 

Take a look at the joint filing credit allocation form that TT does, it should show these adjustments. 

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