Question

I live in Michigan and work in Ohio.

Forum|Forum|4 years ago
May 15, 2021
1 reply
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I submitted a Michigan and Ohio State tax return for 2019 and paid the amount TurboTax displayed. Now I realize I made a mistake that I don’t need to pay Ohio State taxes. How do I amend my 2019 tax return and get my Ohio Taxes wrongly paid back?

Thank you

E

ErnieS0

You can amend your state returns using your 2019 CD\Desktop program.

Open TurboTax 2019 Home & Business CD\Download
Open your 2019 tax return
Click on File > Save As at the top to give your amended return a new name so you don't change your original tax file
Click on the Personal tab
Select Other Tax Situations
State Amend a Return
Click through the screens until you see What do you need to change on your return?
Select State return at the bottom
Towards the end of the state section, it will ask if you want to amend or change a previously filed return. Say yes and follow the process.

You will have to amend your Michigan return if you claimed a credit for any OH tax.

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Hal_Al

Next year, In the personal info section, when it asks if you made money in another state, answer NO, per the reciprocal state instructions, on that page. This will prevent TurboTax from thinking you need to file an OH return.

Ohio has a reciprocal agreement, on wages, with all neighboring states. No Ohio state taxes are withheld or due and you do not need to file an OH return. But your home state will tax you on your Ohio income.

If Ohio taxes are mistakenly withheld, you have to file an Ohio return to get a refund. You should ask your employer to stop withholding so you don't have to file an Ohio return every year.

However the reciprocity agreement does not apply to Ohio local city taxes. You are not required to file a local city return, but you are also not entitled to a refund of the city withholding (box19 on your W-2), unless there was an error in the amount.

Michigan will give you credit for Ohio city tax paid, on the MI state return, but you have to attach a copy of the city return. So, even though the Ohio city does not require you to file a return, you have to file one (or at least prepare it) to get the MI credit, even though there will be no tax due or refunded from the Ohio city.