Screen OHGen - Ohio General Information (1040)

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Return Information

School district number
Select or enter the client's school district number. Ohio nonresidents don't need to complete this field and are automatically assigned to Franklin county. If the school district is a taxing district, the school district number transfers to the
OHSD
screen if that return is selected in
File
, then
Client Properties
.
Met all 5 criteria for irrebuttable presumption of non-Ohio residency
Enter
X
in the field to indicate on the Ohio IT-1040, Page 1 that the taxpayer or spouse has met all five criteria for claiming non-residency in Ohio. Form IT NRS, Ohio Nonresident Statement is no longer required to be filed separately. If you select to file Form IT-NRS, add the return in
Client Properties
window and use the
OHNRS
screen for required information.
General footnote
Enter a footnote in the statement. This is a schedule that may be printed and attached to the return for informational purposes. The general footnote appears as a separate item in each collation. A PDF of the general footnote is included in the electronic file.

Use Tax

Use tax
Enter the amount of purchases subject to use tax, the date purchased, and the related county information. An entry in the
Tax Rate
column in the statement overrides the provided tax rates. Use tax displays on Form IT 1040, Page 2.

Contributions

Use this section to enter the amount of contributions that show on Form IT 1040, Pages 1 and 2.
Military injury relief fund donation / ... / Wishes for sick children
Enter the donation amount. The amount of the donation limits to the overpayment.

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