Reject Code: OH-PIT-004: Ohio and/or school district tax withheld is claimed on the return(s) but no income statement forms with Ohio and/or tax withheld are included with the return. Please correct and retransmit.
A taxpayer in Ohio may have one or both of municipal tax and school district tax withheld in the state section of their Form W-2. This information is printed on the physical W-2 in a variety of ways, but the Ohio e-file rules are strict as to how this information should be entered in both the federal and state tax returns, so to avoid this reject the Ohio municipal and school district information must be correctly entered in the W-2 menu in TaxSlayer ProWeb.
An Ohio W-2 requires one or two state lines of information. The first state line will show the taxpayer's locality information, and the second line if present will show their school district information. It's possible that the W-2 will show only the locality information and no school district information.
Note that if the taxpayer lives in a nontaxing school district, the W-2 may show the school district number but with no tax withheld. If there is no school district tax withheld due to it being a nontaxing district, do not enter this information as it will cause the return will reject
When entering an Ohio W-2 in TaxSlayer ProWeb with two lines of information in the state section, you will enter them as follows:
- First State and Local Information - In addition to the state wages and state income tax, the first section includes the locality wage and withholding information. Spell out the locality name as much as can be entered.
- Second State and Local Information - The second line is for the school district wage and withholding information, if present on the W-2. (If it's a nontaxing district, skip this section.) Select Ohio from the drop down menu, leave State wages and State income tax blank, and in the locality name indicate the school district with four numbers only. Do not include anything else, e.g., the letters "SD" or the # symbol.
In the W-2 entry window, don't enter the school district information first and locality information second - the state is looking for the four-digit school district code after the locality, and the return will reject if it's not there.
To correct this reject in TaxSlayer ProWeb, from the Federal Section of the tax return (Form 1040) select:
- Income
- Form W-2 - Select the W-2 with the Ohio withholdings. Ensure the municipal information is listed in the first State and Local Information section and the school district information is listed in the second State and Local Information section.