Generating city returns in ProSeries

If the filing status is single, married filing separate, head of household, or qualifying widower:

1. Go to the Federal Information Worksheet.
2. Choose the New York City form you want to e-file.
3. Scroll down to Part VI.
4. Mark the checkbox labeled File state or city returns electronically.
5. In the dropdown below, select New York City UBT or 1127.
   • In the next section, you can also choose to electronically file the quarterly NYC-5UBT1 payments by selecting the appropriate quarters.
6. Go to the New York City Information Worksheet.
7. Scroll down to Part II.
8. Select the checkboxes in 1a or 1b for either the NYC-202D or NYC-202.
   • You must do this even if you're filing only extensions and/or estimates. If you want to e-file a 1127, go to Part VI and mark Box 1 on the New York City Information Worksheet.
9. Prepare the form you want to e-file and, when ready, transmit it through the usual process.

If the filing status is Married Filing Jointly:

New York City doesn't allow separate taxpayer and spouse forms to be e-filed at the same time. To e-file only the taxpayer's New York City form(s), follow the steps above. To e-file a spouse's form(s), you'll need to create a second ProSeries file using Save As from the original file.

These instructions will guide you through the process. Be sure to follow them carefully. If you take a step out of order it may not be possible to undo it:

1. Follow the steps above to e-file the taxpayer's New York City forms.
2. Save that file and use it to e-file all federal and state returns.
3. Save the tax file with a different name using Save As.
   • It's suggested you save the new file with the same name but with this suffix: "_spouse." For example, if the file is called smit5555, save it as "smit5555_spouse."
   • If you're e-filing a NYC extension for the spouse, it's to your advantage to complete the federal and state portions of the return as completely as you can before creating the new spouse file.
4. Open the newly created spouse file.
5. On the Federal Information Worksheet under Part VI - Electronic Filing of Tax Return Information, do the following:
   • Mark the checkbox labeled This federal return is only for filing the spouse's copy of the NYC UBT or NYC-1127.
   • Un-select any federal and state e-filing.
     • Only NYC filings can be transmitted for the spouse.
   • Indicate which New York City form you want to e-file (main form, estimates, or extensions).
     • Extension must be marked in Part VII.
6. Go to the New York City Information Worksheet.
7. Scroll down to Part II.
8. Select the checkboxes in 1a or 1b for NYC-202 for the Spouse.
   • You must do this even if you're filing estimated tax payments or an extension. If you want to e-file a 1127, go to Part VI and mark the applicable box on the New York City Information Worksheet.
9. Prepare the form you'd like to e-file and transmit through the usual process.
   • You must attach a PDF copy of Form 201 or 203 to e-file Form 1127. You'll notice that the spouse filing is listed under the spouse's SSN in HomeBase.

Information about e-filing main forms after a spouse extension has been e-filed:

If the federal return has a Married Filing Jointly status and you e-file a New York City extension for the spouse, you'll need to use the spouse's file for e-filing the main New York City form and estimated payments for the spouse.

Once you've filed the federal portion of the original taxpayer file, you'll need to manually update the federal forms in the spouse's file to match the taxpayer file. Make sure that the federal forms in the original and spouse files match exactly before you transmit the spouse's main form for New York City, as the federal information is transmitted with the spouse's NYC 202 and 202S.

E-filing instructions for estimated payments:

You can select all of the estimated payments on the Federal Information Worksheet and prepare them all at the same time, but they can only be transmitted one at a time, even if you set up dates in the future for withdrawal. This is set by the City of New York. Once you have transmitted a payment, you must wait until it's been accepted before you can transmit another payment.

Table of contents:

Ohio forms

• Form IT 1040 is the form used by everyone filing an Ohio income tax return.
  • Form IT 1040, page 3 has Schedules A-D for adjustments and credits. Schedule E is a separate form for Nonrefundable Business Credits.
• Form IT 10 may be used by individuals who are not required to file an Ohio return and want to let Ohio know that fact. They may still need to file school district tax returns.

Input from federal return

• The Ohio state forms pull data from the federal worksheets that identify the state, such as W-2 and Schedule B Smart Worksheets.
• Ohio also pulls data from the Part-Year Allocation Worksheet or the Nonresident Allocation Worksheet. On the Federal Information Worksheet, in Part XI, enter the part-year and nonresident state return information. From Part XI, you may use the QuickZoom buttons to access the appropriate worksheet.

Extension

Ohio doesn't have an extension form, but honors the IRS extension.

Including city forms with the Ohio state return

In Part II of the Ohio Information Worksheet, check the box for the city forms you wish to include with the Ohio state return:

• Ohio School District Tax Return – Form SD 100
• Ohio Commercial Activity Tax Return – Form CAT 1
• Ohio Municipal Tax Return
  • Akron - Form IR
  • Canton
  • CCA – Exemption Certificate - Form 120-16-EC
  • CCA – City Tax Form - Form 120-16-IR
  • Cincinnati
  • Columbus - Form IR-25
  • Dayton - Form R-I
  • Generic City return - Form R (for all other Ohio cities that have an income tax)
  • RITA, Individual Declaration of Exemption
  • RITA - Form 37

The Ohio Finder website may be used to determine the proper school district based on address, zip code or latitude/longitude.

Ohio forms and schedules available for e-file

The following Ohio forms and schedules can be transmitted electronically at this time:

• Form IT 1040 – Individual Income Tax Return
• Schedule of Adjustments – Additions and Deductions
• Schedule of Credits, Nonrefundable and Refundable
• Schedule IT BUS, Business Income
• Schedule of Dependents
• Form SD 100, School District Income Tax Return
• Form IT 10 – Zero Liability / No Refund Individual Income Tax Return

Generating the SD-100

For tax year 2023:

Starting in tax year 2023 you can enter multiple school districts on a single form SD-100. To generate this form:

1. On the Ohio Information Worksheet scroll down to Part II - Main Form.
2. Check the Form SD 100 checkbox.
3. QuickZoom to the SD 100 form.
4. If the taxpayer/spouse had W-2 income that included School District information in box 18, 19 and 20:
   1. Go to the Federal W-2 Worksheet.
   2. In box 20 enter the School District number. This can be found by right clicking in box 20 and choosing About Box 20, then select Ohio.
   3. This will then flow the school district number to the SD-100 on the School District Residency and Income Smart Worksheet.
5. If the taxpayer/spouse had any 1099 income that is taxable to the school district enter the school district number in the available locality boxes.
6. Complete the School District Residency and Income Smart Worksheet.
7. The SD-100 page 4 will show a breakdown of the differnt school districts.

For tax year 2022 and prior:

For tax year 2022 and prior each different School District requires it's own Form SD-100. To generate these forms:

1. If the taxpayer/spouse had W-2 income that included School District information in box 18, 19 and 20:
   1. Go to the Federal W-2 Worksheet.
   2. In box 20 enter the School District number. This can be found by right clicking in box 20 and choosing About Box 20, then select Ohio.
2. If the taxpayer/spouse had any 1099 income that is taxable to the school district enter the school district number in the available locality boxes.
3. Open the Ohio Return.
4. On the Ohio Information Worksheet scroll down to Part II - Main Form.
5. QuickZoom to the SD 100 form.
6. Select the school district number that was entered on the W-2, or enter a new school district number.
7. Complete the Residency Status section.
8. The Income and withholding will flow from the Federal return based on the Scchool District numbers entered as the Locality.

ProSeries supports e-filing the Detroit city return with the Michigan state return. They can't be e-filed separately.

You can e-file the following forms:

• Form 5118, Detroit Resident Income Tax Return
• Form 5119, Detroit Nonresident Income Tax Return
• Form 5120, Detroit Part-Year Resident Income Tax Return
• Form 5121, Detroit Withholding Tax Schedule