Federal QCD recognized and handled properly, but there is no QCD reduction in the Ohio used AGI

I followed the instructions for the 1099R's I received from Allianz, and declared that they were RMD's and all donated to a qualified charity. Everything went well, the 1040 AGI was reduced accordingly and all went as it should. Then, I hit a snag in the Ohio 1040IT, it DID NOT adjust the AGI it used to accomodate the direct transfer of funds (RMD's) from Allianz to the qualified charities [501 (c) (3)'s] and my Ohio taxes went up by a factor 2. Is this because Ohio does not allow QCD's as the federal 1040, or is it a bug in the transfer of data from the federal form to the state forms.

527

Expert Alumni

Mar 4, 2025 1:57:52 PM

In testing this, the Adjusted Gross Income amount that transferred to Ohio Form IT 1040, Line 1, from Form 1040, Line 11, included the non-taxable QCD amount, so doesn't need to be adjusted.

If you can give more details, we'll try to help.

@vboulter51

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Federal QCD recognized and handled properly, but there is no QCD reduction in the Ohio used AGI