×
tax forms found in
Tax Form Code
Tax Form Name

Ohio Free Printable  for 2021 Ohio Ohio Amended Individual Income Tax Return

The tax filing deadline of April 15th is here! - eFile your return online here , or request a six-month extension here .

It appears you don't have a PDF plugin for this browser. Please use the link below to download 2020-ohio-form-it-1040x.pdf, and you can print it directly from your computer.

Ohio Amended Individual Income Tax Return
Form IT 1040X

Clear Form 2020 Ohio IT 1040 Do not staple or paper clip. hio Department of Taxation Individual Income Tax Return Check here if this is an amended return. Include the Ohio IT RE. Do NOT include a copy of the previously filed return. Primary taxpayer's SSN (required) 20000106 Use only black ink/UPPERCASE letters.  If deceased Check here if claiming an NOL carryback. Include Schedule IT NOL. If deceased Spouse’s SSN (if filing jointly) check box check box First name M.I. Spouse's first name (only if married filing jointly) M.I. Last name Sequence No. 1 Last name School district # (see instructions).  SD# Address line 1 (number and street) or P.O. Box Address line 2 (apartment number, suite number, etc.) ZIP code City State Foreign country (if the mailing address is outside the U.S.) Foreign postal code Residency Status – Check only one for primary Resident Part-year resident Nonresident   Indicate state Check only one for spouse (if married filing jointly) Nonresident  Part-year Resident  Indicate state resident Ohio Nonresident Statement – See instructions for required criteria Primary meets the five criteria for irrebuttable presumption as nonresident. Ohio county (first four letters) 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. Check here if someone else is able to claim you (or your spouse if joint return) as a dependent. 1. Federal adjusted gross income (federal 1040 and 1040-SR, line 11). Include page 1 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. Do not staple or paper clip. Spouse meets the five criteria for irrebuttable presumption as nonresident. . 2a. Additions – Ohio Schedule A, line 10 (INCLUDE SCHEDULE)...................................................... 2a. .0 0 2b. Deductions – Ohio Schedule A, line 39 (INCLUDE SCHEDULE).................................................. 2b. .0 0 .0 0 .0 0 5. Ohio income tax base (line 3 minus line 4; if less than zero, enter zero).......................................... 5. .0 0 6. Taxable business income – Ohio Schedule IT BUS, line 13 (INCLUDE SCHEDULE)..................... 6. .0 0 7. Line 5 minus line 6 (if less than zero, enter zero)............................................................................. 7. .0 0 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 (INCLUDE SCHEDULE J if claiming dependents)............................................ 4. Number of exemptions including you and your spouse/dependents, if applicable: MM-DD-YY Code IT 1040 – page 1 of 2 2020 Ohio IT 1040 Individual Income Tax Return SSN 20000206 Sequence No. 2 7a. Amount from line 7 on page 1......................................................................................................... 7a. .0 0 8a. Nonbusiness income tax liability on line 7a (see instructions for tax tables)...............................................8a. .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 12. Use tax due on internet, mail order or other out-of-state purchases (see instructions)...............................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 – Schedule of Ohio Withholding, part A, line 1 (INCLUDE SCHEDULE)...........14. 0 15. Estimated and extension payments (from Ohio IT 1040ES and IT 40P), and credit carryforward from last year's return..................................................................................................................................15. .0 .0 0 16. Refundable credits – Ohio Schedule of Credits, line 40 (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. Line 18 minus line 19. Place a "-" in the box at the right if the amount is less than zero............................ .0 0 .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 . ....20. If line 20 is MORE THAN line 13, skip to line 24. OTHERWISE, continue to line 21. 21. Tax liability (line 13 minus line 20). If line 20 is negative, ignore the "-" and add line 20 to line 13..............21. 2. Interest due on 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. 25. Original return only – amount of line 24 to be credited toward next year's income tax liability....................25. 26. Original return only – amount of line 24 to be donated: a. Ohio History Fund b. State nature preserves c. Breast/Cervical Cancer .0 0 .0 0 .0 0 .0 0 d. Wishes for Sick Children e. Wildlife species .0 0 .0 0 f. Military injury relief 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 IT 1040 – page 2 of 2 2020 Ohio Schedule A Income Adjustments Use only black ink/UPPERCASE letters. Primary taxpayer’s SSN 20000306 Sequence No. 3 Additions (Add the following if 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 taxes paid............................................................................................... 2. .0 0 3. Ohio 529 plan funds used for non-qualified expenses................................................................................ 3. .0 0 4. Losses from sale or disposition of Ohio public obligations.......................................................................... 4. .0 0 5. Nonmedical withdrawals from a medical savings account.......................................................................... 5. .0 0 6. Reimbursement of expenses previously deducted on an Ohio income tax return...................................... 6. .0 0 7. Internal Revenue Code 168(k) and 179 depreciation expense addback.................................................... 7. .0 0 8. Exempt federal interest and dividends subject to state taxation................................................................. 8. .0 0 9. Federal conformity additions....................................................................................................................... 9. .0 0 .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. Taxable refunds, credits, or offsets of state and local income taxes (federal 1040, Schedule 1, line 1)... 13. .0 0 14. Taxable Social Security benefits (federal 1040 and 1040-SR, line 6b)..................................................... 14. .0 0 15. Certain railroad retirement benefits........................................................................................................... 15. .0 0 .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 .0 0 20. Federal interest and dividends exempt from state taxation....................................................................... 20. .0 0 21. Deduction of prior year 168(k) and 179 depreciation addbacks................................................................ 21. .0 0 .0 0 Federal 10. Total additions (add lines 1 through 9 ONLY). Enter here and on Ohio IT 1040, line 2a...............10. Deductions (Deduct the following if included on Ohio IT 1040, line 1) 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. 19. Income earned in Ohio by a qualifying out-of-state business or employee for disaster work conducted during a disaster response period................................................................................... 19. Federal 22. Refund or reimbursements from the federal 1040, Schedule 1, line 8 for federal itemized deductions claimed on a prior year return................................................................................... 22. Schedule A – page 1 of 2 2020 Ohio Schedule A Income Adjustments Primary taxpayer’s SSN 20000406 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 grants and veteran’s disability severance payments................................................... 29. .0 0 30. Certain Ohio National Guard reimbursements and benefits...................................................................... 30. .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. Ohio educator expenses in excess of federal deduction........................................................................... 33. .0 0 34. Disability benefits...................................................................................................................................... 34. .0 0 35. Survivor benefits........................................................................................................................................ 35. .0 0 36. Unreimbursed medical and health care expenses (see instructions for worksheet; include a copy)...... 36. .0 0 37. Medical savings account contributions/earnings (see instructions for worksheet; include a copy)......... 37. .0 0 38. Qualified organ donor expenses............................................................................................................... 38. .0 0 39. Total deductions (add lines 11 through 38 ONLY). Enter here and on Ohio IT 1040, line 2b................39. .0 0 Uniformed Services Education Medical Schedule A – page 2 of 2 2020 Ohio Schedule IT BUS Business Income Use only black ink/UPPERCASE letters. Primary taxpayer’s SSN 20260106 Sequence No. 5 Enter all business income that you (and your spouse, if filing jointly) received during the tax year 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. 1. Schedule B – Interest and Ordinary Dividends............................................................................................1. .0 0 2. Schedule C – Profit or Loss From Business (Sole Proprietorship).................................................. .....2. .0 0 3. Schedule D – Capital Gains and Losses.......................................................................................... .....3. .0 0 4. Schedule E – Supplemental Income and Loss................................................................................ .....4. .0 0 or indirect owner..........................................................................................................................................5. .0 0 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 (e.g. 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 .0 0 .0 0 .0 0 .0 0 .0 0 Part 2 – Business Income Deduction 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. 11. Enter the lesser of line 9 or line 10. Enter here and on Ohio Schedule A, line 11............................................11. Part 3 – Taxable Business Income Note: If Ohio IT 1040, line 5 is 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. Schedule IT BUS – page 1 of 2 2020 Ohio Schedule IT BUS Business Income 20260206 Primary taxpayer’s SSN Sequence No. 6 Part 4 – Business Sources List all sources of business income, with Ohio sources listed first. Also separately list your, and your spouse’s if filing jointly, ownership percentage (if any) in the spaces provided. You must enter the 6-digit NAICS code of the business, found at naics.com/search. If necessary, complete additional copies of this page and include with your return. 1. FEIN / SSN Business name 2. FEIN / SSN Business name 3. FEIN / SSN Business name 4. FEIN / SSN Business name 5. FEIN / SSN Business name 6. FEIN / SSN Business name 7. FEIN / SSN Business name 8. FEIN / SSN Business name Spouse’s ownership Primary ownership . . . % Primary ownership . % % % % . % . . 6-digit NAICS code % 6-digit NAICS code % Spouse’s ownership % 6-digit NAICS code % Spouse’s ownership Primary ownership . . 6-digit NAICS code % Spouse’s ownership Primary ownership . . 6-digit NAICS code % Spouse’s ownership Primary ownership . . 6-digit NAICS code % Spouse’s ownership Primary ownership . . Spouse’s ownership Primary ownership . % Spouse’s ownership Primary ownership 6-digit NAICS code 6-digit NAICS code % Schedule IT BUS – page 2 of 2 hio Department of Taxation 2020 Ohio Schedule of Credits Primary taxpayer’s SSN 20280106 Nonrefundable Credits Sequence No. 7 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 7a. Campaign contribution credit for Ohio statewide office or General Assembly......................................... 7a. .0 0 8. Income-based exemption credit ($20 times the number of exemptions).................................................. 8. .0 0 9. Total (add lines 2 through 8)..................................................................................................................... 9. .0 0 10. Tax less credits (line 1 minus line 9; if less than zero, enter zero).......................................................... 10. .0 0 11. Joint filing credit (see instructions for table). % times line 10, up to $650................................................11. .0 0 12. Earned income credit.............................................................................................................................. 12. .0 0 13. Ohio adoption credit................................................................................................................................ 13. .0 0 14. Nonrefundable job retention credit (include a copy of the credit certificate)...................................... 14. .0 0 15. Credit for eligible new employees in an enterprise zone (include a copy of the credit certificate).... 15. .0 0 16. Credit for purchases of grape production property................................................................................. 16. .0 0 17. InvestOhio credit (include a copy of the credit certificate)................................................................. 17. .0 0 18. Lead abatement 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 11 through 23)................................................................................................................ 24. .0 0 25. Tax less additional credits (line 10 minus line 24; if less than zero, enter zero)..................................... 25. .0 0 Do not write in this area; for department use only. Schedule of Credits – page 1 of 2 2020 Ohio Schedule of Credits Primary taxpayer’s SSN 20280206 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. .0 0 27. Ohio adjusted gross income (Ohio IT 1040, line 3)......... 27. .0 0 28. Divide line 26 by line 27 and enter the result here (four digits; do not round). .0 0 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 0 34. Total nonrefundable credits (add lines 9, 24, 28 and 33; enter here and on Ohio IT 1040, line 9)..... 34. .0 0 35. Refundable Ohio historic preservation credit (include a copy of the credit certificate)...................... 35. .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. Venture capital credit (include a copy of the credit certificate).......................................................... 39. .0 0 40. Total refundable credits (add lines 35 through 39; enter here and on Ohio IT 1040, line 16).............. 40. .0 0 Multiply this factor by line 25 to calculate your nonresident credit.......................................................... 28. Resident Credit 29. Portion of Ohio adjusted gross income taxed by another state or the District of Columbia while an Ohio residentOhio IT RC, line 1a (include a copy) ............................... 29. .0 0 30. Ohio adjusted gross income (Ohio IT 1040, line 3).........30. .0 0 31. Divide line 29 by line 30 and enter the result here (four digits; do not round). Multiply this factor by line 25 and enter the result here.................................................................................31. .0 0 32. 2020 income tax liability after credits paid to another state or the District of Columbia Ohio IT RC, line 1b (include a copy)...............................32. .0 0 Refundable Credits Schedule of Credits – page 2 of 2 Ohio Schedule J Dependents 20230106 Use only black ink/UPPERCASE letters. Tax Year 2 020 Primary taxpayer's SSN 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. Complete all fields for each dependent you list. 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 Dependent’s first name 2. Dependent’s SSN Dependent’s first name 3. Dependent’s SSN Dependent’s first name 4. Dependent’s SSN Dependent’s first name 5. Dependent’s SSN Dependent’s first name 6. Dependent’s SSN Dependent’s first name 7. Dependent’s SSN Dependent’s first name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Do not write in this area; for department use only. Schedule J – page 1 of 2 Ohio Schedule J Dependents 20230206 Tax Year 2 02 0 8. Dependent’s SSN Dependent’s first name 9. Dependent’s SSN Dependent’s first name 10. Dependent’s SSN Dependent’s first name 11. Dependent’s SSN Dependent’s first name 12. Dependent’s SSN Dependent’s first name 13. Dependent’s SSN Dependent’s first name 14. Dependent’s SSN Dependent’s first name 15. Dependent’s SSN Dependent’s first name Primary taxpayer's SSN Dependent's date of birth (MM-DD-YYYY) Sequence No. 10 Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Dependent's date of birth (MM-DD-YYYY) Dependent’s relationship to you M.I. Dependent's last name Schedule J – page 2 of 2 2020 Schedule of Ohio Withholding 20350106 Use only black ink/UPPERCASE letters. Primary taxpayer’s SSN Sequence No. 11 List your and your spouse’s (if filing jointly) W-2, 1099, and W-2G forms only if they have Ohio withholding. Complete all fields for each form entered. Enter “P” in the “P/S” box if the form is the primary taxpayer’s and enter “S” if it is the spouse’s. Complete additional copies if necessary. Place state copies of your income statements after the last page of your return. Part A - Total Withholding 1. Total of all Ohio state tax withheld on pages 1 and 2 as well as any additional pages. Enter here and on line 14 of your Ohio IT 1040....................................................................................................................1. Part B - W-2s 1. P/S Box b - EIN Box 1 - Wages, tips, other compensation .0 Box 15 - Employer’s Ohio ID number Box 16 - Ohio wages, tips, etc. Box b - EIN 3. P/S Box b - EIN Box 15 - Employer’s Ohio ID number Box b - EIN .0 0 .0 0 Box 1 - Wages, tips, other compensation Box 16 - Ohio wages, tips, etc. Box b - EIN Box b - EIN Box b - EIN 0 Box 16 - Ohio wages, tips, etc. Box 2 - Federal income tax withheld .0 .0 0 .0 0 .0 0 .0 0 .0 0 0 Box 2 - Federal income tax withheld .0 0 Box 2 - Federal income tax withheld .0 0 Box 17 - Ohio income tax 0 Box 1 - Wages, tips, other compensation 0 Box 16 - Ohio wages, tips, etc. Box 2 - Federal income tax withheld .0 0 Box 17 - Ohio income tax 0 Box 1 - Wages, tips, other compensation .0 Box 15 - Employer’s Ohio ID number 0 0 0 Box 1 - Wages, tips, other compensation .0 7. P/S .0 Box 17 - Ohio income tax .0 Box 15 - Employer’s Ohio ID number 0 Box 16 - Ohio wages, tips, etc. .0 6. P/S .0 Box 2 - Federal income tax withheld 0 Box 1 - Wages, tips, other compensation .0 Box 15 - Employer’s Ohio ID number 0 0 Box 17 - Ohio income tax .0 5. P/S .0 Box 17 - Ohio income tax .0 Box 15 - Employer’s Ohio ID number 0 Box 16 - Ohio wages, tips, etc. .0 4. P/S .0 Box 2 - Federal income tax withheld 0 Box 1 - Wages, tips, other compensation .0 Box 15 - Employer’s Ohio ID number 0 Box 17 - Ohio income tax .0 2. P/S 0 .0 0 Box 16 - Ohio wages, tips, etc. Box 2 - Federal income tax withheld .0 0 Box 17 - Ohio income tax .0 0 Schedule of Withholding – page 1 of 2 2020 Schedule of Ohio Withholding Primary taxpayer’s SSN Part C - 1099-Rs 1. P/S Payer’s TIN Sequence No. 12 Box 1 - Gross distribution . Box 15 - Payer’s Ohio number 0 0 Payer’s TIN 3. P/S Payer’s TIN Box 15 - Payer’s Ohio number 4. P/S Payer’s TIN Box 15 - Payer’s Ohio number 0 0 0 Total distribution Box 4 - Federal income tax withheld .0 0 .0 0 .0 0 .0 0 Box 7 Distribution code Box 14 - Ohio tax withheld .0 0 .0 0 Box 1 - Gross distribution Total distribution Box 4 - Federal income tax withheld Box 7 Distribution code Box 14 - Ohio tax withheld .0 0 .0 0 Box 1 - Gross distribution Box 4 - Federal income tax withheld .0 Box 7 Distribution code Box 14 - Ohio tax withheld Box 1 - Gross distribution . Box 15 - Payer’s Ohio number Total distribution Box 4 - Federal income tax withheld .0 2. P/S 20350206 Total distribution Box 7 Distribution code Box 14 - Ohio tax withheld 0 Part D - W-2Gs 1. P/S Payer’s federal ID number Box 1 - Reportable winnings Box 4 - Federal income tax withheld .0 Box 13 - Ohio state ID number Box 14 - Ohio state winnings Payer’s federal ID number Payer’s federal ID number Part E - 1099-NECs 1. P/S Payer’s TIN Payer’s TIN 0 .0 0 Box 4 - Federal income tax withheld 0 Box 14 - Ohio state winnings .0 0 Box 15 - Ohio income tax withheld .0 0 Box 1 - Nonemployee compensation .0 0 .0 0 .0 0 Box 4 - Federal income tax withheld 0 Box 7 - State income .0 0 Box 5 - Ohio tax withheld 0 Box 1 - Nonemployee compensation .0 Box 6 - Payer’s Ohio number .0 0 Box 1 - Reportable winnings .0 2. P/S 0 Box 15 - Ohio income tax withheld .0 Box 6 - Payer’s Ohio number 0 Box 14 - Ohio state winnings .0 Box 13 - Ohio state ID number .0 Box 4 - Federal income tax withheld .0 3. P/S 0 0 Box 1 - Reportable winnings .0 Box 13 - Ohio state ID number .0 Box 15 - Ohio income tax withheld .0 2. P/S 0 Box 4 - Federal income tax withheld 0 Box 7 - State income .0 0 Box 5 - Ohio tax withheld .0 0 Schedule of Withholding – page 2 of 2 Clear Form Tax Year IT RE 2020 20270106 Ohio IT RE - Reason and Explanation of Corrections Note: For amended individual return only Primary taxpayer's SSN 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)* * 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, nonresident credit increased Exemptions decreased (include Schedule J) Ohio Schedule of Credits, nonresident credit decreased Residency status changed Ohio Schedule of Credits, resident credit increased Ohio Schedule A, additions to income Ohio Schedule of Credits, resident credit decreased Ohio Schedule A, deductions from income Ohio Schedule of Credits, refundable credit(s) increased Ohio Schedule of Credits, nonrefundable credit(s) increased Ohio Schedule of Credits, refundable credit(s) decreased Ohio Schedule of Credits, nonrefundable credit(s) decreased 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 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. IT RE 10211411  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 (if completed), 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 the statement is unavailable, (e.g. you are not the account holder), provide a list of the beneficiaries with the contribution dates and amounts. If the deduction is based on a prior year carryforward, provide proof of prior year contributions for each beneficiary. 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 form IT RC, 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" topic). 2020 Ohio IT 40XP Print blank form Include the voucher below with your payment for your AMENDED 2020 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 make your payment electronically even if you file by paper. Pay by electronic check, credit card or debit card via the Department’s Online Services. Go to tax.ohio.gov for more information. 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 Amended Income Tax Payment Voucher Clear Form 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. 2020  First name • Do NOT send cash • Do NOT fold, staple, or paper clip Tax Year 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 $ 0520 7 000000000 0 424 .00 XXX
Extracted from PDF file 2020-ohio-form-it-1040x.pdf, last modified December 2020

More about the Ohio Form IT 1040X Individual Income Tax Amended Return TY 2020

For taxable year 2015 and forward, the IT-1040 form will be used for amended tax returns.

We last updated the Ohio Amended Individual Income Tax Return in March 2021, so this is the latest version of Form IT 1040X, fully updated for tax year 2020. You can download or print current or past-year PDFs of Form IT 1040X directly from TaxFormFinder. You can print other Ohio tax forms here.


eFile your Ohio tax return now

eFiling is easier, faster, and safer than filling out paper tax forms. File your Ohio and Federal tax returns online with TurboTax in minutes. FREE for simple returns, with discounts available for TaxFormFinder users!

File Now with TurboTax

Other Ohio Individual Income Tax Forms:

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 1040 Ohio Individual Income Tax Return
Form IT 1040ES Income Tax Estimated Payment Vouchers and Instructions
Form IT SD 100 School District Income Tax Return
Form IT 40P Income Tax Payment Voucher
Form IT 1040EZ Ohio Individual Income Tax EZ 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 1040X from the Department of Taxation in March 2021.

Show Sources >

Form IT 1040X is an Ohio Individual Income Tax form. An amended tax return is used to correct errors or omissions in a previously-filed tax return. While taxpayers will not generally be punished simply for correcting an error in a previous return, errors that resulted in an underpayment of owed tax can sometimes result in penalties or interest owed.

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 1040X

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


2016 Form IT 1040X

PIT_IT1040_Fairfax_02_Final_2016_FS_121916.indd

2015 Form IT 1040X

PIT_IT1040_Fairfax_02_Draft_2015_FS_120115.indd

Ohio Amended Individual Income Tax Return 2014 Form IT 1040X

PIT_1040X_Return_Final_FS_112814.indd

Ohio Amended Individual Income Tax Return 2013 Form IT 1040X

PIT_1040X_Final_FI_061713.indd

2012 Form IT 1040X

PIT_1040X_Final_FI_080811.indd

2011 Form IT 1040X

Copy of PIT_1040X_2011_FI_021412.indd


TaxFormFinder Disclaimer:

While we do our best to keep our list of Ohio Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.

** This Document Provided By TaxFormFinder.org **
Source: http://www.taxformfinder.org/ohio/form-it-1040x