The Ohio IT 1040EZ form is a simplified income tax return designed for residents of Ohio with straightforward tax situations. It allows taxpayers to report their income and calculate their tax liability efficiently. Understanding how to complete this form can help ensure compliance and maximize potential refunds.
The Ohio IT 1040EZ form is a streamlined tax return designed for individuals with straightforward tax situations. It is primarily intended for residents who earn income solely from wages, salaries, or pensions, making it an excellent option for those who do not have complex financial scenarios. This form allows taxpayers to report their income, claim exemptions, and calculate their tax liability efficiently. Importantly, it requires the use of black ink and uppercase letters, and only whole dollar amounts should be entered. As you complete the form, you will need to provide your Social Security number, address, and filing status, which includes options for single, married, or head of household. Additionally, the IT 1040EZ form includes sections for reporting additions and deductions, ensuring that taxpayers can accurately reflect their financial situation. If applicable, taxpayers must also check boxes for specific circumstances, such as filing an amended return or claiming a nonresident status. Understanding these details is crucial to ensuring a smooth filing process and avoiding potential delays in processing your return.
Do not staple or paper clip.
2022 Ohio IT 1040
hio
Department of
Individual Income Tax Return
Taxation
Use only black ink/UPPERCASE letters. Use whole dollars only.
22000102
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
Federal extension filers - check here.
Primary meets the five criteria for irrebuttable presumption as nonresident.
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
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 if negative
....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
2022 IT 1040 – page 1 of 2
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 35 (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 41 (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 DUE23.
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. Wildlife Species
b. Military Injury Relief
c. Ohio History Fund
Total....26g.
d. Nature Preserves/Scenic Rivers
e. Breast/Cervical Cancer
f. Wishes for Sick Children
22000202 Sequence No. 2
27. REFUND (line 24 minus lines 25 and 26g).............................................................................YOUR REFUND27.
Sign Here (required): I have read this return. Under penalties of perjury, I declare that, to the best of my knowledge
If your refund is $1.00 or less, no refund will be issued.
and belief, the return and all enclosures are true, correct and complete.
If you owe $1.00 or less, no payment is necessary.
Primary signature
Phone number
NO Payment Included – Mail to:
Spouse’s signature
Date
Ohio Department of Taxation
P.O. Box 2679
Check here to authorize your preparer to discuss this return with the Department.
Columbus, OH 43270-2679
Preparer's printed name
Payment Included – Mail to:
P.O. Box 2057
Preparer's TIN (PTIN)
P
Columbus, OH 43270-2057
2022 IT 1040 – page 2 of 2
2022 Ohio Schedule
of Adjustments
Use only black ink. Use whole dollars only.
Primary taxpayer’s SSN
22000302
Sequence No. 3
Additions
(Only add the following amounts if they are not included on Ohio IT 1040, line 1)
1.
Non-Ohio state or local government interest and dividends
2.
Ohio pass-through entity taxes excluded from federal adjusted gross income
3.
Ohio 529 plan funds used for non-qualified expenses
Losses from sale or disposition of Ohio public obligations
Nonmedical withdrawals from a medical savings account
Reimbursement of expenses previously deducted on an Ohio income tax return
Federal
Internal Revenue Code 168(k) and 179 depreciation expense addback
8.
Exempt federal interest and dividends subject to state taxation
Federal conformity additions
Total additions (add lines 1 through 9 ONLY). Enter here and on Ohio IT 1040, line 2a
Deductions
(Only deduct the following amounts if they are included on Ohio IT 1040, line 1)
Business income deduction – Ohio Schedule IT BUS, line 11
Employee compensation earned in Ohio by residents of neighboring states
Taxable refunds, credits, or offsets of state and local income taxes (federal 1040, Schedule 1, line 1)
Taxable Social Security benefits (federal 1040 and 1040-SR, line 6b)
Certain railroad benefits
Interest income from Ohio public obligations and purchase obligations; gains from the
disposition of Ohio public obligations; or income from a transfer agreement
Amounts contributed to an Ohio county's individual development account program
Amounts contributed to a STABLE account: Ohio's ABLE plan
Income earned in Ohio by a qualifying out-of-state business or employee for disaster
work conducted during a disaster response period
20.
Federal interest and dividends exempt from state taxation
Deduction of prior year 168(k) and 179 depreciation addbacks
Refund or reimbursements from the federal 1040, Schedule 1, line 8z for federal
itemized deductions claimed on a prior year return
2022 Schedule of Adjustments – page 1 of 2
23.
Repayment of income reported in a prior year
Wage expense not deducted based on the federal work opportunity tax credit
Federal conformity deductions
Uniformed Services
26.
Military pay received by Ohio residents while stationed outside Ohio
27.
Compensation earned by nonresident military servicemembers and their civilian spouses
28.
Uniformed services retirement income
29.
Military injury relief fund grants and veteran’s disability severance payments
30.
Certain Ohio National Guard reimbursements and benefits
Education
31.
Amounts contributed to Ohio CollegeAdvantage: Ohio’s 529 Plan
32.
Pell/Ohio College Opportunity taxable grant amounts used to pay room and board
33.
Ohio educator expenses in excess of federal deduction
Medical
34.
Disability benefits
35.
Survivor benefits
36.
Unreimbursed medical and health care expenses (see instructions for worksheet; include a copy)
...................36.
37.
Medical savings account contributions/earnings (see instructions for worksheet; include a copy)
38.
Qualified organ donor expenses
39.
Total deductions (add lines 11 through 38 ONLY). Enter here and on Ohio IT 1040, line 2b
22000402
Sequence No. 4
2022 Schedule of Adjustments – page 2 of 2
2022 Ohio Schedule IT BUS
Business Income
Use only black ink/UPPERCASE letters.
22260102
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). Use whole dollars only.
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.
Schedule B – Interest and Ordinary Dividends
Schedule C – Net Profit or Loss From Business (Sole Proprietorship)
....2.
Schedule D – Capital Gains and Losses
Schedule E – Supplemental Income and Loss
....4.
Guaranteed payments or compensation from a pass-through entity to a 20% or greater direct
or indirect owner
Schedule F – Net Profit or Loss From Farming
.... 6.
Other business income or loss not reported above (e.g. form 4797 amounts)
....7.
Total business income (add lines 1 through 7)
....8.
Part 2 – Business Income Deduction
Enter the lesser of line 8 above or Ohio IT 1040, line 1. If negative, enter zero;
stop here and do not complete Part 3
Enter $250,000 if filing status is single or married filing jointly; OR
Enter $125,000 if filing status is married filing separately
Enter the lesser of line 9 or line 10. Enter here and on Ohio Schedule of Adjustments, line 11
Part 3 – Taxable Business Income
Note: If Ohio IT 1040, line 5 is zero, do not complete Part 3.
Line 9 minus line 11
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
Business income tax liability – multiply line 13 by 3% (.03). Enter here and on Ohio IT 1040, line 8b
.
2022 Schedule IT BUS – page 1 of 2
Part 4 – Business Sources
22260202
Sequence No. 6
List all sources of business income, with Ohio sources listed first. Also separately list your ownership percentage and/or your spouse’s ownership percent- age (if filing jointly). If necessary, complete additional copies of this page and include with your return.
1. FEIN / SSNPrimary ownership
Business name
%
Spouse’s ownership
2. FEIN / SSN
Primary ownership
3. FEIN / SSN
4. FEIN / SSN
5. FEIN / SSN
6. FEIN / SSN
7. FEIN / SSN
8. FEIN / SSN
2022 Schedule IT BUS – page 2 of 2
2022 Ohio Schedule of Credits
22280102 Sequence No. 7
Many of these credits must be calculated using a worksheet and/or be supported by additional required documentation. See the instructions for worksheets and information on supporting documentation.
Nonrefundable Credits
Tax liability before credits (from Ohio IT 1040, line 8c)
Retirement income credit (include 1099-R forms)
Lump sum retirement credit (include a copy of the worksheet and 1099-R forms)
Senior citizen credit (must be 65 or older to claim this credit)
Lump sum distribution credit (include a copy of the worksheet and 1099-R forms)
Child care & dependent care credit (include a copy of the worksheet)
Displaced worker training credit (include a copy of the worksheet and all required documentation)
Campaign contribution credit for Ohio statewide office or General Assembly
Income-based exemption credit
Total (add lines 2 through 9)
Tax less credits (line 1 minus line 10; if negative, enter zero)
Joint filing credit (see instructions for table).
% times line 11, up to $650
Earned income credit
Home school expenses credit (include copies of all required documentation)
Scholarship donation credit (include copies of all required documentation)
Nonchartered, nonpublic school tuition credit (include copies of all required documentation)
Vocational job credit (include a copy of the credit certificate)
Ohio adoption credit
Nonrefundable job retention credit (include a copy of the credit certificate)
Credit for eligible new employees in an enterprise zone (include a copy of the credit certificate)
21. Grape production credit
InvestOhio credit (include a copy of the credit certificate)
Lead abatement credit (include a copy of the credit certificate)
Opportunity zone investment credit (include a copy of the credit certificate)
2022 Schedule of Credits – page 1 of 2
Technology investment credit carryforward (include a copy of the credit certificate)
Enterprise zone day care & training credits (include a copy of the credit certificate)
Research & development credit (include a copy of the credit certificate)
Nonrefundable Ohio historic preservation credit (include a copy of the credit certificate)
Total (add lines 12 through 28)
Tax less additional credits (line 11 minus line 29; if negative, enter zero)
22280202
Sequence No. 8
Nonresident Credit
Dates of Ohio residency
to
Other state of residency
Nonresident Portion of Ohio adjusted gross income -
Ohio IT NRC Section I, line 18 (include a copy)
Ohio adjusted gross income (Ohio IT 1040, line 3)
33a.
Divide line 31 by line 32 (four decimals; do not round;
if greater than 1, enter 1.0000)
Nonresident credit (line 30 times line 33a)
Resident Credit
Resident credit – Ohio IT RC, line 7 (include a copy)
Total nonrefundable credits (add lines 10, 29, 33 and 34; enter here and on Ohio IT 1040, line 9)
Refundable Credits
Refundable Ohio historic preservation credit (include a copy of the credit certificate)
Refundable job creation credit & job retention credit (include a copy of the credit certificate)
Pass-through entity credit (include a copy of the Ohio IT K-1s)
Motion picture & Broadway theatrical production credit (include a copy of the credit certificate)
40.
Venture capital credit (include a copy of the credit certificate)
41.
Total refundable credits (add lines 36 through 40; enter here and on Ohio IT 1040, line 16)
2022 Schedule of Credits – page 2 of 2
of Dependents
Primary taxpayer's SSN
22230102
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 necessary.
1. Dependent’s SSN
Dependent's date of birth (MM-DD-YYYY)
Dependent’s relationship to you
-
Dependent’s first name
M.I. Dependent's last name
2. Dependent’s SSN
Dependent's last name
Dependent’s SSN
7. Dependent’s SSN
2022 Schedule of Dependents – page 1 of 2
22230202
Sequence No. 10
8. Dependent’s SSN
9. Dependent’s SSN
10. Dependent’s SSN
11. Dependent’s SSN
12. Dependent’s SSN
13. Dependent’s SSN
14. Dependent’s SSN
15. Dependent’s SSN
2022 Schedule of Dependents – page 2 of 2
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