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Screen OHAdj - Ohio Adjustments to Income
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Use this screen to complete Form IT1040 Schedule of Adjustments, Ohio College Tuition Savings Plan Carryover Worksheet, Ohio Health Care Expenses, MSA and Child Care Worksheet, Ohio Nonresident Credit Worksheet, and Form ITNRC.
If information transferred from UltraTax/1040 doesn't need extra data or coding, UltraTax/1040-OH shows it on the form only, not on the input screen.
- Refund or reimbursements from Federal 1040, Schedule 1 line 8z for Federal itemized deductions claimed on a prior year return (Schedule of Adjustments) is entered in the statement attached to the field.
- Interest and dividend income is entered on the federalB&D,SDE,K1, andK1Tscreens. You can access these screens by using the links on theOHAdjscreen. Interest and dividend data entered in the statement windows on these federal screens is used in the calculation of state income and adjustments. In those interest and dividend statement windows, you may indicate if data should be applied only to the federal or only to the state return. In addition, use of the state postal code and In-State Source % indicates which state should react to the data entered in the federal statement windows.
- EnterFin theF/Sfield to indicate that the item is for the federal return only.
- EnterSin theF/Sfield and a non-OH postal code inStateto indicate that the item transfers only to the state specified and is ignored for federal purposes.
- For Ohio source interest and dividends reportable on part-year and nonresident Ohio returns, you'll need to enterOHinStatein these federal statement windows. Further, for interest and dividends reportable as Ohio source for nonresident Ohio returns, you'll also need to enter a percentage inIn-State Source %.
- Interest from municipal obligations and U.S. obligations from a pass-through entity and reportable on the federalK1andK1Tscreens may be adjusted by new fields on the federalK1-Stscreen. If you enter data in these fields on theK1-Stscreen, the total of all K1 or K1T data for that income type is adjusted by the requested amount for that K1 or K1T. The state return uses the adjusted amount in its calculations. See the federalK1-Stscreen for more information.
Additions
UltraTax CS uses the information in this section to complete the additions portion of Form IT1040, Schedule A, Ohio Health Care Expenses, MSA and Child Care Worksheet, Ohio Nonresident Credit Worksheet, and Form ITNRC.
Certain pass-through entity Ohio taxes paid / ... / Taxes paid to another state or DC related to IRS notice 2020-75
Enter the additions to federal adjusted gross income.
Ohio Source (Force) for PY/NR
Use these fields to force an amount different from the calculated Ohio source amount. These amounts affect the Ohio Nonresident Credit Worksheet and Form ITNRC.
Federal conformity income tax adjustments (Force)
Use these fields to force an addition adjustment different from the calculated amount. UltraTax CS calculates the adjustment for Internal Revenue Code amendments implemented after the date of Ohio legislative conformity with the Internal Revenue Code.
Deductions
UltraTax CS uses the information in this section to complete the deductions portion of Form IT1040, Schedule A, Ohio Health Care Expenses, MSA and Child Care Worksheet, Ohio Nonresident Credit Worksheet, and Form ITNRC.
Military nonresident and civilian nonresident spouse earnings
Enter deduction from federal AGI for military income earned in OH while a full-year nonresident of OH. Also, enter qualifying deductible income earned/received in OH by a civilian nonresident spouse.
Wages of residents of neighboring states (Force)
Use this field to force a deduction different from the calculated amount. UltraTax CS calculates the deduction from amounts entered as Ohio wages in the federal
W2
screen earned by an individual who is a full-year resident of a state that shares a border with Ohio.Military pay for Ohio residents stationed outside the state
Enter a deduction from federal adjusted gross income for military income earned by an Ohio resident while stationed outside Ohio.
Military retirement income included in federal AGI (Force)
Use this field to force a deduction different from the calculated amount. UltraTax CS calculates the deduction from qualifying amounts entered in federal Screen 1099R with state use code
24
(Military retirement).Repayment of income reported in a prior year
Enter a deduction for income reported in a prior year but repaid in the current tax year.
Federal conformity income tax adjustments
Enter a deduction due to Internal Revenue Code amendments implemented after the date of Ohio legislative conformity with the Internal Revenue Code.
college tuition savings plan carryforward available
Use this statement to enter or adjust the prior-year carryforwards that proforma from the prior year. Identify the beneficiary's SSN and name for each amount transferred forward. The current-year qualifying contributions combine with entries from this field to complete the OH College Tuition Savings Plan Carryover Worksheet.
College tuition savings plan (529) deduction (Force)
Enter contributions to any state 529 college savings plan on the federal 1099Q screen and enter code
24
in the State use
field.Portion of college grants used to pay room and board
Enter the federally taxable portion of Pell or OH College Opportunity grants used to pay room and board. To qualify for this deduction, you, your spouse, or dependent was an enrolled student in a post-secondary institution, used a portion of Pell or OH Opportunity grants to pay room and board expenses, and was included in the federal AGI.
Certain Ohio National Guard reimbursements and benefits
Enter qualifying reimbursement for group life insurance premiums paid and death benefits paid on behalf of an active duty Guard member, if not deducted elsewhere on Schedule A.
Eligible for Medicare or an employer-sponsored health care plan (Force)
If you entered Medicare premiums or W-2 Box 14 medical insurance premiums, then this field defaults to code A; otherwise it defaults to code C.
Unreimbursed long-term care insurance premiums (Force)
Use this field to force line 3 of the Health Care Expenses Worksheet.
Other medical expenses not entered on the above fields (Force)
Use this field to force line 4 of the Health Care Expenses Worksheet.
Unsubsidized premiums paid while eligible for Medicare/Empl plan
Use this field to force a deduction different from the Health Care Expenses Worksheet calculation.
Medical savings account contributions (Force)
The Medical Savings Account Worksheet calculates either an addition or deduction. Use the
Medical savings account contributions (Force)
fields for contribution amounts different from the amounts entered on the federal 1099SA
screen and calculated on lines 1 & 2 of the Medical Savings Account Worksheet.Organ donor expenses
Enter a deduction for organ donor expenses up to the statutory limit per person.
Individual development account contribution
Enter a deduction for contributions to a qualifying Ohio individual development account.
Wage expense not deducted due to jobs credits (Force)
Use this field to force a deduction different from the calculated amount. UltraTax CS calculates the deduction as the sum of the credits shown on federal Form 5884, Work Opportunity Credit; Form 8844, Empowerment Zone and Renewal Community Employment Credit; and Form 8845, Indian Employment Credit.
Interest income from Ohio public obligations
Enter gains from selling or disposing of Ohio public obligations and interest income from those obligations, public service payments received from the state, and income from transfer agreements.
STABLE account plan carryforward available
Use this statement window to enter or adjust the prior-year carryforwards; these proforma from the prior year. Identify the beneficiary's SSN and name for each amount carried forward. The current-year qualifying contributions combine with entries from this statement window to complete the OH STABLE Plan Carryover Worksheet.
STABLE account plan deduction (Force)
Use this field to force a deduction different from the calculated amount. UltraTax CS calculates the deduction from amounts entered in the federal 1099QA screen with postal code
OH
and the state use code to determine the eligible contributions.