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Level 2

Solved

Ohio Retirement

Forum|Forum|3 years ago
February 27, 2023
1 reply
23 views

While doing my Ohio state taxes turbo tax asked about my wife's retirement. She worked a full-time job until October of 2021. She started collecting Social Security in at that time and a pension from an earlier job. She then started a parttime job at that time through September of 2022. And has not worked since. She made about 5300 dollars in 2022 with this job. There is about a two-hundred-dollar difference between picking the yes or no option asking if she retired in 2022 or not. How do I answer the question? Was she retired in 2021 or 2022? Thanks.

Best answer by Hal_Al

Answer that question yes in TurboTax (TT), and it will give you the credit. She is retired for purposes of the Ohio Retirement Credit. The key is that she is retired from THAT job (the one she receives the pension from). As long as her pension was included in your Federal AGI, it is being taxed by Ohio and qualifies you for the retirement credit. The fact that she is still working elsewhere doesn't mean she is not retired from the job paying the pension.

Answer

Level 15

Answer that question yes in TurboTax (TT), and it will give you the credit. She is retired for purposes of the Ohio Retirement Credit. The key is that she is retired from THAT job (the one she receives the pension from). As long as her pension was included in your Federal AGI, it is being taxed by Ohio and qualifies you for the retirement credit. The fact that she is still working elsewhere doesn't mean she is not retired from the job paying the pension.

Level 2

Thanks for the response.