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Question

Need I include my 1099-R form on my State (Ohio) taxes?

Forum|Forum|1 year ago
March 5, 2025
1 reply
0 views

I am amending my federal return because I forgot to include my 1099-R form on my original. I am unsure whether I am also required to amend my State of Ohio tax return to also include this form or not. What should I do?

Not A Product Question

Yes, you need to include your 1099-R form on your State of Ohio tax return if it affects your taxable income. Here are the key points:

Ohio generally taxes most income reported on a 1099-R, including distributions from pensions, annuities, retirement or profit-sharing plans, IRAs, and insurance contracts. If this income is taxable at the state level, it must be included in your Ohio state tax return.
To amend your federal and state returns in TurboTax - follow the steps below:
1. Sign in to TurboTax
2. Go to the Amend screen.
3. Select Amend (change) return, then Amend using TurboTax Online.

For more detailed information, you can refer to Ohio Department of Taxation: 1099-R Entry Instructions.