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Ohio Free Printable  for 2024 Ohio Reason and Explanation of Corrections

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Reason and Explanation of Corrections
Form IT RE

2023 Ohio IT RE Explanation of Corrections 23270102 Note: For amended individual return only Primary taxpayer's SSN Complete the Ohio IT 1040 and indicate that it is amended by checking the box at the top of page 1. You must include this form and documentation to support the adjustments on your amended return. Reason(s): Federal adjusted gross income decreased Filing status changed Exemptions increased (include Schedule of Dependents) If you checked any of the boxes above, do not file your Ohio amended return until the IRS has accepted the changes on your federal amended return. Federal adjusted gross income increased Ohio Schedule of Credits, nonresident credit increased Exemptions decreased (include Schedule of Dependents) Ohio Schedule of Credits, nonresident credit decreased Residency status changed Ohio Schedule of Credits, resident credit increased Ohio Schedule of Adjustments, additions to income Ohio Schedule of Credits, resident credit decreased Ohio Schedule of Adjustments, 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. 2023 IT RE – page 1 of 2 IT RE - Amended IT 1040 Filing Tips 10211411 If your amended IT 1040 results in tax due, you should always include an OUPC payment coupon with your payment. 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 #2 Option #1 • A copy of your updated IRS tax account transcript reflecting the changes to your federal return. • A copy of your federal amended return (1040X), AND • A copy of the IRS acceptance letter -or- refund check. 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: property records (mortgage statements, lease agreements, etc.), driver's licenses or state IDs, voter registration, resident state tax returns, armed services records and utility bills. What documentation should I include when amending to show a change to Ohio Schedule of Adjustments? 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 of Business Income, 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, and your disability/survivorship plan. 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.). 529 Plan Contributions – Proof of payments (cancelled checks, bank statements, credit card statements, etc.) and proof of an 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 certificate granted by the Ohio Department of Development. *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 more information, see the FAQs at tax.ohio.gov/faq-Amended. 2023 IT RE – page 2 of 2
Extracted from PDF file 2023-ohio-form-it-re.pdf, last modified July 2023

More about the Ohio Form IT RE Individual Income Tax Amended Return TY 2023

The Ohio IT RE form is to be filed with the amended Ohio IT 1040 return only and cannot be filed separately.

We last updated the Reason and Explanation of Corrections in January 2024, so this is the latest version of Form IT RE, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form IT RE 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 RE.

Form Code Form Name
Form FIT REF Application for Financial Institutions Tax Refund

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 RE from the Department of Taxation in January 2024.

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Form IT RE 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 RE

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

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