How can we receive the ohio retirement income credit

CarrieRose — Mon, 03 Jun 2019 19:05:16 GMT

We are retirees and worked part-time in 2016. Where can we find the criteria for Ohio retirement income credit eligibility?

To qualify for the Ohio Retirement Income Credit, you mus...

SweetieJean — Mon, 03 Jun 2019 19:05:17 GMT

To qualify for the Ohio Retirement Income Credit, you must meet all of the following criteria:

Your adjusted gross income less exemptions (Ohio IT 1040, line 5) is less than $100,000; AND

You received retirement benefits, annuities, or distributions that were made from a pension, retirement, or profit sharing plan; AND
You received this income because you have retired; AND
This income is included in your Ohio adjusted gross income.

Note: If you previously took a Lump Sum Retirement Income Credit, you CAN'T take the Retirement Income Credit on this year's return or any future year's return.

topic How can we receive the ohio retirement income credit in Retirement tax questions

How can we receive the ohio retirement income credit

To qualify for the Ohio Retirement Income Credit, you mus...