Ohio It 3 Form Modify Form Here

Ohio It 3 Form

The Ohio IT 3 form serves as the transmittal document for W-2 and 1099-R statements, allowing employers to report tax information to the state. This form must be filed by January 31st or within 60 days after a business ceases operations. Understanding the filing requirements and deadlines is crucial for compliance and to avoid potential penalties.

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The Ohio IT 3 form plays a crucial role in the reporting of wage and tax statements for employers across the state. This form must be submitted by January 31st each year, or within 60 days following the discontinuation of business operations. Employers are encouraged to file electronically, particularly those issuing 250 or more W-2 or 1099-R forms, as this streamlines the process and enhances compliance. For those issuing fewer than 250 forms, while electronic submission is recommended, it is still possible to file a paper version of the IT 3. However, it is important to note that the Ohio Department of Taxation may still require electronic submission during compliance checks. The form requires employers to indicate the total number of tax statements issued, even if W-2 or 1099-R forms are not submitted. Maintaining tax records, including W-2 and 1099 information, for at least four years from the due date is also essential. Proper submission methods vary depending on whether the U.S. Postal Service or another carrier is used, and specific formatting requirements must be adhered to for both W-2 and 1099-R submissions. Understanding these key aspects of the Ohio IT 3 form is vital for ensuring compliance and avoiding potential penalties.

Form Sample

Ohio IT 3

Transmittal of W-2 and 1099-R Statements

Instructions

1.Filing Deadline: The Ohio IT 3 must be filed by January 31st or within 60 days after discontinuation of business. If filing an IT 3 for tax year 2021, the Ohio Department of Taxation has extended the deadline to March 2, 2022.

2.Filing Instructions: Since all employers are required to file their Ohio employer and school district withholding returns and payments electronically, all employers, retirement system payers and or third-party administrators that issue 10 or more W-2s and/or 1099-Rs will be required to upload their W-2/1099-R information electronically through the Ohio Business Gateway.

Those employers/payers who issue less than 10 W-2s and/or 1099-Rs that choose not to file their W-2 and/or 1099-R information through the W-2/1099 Upload will be required to file a paper version of the IT 3 AND attach a copy of the W-2s and/or 1099-Rs that were issued to employees/payees.

The option to submit W-2/1099-R information via CD has been eliminated.

Corrected W-2s must be submitted by paper with an IT 3.

ODT does not currently accept electronically filed Corrected W2s.

Employers/payers/administrators who submitted their information through the W-2/1099 Upload do not need to file a paper IT 3 since the W-2/1099 Upload feature creates an IT 3 from the W-2/1099 information submitted.

3.Approved Format:

Those submitting W-2s and/or 1099-Rs should refer to the specifications located on the W-2 1099 Information Page.

4.Additional Information: You are required to maintain tax records, including W-2 and 1099-R information for at least four years from the due date.

5.Mailing of IT 3:

Using the U.S. Postal Service:

Using a carrier other than the U.S. Postal Service:

Ohio Department of Taxation

Ohio Department of Taxation

PO Box 182667

4485 Northland Ridge Blvd.

Columbus, OH 43218-2667

Columbus, OH 43229-6596

Cut on the dotted lines – DO NOT USE PENCIL to complete this form.

 

 

Ohio Withholding Account Number

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

Do

 

 

 

 

 

 

 

 

 

 

 

 

 

 

NOT

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, State, ZIP code

fold

 

 

 

 

 

 

 

 

 

 

 

 

 

 

form.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Check here if corrected IT 3

 

 

 

 

 

 

 

 

 

When filing the paper IT 3 attach the

 

corresponding W-2s and/or 1099s

I declare under penalties of perjury that this return, including any accompanying schedules and statements, has been examined by me and to the best of my knowledge and belief is a true, correct and complete return and report.

Signature of responsible party

SSN

 

 

Title

Date

 

 

Transmittal of Wage and Tax Statements

 

 

 

 

OHIO

 

Tax Year

 

 

FEIN

 

 

 

 

 

 

IT 3

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Rev. 12/21

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1.

Number of tax statements issued

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

,

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(Combined W-2s and/or 1099s)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2.

Total Ohio employee compensation $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

,

 

 

 

 

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3.

Total Ohio income tax liability

$

 

 

 

 

 

 

 

,

 

 

 

 

,

 

 

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4.

Total Ohio school district tax liability$

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Due on or before January 31.

Do not submit payments with this form

303

Form Information

Fact Name Details
Filing Deadline The Ohio IT 3 must be filed by January 31st or within 60 days after discontinuation of business.
Electronic Submission All employers are strongly encouraged to submit their W-2/1099-R information electronically, regardless of the number of forms issued.
Submission Requirement for Large Filers Employers issuing 250 or more W-2s/1099-Rs are required to submit electronically through the W-2/1099 Upload feature on the Ohio Business Gateway.
Paper Submission for Small Filers Employers issuing less than 250 W-2s/1099-Rs may file a paper IT 3 if they do not use the electronic upload feature.
Record Keeping Employers must maintain tax records, including W-2 and 1099 information, for at least four years from the due date.
Mailing Addresses IT 3 forms can be mailed to either the Ohio Department of Taxation PO Box or the physical address, depending on the carrier used.
Governing Law The Ohio IT 3 is governed by Ohio Revised Code Section 5747.08.
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