*Resolved* State News: Ohio MeF Processing and Acknowledgement Delay

*Resolved*

The Ohio Department of Taxation has resolved this issue.

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Please review the below message from the Ohio Department of Taxation.

MeF transmissions - processing and acknowledgement delay

Ohio is experiencing a delay of processing MeF transmissions and sending acknowledgements for all electronically filed Ohio taxes (Individual Income Tax, Muni, PTE/Fiduciary) as of today. We will communicate when this has been corrected.

State News: Ohio SD-100 School District Returns

 Please review the below information from the Ohio Department of Taxation

The Ohio Department of Taxation has made the following updates to their 2023 Form Ohio SD-100 and instructions which impact the filing of “Earned Income School District Tax Base” returns. This may require amended returns to be completed for previously filed returns. 

Per the agency, filing for these changes should not take place prior to February 8, 2024. At this time, our updated form release date has not been determined, but it will be as soon as possible.

Form OH SD-100:

• Lines 33, 34 & 35 will no longer be used on the form and will display as “reserved for future use”.
• Line 36 description will change to display as “Line 36 – Earned Income School District Tax Base (see instructions)” 

OH SD-100 instructions:

• The current instructions for lines 33 and 34 will be removed entirely from the online booklet.
• Line 35 is currently a total line and does not have any instructions in the booklet.
• Line description updated to “Line 36 – Earned Income School District Tax Base (see instructions)”
• If you lived in the school district for the entire year: Enter the lesser of line 3 or line 32.
• If you lived in the school district for only part of the year: Enter the lesser of line 32 or a prorated portion of line 3 based on how long you resided in the school district you entered at the top of the column. To prorate, divide line 3 by 12 months, then multiply the result by the number of months you resided in the school district. Alternatively, you may use days instead of months for your proration.

Important: For certain taxpayers, a prorated share of line 3 may not fairly reflect the portion of modified adjusted gross income received while a resident of the school district. Such taxpayers instead may determine the portion of modified adjusted gross income received while a resident of the district by specifically identifying income and deductions received while a resident of that district. They will then enter the lesser of that amount or line 32.

See the guidance for part-year residents on pages 64-65.

To stay up to date on the latest information, please visit: https://tax.ohio.gov/individual/school-district-income-tax

Important Reminder!: State News: Ohio Individual Income Tax MeF - Processing of submissions on hold 8/21/23 through 9/5/23

 Ohio will not send any acks back until after September 5th.

Please take note of the below important message from the Ohio Department of Taxation. 

Ohio’s Individual and School District Income Taxes are transitioning into our new NextGen system, OTS (Ohio Tax System) on 9/5/23.  In preparation for the migration to our new system, we will be shutting off the processing of MeF returns for only Individual and School District Income Tax submissions starting the very early morning hours of Monday 8/21/23 through Tuesday 9/5/23.  

• Individual and School District Income Tax submissions transmitted during this time frame will be held at the IRS and will not be picked up/processed (with acknowledgements sent) by Ohio until 9/5/23. 
• Returns submitted electronically during this timeframe will be credited with the correct submission date (i.e. IRS submission date) but the returns will not be processed, and any acceptance/rejection messaging will not be sent until 9/5/23.
• Reminder: there is no benefit in printing and mailing the returns instead of waiting for these to be processed on 9/5/23.  Paper returns can take 8 to 10 weeks to be processed.

NOTE: This affects Individual and School District Income Tax submissions only.  This DOES NOT affect any other Ohio taxes submitted electronically (i.e. Muni, Fiduciary or Pass Through Entity). 

Important! State News: Ohio Individual Income Tax MeF - Processing of submissions on hold 8/21/23 through 9/5/23

Please take note of the following important message from the Ohio Department of Taxation.

Ohio’s Individual and School District Income Taxes are transitioning into our new NextGen system, OTS (Ohio Tax System) on 9/5/23.  In preparation for the migration to our new system, we will be shutting off the processing of MeF returns for only Individual and School District Income Tax submissions starting the very early morning hours of Monday 8/21/23 through Tuesday 9/5/23.  

• Individual and School District Income Tax submissions transmitted during this time frame will be held at the IRS and will not be picked up/processed (with acknowledgements sent) by Ohio until 9/5/23. 
• Returns submitted electronically during this timeframe will be credited with the correct submission date (i.e. IRS submission date) but the returns will not be processed, and any acceptance/rejection messaging will not be sent until 9/5/23.
• Reminder: there is no benefit in printing and mailing the returns instead of waiting for these to be processed on 9/5/23.  Paper returns can take 8 to 10 weeks to be processed.

NOTE: This affects Individual and School District Income Tax submissions only.  This DOES NOT affect any other Ohio taxes submitted electronically (i.e. Muni, Fiduciary or Pass Through Entity). 

Reminder State News: Ohio Individual Income Tax MeF - Processing of submissions on hold 8/21/23 through 9/5/23

Please take note of the following important message from the Ohio Department of Taxation.

Ohio’s Individual and School District Income Taxes are transitioning into our new NextGen system, OTS (Ohio Tax System) on 9/5/23.  In preparation for the migration to our new system, we will be shutting off the processing of MeF returns for only Individual and School District Income Tax submissions starting the very early morning hours of Monday 8/21/23 through Tuesday 9/5/23.  

• Individual and School District Income Tax submissions transmitted during this time frame will be held at the IRS and will not be picked up/processed (with acknowledgements sent) by Ohio until 9/5/23. 
• Returns submitted electronically during this timeframe will be credited with the correct submission date (i.e. IRS submission date) but the returns will not be processed, and any acceptance/rejection messaging will not be sent until 9/5/23.
• Reminder: there is no benefit in printing and mailing the returns instead of waiting for these to be processed on 9/5/23.  Paper returns can take 8 to 10 weeks to be processed.

NOTE: This affects Individual and School District Income Tax submissions only.  This DOES NOT affect any other Ohio taxes submitted electronically (i.e. Muni, Fiduciary or Pass Through Entity). 

State News: Ohio Individual Income Tax MeF - Processing of submissions on hold 8/21/23 through 9/5/23

Please take note of the following important message from the Ohio Department of Taxation.

Ohio’s Individual and School District Income Taxes are transitioning into our new NextGen system, OTS (Ohio Tax System) on 9/5/23.  In preparation for the migration to our new system, we will be shutting off the processing of MeF returns for only Individual and School District Income Tax submissions starting the very early morning hours of Monday 8/21/23 through Tuesday 9/5/23.  

• Individual and School District Income Tax submissions transmitted during this time frame will be held at the IRS and will not be picked up/processed (with acknowledgements sent) by Ohio until 9/5/23. 
• Returns submitted electronically during this timeframe will be credited with the correct submission date (i.e. IRS submission date) but the returns will not be processed, and any acceptance/rejection messaging will not be sent until 9/5/23.
• Reminder: there is no benefit in printing and mailing the returns instead of waiting for these to be processed on 9/5/23.  Paper returns can take 8 to 10 weeks to be processed.

NOTE: This affects Individual and School District Income Tax submissions only.  This DOES NOT affect any other Ohio taxes submitted electronically (i.e. Muni, Fiduciary or Pass Through Entity).