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Ohio – School District Withholding on W-2

See page SD-7 in the IT-1040 instructions to view a list of Ohio school districts which assess income tax for 2012. If the school district reported on your Form W-2 is not listed, it does not assess an income tax. You may need to consult with your employer to determine if the correct school district is listed on your W-2. Your employer may also be reporting Ohio locality tax withheld instead of school district tax withholding.

If the school district tax withholding was not listed separately from the Ohio locality withholding on your Form W-2, enter the amounts in the Q&A interview as if they were listed separately to get the correct school district withholding amount to transfer to Ohio Form SD 100 School District Income Tax Return.

  1. From within your TaxACT return (Online or Desktop), click on the Federal Q&A tab
  2. Click Wages and Salaries to expand the category and then click Wage income reported on Form W-2
  3. Click Add to create a new copy of the form or click Review to review a form already created 
  4. Click Quick Entry or Step-by-Step Guidance
    1. If you select Quick Entry, scroll down to the State section of the form 
    2. If you select Step-by-Step Guidance, continue to the screen Wages – W-2 – Locality Information
  5. On the 1st line, in Box 19, enter only the locality withholding and select Ohio Locality in Box 20
  6. On the 2nd line, in Box 19, enter only the school district withholding and select the Ohio School District in Box 20

Then go to the Ohio Q&A interview to indicate the specific school district number for each Form W-2 in the return:

  1. Click on the State Q&A tab and then click Ohio directly below the blue tabs
  2. Click School District Return and then click Yes
  3. Click Review to review each of the Forms W-2 listed and on the following screen select the correct school district name in the drop-down field next to the school district withholding amount

If you have already entered the Ohio School District Number on Ohio Form IT-1040 (done at the very beginning of the Ohio Q&A), then the school district tax withholding will transfer to Line 10 of Ohio Form SD 100.

You can determine your Ohio School District at the Ohio website.