topic I want to see what composes my Ohio State credits. in State tax filing

I want to see what composes my Ohio State credits.

KGehr — Thu, 06 Jun 2019 05:36:01 GMT

I don't think I'm getting the Joint Filing Credit. I have more that $500 in W2 income and my wife has more than $500 of business income. Can I get a list of credits?

And if I'm not getting the JFC, how can I get TT to trigger it?

Please click on State Taxes and review your state return...

CheriS — Thu, 06 Jun 2019 05:36:02 GMT

Please click on State Taxes and review your state return thoroughly. Screenshots attached here.

You have to pay your TurboTax fee before you can see the...

Hal_Al — Thu, 06 Jun 2019 05:36:04 GMT

You have to pay your TurboTax fee before you can see the forms.

The Joint Filing credit is on line 13 of the Ohio schedule of Credits.

OHIO Joint Filing Credit (JFC)

The income must be "qualifying" income. Typically only earned income (e.g. wages) and retirement income are qualifying income. Interest, dividends, rental income do not count.
Then, 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 allocation form that TT does, it should show these adjustments.

In the "forms mode", look at the Joint Filing Credit Allocation Worksheet.

This is where your net qualifying income is calculated. It shows on line 4. If either of you is less than $500 on line 4, you do not qualify.

Is the JFC worksheet available in TT online? I can't fin...

KGehr — Thu, 06 Jun 2019 05:36:05 GMT

Is the JFC worksheet available in TT online? I can't find it.

Yes, even though there isn't a 'jump to' option for this...

CheriS — Thu, 06 Jun 2019 05:36:07 GMT

Yes, even though there isn't a 'jump to' option for this credit, you may need to review your state taxes portion again to make sure you went through it thoroughly. Example screenshots attached.