Do I have to pay Ohio State tax on my social security benefits? I am a Ohio State resident.

[Critter]

Ohio Retirement Tax Friendliness. Social Security retirement benefits are fully exempt from state income taxes in Ohio. Any income from retirement accounts (like a 401(k) or an IRA) or pensions is taxed as regular income (but there are credits available).

[Hal_Al]

Social security benefits, if taxable on the federal return, are deducted on Ohio schedule A. This happens automatically, in TurboTax, and you do not need to do anything.

[Cobra606]

Not true. I just completed my 2019 Ohio state tax and TurboTax calculated that I owe taxed on my entire SSA distribution in Ohio. First time this has happen. Need fixing!

[Hal_Al]

Just tried it. It's working fine.  You may just be looking in the wrong place*.  Also check to see if any of your SS benefits were taxed on the federal return*.  If not, there will be no deduction, on the OH return.  Line 14 of OH Schedule A should equal line 5b of federal form 1040.  

 Otherwise,  I suggest you delete the SSA-1099 and start that part over. It's almost assuredly an entry error.

*You may be looking too soon. TT will not have  calculated a taxable portion until you have entered sufficient other income.

[taxhelp11]

Turbotax  only transferred to the Ohio State 2019 Tax Return the amount of Social Security benefit that was "TAXED". Any Social Security benefit that is not taxed on the Federal level cannot be deducted in Ohio. The short answer is if you did not pay Federal Tax on your Social Security benefit you will have to pay taxes on your benefit in Ohio in 2019,

[SteamTrain]

@taxhelp11 

No...you are mis-interpreting what is happening on the IT-1040  (or I am mis-interpreting what you are implying)

(Looking at the 2019 tax forms)

1)  Line 1 of the OH IT-1040 is the Federal AGI.

2)  IF the Federal tax return does not include any SS in it's calculation of AGI, then line 1 of the IT-1040  does not include any SS income, and there is no need for subtracting any SS income from OH income, since it isn't in line 1 of the IT-1040  in the first place.  So NO...if SS is not taxed in the Federal forms, it is not taxed on the Ohio forms either.

_________________On the other hand

3)  IF the Federal tax return does include some SS income as being taxable (line 5b of the 2019 Federal 1040), then that amount of SS income is included in the Federal AGI, and thus, also included in line 1 of the Ohio IT-1040.    In that case, there will be a subtraction of just that Federally-Taxable SS as a part of the line 2b Deductions.

[xmasbaby0]

@taxhelp11 You are mis-interpreting something

There are 13 states that tax Social Security—Colorado, Connecticut, Kansas, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Dakota, Rhode Island, Utah, Vermont, and West Virginia.  These states offer varying degrees of income exemptions, but four mirror the federal tax schedule: MN, ND,VT, and WV

Ohio does not tax Social Security benefits.  Ohio might tax certain other retirement income--but does not tax SS.

[Hal_Al]

"if you did not pay Federal Tax on your Social Security benefit you will have to pay taxes on your benefit in Ohio in 2019"

That's not correct.  Ohio, like most states starts with the Federal Adjusted Gross Income (AGI).  Then it has additions and subtractions (deductions) to that income. Additions are shown on lines 1 thru 9 of Schedule A.  Note that there is no line to add back untaxed (federally) social security income.  Deductions are shown on lines 11 thru 34.  Note that the amount of social security, taxed on the federal return, is deducted  on line 14.  So, no part of social security income is taxed by Ohio.