OH Form IT-1040

Residency:

Part-year resident. You are a part-year resident if you were an Ohio resident for less than 12 months during the tax year.  As a part-year resident, use the Part-Year resident Schedule D on IT-1040, page 2 to figure the part-year credit on IT-1040, line 13.

SD-100, School District Income Tax Return:

Form SD-100 is prepared based on entries on Federal Form W-2.  On Form W-2, enter the wages, withholding, and school district number in boxes 18, 19, and 20, respectively.  W-2 information is carried to Form SD-100 based

on the school district number entered in W-2, box 20.

The following worksheets are available on the Form IT-1040:

- Use Tax

- Medical Savings Account

- Insurance and Medical Cost

- Lump-Sum Retirement Income Tax Credit

- Job Training Credit

Ohio Cities:

The following Ohio cities are available in Crosslink:

- Form R    Generic City Income Tax (Generic)

- Form R    Akron City Income Tax

- Form CCA  Municipal Income Tax

- Form I-8  Cleveland Heights Income Tax

- Form R    Dayton City Income Tax

- Form 37   Regional Income Tax4

- Form IR-22      Columbus Income Tax

- Form IR-25      Columbus Income Tax (2 or more cities)

- Form CIN  Cincinnati Income Tax

- Form Canton     Canton Income Tax

- Form Toledo     Toledo Income Tax

Wages/withholding information carries to the City forms based on a code entered in the 'State Use' box on Federal Form W-2 (next to Box 17, State W/H).  To calculate Form W-2 information on the City forms, the following code scheme is used:

1A    Form R            City Income Tax (Generic)

2     Form R            Akron City Income Tax

3     Form CCA    Municipal Income Tax

4     Form I-8    Cleveland Heights Income Tax

5     Form R            Dayton City Income Tax

6     Form 37           Regional Income Tax4

7     Form IR-22  Columbus Income Tax

8     Form IR-25  Columbus Income Tax (2 or more cities)

9     Form CIN    Cincinnati Income Tax

10    Form CantonCanton Income Tax

11    Form ToledoToledo Income Tax

Estimated Tax:

Ohio estimated tax will be computed based on a protective estimate.  The estimated tax can be adjusted as necessary by making entries directly on the estimate worksheet.

Estimated Tax Penalty:

To calculate an underpayment of estimated tax, Form IT-2210 must be added.  Crosslink doesn't automatically calculate the penalty.

Line 40: Unsubsidized health insurance/long term care insurance and excess medical expenses

Line 1 of this worksheet calculates the full amount of medical expenses entered on Federal Schedule A.

Line 2 of this worksheet is calculated by making an entry of 'I' or 'L' (denoting medical insurance and long-term care insurance) on the 'State Use' field on Federal Schedule A.

OH Form R

Form R - Generic City Income Tax:

Federal Form W-2 information carries to Ohio City Form R based on a code entered on the 'State Use' box on Form W-2 (next to box 17, State W/H).  Multiple occurrences of Form R are available.  To calculate wages/withholding on Form R, enter a code on Form W-2 as follows:

Code 1A - 1st occurrence of Form R

Code 1B - 2nd occurrence of Form R

Code 1C - 3rd occurrence of Form R

etc.