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lruzick
New Member

How should I file?

I relocated to Indiana in 2017.My HR department failed to process my change from Ohio/Whitehall to Indiana/Marion. I know I need to file in OH to get my refund, but not sure how to list my OH income. When I list "zero" income in OH, I get a tax bill  of $3162.

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1 Best answer

Accepted Solutions
Hal_Al
Level 15

How should I file?

You have to include all your income.

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. Make sure that your non-Ohio wages show IN (Other state postal abbreviation)  in box 15 of your W-2 screen, with the IN amount in box 16. 

If OH shows in box 15 of your W-2, be advised that you may have to use a work around to get TT to prepare the 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 but make box 16 blank; leave the OH withholding in box 17. On the 2nd line put your home state abbreviation in box 15 and the state wages amount in box 16; leave box 17 blank..


The Whitehall city refund is not part of the Ohio state return. Contact the city for a special form to get a refund. http://oh-whitehall2.civicplus.com/131/Tax

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1 Reply
Hal_Al
Level 15

How should I file?

You have to include all your income.

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. Make sure that your non-Ohio wages show IN (Other state postal abbreviation)  in box 15 of your W-2 screen, with the IN amount in box 16. 

If OH shows in box 15 of your W-2, be advised that you may have to use a work around to get TT to prepare the 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 but make box 16 blank; leave the OH withholding in box 17. On the 2nd line put your home state abbreviation in box 15 and the state wages amount in box 16; leave box 17 blank..


The Whitehall city refund is not part of the Ohio state return. Contact the city for a special form to get a refund. http://oh-whitehall2.civicplus.com/131/Tax

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