I paid estimated school tax for 2023 Ohio. How do I enter that amount to deduct from my 2023 liability?

[MinhT1]

The Ohio school district income tax is a state tax.

Your state estimated tax payments will serve as a credit your state tax liability and have to be entered on your tax return.

You enter your state estimated tax payments in the Federal section and they will flow through to your state return.

You can enter the state estimated taxes you paid by following these steps:

1. In TurboTax, open your tax return
2. Click on Federal in the left-hand column, then Deductions & Credits 
3. Locate the section named Estimates and Other Taxes Paid and click on the arrow on the right 
4. Click on Start next to Estimated Tax Payments
5. On the next page, click Start next to State estimated taxes for 2023.

[jim198]

Thanks for the info.  Where will this entry show up in the State Return?  The only way I seem to avoid the state return calculating a penalty for the 2023 local school tax is by entering the total estimated payments I made in 2023 in the 2022 School District Carryover.

[MinhT1]

The state's estimated taxes will flow to your state return.

You can only use the 2022 carryover as your 2023 estimated state tax only if you asked for it on your 2022 tax return.

[jim198]

Where can I find the "Flow" in my state return?  It still tells me I will owe a late penalty and does not seem to account for the estimated taxes I paid.  Entering the estimated school taxes into the federal return does not appear to clearly flag them as a School tax, so I'm not sure how they can flow into the state return and show up as estimated school taxes. 

[MinhT1]

Try entering them as Local estimated taxes.

[jim198]

That let me split the estimated taxes into quarterly payments and also identify them as "Ohio School Taxes", but did not make a difference in the Ohio State return - it still says I owe a penalty. 

Looking at the Ohio Tax form SD 100, I note line 12 reads: "Estimated and extension payments, and credit carryforward from last year's returns."  It looks like the only way for me to get the estimated tax payments into Line 12 is to enter it in the "Carryover from 2022" box.  Perhaps TT should clarify the text on the 2022 carryover page to include the 2023 estimated payments made.  Or even better, get those quarterly payments I entered into the Federal return into the state school tax return.

[MinhT1]

I've done further research on this subject.

School taxes in Ohio are a special kind of taxes, which aren't state or local taxes.

School taxes are reported on form SD100. And that form isn't automatically prepared in TurboTax 

Please follow the instructions in this answer by Champ Hal_Al.

See also this screenshot.

[jim198]

TT did fill out my Ohio SD100 form last year, and I believe it will for 2023 too.  I note it also walks you through creating quarterly vouchers to help pay estimated 2024 School taxes.

I did not see any "answer by Champ Hal_Al".  Perhaps it's missing a hyperlink.  And the item you circled is the one I used to process the School tax info.

I'm still waiting for any straggler tax forms before filing.  I can double check for the SD100 form before sending it in.

[MinhT1]

Sorry. The hyperlink was missing.

Here is the answer from Hal_Al.

[jim198]

The HAL_AI info is from 2019.  Several aspects of Ohio Local School tax have changed since then, including the ability to have periodic debit payments made each quarter, which, oddly enough, they have stopped doing for 2024 (figures, since it was convenient). 

As far as I can tell, the only way to get your 2023 estimated local school tax payments entered into the proper line (12) of the Ohio SD100 form is to enter them as though they were 2022 carryover (which gets totaled into line 12).  That's the only way I found to prevent TT Ohio State from telling you there's a penalty.

Entering them into the Local Taxes paid on the Federal Return might help you eclipse the standard deduction (for me it did not), but they do not appear to have any effect on the Ohio Return or other docs.

[jim198]

Update:  Once I finished the taxes and got a look at the Ohio SD Tax forms ready to submit, it looks like you should NOT try entering paid estimated taxes into the 2022 carryover entry.  True, that value will go into the necessary Line 12 on the SD 100 form, but it appears the correct way to enter your estimated SD taxes is through the Federal return, under additional local taxes, making sure to flag the four quarterly payments as "Ohio School Taxes".  It appears those DO get moved into the State SD 100 form and will appear in line 12.  

This was not very clear from the TT screens used to enter the other SD taxes info.  It really could use some confirmation of the Estimated taxes paid that was transferred from the Federal return.