Ohio returns

[Lynn EA USTCP in Louisiana]

New clients just left my office - moved to LA from Ohio in late Sept 2010.

W2's reflect W/H from OH, Village of Delta, Bryan, and Toledo.

What are the quirks to Ohio returns?

Thanks, Lynn

Lynn Jacobs, EA, FNTPI, NP

Kenner, LA

[Jim Oh Bkkr]

Ohio Return should be calculated (automatically) as a full year resident through Line 12. Then Page 4, Sch D should calculate percentage of NON Ohio income to Ohio AGI. Percentage is then applied to total tax to calculate a credit (for LA income).

Local(s) are most likely non-issues if client only worked there. (In my area) local return is only an issue in the area of RESIDENCE.

But be careful W/H are "School District". There are no SD income taxes in my area, so I'm not real familiar with then.

Jim

[Margaret CPA in OH]

As mentioned, the percentage of non-Ohio income should be calculated. Form OH IT-2023 can prove useful in allocating the income whether or not 'required.' It is especially helpful I think with interest and dividends and other non-W-2 items when you know where earned but the system doesn't.