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Ohio Free Printable ET_ScheduleI_FS_041811.indd for 2024 Ohio Schedule I Annuities, Pensions, Retirement and Other Employer Death Benefit Plans€

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Schedule I Annuities, Pensions, Retirement and Other Employer Death Benefit Plans€

Reset Form ET Schedule I Rev. 1/04 Estate of: Ohio Estate Tax Return Schedule I – Annuities, Pensions, Retirement and Other Employer Death Benefit Plans (Jointly owned property must be listed on Schedule E) All annuity interests held by the decedent must be shown. List payments under commercial annuity contracts, IRA’s or similar contracts, all employer bonus plans, deferred compensation contracts and employer death benefit plans, unless specifically excluded under O.R.C. Section 5731.09. Effective for dates of death on or after March 7, 1997, and to the extent documentation is provided, the value of the gross estate shall not include that portion of an annuity or other death benefit plan contributed by decedent’s employer. Item Number Teachers Insurance and Annuity Association (TIAA) and College Retirement Equity Fund (CREF) benefits are not exempt from taxation. These funds do not fall into the same category as the State Teachers Retirement System and therefore must be included under this schedule. For further information, please refer to E.T. Bulletin 1, revised 3/97. Alternate Valuation Date Description Alternate Value Value at Date of Death Calculation of Annuity(s) $ 1. 2. 3. 4. 5. 6. Total (also enter on Recapitulation of Assets, page 2) Schedule I $
Extracted from PDF file 2023-ohio-form-et-2-i.pdf, last modified April 2011

More about the Ohio Form ET 2-I Estate Tax TY 2023

We last updated the Schedule I Annuities, Pensions, Retirement and Other Employer Death Benefit Plans€ in February 2024, so this is the latest version of Form ET 2-I, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form ET 2-I directly from TaxFormFinder. You can print other Ohio tax forms here.

Related Ohio Estate Tax Forms:

TaxFormFinder has an additional 82 Ohio income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Ohio Form ET 2-I.

Form Code Form Name
Form ET 24 Application for Extension of Time to File Ohio Estate Tax Return
Form ET 2-LargeEstate Estate Tax Return & Instructions for Estates With Dates of Death on or After Jan. 1, 2002 With Gross Value Over $338,333
Form ET 2 Ohio Estate Tax Return and Instructions for Dates of Death on or After July 1, 1993
Form ET 2-A Schedule A Real Estate
Form ET 2-E-I Schedule E Part I Joint & Survivorship Assets
Form ET 2-E-II Schedule E Part II Joint & Survivorship Assets
Form ET 2-L Schedule L Marital Deduction Reconciliation
Form ET 2-M-I Schedule M Part I Bequests to Surviving Spouse
Form ET 2-M-II Schedule M Part II Bequests to Surviving Spouse
Form ET 21 Application for Certificate of Release of Ohio Estate Tax Lien

Download all OH tax forms View all 83 Ohio Income Tax Forms

Form Sources:

Ohio usually releases forms for the current tax year between January and April. We last updated Ohio Form ET 2-I from the Department of Taxation in February 2024.

Show Sources >

About the Estate Tax

The IRS, and many states, impose an estate tax on the transfer of cash and property between a decedent and their beneficiaries. These taxes generally only apply to estates over a certain size threshold, generally several million dollars, and therefore only affects the largest few percent of estates in the United States.

Historical Past-Year Versions of Ohio Form ET 2-I

We have a total of ten past-year versions of Form ET 2-I in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form ET 2-I


2022 Form ET 2-I


2021 Form ET 2-I


2020 Form ET 2-I


2019 Form ET 2-I


2018 Form ET 2-I


2017 Form ET 2-I


2016 Form ET 2-I


2015 Form ET 2-I


Schedule I Annuities, Pensions, Retirement and Other Employer Death Benefit Plans€ 2014 Form ET 2-I


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Source: http://www.taxformfinder.org/ohio/form-et-2-i