Ohio Lump Sum Retirement Credit Worksheet

[Homey16]

Why am I being asked to answer questions in section II, and what do I need to do with this form, since the only lump sum distribution I took was rolled over into an IRA?

[Homey16]

And in the credit section of TT it tells me I don't qualify for the credit, but it still keeps asking me to fill out the form.

[JulieS]

You can delete the Lump Sum Credit Worksheet form from the Tax Tools menu:

1. Click on Tax Tools near the bottom of the left side menu.
2. Select Tools.
3. Click on Delete a form.
4. Find Lump Sum Retirement Credit Wks under the Ohio Return on the list, click Delete to the right.
5. Confirm that you want to delete the form.
6. Click Continue.