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Preview - Ohio It Ar Form
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Tax Year |
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IT AR |
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Rev. 9/19 |
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Individual and School District Income Tax Refund Application
Important: You may file the Ohio IT AR only after you have filed an Ohio income tax or school district income tax return (Ohio IT 1040 or SD 100).
Taxpayer SSN
Spouse's SSN
Taxpayer Name
Spouse's Name
Address, city, state, and ZIP code
Contact number
Email address
Tax Type (check one): Individual Income
School District Income
Assessment no. (if applicable)
Refund Requested: Use this section to calculate your refund. Refer to your Ohio IT 1040 or SD 100 for these amounts.
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Ohio or school district income tax withheld |
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Estimated and extension payments and credit carryforward from a previous tax year |
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Amounts previously paid with original and/or amended returns or an assessment |
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Refundable credits (individual income tax only) |
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Total payments (add lines 1 through 4) |
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Refunds previously requested |
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Net payments (line 5 minus line 6) |
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8. Total Ohio or school district tax liability (Ohio IT 1040, line 13 or SD 100, line 6) |
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Refund requested prior to the calculation of interest (line 7 minus line 8) |
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State the full and complete reasons for the above claim. You may attach additional sheets and/or supporting documentation.
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Sign Here (required): I have reviewed this refund application and all attachments. Under penalties of perjury, I declare |
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that, to the best of my knowledge and belief, the return and all enclosures are true, correct and complete. |
Mail this application along with all |
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Primary signature |
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Phone number |
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supporting documentation to: |
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Spouse’s signature |
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Date (MM/DD/YY) |
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Ohio Department of Taxation |
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Attn: Income Tax Division – Ohio IT AR |
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The following individual represents the taxpayer in this matter. Please attach form TBOR 1. |
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P.O. Box 2476 |
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Preparer name |
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PTIN |
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Columbus, OH |
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Contact number |
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Email address |
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Federal Privacy Act Notice
Because we require you to provide us with a Social Security number, the Federal Privacy Act of 1974 requires us to inform you that providing us with your Social Security number is mandatory. Ohio Revised Code sections 5703.05, 5703.057 and 5747.08 authorize us to request this information. We need your Social Security number in order to administer this tax.
Document Properties
| Fact Name | Description |
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| Form Purpose | The Ohio IT AR form is used to apply for a refund of individual and school district income taxes. |
| Eligibility | Taxpayers may only file the IT AR after submitting an Ohio income tax return (IT 1040) or a school district income tax return (SD 100). |
| Required Information | Applicants must provide Social Security numbers for both the taxpayer and the spouse, if applicable. |
| Contact Details | The form requires the taxpayer's address, contact number, and email address for communication purposes. |
| Tax Type Selection | Taxpayers must indicate whether the refund is for individual income tax or school district income tax. |
| Refund Calculation | Section for calculating the refund includes amounts withheld, estimated payments, and refundable credits. |
| Supporting Documentation | Applicants may attach additional sheets or documentation to support their refund claim. |
| Signature Requirement | A signature is required from the taxpayer, affirming the accuracy of the application under penalties of perjury. |
| Mailing Address | Completed forms should be mailed to the Ohio Department of Taxation, Income Tax Division, P.O. Box 2476, Columbus, OH 43216-2476. |
| Governing Law | The form is governed by Ohio Revised Code sections 5703.05, 5703.057, and 5747.08. |
Documents used along the form
The Ohio IT AR form is essential for individuals seeking a refund for overpaid income or school district taxes. However, several other forms and documents are commonly used alongside it to ensure a smooth and complete application process. Below is a list of these documents, each described briefly for clarity.
- Ohio IT 1040: This is the standard individual income tax return form for Ohio residents. It must be filed before submitting the IT AR form to establish the initial tax liability.
- SD 100: This is the school district income tax return form. Similar to the IT 1040, it must be filed prior to the IT AR if the taxpayer owes school district taxes.
- Form TBOR 1: This form designates a representative to act on behalf of the taxpayer. It is necessary to attach this form if someone else is preparing the refund application.
- W-2 Forms: These forms report annual wages and the amount of taxes withheld from an employee's paycheck. They are crucial for verifying income and tax payments when filing the IT AR.
- 1099 Forms: These forms report various types of income other than wages, such as freelance work or interest income. They may be needed to support claims for refunds.
- Tax Payment Receipts: Documentation of any estimated tax payments made during the year is important. These receipts help establish the total payments made and support refund claims.
- Supporting Documentation: Any additional documentation that supports the refund claim, such as proof of overpayment or credits, should be included to strengthen the application.
Being aware of these forms and documents can help streamline the refund application process. Ensuring all necessary paperwork is included will facilitate quicker processing and reduce the likelihood of delays.
Guidelines on Filling in Ohio It Ar
Completing the Ohio IT AR form is a straightforward process that allows taxpayers to apply for a refund after filing their income tax returns. Follow these steps carefully to ensure that your application is filled out correctly and submitted without any issues.
- Gather Required Information: Before starting, collect your Social Security Number (SSN), your spouse's SSN (if applicable), and your Ohio IT 1040 or SD 100 forms.
- Fill in Taxpayer Information: Enter your name, your spouse's name, and your address, including city, state, and ZIP code. Don’t forget to include your contact number and email address.
- Select Tax Type: Check the appropriate box for either Individual Income or School District Income.
- Complete the Refund Requested Section:
- Line 1: Enter the total Ohio or school district income tax withheld.
- Line 2: Input any estimated payments, extension payments, and credits carried forward from previous years.
- Line 3: List amounts previously paid with original or amended returns.
- Line 4: If applicable, include refundable credits for individual income tax.
- Line 5: Add lines 1 through 4 to calculate total payments.
- Line 6: Enter any refunds you have previously requested.
- Line 7: Subtract line 6 from line 5 to determine net payments.
- Line 8: State your total Ohio or school district tax liability from your IT 1040 or SD 100.
- Line 9: Subtract line 8 from line 7 to find the refund requested before interest calculation.
- Provide a Reason for the Claim: Clearly state the reasons for your refund request. If needed, attach additional sheets or supporting documents.
- Sign the Form: Both the taxpayer and spouse (if applicable) must sign the form. Include the date and a phone number where you can be reached.
- Mail the Application: Send your completed form along with all supporting documentation to the Ohio Department of Taxation, Income Tax Division – Ohio IT AR, P.O. Box 2476, Columbus, OH 43216-2476.
Once your application is submitted, the Ohio Department of Taxation will review it. They may contact you if they need any further information or clarification. Keep an eye on your mail and email for updates regarding your refund status.
Common mistakes
Filling out the Ohio IT AR form can be a straightforward process, but several common mistakes can lead to delays or complications in receiving a refund. Understanding these pitfalls can help ensure a smoother experience.
One frequent error is failing to file the necessary Ohio income tax or school district income tax return before submitting the IT AR form. The application can only be filed after the completion of an Ohio IT 1040 or SD 100. Without this prerequisite, the application will not be processed, causing unnecessary frustration.
Another mistake involves incorrect personal information. Taxpayers often overlook the importance of accurately entering their Social Security numbers and names. Any discrepancies can lead to significant delays in processing the refund. Ensuring that the information matches what is on file with the IRS is crucial.
Many individuals also neglect to provide a complete calculation of their refund. The form requires taxpayers to calculate their total payments and tax liability carefully. Omitting any amounts or making errors in the calculations can result in an incorrect refund amount being issued or even a denial of the application.
Additionally, some applicants forget to include supporting documentation. The form requests that taxpayers state the reasons for their claim and may require attachments. Failing to include these documents can lead to processing delays or requests for additional information.
Lastly, a common oversight is not signing the form. The application requires the taxpayer's signature, and if this step is skipped, the form will be considered incomplete. It is essential to double-check that all required signatures are present before mailing the application.
By being aware of these common mistakes, taxpayers can improve their chances of a timely and accurate refund process when filling out the Ohio IT AR form.
FAQ
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What is the Ohio IT AR form?
The Ohio IT AR form is an application for individuals to request a refund of their Ohio or school district income tax. This form can only be filed after submitting an Ohio income tax return (IT 1040) or a school district income tax return (SD 100).
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Who can file the Ohio IT AR form?
Any individual who has filed an Ohio income tax return or a school district income tax return and believes they are owed a refund can file the Ohio IT AR form. This includes taxpayers and their spouses if applicable.
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What information do I need to complete the Ohio IT AR form?
To complete the form, you will need your Social Security Number, your spouse's Social Security Number (if applicable), names, addresses, contact information, and details about your tax payments. Specifically, you will calculate your refund based on amounts withheld, estimated payments, and any refundable credits.
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How do I calculate the refund amount on the Ohio IT AR form?
To calculate your refund, you will total your tax payments from various sources, including withheld taxes, estimated payments, and refundable credits. Then, subtract any refunds previously requested and your total tax liability. The resulting amount is your refund request.
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Where do I send my completed Ohio IT AR form?
Mail your completed Ohio IT AR form along with any supporting documentation to the Ohio Department of Taxation, Attn: Income Tax Division – Ohio IT AR, P.O. Box 2476, Columbus, OH 43216-2476.
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What is the significance of providing my Social Security number?
Providing your Social Security number is mandatory for filing the Ohio IT AR form. This requirement is in accordance with the Federal Privacy Act of 1974 and Ohio Revised Code sections. The information is necessary for the administration of tax laws and to ensure the accuracy of your refund application.