Ohio Income Tax Estimated Payment Vouchers and Instructions
Extracted from PDF file 2023-ohio-form-it-1040es.pdf, last modified October 2022Income Tax Estimated Payment Vouchers and Instructions
Important 2023 Ohio IT 1040ES Voucher 1 – Due April 18, 2023 • 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 an estimated payment for school district income tax. Use Ohio SD 100ES. Electronic Payment Options You can make your payment electronically even if you file by paper. To pay by electronic check, credit card, or debit card, visit tax.ohio.gov/pay OR scan with your phone. 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. ESTIMATED PAYMENT Cut on the dotted lines. Use only black ink. OHIO IT 1040ES Tax Year 2023 Individual Estimated Income Tax (Voucher 1) Due April 18, 2023 Last name Spouse’s first name (only if joint filing) M.I. Last name Use UPPERCASE letters to print the first three letters of M.I. First name • Do NOT send cash • Do NOT fold, staple, or paper clip Taxpayer’s last name Spouse’s last name (only if joint filing) Address City, State, ZIP code Make payment payable to: Ohio Treasurer of State Mail to: Ohio Department of Taxation, P.O. Box 1460, Columbus, OH 43216-1460 400 Taxpayer’s SSN Spouse’s SSN (only if joint filing) Amount of Payment , , 00 Important 2023 Ohio IT 1040ES Voucher 2 – Due June 15, 2023 • 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 an estimated payment for school district income tax. Use Ohio SD 100ES. Electronic Payment Options You can make your payment electronically even if you file by paper. To pay by electronic check, credit card, or debit card, visit tax.ohio.gov/pay OR scan with your phone. 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. ESTIMATED PAYMENT Cut on the dotted lines. Use only black ink. OHIO IT 1040ES Tax Year 2023 Individual Estimated Income Tax (Voucher 2) Due June 15, 2023 Last name Spouse’s first name (only if joint filing) M.I. Last name Use UPPERCASE letters to print the first three letters of M.I. First name • Do NOT send cash • Do NOT fold, staple, or paper clip Taxpayer’s last name Spouse’s last name (only if joint filing) Address City, State, ZIP code Make payment payable to: Ohio Treasurer of State Mail to: Ohio Department of Taxation, P.O. Box 1460, Columbus, OH 43216-1460 400 Taxpayer’s SSN Spouse’s SSN (only if joint filing) Amount of Payment , , 00 Important 2023 Ohio IT 1040ES Voucher 3 – Due September 15, 2023 • 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 an estimated payment for school district income tax. Use Ohio SD 100ES. Electronic Payment Options You can make your payment electronically even if you file by paper. To pay by electronic check, credit card, or debit card, visit tax.ohio.gov/pay OR scan with your phone. 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. ESTIMATED PAYMENT Cut on the dotted lines. Use only black ink. OHIO IT 1040ES Tax Year 2023 Individual Estimated Income Tax (Voucher 3) Due September 15, 2023 Last name Spouse’s first name (only if joint filing) M.I. Last name Use UPPERCASE letters to print the first three letters of M.I. First name • Do NOT send cash • Do NOT fold, staple, or paper clip Taxpayer’s last name Spouse’s last name (only if joint filing) Address City, State, ZIP code Make payment payable to: Ohio Treasurer of State Mail to: Ohio Department of Taxation, P.O. Box 1460, Columbus, OH 43216-1460 400 Taxpayer’s SSN Spouse’s SSN (only if joint filing) Amount of Payment , , 00 Important 2023 Ohio IT 1040ES Voucher 4 – Due January 16, 2024 • 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 an estimated payment for school district income tax. Use Ohio SD 100ES. Electronic Payment Options You can make your payment electronically even if you file by paper. To pay by electronic check, credit card, or debit card, visit tax.ohio.gov/pay OR scan with your phone. 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. ESTIMATED PAYMENT Cut on the dotted lines. Use only black ink. OHIO IT 1040ES Tax Year 2023 Individual Estimated Income Tax (Voucher 4) Due January 16, 2024 Last name Spouse’s first name (only if joint filing) M.I. Last name Use UPPERCASE letters to print the first three letters of M.I. First name • Do NOT send cash • Do NOT fold, staple, or paper clip Taxpayer’s last name Spouse’s last name (only if joint filing) Address City, State, ZIP code Make payment payable to: Ohio Treasurer of State Mail to: Ohio Department of Taxation, P.O. Box 1460, Columbus, OH 43216-1460 400 Taxpayer’s SSN Spouse’s SSN (only if joint filing) Amount of Payment , , 00 IT 1040 ES 2023 Ohio Estimated Income Tax Payment Worksheet (DO NOT FILE) 1. Expected 2023 federal adjusted gross income..........................................................................................1. 2. Net expected 2023 adjustments from the Ohio Schedule of Adjustments..................................................2. 3. Line 1 plus line 2........................................................................................................................................3. 4. Multiply your expected number of exemptions by $1,900..........................................................................4. 5. Line 3 minus line 4. If zero or negative, stop here......................................................................................5. 6. Use the tax brackets below to calculate the liability on line 5.....................................................................6. 7. Expected total credits. Use Ohio Schedule of Credits................................................................................7. 8. Estimated 2023 Ohio income tax liability. Line 6 minus line 7....................................................................8. 9. 2022 Ohio income tax liability. 2022 IT 1040, line 10 minus line 16................................................................9. 0. Multiply line 8 by 90% (.90)......................................................................................................................10. 1 11. Enter the lesser of line 9 or line 10 (If you did not file a 2022 IT 1040, enter the amount from line 10)...11. 12. 2022 credit carryforward and expected 2023 Ohio income tax withholding.............................................12. 3. Estimated required installment. Line 11 minus line 12.............................................................................13. 1 14. Your quarterly estimated payment. Multiply line 13 by 25% (.25)........................................................14. For line 6 of the worksheet Nonbusiness income portion of line 5 $ 26,050 $ 46,100 $ 360.69 plus 0.000% 2.765% of Ohio taxable nonbusiness income of the amount in excess of $ 26,050 0 – $ 26,051 – $ 46,100 – $ 92,150 plus 3.226% of the amount in excess of $ 46,100 $ 92,150 $ 115,300 $ 915.07 $ 2,400.64 $ 3,254.41 plus plus 3.688% 3.990% of the amount in excess of $ 92,150 of the amount in excess of $115,300 – more than $115,300 Multiply the business income portion of line 5 by 3% 2023 Ohio Estimated Income Tax Instructions Do I Have To Make Estimated Payments? If your income is subject to Ohio withholding, you generally do not need to make estimated payments. You should make estimated payments for tax year 2023 if your estimated Ohio tax liability (total tax minus total credits) less Ohio withholding is more than $500. Individuals generally must make estimated payments if they are: If you do not make the required estimated payments, you may be subject to an interest penalty for underpayment of estimated taxes. See form IT/SD 2210. For more information, see the “Income - Estimated Income/School District Taxes and the 2210 Interest Penalty” topic at tax.ohio. gov/FAQ. Employees who are under-withheld by their employers; without Ohio tax withholding from their pensions; Pass-through entity investors or sole proprietors; AND/OR Individuals with large amounts of investment income. Retirees What Are My Payment Options? Once you have calculated your estimated payments, you must pay them quarterly through any of the following methods: Estimated payments are due as follows: Online - Pay via electronic check, debit card or credit card using the Department’s Online Services or Guest Payment Service at tax.ohio.gov/pay. 1st quarter - April 18, 2023 2nd quarter - June 15, 2023 3rd quarter - Sept. 15, 2023 4th quarter - Jan. 16, 2024 Phone - Pay by credit or debit card by calling ACI Payments at 1-800-272-9829 (1-800-750-0750 for persons who use text telephones (TTYs) or adaptive telephone equipment). The Ohio jurisdiction code is 6446. ACI Payments charges a convenience fee equal to 2.65% of your payment or $1, whichever is greater. The state of Ohio does not receive any of this fee. By Use the Ohio IT 1040ES vouchers to make estimated Ohio income tax payments. Joint filers should determine their combined estimated Ohio tax liability and make joint estimated payments. See information release IT 2006-01 titled “Estimated Payment Allocation Process” at tax.ohio.gov. Mail - Send a check or money order with the appropriate payment voucher. Make the payment payable to “Ohio Treasurer of State.” By Note: Instead of making estimated payments, you can increase your Ohio withholding by filing a revised Ohio IT 4 with your employer. Also, special rules regarding estimated payments apply to certain taxpayers with farming and/or fishing income. See Adm. Code 5703-7-04. -1- 10211411
Form IT 1040ES
More about the Ohio Form IT 1040ES Individual Income Tax Estimated TY 2023
You must pay estimated income tax if you are self employed or do not pay sufficient tax withholding. Estimated tax payments must be sent to the Ohio Department of Revenue on a quarterly basis.
We last updated the Income Tax Estimated Payment Vouchers and Instructions in February 2023, so this is the latest version of Form IT 1040ES, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form IT 1040ES directly from TaxFormFinder. You can print other Ohio tax forms here.
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TaxFormFinder has an additional 82 Ohio income tax forms that you may need, plus all federal income tax forms.
Form Code | Form Name |
---|---|
Form IT 1040ES | Income Tax Estimated Payment Vouchers and Instructions |
Income Tax Instructions | Income Tax Instruction Booklet |
Form IT 1040 | Ohio Individual Income Tax Return Bundle |
Form IT 1040EZ | Ohio Individual Income Tax EZ Return |
Form SD 100ES | School District Estimated Income Tax Payment Voucher for Individuals |
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 1040ES from the Department of Taxation in February 2023.
Form IT 1040ES is an Ohio Individual Income Tax form. While most taxpayers have income taxes automatically withheld every pay period by their employer, taxpayers who earn money that is not subject to withholding (such as self employed income, investment returns, etc) are often required to make estimated tax payments on a quarterly basis. Failure to make correct estimated payments can result in interest or penalties.
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 1040ES
We have a total of twelve past-year versions of Form IT 1040ES in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
PIT_IT1040ES_Arrow_Draft_2017_FI_111416.indd
PIT_IT1040ES_Arrow_Final_2014_FI_112013.indd
PIT_IT1040ES_Arrow_Final_2014_FI_112013.indd
PIT_IT1040ES_Arrow_Final_2014_FI_112013.indd
PIT_IT1040ES_Arrow_Final_2012_FI_011712.indd
PIT_IT1040ES_Arrow_Final_2012_FI_080712.indd
PIT_IT1040ES_Arrow_Final_2011_FI_080s11.indd
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