Fill a Valid Ohio It 1040 Form

The Ohio IT 1040 form is the official document used by residents of Ohio to report their individual income tax. This form is essential for calculating the amount of tax owed or the refund due based on your income and any applicable credits or deductions. Completing the IT 1040 accurately ensures compliance with state tax regulations and helps in managing your financial obligations effectively.

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Preview - Ohio It 1040 Form

Do not staple or paper clip.

2021 Ohio IT 1040

hio

Department of

Individual Income Tax Return

Taxation

Use only black ink/UPPERCASE letters.

21000102

Sequence No. 1

AMENDED RETURN - Check here and include Ohio IT RE.

NOL CARRYBACK - Check here and include Schedule IT NOL.

Primary taxpayer's SSN (required)

If deceased

Spouse’s SSN (if filing jointly)

If deceased

School district #

First name

M.I.

Last name

Spouse's first name (if filing jointly)

M.I.

Last name

Address line 1

(number and street) or P.O. Box

Address line 2

(apartment number, suite number, etc.)

City

State

ZIP code

Ohio county (first four letters)

Foreign country (if the mailing address is outside the U.S.)

Foreign postal code

Do not staple or paper clip.

Residency Status – Check only one for primary						Filing Status – Check one (as reported on federal income tax return)
	Resident	Part-year	Nonresident
	Resident	Part-year	Nonresident					Single, head of household or qualifying widow(er)
		resident	Indicate state					Married filing jointly


Check only one for spouse (if filing jointly)
Check only one for spouse (if filing jointly)
	Resident	Part-year	Nonresident								Spouse’s	SSN
		resident	Indicate state					Married filing separately



Ohio Nonresident Statement – See instructions for required criteria
	Primary meets the five criteria for irrebuttable presumption as nonresident.							Federal extension filers - check here.
	Spouse meets the five criteria for irrebuttable presumption as nonresident.							If someone can claim you (or your spouse if filing jointly) as a

								dependent, check here.
								dependent, check here.
1. Federal adjusted gross income (federal 1040 or 1040-SR, line 11). Place a "-" in the box
													.	0	0
if negative										..1.
										..1.


2a. Additions – Ohio Schedule of Adjustments, line 10 (include schedule)										2a.			.	0	0
										2a.			.

2b. Deductions – Ohio Schedule of Adjustments, line 39 (include schedule)										2b.			.	0	0
										2b.			.
3. Ohio adjusted gross income (line 1 plus line 2a minus line 2b). Place a "-" in the box
if negative										..3.			.	0	0
if negative										..3.			.

............................................4. Exemption amount (include Schedule of Dependents if applicable)									4.				.	0	0
Number of exemptions including you and your spouse/dependents, if applicable:
													.	0	0
5. Ohio income tax base (line 3 minus line 4; if negative, enter zero)
							5.
							5.

6. Taxable business income – Ohio Schedule IT BUS, line 13 (include schedule)								6.					.	0	0
								6.					.

7. Taxable nonbusiness income (line 5 minus line 6; if negative, enter zero)								7.					.	0	0
								7.					.

Do not write in this area; for department use only.

MM-DD-YY Code

IT 1040 – page 1 of 2

2021 Ohio IT 1040

	SSN		Individual Income Tax Return	21000202
			Individual Income Tax Return

7a. Amount from line 7 on page 1				7a.
7a. Amount from line 7 on page 1				7a.
...............................................8a. Nonbusiness income tax liability on line 7a (see instructions for tax tables)						8a.
						8a.
8b. Business income tax liability – Ohio Schedule IT BUS, line 14 (include schedule)						8b.
						8b.
8c. Income tax liability before credits (line 8a plus line 8b)						8c.
						8c.
9. Ohio nonrefundable credits – Ohio Schedule of Credits, line 38 (include schedule)				9.
				9.
10. Tax liability after nonrefundable credits (line 8c minus line 9; if negative, enter zero)				10.
				10.
11. Interest penalty on underpayment of estimated tax (include Ohio IT/SD 2210)				11.
				11.
12. Unpaid use tax (see instructions)				12.
12. Unpaid use tax (see instructions)				12.
13. Total Ohio tax liability before withholding or estimated payments (add lines 10, 11 and 12)				13.
				13.
14. Ohio income tax withheld – Schedule of Ohio Withholding, part A, line 1 (include schedule and

	income statements)			14.
15. Estimated and extension payments (from Ohio IT 1040ES and IT 40P), and credit carryforward

	from last year's return			15.
16. Refundable credits – Ohio Schedule of Credits, line 44 (include schedule)				16.
				16.
17.Amended return only – amount previously paid with original and/or amended return				17.
				17.
18.Total Ohio tax payments (add lines 14, 15, 16 and 17)				18.
18.Total Ohio tax payments (add lines 14, 15, 16 and 17)				18.
19. Amended return only – overpayment previously requested on original and/or amended return				19.
				19.
20. Line 18 minus line 19. Place a "-" in the box if negative
					....20.

		If line 20 is MORE THAN line 13, skip to line 24. OTHERWISE, continue to line 21.
21. Tax due (line 13 minus line 20). If line 20 is negative, ignore the "-" and add line 20 to line 13				21.
22. Interest due on late payment of tax (see instructions)				22.
22. Interest due on late payment of tax (see instructions)				22.

23.TOTAL AMOUNT DUE (line 21 plus line 22). Include Ohio IT 40P (if original return) or IT 40XP

(if amended return) and make check payable to “Ohio Treasurer of State”			AMOUNT DUE.23.
24. Overpayment (line 20 minus line 13)			24.
25.Original return only – portion of line 24 carried forward to next year’s tax liability			25.
26.Original return only – portion of line 24 you wish to donate:
a. Military Injury Relief	b. Ohio History Fund	c. Nature Preserves/Scenic Rivers

Sequence No. 2

. 0 0

		.	0	0		.	0	0		.	0	0
		.				.				.			Total ....26g.
d. Breast/Cervical Cancer					e. Wishes for Sick Children				f. Wildlife Species				Total ....26g.
d. Breast/Cervical Cancer					e. Wishes for Sick Children				f. Wildlife Species
		.	0	0		.	0	0		.	0	0
27. REFUND	(line 24 minus lines 25 and 26g)											YOUR REFUND27.

.0 0

. 0 0

Sign Here (required): I have read this return. Under penalties of perjury, I declare that, to the best of my knowledge and belief, the return and all enclosures are true, correct and complete.


			Phone number
Primary signature
			Date
Spouse’s signature

Check here to authorize your preparer to discuss this return with the Department.


Preparer's printed name		Phone number

	Preparer's TIN (PTIN)		P

If your refund is $1.00 or less, no refund will be issued. If you owe $1.00 or less, no payment is necessary.

NO Payment Included – Mail to:

Ohio Department of Taxation

P.O. Box 2679

Columbus, OH 43270-2679

Payment Included – Mail to:

Ohio Department of Taxation

P.O. Box 2057

Columbus, OH 43270-2057

IT 1040 – page 2 of 2

Document Properties

Fact Name	Details
Form Purpose	The Ohio IT 1040 form is used for filing individual income tax returns for residents, part-year residents, and nonresidents in Ohio.
Governing Law	The form is governed by the Ohio Revised Code, specifically sections related to individual income taxation.
Filing Status	Taxpayers must select their filing status, which includes options like single, married filing jointly, and head of household.
Residency Status	Taxpayers must indicate their residency status by checking one of three options: resident, part-year resident, or nonresident.
Amended Returns	Taxpayers can check a box to indicate if they are filing an amended return. An Ohio IT RE must accompany the amended return.
NOL Carryback	Taxpayers claiming a Net Operating Loss (NOL) carryback must check the appropriate box and include Schedule IT NOL.
Tax Credits	Various nonrefundable credits can be claimed, which must be reported using the Ohio Schedule of Credits.
Filing Deadline	The filing deadline for the Ohio IT 1040 is typically the same as the federal tax return deadline, which is April 15.
Payment Instructions	Taxpayers must send payments to the Ohio Department of Taxation, with specific addresses for payment included on the form.

Documents used along the form

When filing your Ohio IT 1040 form, there are several other documents and forms that may be necessary to ensure your tax return is complete and accurate. Each of these documents serves a specific purpose and can help clarify your financial situation to the Ohio Department of Taxation. Below is a list of commonly used forms that accompany the IT 1040.

Ohio IT RE: This form is used to report any changes to your residency status. If you are filing an amended return, this document must be included to reflect the updated information.
Schedule IT NOL: If you are claiming a Net Operating Loss (NOL) carryback, this schedule is required. It helps to detail the amount of your NOL and how it impacts your tax liability.
Ohio Schedule A: This schedule is used to report additions and deductions to your income. It breaks down various income sources and tax adjustments that affect your Ohio adjusted gross income.
Schedule IT BUS: If you have business income, this schedule details your taxable business income. It is essential for accurately calculating your overall tax liability.
Ohio Schedule of Credits: This document lists any nonrefundable credits you may be eligible for, which can reduce your overall tax liability. It is important to include this information to ensure you are not overpaying.
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Ohio IT 1040ES: This form is used for estimated tax payments. If you made estimated payments during the year, including this form will help ensure they are credited correctly against your total tax liability.
Ohio IT/SD 2210: If you are subject to an interest penalty for underpayment of estimated tax, this form calculates the penalty amount. It is important to include this to avoid additional fees.
Ohio IT 40P: If you are filing an original return and owe taxes, this payment voucher must be included. It provides instructions for where to send your payment.

By gathering these documents and forms, you can ensure that your Ohio IT 1040 filing is comprehensive and accurate. This preparation can help alleviate any potential issues with the Ohio Department of Taxation and contribute to a smoother tax filing experience. Always consider consulting with a tax professional if you have questions or concerns about your specific situation.

Guidelines on Filling in Ohio It 1040

Completing the Ohio IT 1040 form requires careful attention to detail. Ensure that all information is accurate and complete before submitting. Below are the steps to guide you through the process of filling out the form.

Use only black ink and uppercase letters to fill out the form.
Indicate if this is an amended return by checking the appropriate box.
If applicable, check the box for claiming an NOL carryback.
Provide your school district number.
Enter the primary taxpayer's Social Security Number (SSN) and check the box if deceased.
For joint filing, enter the spouse’s SSN and check the box if deceased.
Fill in your first name, middle initial, and last name.
If married filing jointly, enter your spouse's first name, middle initial, and last name.
Complete your address, including city, state, and ZIP code.
Indicate your residency status by checking one box (Resident, Part-year, Nonresident).
Select your filing status by checking one box (Single, Married filing jointly, etc.).
If married filing jointly, check the appropriate box for your spouse’s residency status.
Check the box if someone else can claim you or your spouse as a dependent.
Report your federal adjusted gross income from your federal return.
Include any additions from Ohio Schedule A, line 10.
Include any deductions from Ohio Schedule A, line 39.
Calculate your Ohio adjusted gross income (line 1 plus line 2a minus line 2b).
Enter the exemption amount, and include Schedule J if claiming dependents.
Calculate your Ohio income tax base (line 3 minus line 4; enter zero if negative).
Report taxable business income from Ohio Schedule IT BUS, line 13.
Calculate the amount from line 5 minus line 6 (enter zero if negative).
Determine your nonbusiness income tax liability using tax tables.
Include business income tax liability from Ohio Schedule IT BUS, line 14.
Add lines 8a and 8b to find your income tax liability before credits.
Report any Ohio nonrefundable credits from the Schedule of Credits.
Calculate your tax liability after nonrefundable credits (line 8c minus line 9).
Include any interest penalty on underpayment of estimated tax.
Report use tax due on internet or out-of-state purchases.
Add lines 10, 11, and 12 for total Ohio tax liability before withholding.
Report any Ohio income tax withheld from the Schedule of Ohio Withholding.
Include estimated and extension payments, and credit carryforward from last year.
Report any refundable credits from the Schedule of Credits.
For amended returns, report the amount previously paid with the original return.
Add all tax payments to find the total Ohio tax payments.
If applicable, report any overpayment previously requested on original returns.
Calculate line 18 minus line 19.
If line 20 exceeds line 13, skip to line 24; otherwise, continue to line 21.
Calculate your tax liability (line 13 minus line 20).
Include interest due on late payment of tax.
Calculate the total amount due (line 21 plus line 22).
Report any overpayment (line 20 minus line 13).
If applicable, indicate the amount of overpayment to be credited toward next year's tax liability.
For original returns, indicate any donations from the overpayment.
Sign and date the form. Include your phone number.
If applicable, have your spouse sign and date the form as well.
Check the box to authorize your preparer to discuss the return with the Department.
Mail the completed form to the appropriate address based on whether a payment is included or not.

Common mistakes

Filling out the Ohio IT 1040 form can be daunting, and mistakes are common. One significant error occurs when individuals fail to use the correct writing tools. The instructions specify that only black ink should be used, and entries must be made in UPPERCASE letters. Using colored ink or lowercase letters can lead to processing delays or rejection of the return.

Another frequent mistake is neglecting to check the appropriate boxes for residency and filing status. Taxpayers must select only one option for both residency status and filing status. Failing to do so can create confusion and potentially affect the tax calculation. It is essential to carefully review these sections to ensure accuracy.

Many people also overlook the requirement to include necessary schedules. For instance, if claiming dependents, you must attach Schedule J. Similarly, if there are additions or deductions, the corresponding schedules must be included as well. Missing these documents can result in incomplete information and could lead to an incorrect tax assessment.

Additionally, some taxpayers make the mistake of not double-checking their Social Security Numbers (SSNs). Both the primary taxpayer's and the spouse's SSNs (if applicable) must be entered accurately. An incorrect SSN can cause significant issues, including delays in processing the return and potential penalties.

Finally, individuals often forget to sign the form. A signature is required to validate the return. Without it, the Ohio Department of Taxation may consider the return incomplete. Remember to sign and date the form before submission to avoid unnecessary complications.

FAQ

What is the Ohio IT 1040 form?
The Ohio IT 1040 form is the state income tax return for individuals who are residents, part-year residents, or nonresidents of Ohio. It is used to report income, calculate tax liability, and determine any refunds or payments due. The form must be completed accurately and submitted to the Ohio Department of Taxation by the designated deadline.
Who needs to file the Ohio IT 1040?
Anyone who earns income in Ohio or is a resident of Ohio is generally required to file the Ohio IT 1040. This includes full-time residents, part-year residents, and nonresidents who have income sourced from Ohio. If you meet the filing requirements based on your income and residency status, you should file this form.
What information do I need to complete the Ohio IT 1040?
To complete the Ohio IT 1040, you will need several key pieces of information:
- Your Social Security Number (SSN) and that of your spouse if filing jointly.
- Your address and residency status.
- Your federal adjusted gross income from your federal tax return.
- Any additions or deductions specific to Ohio, which may require additional schedules.
- Details about any exemptions you are claiming.
Gathering these documents in advance will help streamline the filing process.
What should I do if I need to amend my Ohio IT 1040?
If you need to amend your Ohio IT 1040, check the box indicating that this is an amended return. You must also include the Ohio IT RE form. It is important to note that you should not include a copy of the previously filed return. Make sure to provide all corrected information and submit it to the Ohio Department of Taxation.
How do I pay my Ohio tax liability?
If you owe taxes, you can include a payment with your return. The Ohio IT 1040 instructions will guide you on where to send your payment. If you are mailing your return with a payment, send it to the address specified for payments. If you are filing electronically, you may have the option to pay online through the Ohio Department of Taxation’s website.