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Ohio Free Printable  for 2020 Ohio Ohio Individual Income Tax Return

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Ohio Individual Income Tax Return
Form IT 1040

2019 Ohio IT 1040 Do not staple or paper clip. Individual Income Tax Return 19000102 Use only black ink/UPPERCASE letters. Check here if this is an amended return. Include the Ohio IT RE (do NOT include a copy of the previously filed return). Check here if claiming a Net Operating Loss (NOL) carryback. Include Ohio Schedule IT NOL. Primary taxpayer's SSN (required)  If deceased If deceased Spouse’s SSN (if filing jointly) check box check box First name M.I. Last name Spouse's first name (only if married filing jointly) M.I. Last name Sequence No. 1 Enter school district # for this return (see instructions).  SD# Address line 1 (number and street) or P.O. Box Address line 2 (apartment number, suite number, etc.) State Foreign country (if the mailing address is outside the U.S.) Foreign postal code Residency Status – Check only one for primary Nonresident Full-year Part-year  Indicate state  resident resident Check only one for spouse (if married filing jointly) Nonresident  Full-year Part-year  Indicate state resident resident Ohio Nonresident Statement – See instructions for required criteria Do not staple or paper clip. Primary meets the five criteria for irrebuttable presumption as nonresident. Ohio county (first four letters) ZIP code City Filing Status – Check one (as reported on federal income tax return) Single, head of household or qualifying widow(er) Married filing jointly Spouse’s SSN Married filing separately Check here if you filed the federal extension form 4868. Spouse meets the five criteria for irrebuttable presumption as nonresident. Check here if someone else is able to claim you (or your spouse if joint return) as a dependent. 1. Federal adjusted gross income (from the federal 1040, line 8b). Include page 1 and 2 of your federal return if the amount is zero or negative. Place a "-" in the box at the right 0 0 if the amount is less than zero................................................................................................. .. 1. . 2a. Additions – Ohio Schedule A, line 10 (INCLUDE SCHEDULE)...................................................... 2a. 2b. Deductions – Ohio Schedule A, line 38 (INCLUDE SCHEDULE).................................................. 2b. 3. Ohio adjusted gross income (line 1 plus line 2a minus line 2b). Place a "-" in the box at the right if the amount is less than zero................................................................................... ..3. 4. Exemption amount (if claiming dependent(s), INCLUDE SCHEDULE J)......................................... 4. Number of exemptions claimed: 5. Ohio income tax base (line 3 minus line 4; if less than zero, enter zero).......................................... 5. 6. Taxable business income – Ohio Schedule IT BUS, line 13 (INCLUDE SCHEDULE)..................... 6. 7. Line 5 minus line 6 (if less than zero, enter zero)............................................................................. 7. Do not write in this area; for department use only. MM-DD-YY Code Rev. 10/19. IT 1040 – page 1 of 2 .0 0 .0 0 .0 0 .0 0 .0 0 .0 0 .0 0 2019 Ohio IT 1040 Individual Income Tax Return SSN 19000202 Sequence No. 2 .0 7a. Amount from line 7 on page 1......................................................................................................... 7a. 8a. Nonbusiness income tax liability on line 7a (see instructions for tax tables)...............................................8a. 0 0 0 . 8b. Business income tax liability – Ohio Schedule IT BUS, line 14 (INCLUDE SCHEDULE)...........................8b. .0 0 8c. Income tax liability before credits (line 8a plus line 8b)...............................................................................8c. .0 0 9. Ohio nonrefundable credits – Ohio Schedule of Credits, line 34 (INCLUDE SCHEDULE)...........................9. .0 0 10. Tax liability after nonrefundable credits (line 8c minus line 9; if less than zero, enter zero)........................10. .0 0 11. Interest penalty on underpayment of estimated tax (include Ohio IT/SD 2210)..........................................11. .0 0 2. Use tax due on Internet, mail order or other out-of-state purchases (see instructions). 1 Check here to certify that no use tax is due..................................................................................... ....12. .0 0 13. Total Ohio tax liability before withholding or estimated payments (add lines 10, 11 and 12)....................13. .0 0 14. Ohio income tax withheld (include copies of W-2, box 17; W-2G, box 15; 1099-R, box 12)...................14. .0 0 15. Estimated and extension payments (from Ohio IT 1040ES and IT 40P), and credit carryforward from last year's return..................................................................................................................................15. .0 0 16. Refundable credits – Ohio Schedule of Credits, line 41 (INCLUDE SCHEDULE)......................................16. .0 0 17. Amended return only – amount previously paid with original and/or amended return..............................17. .0 0 18. Total Ohio tax payments (add lines 14, 15, 16 and 17).............................................................................18. .0 0 19. Amended return only – overpayment previously requested on original and/or amended return...............19. .0 0 ....20. .0 0 21. Tax liability (line 13 minus line 20). If line 20 is negative, ignore the "-" and add line 20 to line 13..............21. .0 0 .0 0 .0 0 .0 0 .0 0 Total..... 26g. .0 0 27. REFUND (line 24 minus lines 25 and 26g)..................................................................YOUR REFUND27. .0 0 0. Line 18 minus line 19. Place a "-" in the box at the right if the amount is less than zero............................ 2 If line 20 is MORE THAN line 13, skip to line 24. OTHERWISE, continue to line 21. 2. Interest and penalty due on late filing or late payment of tax (see instructions)...............................................................22. 2 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. 5. Original return only – amount of line 24 to be credited toward 2020 income tax liability.............................25. 2 26. Original return only – amount of line 24 to be donated: a. State nature preserves b. Breast/Cervical Cancer c. Wishes for Sick Children .0 0 .0 0 d. Wildlife species .0 0 .0 0 e. Military injury relief .0 0 .0 0 f. Ohio History Fund 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.   Primary signature Phone number Spouse’s signature Date (MM/DD/YY) 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 Rev. 10/19. IT 1040 – page 2 of 2 Do not staple or paper clip. 2019 Ohio Schedule A Income Adjustments – Additions and Deductions 19000302 Use only black ink/UPPERCASE letters. Primary taxpayer’s SSN Sequence No. 3 . Additions (add income items only to the extent not included on Ohio IT 1040, line 1) 1. Non-Ohio state or local government interest and dividends........................................................................ 1. .0 0 2. Certain Ohio pass-through entity and financial institutions taxes paid........................................................ 2. .0 0 3. Ohio 529 plan funds used for non-qualified expenses and reimbursement of college expenses previously deducted.................................................................................................................................... 3. .0 0 4. Losses from sale or disposition of Ohio public obligations.......................................................................... 4. .0 0 .0 0 .0 0 7. Internal Revenue Code 168(k) and 179 depreciation expense addback.................................................... 7. .0 0 8. Federal interest and dividends subject to state taxation............................................................................. 8. .0 0 9. Federal conformity additions....................................................................................................................... 9. .0 0 10. Total additions (add lines 1 through 9 ONLY). Enter here and on Ohio IT 1040, line 2a...............10. .0 0 11. Business income deduction – Ohio Schedule IT BUS, line 11.................................................................. 11. .0 0 12. Employee compensation earned in Ohio by residents of neighboring states.............................................. 12. .0 0 13. State or municipal income tax overpayments shown on the federal 1040, Schedule 1, line 1.................. 13. .0 0 14. Taxable Social Security benefits................................................................................................................ 14. .0 0 15. Certain railroad retirement benefits........................................................................................................... 15. .0 0 16. Interest income from Ohio public obligations and purchase obligations; gains from the disposition of Ohio public obligations; or income from a transfer agreement............................................ 16. .0 0 17. Amounts contributed to an Ohio county's individual development account program................................ 17. .0 0 18. Amounts contributed to STABLE account: Ohio's ABLE plan................................................................... 18. .0 0 19. Income earned in Ohio by a qualifying out-of-state business or employee for disaster work conducted during a disaster response period................................................................................... 19. .0 0 .0 0 .0 0 .0 0 5. Nonmedical withdrawals from a medical savings account.......................................................................... 5. Do not staple or paper clip. 6. Reimbursement of expenses previously deducted on an Ohio income tax return...................................... 6. Federal Deductions (deduct income items only to the extent included on Ohio IT 1040, line 1) Federal 20. Federal interest and dividends exempt from state taxation....................................................................... 20. 21. Deduction of prior year 168(k) and 179 depreciation addbacks................................................................ 21. 22. Refund or reimbursements from the federal 1040, Schedule 1, line 8 for federal itemized deductions claimed on a prior year return................................................................................... 22. Rev. 10/19. Schedule A – page 1 of 2 2019 Ohio Schedule A Income Adjustments – Additions and Deductions Primary taxpayer’s SSN 19000402 Sequence No. 4 23. Repayment of income reported in a prior year.......................................................................................... 23. .0 0 24. Wage expense not deducted based on the federal work opportunity tax credit........................................ 24. .0 0 25. Federal conformity deductions.................................................................................................................... 25. .0 0 26. Military pay received by Ohio residents while stationed outside Ohio........................................................ 26. .0 0 27. Compensation earned by nonresident military servicemembers and their civilian spouses....................... 27. .0 0 28. Uniformed services retirement income...................................................................................................... 28. .0 0 29. Military injury relief fund........................................................................................................................................ 29. .0 0 .0 0 31. Amounts contributed to Ohio CollegeAdvantage: Ohio’s 529 Plan........................................................... 31. .0 0 32. Pell/Ohio College Opportunity taxable grant amounts used to pay room and board................................ 32. .0 0 33. Disability benefits...................................................................................................................................... 33. .0 0 34. Survivor benefits........................................................................................................................................ 34. .0 0 35. Unreimbursed medical and health care expenses (see instructions for worksheet; include a copy)...... 35. .0 0 36. Medical savings account contributions/earnings (see instructions for worksheet; include a copy)......... 36. .0 0 37. Qualified organ donor expenses............................................................................................................... 37. .0 0 38. Total deductions (add lines 11 through 37 ONLY). Enter here and on Ohio IT 1040, line 2b................38. .0 0 Uniformed Services 30. Certain Ohio National Guard reimbursements and benefits...................................................................... 30. Education Medical Rev. 10/19. Schedule A – page 2 of 2 2019 Ohio Schedule IT BUS Do not staple or paper clip. Business Income Use only black ink/UPPERCASE letters. Primary taxpayer’s SSN 19260102 Sequence No. 5 Enter all business income that you (and your spouse, if filing jointly) received during the tax year, from all sources, on this schedule. Enter only those amounts that are included in your federal adjusted gross income. Only one IT BUS should be used for each return filed. See R.C. 5747.01(B). Part 1 – Business Income From IRS Schedules Note: Do not include amounts listed on the IRS schedules below that are nonbusiness income. See R.C. 5747.01(C). If the amount on a line is negative, place a “-“ in the box provided. .0 0 .....2. .0 0 .....3. .0 0 .....4. .0 0 or indirect owner..........................................................................................................................................5. .0 0 1. Schedule B – Interest and Ordinary Dividends............................................................................................1. 2. Schedule C – Profit or Loss From Business (Sole Proprietorship).................................................. 3. Schedule D – Capital Gains and Losses.......................................................................................... 4. Schedule E – Supplemental Income and Loss................................................................................ 5. Guaranteed payments or compensation from a pass-through entity to a 20% or greater direct 6. Schedule F – Profit or Loss From Farming...................................................................................... .....6. .0 0 7. Other business income or loss not reported above (i.e. form 4797 amounts)................................. .....7. .0 0 8. Total business income (add lines 1 through 7)................................................................................. .....8. .0 0 9. Enter the lesser of line 8 above or Ohio IT 1040, line 1. If less than zero, enter zero; stop here and do not complete Part 3.........................................................................................................9. .0 0 10. Enter $250,000 if filing status is single or married filing jointly; OR Enter $125,000 if filing status is married filing separately..........................................................................10. .0 0 11. Enter the lesser of line 9 or line 10. Enter here and on Ohio Schedule A, line 11............................................11. .0 0 .0 0 .0 0 .0 0 Do not staple or paper clip. Part 2 – Business Income Deduction Part 3 – Taxable Business Income Note: If Ohio IT 1040, line 5 equals zero, do not complete Part 3. 12. Line 9 minus line 11....................................................................................................................................12. 13. Taxable business income (enter the lesser of line 12 above or Ohio IT 1040, line 5). .Enter here and on Ohio IT 1040, line 6...............................................................................................................................13. 14. Business income tax liability – multiply line 13 by 3% (.03). Enter here and on Ohio IT 1040, line 8b..........14. Do not write in this area; for department use only. Rev. 10/19. Schedule IT BUS – page 1 of 2 2019 Ohio Schedule IT BUS Business Income 19260202 Primary taxpayer’s SSN Sequence No. 6 Part 4 – Business Sources List all sources of business income. If you are filing a joint return and you are listing a business owned by your spouse, check the “Spouse’s ownership” box. If you and your spouse both have ownership in a business, list the business twice to report each of your ownership percentages separately. List any Ohio sources of business income first. If necessary, complete additional copies of this page and include with your income tax return. 1. FEIN / SSN Ownership percentage 2. FEIN / SSN Ownership percentage 3. FEIN / SSN Ownership percentage 4. FEIN / SSN Ownership percentage 5. FEIN / SSN Ownership percentage 6. FEIN / SSN Ownership percentage 7. FEIN / SSN Ownership percentage 8. FEIN / SSN Ownership percentage 9. FEIN / SSN Ownership percentage 10. FEIN / SSN Ownership percentage 11. FEIN / SSN Ownership percentage 12. FEIN / SSN Ownership percentage 13. FEIN / SSN Ownership percentage 14. FEIN / SSN Ownership percentage 15. FEIN / SSN Ownership percentage . . . . . . . . . . . . . . Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name Spouse’s ownership Business name . Rev. 10/19. Schedule IT BUS – page 2 of 2 Do not staple or paper clip. 2019 Ohio Schedule of Credits Use only black ink/UPPERCASE letters. Primary taxpayer’s SSN 19280102 Sequence No. 7 Nonrefundable Credits 1. Tax liability before credits (from Ohio IT 1040, line 8c)............................................................................... 1. .0 0 2. Retirement income credit (see instructions for table; include 1099-R forms).............................................. 2. .0 0 3. Lump sum retirement credit (see instructions for worksheet; include a copy)........................................ 3. .0 0 4. Senior citizen credit (must be 65 or older to claim this credit).................................................................. 4. .0 0 5. Lump sum distribution credit (see instructions for worksheet; include a copy)....................................... 5. .0 0 6. Child care & dependent care credit (see instructions for worksheet; include a copy)............................. 6. .0 0 7. Displaced worker training credit (see instructions for all required documentation; include copies)........ 7. .0 0 8. Campaign contribution credit for Ohio statewide office or General Assembly...............................................8. .0 0 9. Income-based exemption credit ($20 times the number of exemptions).................................................. 9. .0 0 .0 0 .0 0 .0 0 13. Earned income credit.............................................................................................................................. 13. .0 0 14. Ohio adoption credit................................................................................................................................ 14. .0 0 15. Nonrefundable job retention credit (include a copy of the credit certificate)...................................... 15. .0 0 16. Credit for eligible new employees in an enterprise zone (include a copy of the credit certificate).... 16. .0 0 17. Credit for purchases of grape production property................................................................................. 17. .0 0 18. InvestOhio credit (include a copy of the credit certificate)................................................................. 18. .0 0 19. Opportunity zone investment credit (include a copy of the credit certificate)..................................... 19. .0 0 20. Technology investment credit carryforward (include a copy of the credit certificate)......................... 20. .0 0 21. Enterprise zone day care & training credits (include a copy of the credit certificate)........................ 21. .0 0 22. Research & development credit (include a copy of the credit certificate).......................................... 22. .0 0 23. Nonrefundable Ohio historic preservation credit (include a copy of the credit certificate)................. 23. .0 0 24. Total (add lines 12 through 23)............................................................................................................... 24. .0 0 25. Tax less additional credits (line 11 minus line 24; if less than zero, enter zero)...................................... 25. .0 0 10. Total (add lines 2 through 9)................................................................................................................... 10. Do not staple or paper clip. 11. Tax less credits (line 1 minus line 10; if less than zero, enter zero)........................................................ 11. 12. Joint filing credit (see instructions for table). % times the amount on line 11...........................................12. Do not write in this area; for department use only. Rev. 10/19. Schedule of Credits – page 1 of 2 2019 Ohio Schedule of Credits Primary taxpayer’s SSN 19280202 Sequence No. 8 Nonresident Credit Date of nonresidency to State of residency 26. Nonresident Portion of Ohio adjusted gross income Ohio IT NRC Section I, line 18 (include a copy)............. 26. 27. Enter the Ohio adjusted gross income (Ohio IT 1040, line 3).....................................................................................27. 28. Divide line 26 by line 27 and enter the result here (four digits; do not round). .0 0 .0 0 . .0 0 .0 0 .0 0 .0 0 36. Refundable job creation credit & job retention credit (include a copy of the credit certificate)...................36. .0 0 37. Pass-through entity credit (include a copy of the Ohio IT K-1s).......................................................... 37. .0 0 38. Motion picture & Broadway theatrical production credit (include a copy of the credit certificate)...... 38. .0 0 39. Financial Institutions Tax (FIT) credit (include a copy of the Ohio IT K-1s)......................................... 39. .0 0 40. Venture capital credit (include a copy of the credit certificate).......................................................... 40. .0 0 41. Total refundable credits (add lines 35 through 40; enter here and on Ohio IT 1040, line 16).............. 41. .0 0 Multiply this factor by the amount on line 25 to calculate your nonresident credit.................................... 28. Resident Credit 29. Enter the portion of Ohio adjusted gross income (Ohio IT 1040, line 3) subjected to tax by other states or the District of Columbia while you were an Ohio resident ..... 29. .0 0 .0 0 .0 0 32. Enter the 2019 income tax, less all credits other than withholding and estimated tax payments and overpayment carryforwards from previous years, paid to other states or 0 the District of Columbia................................................... 32. 33. Enter the lesser of line 31 or line 32. This is your Ohio resident tax credit. Enter the two-letter state abbreviation in the boxes below for each state in which income was subject to tax...................... 33. 0 30. Enter the Ohio adjusted gross income (Ohio IT 1040, line 3)..............................................................................30. 31. Divide line 29 by line 30 and enter the result here (four digits; do not round). Multiply this factor by the amount on line 25 and enter the result here.................................................................31. . . 34. Total nonrefundable credits (add lines 10, 24, 28 and 33; enter here and on Ohio IT 1040, line 9)... 34. Refundable Credits 35. Refundable Ohio historic preservation credit (include a copy of the credit certificate)...................... 35. Rev. 10/19. Schedule of Credits – page 2 of 2 Ohio Schedule J Do not staple or paper clip. Dependents Claimed on the Ohio IT 1040 Return 19230102 Use only black ink/UPPERCASE letters. Tax Year 2 019 Primary taxpayer's SSN (required) Sequence No. 9 Do not list the primary filer and/or spouse (if filing jointly) as dependents on this schedule. Use this schedule to claim dependents. If you have more than 15 dependents, complete additional copies of this schedule and include them with your income tax return. Abbreviate the “Dependent’s relationship to you” if there are not enough boxes to spell it out completely. 1. Dependent’s SSN (required) Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) 2. Dependent’s SSN (required) Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) Do not staple or paper clip. Dependent’s relationship to you (required) M.I. Dependent's last name (required) Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) - Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) 7. Dependent’s SSN (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) - 6. Dependent’s SSN (required) - Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) 5. Dependent’s SSN (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) - 4. Dependent’s SSN (required) M.I. Dependent's last name (required) - 3. Dependent’s SSN (required) Dependent’s relationship to you (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) Do not write in this area; for department use only. Rev. 10/19. Schedule J – page 1 of 2 Ohio Schedule J Dependents Claimed on the Ohio IT 1040 Return 19230202 Tax Year 2 01 9 8. Dependent’s SSN (required) Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) 9. Dependent’s SSN (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) - Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) 15. Dependent’s SSN (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) - 14. Dependent’s SSN (required) - Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) 13. Dependent’s SSN (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) - 12. Dependent’s SSN (required) - Dependent's date of birth (MM-DD-YYYY – required) Dependent’s first name (required) 11. Dependent’s SSN (required) Sequence No. 10 Dependent’s relationship to you (required) M.I. Dependent's last name (required) - 10. Dependent’s SSN (required) Primary taxpayer's SSN (required) Dependent’s relationship to you (required) M.I. Dependent's last name (required) Rev. 10/19. Schedule J – page 2 of 2 Tax Year IT RE Rev. 10/19 19270102 Ohio IT RE Reason and Explanation of Corrections Note: For amended individual return only SSN of primary filer Complete the Ohio IT 1040 (checking the amended return box) and include this form with documentation to support any adjustments to the line items on the return. Reason(s): Federal adjusted gross income decreased* Filing status changed* Exemptions increased (include Schedule J)* Net operating loss carryback (IMPORTANT: You must complete and include Ohio Schedule IT NOL, available at tax.ohio.gov, and check the box on the front of the Ohio IT 1040 indicating that you are amending for a NOL.) * If you checked one of the boxes above, do not file your Ohio amended return until the IRS has accepted the changes on your federal amended return. To avoid delays you must include a copy of your federal account transcript OR a copy of your federal amended income tax return with a copy of the federal acceptance letter or refund check. Federal adjusted gross income increased Ohio Schedule of Credits, resident credit increased Exemptions decreased (include Schedule J) Ohio Schedule of Credits, resident credit decreased Residency status changed Ohio Schedule of Credits, refundable credit(s) increased Ohio Schedule A, additions to income Ohio Schedule of Credits, refundable credit(s) decreased Ohio Schedule A, deductions from income Ohio withholding increased (include W-2, W-2G, and/or 1099 forms) Ohio Schedule of Credits, nonrefundable credit(s) increased Ohio Schedule of Credits, nonrefundable credit(s) decreased Ohio Schedule of Credits, nonresident credit increased Ohio Schedule of Credits, nonresident credit decreased Ohio withholding decreased (include W-2, W-2G, and/or 1099 forms) Other (describe the reason below) Note: Include any worksheets and/or documentation necessary to support your changes. See the filing tips on the next page as well as the Ohio Individual and School District income tax instructions. Detailed explanation of adjusted items (include additional sheet[s] if necessary): E-mail address Telephone number 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 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. IT RE Rev. 10/19 Amended IT 1040 Filing Tips If your amended IT 1040 results in tax due, you should always include an IT 40XP payment voucher with your payment. Do not use the IT 40P payment voucher. When amending due to changes to my federal return, should I file my amended Ohio return(s) at the same time I file my amended federal return with the IRS? Refund: You should wait to file your amended Ohio IT 1040 and/or SD 100 until the IRS has approved the changes to your amended federal return. When filing your amended returns, you must include: Option #1 • A copy of your federal amended return (1040X), AND • A copy of the IRS acceptance letter -or- refund check. Option #2 • A copy of your updated IRS account transcript reflecting the changes to your federal return. Tax Due: To reduce the amount of interest you will owe, you should file your amended Ohio IT 1040 and pay any tax due as soon as possible. What documentation should I include when amending to show a change in my Ohio residency status? Submit any and all relevant information you believe supports your change in residency status from one state to another. Provide as many relevant documents as possible. Relevant documents include, but are not limited to, the following: driver's license or state IDs, property records, voter registration, resident state tax returns, and vehicle registrations. What documentation should I include when amending to show a change to Ohio Schedule A, deductions from income? You should always include supporting documentation to substantiate your changes specific to the deduction. Some common deductions and related documentation include, but are not limited to, the following: Business income – Ohio Schedule IT BUS, page 1 and 2 of your federal return, the federal schedule(s) showing your business income, federal K-1(s), wage and income statement(s), along with any other supporting documentation. Include a short statement explaining your position on the amounts claimed as business income, along with all relevant facts and law used in making that determination. Disability/survivorship benefits – A copy of your wages and income statements (such as 1099’s), page 1 and 2 of your federal return, your disability/survivorship plan, and, if you are deducting disability benefits, you must also provide a letter from your employer from when your disability was approved, your social security disability award letter, and your age at the time of disability. Unreimbursed medical and health care expenses – A copy of Ohio's medical expense worksheet, federal schedule A, and proof of payments (cancelled checks, bank statements, credit card statements, etc.). Ohio 529 Plan Contributions – Proof of payments (cancelled checks, bank statements, credit card statements, etc.) and proof of an Ohio 529 account (by providing the plan year-end statement). If you are not the account holder, include a list of the beneficiaries and contribution dates/amounts. What documentation should I include when amending to show a change to the nonresident or resident credit? Nonresident credit: A copy of form IT NRC and all wage and income statements (W-2, 1099, K-1, etc.). Resident credit: A copy of all other state returns and proof of taxes paid to other states (cancelled checks, transcripts). When should I NOT file an amended return? Some common mistakes may not require an amended return. Instead, the Department of Taxation will either make the corrections or contact you to request documentation. For example, the following mistakes generally do not require an amended return: • Math errors; • Missing return pages, schedules, or worksheets; • Demographic errors (such as name, address or SSN corrections); • Unclaimed estimated and/or extension payments;* • Unclaimed withholding;** • Missing credit certficate granted by the Ohio Development Services Agency. *Generally, unclaimed estimated and/or extension payments will automatically be added to your original return when filed. **If you have unclaimed withholding, please submit a detailed explanation along with legible copies of all income statements (W-2s and 1099s) showing the Ohio withholding amounts instead of filing an amended return. For additional information, you can go to tax.ohio.gov for FAQs (located under the "Income - Amended Returns" category). 2019 Ohio IT 40P Include the voucher below with your payment for your ORIGINAL 2019 Ohio income tax return. Important • Make payment payable to: Ohio Treasurer of State • Include the tax year and the last four digits of your SSN on the “Memo” line of your payment. • Do not send cash. • Do not use this voucher to make a payment for an amended return. Use Ohio IT 40XP. • Do not use this voucher to make a payment for a school district income tax return. Use Ohio SD 40P for an original school district income tax return. Use Ohio SD 40XP for an amended school district income tax return. Electronic Payment Options You can eliminate writing a paper check by using any of our electronic payment options. Electronic Check Credit Card Debit Card For more information, go to our website at tax.ohio.gov. 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. ORIGINAL PAYMENT  Cut on the dotted lines. Use only black ink. OHIO IT 40P Taxable Year Rev. 10/19 2019 Original Income Tax Payment Voucher Last name Spouse’s first name (only if joint filing) M.I. Last name Use UPPERCASE letters to print the first three letters of Taxpayer’s last name Address City, State, ZIP code  M.I.  First name Do NOT fold check or voucher. Do NOT staple or paper clip. Do NOT send cash. Spouse’s last name (only if joint filing) Taxpayer’s SSN Spouse’s SSN Make payment payable to: Ohio Treasurer of State (only if joint filing) Sending with return - Mail to: Ohio Department of Taxation, P.O. Box 2057, Columbus, OH 43270-2057 Sending without return - Mail to: Ohio Department of Taxation, Amount of P.O. Box 182131, Columbus, OH 43218-2131 Payment $ 402 ,  ,  .0 0 2019 Ohio IT 40XP Include the voucher below with your payment for your AMENDED 2019 Ohio income tax return. Important • Make payment payable to: Ohio Treasurer of State • Include the tax year and the last four digits of your SSN on the “Memo” line of your payment. • Do not send cash. • Do not use this voucher to make a payment for an original return. Use Ohio IT 40P. • Do not use this voucher to make a payment for a school district income tax return. Use Ohio SD 40XP for an amended school district income tax return. Use Ohio SD 40P for an original school district income tax return. Electronic Payment Options You can eliminate writing a paper check by using any of our electronic payment options. Electronic Check Credit Card Debit Card For more information, go to our website at tax.ohio.gov. 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. AMENDED PAYMENT  Cut on the dotted lines. Use only black ink. OHIO IT 40XP Taxable Year 2019 Rev. 10/19 Amended Income Tax Payment Voucher Last name Spouse’s first name (only if joint filing) M.I. Last name Use UPPERCASE letters to print the first three letters of Taxpayer’s last name Address City, State, ZIP code  M.I.  First name Do NOT fold check or voucher. Do NOT staple or paper clip. Do NOT send cash. Spouse’s last name (only if joint filing) Taxpayer’s SSN Spouse’s SSN Make payment payable to: Ohio Treasurer of State (only if joint filing) Sending with return - Mail to: Ohio Department of Taxation, P.O. Box 2057, Columbus, OH 43270-2057 Sending without return - Mail to: Ohio Department of Taxation, Amount of P.O. Box 182131, Columbus, OH 43218-2131 Payment 424 $ ,  ,  .0 0
Extracted from PDF file 2019-ohio-form-it-1040.pdf, last modified October 2019

More about the Ohio Form IT 1040 Individual Income Tax Tax Return TY 2019

Form IT-1040 is the general income tax return for Ohio residents. IT-1040 can be eFiled, or a paper copy can be filed via mail.

We last updated the Ohio Individual Income Tax Return in January 2020, so this is the latest version of Form IT 1040, fully updated for tax year 2019. You can download or print current or past-year PDFs of Form IT 1040 directly from TaxFormFinder. You can print other Ohio tax forms here.

Related Ohio Individual Income 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 IT 1040.

Form Code Form Name
Form IT 1040ES Income Tax Estimated Payment Vouchers and Instructions
Form IT 1040EZ Ohio Individual Income Tax EZ Return
Form IT 1040X Ohio Amended Individual Income Tax Return

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 IT 1040 from the Department of Taxation in January 2020.

Show Sources >

Form IT 1040 is an Ohio Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Ohio Form IT 1040

We have a total of nine past-year versions of Form IT 1040 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2017 Form IT 1040

PIT_IT1040_Fairfax_06_Draft_2016_FS_110216.indd

2016 Form IT 1040

PIT_IT1040_Fairfax_02_Final_2016_FS_121916.indd

2015 Form IT 1040

PIT_IT1040_Fairfax_02_Draft_2015_FS_120115.indd

Ohio Individual Income Tax Return 2014 Form IT 1040

PIT_IT1040_Draft_2013_FI_092013.indd

Ohio Individual Income Tax Return 2013 Form IT 1040

PIT_IT1040_Draft_2013_FI_092013.indd

2012 Form IT 1040

PIT_IT1040_2012_FI_091312.indd

2011 Form IT 1040

PIT_IT1040_2011_FI_Teakilla_112811.indd


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