The Ohio IT 1040 form is the official document used by residents to file their individual income tax returns in Ohio. This form requires taxpayers to report their income, claim deductions, and calculate their tax liability. Understanding the details of this form is crucial for ensuring compliance with state tax laws and for maximizing potential refunds.
The Ohio IT 1040 form is a crucial document for individuals filing their state income tax returns. This form requires taxpayers to provide essential information, such as their Social Security numbers, residency status, and filing status. It also includes sections for reporting income, deductions, and exemptions, which ultimately determine the taxable income and tax liability. Taxpayers must indicate if they are filing an amended return or claiming a net operating loss carryback. Additionally, the form prompts users to include relevant schedules that support their income and deductions, ensuring a comprehensive tax return. Understanding how to accurately complete the IT 1040 is vital for compliance and can help in maximizing potential refunds or minimizing tax liabilities. The instructions are clear about what information is necessary, including specific lines for reporting income from various sources, tax credits, and payments made throughout the year. By carefully following the guidelines, taxpayers can navigate the complexities of Ohio's tax system with confidence.
Do not staple or paper clip.
2021 Ohio IT 1040
hio
Department of
Individual Income Tax Return
Taxation
Use only black ink/UPPERCASE letters.
21000102
Sequence No. 1
AMENDED RETURN - Check here and include Ohio IT RE.
NOL CARRYBACK - Check here and include Schedule IT NOL.
Primary taxpayer's SSN (required)
If deceased
Spouse’s SSN (if filing jointly)
School district #
First name
M.I.
Last name
Spouse's first name (if filing jointly)
Address line 1
(number and street) or P.O. Box
Address line 2
(apartment number, suite number, etc.)
City
State
ZIP code
Ohio county (first four letters)
Foreign country (if the mailing address is outside the U.S.)
Foreign postal code
Residency Status – Check only one for primary
Filing Status – Check one (as reported on federal income tax return)
Resident
Part-year
Nonresident
Single, head of household or qualifying widow(er)
resident
Indicate state
Married filing jointly
Check only one for spouse (if filing jointly)
Spouse’s
SSN
Married filing separately
Ohio Nonresident Statement – See instructions for required criteria
Primary meets the five criteria for irrebuttable presumption as nonresident.
Federal extension filers - check here.
Spouse meets the five criteria for irrebuttable presumption as nonresident.
If someone can claim you (or your spouse if filing jointly) as a
dependent, check here.
1. Federal adjusted gross income (federal 1040 or 1040-SR, line 11). Place a "-" in the box
.
0
if negative
..1.
2a. Additions – Ohio Schedule of Adjustments, line 10 (include schedule)
2a.
2b. Deductions – Ohio Schedule of Adjustments, line 39 (include schedule)
2b.
3. Ohio adjusted gross income (line 1 plus line 2a minus line 2b). Place a "-" in the box
..3.
............................................4. Exemption amount (include Schedule of Dependents if applicable)
4.
Number of exemptions including you and your spouse/dependents, if applicable:
5. Ohio income tax base (line 3 minus line 4; if negative, enter zero)
5.
6. Taxable business income – Ohio Schedule IT BUS, line 13 (include schedule)
6.
7. Taxable nonbusiness income (line 5 minus line 6; if negative, enter zero)
7.
Do not write in this area; for department use only.
MM-DD-YY Code
IT 1040 – page 1 of 2
21000202
7a. Amount from line 7 on page 1
7a.
...............................................8a. Nonbusiness income tax liability on line 7a (see instructions for tax tables)
8a.
8b. Business income tax liability – Ohio Schedule IT BUS, line 14 (include schedule)
8b.
8c. Income tax liability before credits (line 8a plus line 8b)
8c.
9. Ohio nonrefundable credits – Ohio Schedule of Credits, line 38 (include schedule)
9.
10. Tax liability after nonrefundable credits (line 8c minus line 9; if negative, enter zero)
10.
11. Interest penalty on underpayment of estimated tax (include Ohio IT/SD 2210)
11.
12. Unpaid use tax (see instructions)
12.
13. Total Ohio tax liability before withholding or estimated payments (add lines 10, 11 and 12)
13.
14. Ohio income tax withheld – Schedule of Ohio Withholding, part A, line 1 (include schedule and
income statements)
14.
15. Estimated and extension payments (from Ohio IT 1040ES and IT 40P), and credit carryforward
from last year's return
15.
16. Refundable credits – Ohio Schedule of Credits, line 44 (include schedule)
16.
17.Amended return only – amount previously paid with original and/or amended return
17.
18.Total Ohio tax payments (add lines 14, 15, 16 and 17)
18.
19. Amended return only – overpayment previously requested on original and/or amended return
19.
20. Line 18 minus line 19. Place a "-" in the box if negative
....20.
If line 20 is MORE THAN line 13, skip to line 24. OTHERWISE, continue to line 21.
21. Tax due (line 13 minus line 20). If line 20 is negative, ignore the "-" and add line 20 to line 13
21.
22. Interest due on late payment of tax (see instructions)
22.
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 – portion of line 24 carried forward to next year’s tax liability
25.
26.Original return only – portion of line 24 you wish to donate:
a. Military Injury Relief
b. Ohio History Fund
c. Nature Preserves/Scenic Rivers
Sequence No. 2
. 0 0
Total ....26g.
d. Breast/Cervical Cancer
e. Wishes for Sick Children
f. Wildlife Species
27. REFUND
(line 24 minus lines 25 and 26g)
YOUR REFUND27.
.0 0
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.
Phone number
Primary signature
Date
Spouse’s signature
Check here to authorize your preparer to discuss this return with the Department.
Preparer's printed name
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:
P.O. Box 2057
Columbus, OH 43270-2057
IT 1040 – page 2 of 2
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