Turbotax says we do not qualify for the Ohio joint filing credit, but Ohio's online filing website indicates we do. I have a pension of over for the year (2022) that paid state ta. She also has an inherited RMD ($20K) that paid Ohio state tax.

Edit: my pension was over 5K for 2022

It's possible that you actually qualify for this credit, but don't need it.

The Joint Filing Credit is a non-refundable credit, meaning that it can only offset any tax that you might owe.  To start your taxable income computation, the Ohio return starts with your federal return's adjusted gross income, then makes state adjustments and exemptions, among other computations, so it's possible you have no Ohio tax liability.  If you don't have any state tax liability on Form IT 1040, line 8c, there's no tax to offset. 

 

You must also have a certain amount of "qualifying income" for the credit to apply.  According to the Instructions for Form IT 1040, also available in the link above:

 

To qualify for this credit, you and your spouse must each have at least $500 of qualifying income and jointly file your return. "Qualifying income" is any amount included in Ohio adjusted gross income, other than the following: 

●Interest; 

●Dividends and distributions; 

●Capital gains; AND 

●Rents and royalties. 

Amounts deducted on the Ohio Schedule of Adjustments are not included in Ohio adjusted gross income, and thus are not "qualifying income." Examples of such amounts include business income, state and local tax refunds, Social Security and railroad retirement benefits, and certain military compensation and retirement benefits.

 

Another possibility is that you have other credits that have offset your tax liability, before the Joint Filing Credit is applied.  If line 11, Tax less credits, on your Ohio Schedule of Credits (also found in the link above), is zero, then the Joint Filing Credit wouldn't be needed.

If none of these appear to be the issue, please re-post with any additional information.

So I wouldn't have posted if I didn't have a tax liability.  If I didn't owe tax, I would not have noticed the difference.

 

I have $5K in a pension, my wife has $5K in pension and $20K from an inherited RMD.  All of this in my mind is qualified income.  It appears to be classified that way on Ohio's filing webite, just not in Turbotax

 

https://www.tax.state.oh.us/IFILE/IFileRegWeb/login.jsp

 

Our Ohio adjusted gross income is well above the threshold for qualifying ($52K).  We

 owe $1130  dollars to Ohio.  With a R

etirement

 income credit of $200, the joint filing credit should be 10% of the balance, $930

Can you please verify that you marked the Form 1099-Rs correctly for your spouse and yourself on the "Who does this 1099-R belong to?" screen during the federal interview?

 

1. Click on "Search" on the top right and type “1099-R”  
2. Click on “Jump to 1099-R”
3. Verify the entry on the "Who does this 1099-R belong to?" screen

Yes, the 1099-Rs are marked correctly.

I believe I found the reason and (hopefully) the solution.  After poking around, I found the "Joint Filing Credit Allocation Worksheet"  On this sheet it indicated that my Ohio adjusted gross income was a negative number.  This was due to allocating all of our HSA contribution to me and after deducting that amount, I had "no Ohio income"

 

After splitting that allocation between both of us, my Ohio AGI is now more than the required $500.