From Sarah, a Community Trainer: I will be the first to admit taxes are intimidating. Many of you who attended my trainings have heard me say that I just graduated with a Communications and Media degree, nothing to do with taxes, math, government, policy, etc. Using The Benefit Bank tool empowered me to be successful at something I wouldn't have touched with a 39 and a half foot pole a couple months ago, but there are still a couple of confusing parts. I have noticed that many fellow counselors start sweating when you get to school district taxes. Can I show you a summary of a school district situation I encountered yesterday? This client moved within the year, didn't work in the same town she lived in, and had a mailing address in an altogether different district:
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It took a while to confirm the information, but The Benefit Bank did an awesome job giving follow-up instructions, breaking down where she paid, where she overpaid, where she didn't have to pay, and how to file the additional SD taxes (as we could only submit one of the districts with our e-file).
To help ease nerves and continue to make you more expert counselors, I want to make sure everyone saw this important section on SD taxes in our last OBB blast email:
- Finally, some clarifying information about school district tax:
1. Not all W-2s identify school district tax the same way. In most cases you will look for "SD" or "School District" in the locality field of the W-2 (under the Ohio tax section).
2. Be aware that some school disticts may have the same name as a city. In this case, make sure that the item you are looking at is not a city tax.
3. Click here for a list of school districts, highlighted in red are districts which require residents to file school district taxes. To find out which school district you live in click here and enter your address.
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