topic I am an Ohio resident who works in Indiana. My job withheld Indiana taxes and not Ohio. Isn’t it true I should get all those Indiana taxes back? in State tax filing

I am an Ohio resident who works in Indiana. My job withheld Indiana taxes and not Ohio. Isn’t it true I should get all those Indiana taxes back?

violettaprincess — Sat, 27 Feb 2021 19:08:45 GMT

I was told by a turbo tax expert I should report all the Indiana income on my tax form but shouldn’t this be $0 so I get my all my taxes back? I already filed because I did what they said... however more investigation tells me this is not right?

Re: I am an Ohio resident who works in Indiana. My job withheld Indiana taxes and not Ohio. Isn’t...

LenaH — Sat, 27 Feb 2021 20:07:50 GMT

Yes. If you are an Ohio resident, work in Indiana, AND have Indiana taxes withheld from your pay, then you would file a resident Ohio return and an Indiana nonresident return to get a refund of taxes paid to that Indiana, which were held erroneously.

Ohio and Indiana have a reciprocal agreement. Generally, this means that all salaries, wages, tips, and commissions earned in Indiana by an Ohio resident must be reported as if they were earned in Ohio. However, if taxes have been withheld or paid to Indiana, then a nonresident return would have to be filed for a refund of state tax.

You will need to amend your return and include the nonresident state of Indiana. This will cause a tax due for Ohio and a refund in Indiana. Please follow the directions on the How do I amend my 2020 return?

After you initiate the amendment, you have to make sure you've filled out the Personal Info section correctly. Please follow the steps below:

With your return open, select My Info in the left-hand menu.
Then, on the Personal info summary screen, scroll down to Other State Income, and select Edit.
At the Did you make money in any other states? question, answer Yes and make sure your nonresident state(s) are selected from the drop-down.
Select Continue to return to your Personal info summary.
Click on State on the left hand side.
Add the state of Indiana as a non-resident.
Follow the on-screen instructions.

Re: I am an Ohio resident who works in Indiana. My job withheld Indiana taxes and not Ohio. Isn’t...

fanfare — Sat, 27 Feb 2021 23:06:25 GMT

you already filed so you would have to amend to set them right if they are wrong now.

Re: I am an Ohio resident who works in Indiana. My job withheld Indiana taxes and not Ohio. Isn’t...

violettaprincess — Sun, 28 Feb 2021 16:37:40 GMT

Is it true amendments for states cannot be made online? I don’t see a way to do so and my return is accepted. I’m slightly frustrated I used turbo tax live and tax “expert” is the one who told me how to file and was wrong :(

Re: I am an Ohio resident who works in Indiana. My job withheld Indiana taxes and not Ohio. Isn’t...

TomD8 — Sun, 28 Feb 2021 16:47:53 GMT

@violettaprincess -- Be sure to allocate zero income to IN on your amended IN return. And if you haven't done so already, submit Indiana Form WH-47 to your Indiana employer. This will stop the IN withholding. You can download that form here:

https://www.in.gov/dor/tax-forms/withholding-tax-forms/