What is form IT NRC P1?

[BillM223]

IT NRC P1 refers to page 1 of the 2019 Ohio IT NRC – Income Allocation and Apportionment for Calculating the Nonresident Credit.

The form helps you calculate what part of the non-resident credit you are due from Ohio.

See Ohio IT NRC for 2019. 

[DLZ]

Hello, 

How do I add the IT NRC to my turbo tax software.  I need this form in order to get reimbursed for taxes my employer incorrectly deducted.  Thank you

[Vanessa A]

I am not sure which state you are using this form for, but several of the states you would need to use the TurboTax Desktop version in order to get the form.  For example, the form is not supported for Ohio for TurboTax Online.  

Here is a link to State Form Availability

[Hal_Al]

@DLZ Usually, you do not need to "add" the form.  TurboTax (TT) generates it based on your answers to the interview questions.

Explain what you're trying to do.  Verify that you're working on an Ohio return.  What taxes did your employer improperly withhold (deduct), city, state or school district? Where do your work (city, state)? Where do you live (city, state)?  Did you move during the year?

If you have a reciprocal state situation (you are a full year IN, MI, PA,  WV, or KY resident) that works in OH and OH state (not city) tax was withheld, there's a simple fix in TT.  You cannot get city tax refunded. 

[DLZ]

I moved from Ohio 3/31 to Florida.  My job remained in Ohio and I work remote. All documents were filed with my employer prior to me leaving. I worked with them for 9 months to get them to stop taking out Ohio and city taxes. It is only after finally telling my next steps were going to be legal action did they finally change it mid-December.  I downloaded TT onto my desktop from the disc as I was told only the desktop version has that form.  That information was incorrect.  The desktop version is the same and it only asks me for the date when I moved.  No income when I lived in Ohio vs. where I moved to in Florida.

[DLZ]

Just to clarify, that means that TT deluxe version with the state return....the state return portion is not usable because of my situation?  I would like to know because I have spent many hours trying to figure this out.  If I cannot use it, I would like to know so I can stop wasting my time.

[Hal_Al]

Q. Just to clarify, that means that TT deluxe version with the state return....the state return portion is not usable because of my situation? 

A. No. It just means you cannot make entries directly on the forms. You have to use the interview.

TT online  deluxe can do what you want.  Describe your situation and we can tell you how to make your entries. 

[DLZ]

I moved from Ohio 3/31 to Florida.  My job remained in Ohio and I work remote. All documents were filed with my employer prior to me leaving and I had confirmation of such in the Human Resources file. I worked with them for 9 months to get them to stop taking out Ohio and city taxes. It is only after finally telling my next steps were going to be legal action did they finally change it mid-December.  I want to be able to get a refund on the Ohio taxes that continued to be taken out since April 2021.

[Hal_Al]

Ohio does a convoluted tax calculation for non-residents/part year residents. It calculates tax on total income, then it calculates a non resident/part year resident credit, which it subtracts from the tax it calculated on the total income. The credit is calculated as your non-Ohio income divided by Total adjusted Income multiplied by the total tax. TurboTax (TT)   does this by allocating your income as either Ohio or non-Ohio. W-2 income will be allocated by the state name abbreviation shown in box 15 of your W-2. TT will ask you, item by item, in the state section, how much of your other income is Ohio or non-Ohio income.

Be advised that you will probably have to use a work around to get TT to prepare the OH return to get you your refund. At the w-2 screen, split the boxes 15-20 W-2 info into 2 lines. On the 1st line leave OH in box 15. In box 16 enter only the amount you earned from Jan 1 to Mar 31.  Leave all the OH withholding in box 17. On the 2nd line put FL in box 15 and your Apr 1 to Dec 31 wages amount in box 16; leave box 17 blank.

You will have to file a separate city return to get a refund of city tax.  TurboTax can do RITA and CCA cities.  Any other city, you will have to contact them for forms. If you worked remotely because of Covid, your old work location Ohio city had the right to continue withholding city tax. So, you may get some pushback on getting a city tax refund.  If you use TT, change the box 18 amount (at the W-2 screen) to the Jan 1 -Mar31 amount.