mcowens
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I believe I found the reason and (hopefully) the solution. After poking around, I found the "Joint Filing Credit Allocation Worksheet" On this sheet it indicate...
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Yes, the 1099-Rs are marked correctly.
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So I wouldn't have posted if I didn't have a tax liability.If I didn't owe tax, I would not have noticed the difference.I have $5K in a pension, my wife has $5K...
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Edit: my pension was over 5K for 2022
Activity Feed for mcowens
- Posted 1099 import at Fidelity or Prudential not working on Get your taxes done using TurboTax. February 3, 2024 6:34 AM
- Posted Re: Turbotax says we do not qualify for the Ohio joint filing credit, but Ohio's online filing website indicates we do. I have a pension of over for the year (2022) that paid state ta. She also has an inherited RMD ($20K) that paid Ohio state tax. on Retirement tax questions. February 25, 2023 6:23 AM
- Posted Re: Turbotax says we do not qualify for the Ohio joint filing credit, but Ohio's online filing we... on Retirement tax questions. February 25, 2023 5:20 AM
- Posted Re: Turbotax says we do not qualify for the Ohio joint filing credit, but Ohio's online filing we... on Retirement tax questions. February 23, 2023 11:33 AM
- Posted Re: Turbotax says we do not qualify for the Ohio joint filing credit, but Ohio's online filing website indicates we do. I have a pension of over for the year (2022) that paid state ta. She also has an inherited RMD ($20K) that paid Ohio state tax. on Retirement tax questions. February 23, 2023 6:55 AM
- Posted Turbotax says we do not qualify for the Ohio joint filing credit, but Ohio's online filing website indicates we do. I have a pension of over for the year (2022) that paid state ta. She also has an inherited RMD ($20K) that paid Ohio state tax. on Retirement tax questions. February 23, 2023 6:53 AM