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Blank Ohio It 1040Ez Template

The Ohio IT 1040EZ form is a document designed by the Ohio Department of Taxation for individual income tax return purposes. This document instructs taxpayers to use only black ink and uppercase letters while filling it out, emphasizing the importance of presenting information clearly and accurately. Taxpayers are required to use whole dollar amounts, ensuring simplicity and uniformity in tax calculations and declarations.

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The Ohio IT 1040EZ form is a crucial instrument for residents navigating the complexities of state income tax returns, tailored specifically for the Ohio Department of Taxation. Designed with simplicity in mind for individuals who have straightforward financial situations, this form demands attention to detail such as using black ink, capital letters, and rounding off figures to whole dollars. It accommodates a variety of taxpayer statuses, including amended returns and non-occupational loss (NOL) carrybacks, which require additional documentation. The form carefully walks through the computation of adjusted gross income with clear instructions on adding or deducting specific amounts to arrive at the Ohio adjusted gross income. Notably, it takes into account exemptions, potentially taxable business and nonbusiness incomes, and outlines the steps to calculate the total Ohio tax liability. Additionally, the IT 1040EZ includes schedules for adjustments, withholding, estimated payments, and credits, meticulously guiding filers through each step to arrive at a refund or amount due. Complimented by the option to donate part of a refund to charitable funds directly through the form, it balances user-friendliness with the comprehensive state tax requirements. Filers must authenticate the return with signatures, validating its accuracy under penalties of perjury, emphasizing the seriousness of the information provided. This form epitomizes the state's effort to make tax filing as straightforward as possible, even in the context of complex financial obligations.

Example - Ohio It 1040Ez Form

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)

If deceased

School district #

Do not staple or paper clip.

First name

M.I.

Last name

Spouse's first name (if filing jointly)

M.I.

Last name

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)

Resident

Part-year

Nonresident 

Spouse’s

SSN

resident

Indicate state

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)

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)

6. Taxable business income – Ohio Schedule IT BUS, line 13 (include schedule)

7. Taxable nonbusiness income (line 5 minus line 6; if negative, enter zero)

Do not write in this area; for department use only.

MM-DD-YY Code

2022 IT 1040 – page 1 of 2

2022 Ohio IT 1040

SSN

Individual Income Tax Return

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)

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 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. 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 REFUND27.

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

Phone number

Payment Included – Mail to:

Ohio Department of Taxation

P.O. Box 2057

Preparer's TIN (PTIN)

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	1.
2.	Ohio pass-through entity taxes excluded from federal adjusted gross income	2.
2.		2.
3.	Ohio 529 plan funds used for non-qualified expenses	3.
3.	Ohio 529 plan funds used for non-qualified expenses	3.
4.	Losses from sale or disposition of Ohio public obligations	4.
4.	Losses from sale or disposition of Ohio public obligations	4.
5.	Nonmedical withdrawals from a medical savings account	5.
5.	Nonmedical withdrawals from a medical savings account	5.
6.	Reimbursement of expenses previously deducted on an Ohio income tax return	6.
6.		6.
Federal
7.	Internal Revenue Code 168(k) and 179 depreciation expense addback	7.
7.		7.
8.	Exempt federal interest and dividends subject to state taxation	8.
8.		8.
9.	Federal conformity additions	9.
9.	Federal conformity additions	9.
10.	Total additions (add lines 1 through 9 ONLY). Enter here and on Ohio IT 1040, line 2a	10.
10.		10.

	Deductions
	(Only deduct the following amounts if they are included on Ohio IT 1040, line 1)
11.	Business income deduction – Ohio Schedule IT BUS, line 11	11.
12.	Employee compensation earned in Ohio by residents of neighboring states	12.
12.		12.
13.	Taxable refunds, credits, or offsets of state and local income taxes (federal 1040, Schedule 1, line 1)	13.
13.		13.
14.	Taxable Social Security benefits (federal 1040 and 1040-SR, line 6b)	14.
14.		14.
15.	Certain railroad benefits	15.
15.	Certain railroad benefits	15.
16.	Interest income from Ohio public obligations and purchase obligations; gains from the
16.
	disposition of Ohio public obligations; or income from a transfer agreement	16.
17.	Amounts contributed to an Ohio county's individual development account program	17.
17.		17.
18.	Amounts contributed to a STABLE account: Ohio's ABLE plan	18.
18.	Amounts contributed to a STABLE account: Ohio's ABLE plan	18.
19.	Income earned in Ohio by a qualifying out-of-state business or employee for disaster
19.
	work conducted during a disaster response period	19.
Federal
20.	Federal interest and dividends exempt from state taxation	20.
20.	Federal interest and dividends exempt from state taxation	20.
21.	Deduction of prior year 168(k) and 179 depreciation addbacks	21.
21.		21.
22.	Refund or reimbursements from the federal 1040, Schedule 1, line 8z for federal
22.
	itemized deductions claimed on a prior year return	22.

2022 Schedule of Adjustments – page 1 of 2

2022 Ohio Schedule

of Adjustments

Primary taxpayer’s SSN

23.	Repayment of income reported in a prior year	23.

24.	Wage expense not deducted based on the federal work opportunity tax credit	24.
25.	Federal conformity deductions	25.
Uniformed Services
26.	Military pay received by Ohio residents while stationed outside Ohio	26.
27.	Compensation earned by nonresident military servicemembers and their civilian spouses	27.
28.	Uniformed services retirement income	28.
29.	Military injury relief fund grants and veteran’s disability severance payments	29.
30.	Certain Ohio National Guard reimbursements and benefits	30.
Education
31.	Amounts contributed to Ohio CollegeAdvantage: Ohio’s 529 Plan	31.
32.	Pell/Ohio College Opportunity taxable grant amounts used to pay room and board	32.
33.	Ohio educator expenses in excess of federal deduction	33.
Medical
34.	Disability benefits	34.
35.	Survivor benefits	35.
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)	37.
38.	Qualified organ donor expenses	38.
39.	Total deductions (add lines 11 through 38 ONLY). Enter here and on Ohio IT 1040, line 2b	39.

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
	Primary taxpayer’s SSN	22260102
	Primary taxpayer’s SSN

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.

1.	Schedule B – Interest and Ordinary Dividends	1.
2.	Schedule C – Net Profit or Loss From Business (Sole Proprietorship)
			....2.

3.	Schedule D – Capital Gains and Losses
			....3.
4.	Schedule E – Supplemental Income and Loss		....4.

5.	Guaranteed payments or compensation from a pass-through entity to a 20% or greater direct
	or indirect owner	5.
6.	Schedule F – Net Profit or Loss From Farming
			.... 6.

7.	Other business income or loss not reported above (e.g. form 4797 amounts)		....7.

8.	Total business income (add lines 1 through 7)		....8.

Part 2 – Business Income Deduction
9.	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	9.
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 of Adjustments, 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
13.		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.

2022 Schedule IT BUS – page 1 of 2

2022 Ohio Schedule IT BUS

Business Income

Primary taxpayer’s SSN

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

Spouse’s ownership

Business name

3. FEIN / SSN

Primary ownership

Spouse’s ownership

Business name

4. FEIN / SSN

Primary ownership

Spouse’s ownership

Business name

5. FEIN / SSN

Primary ownership

Spouse’s ownership

Business name

6. FEIN / SSN

Primary ownership

Spouse’s ownership

Business name

7. FEIN / SSN

Primary ownership

Spouse’s ownership

Business name

8. FEIN / SSN

Primary ownership

Spouse’s ownership

Business name

2022 Schedule IT BUS – page 2 of 2

hio

Department of

2022 Ohio Schedule of Credits

Taxation

Use only black ink. Use whole dollars only.

Primary taxpayer’s SSN

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

1.	Tax liability before credits (from Ohio IT 1040, line 8c)		1.
2.	Retirement income credit (include 1099-R forms)		2.
3.	Lump sum retirement credit (include a copy of the worksheet and 1099-R forms)		3.
4.	Senior citizen credit (must be 65 or older to claim this credit)		4.
5.	Lump sum distribution credit (include a copy of the worksheet and 1099-R forms)		5.
6.	Child care & dependent care credit (include a copy of the worksheet)		6.
7.	Displaced worker training credit (include a copy of the worksheet and all required documentation)		7.
8.	Campaign contribution credit for Ohio statewide office or General Assembly		8.
9.	Income-based exemption credit		9.
10.	Total (add lines 2 through 9)		10.
11.	Tax less credits (line 1 minus line 10; if negative, enter zero)		11.
12.	Joint filing credit (see instructions for table).	% times line 11, up to $650	12.
12.	Joint filing credit (see instructions for table).	% times line 11, up to $650	12.
13.	Earned income credit		13.
13.	Earned income credit		13.
14.	Home school expenses credit (include copies of all required documentation)		14.
15.	Scholarship donation credit (include copies of all required documentation)		15.
16.	Nonchartered, nonpublic school tuition credit (include copies of all required documentation)		16.
17.	Vocational job credit (include a copy of the credit certificate)		17.
18.	Ohio adoption credit		18.
19.	Nonrefundable job retention credit (include a copy of the credit certificate)		19.
20.	Credit for eligible new employees in an enterprise zone (include a copy of the credit certificate)		20.
21. Grape production credit			21.
22.	InvestOhio credit (include a copy of the credit certificate)		22.
23.	Lead abatement credit (include a copy of the credit certificate)		23.
24.	Opportunity zone investment credit (include a copy of the credit certificate)		24.

Do not write in this area; for department use only.

2022 Schedule of Credits – page 1 of 2

	2022 Ohio Schedule of Credits
	2022 Ohio Schedule of Credits
		Primary taxpayer’s SSN


25.	Technology investment credit carryforward (include a copy of the credit certificate)		25.
26.	Enterprise zone day care & training credits (include a copy of the credit certificate)		26.
27.	Research & development credit (include a copy of the credit certificate)		27.
28.	Nonrefundable Ohio historic preservation credit (include a copy of the credit certificate)		28.
29.	Total (add lines 12 through 28)		29.
30.	Tax less additional credits (line 11 minus line 29; if negative, enter zero)		30.

22280202

Sequence No. 8

Nonresident Credit

Dates of Ohio residency

Other state of residency

31.	Nonresident Portion of Ohio adjusted gross income -
31.	Nonresident Portion of Ohio adjusted gross income -
	Ohio IT NRC Section I, line 18 (include a copy)	31.
32.	Ohio adjusted gross income (Ohio IT 1040, line 3)	32.
32.	Ohio adjusted gross income (Ohio IT 1040, line 3)	32.
33a.	Divide line 31 by line 32 (four decimals; do not round;			.
33a.	Divide line 31 by line 32 (four decimals; do not round;
	if greater than 1, enter 1.0000)		33a.
33.	Nonresident credit (line 30 times line 33a)				33.
33.	Nonresident credit (line 30 times line 33a)				33.
Resident Credit
34.	Resident credit – Ohio IT RC, line 7 (include a copy)				34.
35.	Total nonrefundable credits (add lines 10, 29, 33 and 34; enter here and on Ohio IT 1040, line 9)				35.
35.					35.

	Refundable Credits
36.	Refundable Ohio historic preservation credit (include a copy of the credit certificate)				36.
36.					36.
37.	Refundable job creation credit & job retention credit (include a copy of the credit certificate)				37.
37.					37.
38.	Pass-through entity credit (include a copy of the Ohio IT K-1s)				38.
38.					38.
39.	Motion picture & Broadway theatrical production credit (include a copy of the credit certificate)				39.
39.					39.
40.	Venture capital credit (include a copy of the credit certificate)				40.
40.					40.
41.	Total refundable credits (add lines 36 through 40; enter here and on Ohio IT 1040, line 16)				41.
41.					41.

2022 Schedule of Credits – page 2 of 2

2022 Ohio Schedule

of Dependents

Use only black ink/UPPERCASE letters.

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 date of birth (MM-DD-YYYY)

Dependent’s relationship to you

Dependent’s first name

M.I.

Dependent's last name

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

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

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

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

7. 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

Do not write in this area; for department use only.

2022 Schedule of Dependents – page 1 of 2

2022 Ohio Schedule

of Dependents

22230202

Primary taxpayer's SSN

Sequence No. 10

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

2022 Schedule of Dependents – page 2 of 2

⇩ Ohio It 1040Ez PDF

Document Properties

Fact Name	Description
Form Type	2022 Ohio IT 1040 Individual Income Tax Return
Submission Guidelines	Do not staple or paper clip any documents to the form. Use only black ink and UPPERCASE letters. Figures should be rounded to whole dollars.
Filing Options	Options include amended return indicated by checking a box and including Ohio IT RE, as well as NOL CARRYBACK requiring Schedule IT NOL.
Governing Law	The form is governed by Ohio Revised Code Sections related to personal income tax, notably including R.C. 5747.01(B) for business income and deductions guidance.

Detailed Instructions for Using Ohio It 1040Ez

Completing the Ohio IT 1040EZ form is an essential step for Ohio residents to comply with state tax requirements. This guide will walk through the process step by step, making it easier to understand. Before starting, ensure you have all necessary documents on hand, such as your federal tax return and any records of income or deductions specific to Ohio. Doing so will streamline the process and help avoid common mistakes.

Do not staple or paper clip any documents to the form.
Use only black ink and CAPITAL letters when filling out the form. Entries must be clear and legible.
Round all amounts to whole dollars, avoiding the use of cents.
If applicable, check the box for AMENDED RETURN and attach Ohio IT RE. For a net operating loss carryback, check the corresponding box and include Schedule IT NOL.
Enter the primary taxpayer's Social Security Number (SSN). Mark the box if deceased.
If filing jointly, provide the spouse’s SSN and mark the box if deceased.
Fill in the school district number if applicable.
Complete the address section, including the number and street or P.O. Box, apartment number, suite number, city, state, and ZIP code.
Specify the Ohio county by its first four letters or indicate a foreign country and postal code if the address is outside the U.S.
Under Residency Status
Choose the appropriate Filing Status that matches what is reported on your federal income tax return.

If someone can claim you or your spouse as a dependent, check the corresponding box.

Enter your federal adjusted gross income from your federal 1040 or 1040-SR, line 11. Include a negative sign if the amount is negative.

Calculate and enter Additions and Deductions to your Ohio income according to the Ohio Schedule of Adjustments instructions, detailing the amounts on lines 2a and 2b respectively.

Compute your Ohio adjusted gross income by adding line 2a to line 1 and then subtracting line 2b. Indicate a negative amount if applicable.

Fill in the Exemption amount, including the Schedule of Dependents if necessary.

Enter the number of exemptions, including yourself, spouse, and dependents if applicable.

Determine your Ohio income tax base by subtracting line 4 from line 3. Enter zero if the result is negative.

Include your Taxable business income from Ohio Schedule IT BUS, if applicable.

Calculate your Taxable nonbusiness income (line 5 minus line 6). Enter zero if negative.

Continue to the second page to fill out your nonbusiness and business income tax liability, nonrefundable credits, interest penalty on underpayment of estimated tax, and other elements leading to your total Ohio tax liability.

Deduct any Ohio income tax withheld, estimated and extension payments, refundable credits, and amounts paid with an amended return to find out if you are due a refund or owe additional taxes.

Sign and date the form. If filing jointly, your spouse must also sign.

Review the mailing instructions to determine the correct address, depending on whether payment is included.

Upon completion, it's crucial to double-check all entries for accuracy to avoid processing delays or errors in your tax return. If needed, professional assistance can clarify any uncertainties, ensuring your Ohio IT 1040EZ form is correctly filled out and submitted on time.

What You Should Know About Ohio It 1040Ez

What is the Ohio IT 1040EZ form, and who should use it?

The Ohio IT 1040EZ form is a simplified individual income tax return for Ohio residents. It is designed for taxpayers with straightforward tax situations, such as those who only have income from wages, salaries, tips, and Ohio unemployment compensation. Those eligible to file this form typically do not itemize deductions or have complex tax scenarios involving credits, adjustments, or non-business income. If your tax situation is more complicated, you may need to use the standard Ohio IT 1040 form instead.

Can I file the Ohio IT 1040EZ form electronically?

Yes, taxpayers have the option to file the Ohio IT 1040EZ form electronically through the Ohio Department of Taxation’s website or through approved tax software. Electronic filing (e-filing) is encouraged because it is faster, more secure, and provides immediate confirmation that the return has been received.

What information do I need to complete the Ohio IT 1040EZ form?

To complete the Ohio IT 1040EZ form, you will need your Social Security number, federal adjusted gross income from your federal tax return, and information about any additions or deductions to your Ohio income. Additionally, if you're claiming dependents, you'll need their Social Security numbers and the total number of exemptions. You'll also need your Ohio withholdings or estimated payments if applicable.

How do I determine my filing status on the Ohio IT 1040EZ form?

Your filing status on the Ohio IT 1040EZ form should match the status you reported on your federal income tax return. Options include single, head of household, qualifying widow(er), married filing jointly, or married filing separately. Choose the status that applies to your situation for the tax year being filed.

What if I need to amend a previously filed Ohio IT 1040EZ?

If you need to amend a previously filed Ohio IT 1040EZ, you should check the "AMENDED RETURN" box at the top of the form and include a completed Ohio IT RE form with your amended return. The IT RE form is required to explain the changes being made. Remember to correct any information and adjust your tax calculations as necessary.

Is there a deadline for filing the Ohio IT 1040EZ form?

The deadline for filing the Ohio IT 1040EZ form is typically April 15th, following the end of the tax year. If April 15th falls on a weekend or holiday, the deadline is extended to the next business day. For taxpayers who have been granted a federal extension, Ohio automatically extends the filing deadline, but you must check the "Federal extension filers" box on the form and attach a copy of the federal extension when filing your Ohio return.

Common mistakes

Filling out the Ohio IT 1040EZ form can often seem straightforward. However, errors can easily occur if the instructions are not followed carefully. Here are eight common mistakes individuals make when completing this form:

Not using black ink or capital letters. The form instructions specify that only black ink and uppercase letters are to be used, to ensure clarity and legibility for processing.

Forgetting to check the "Amended Return" box or include Ohio IT RE if amending a previously filed return. Overlooking this step can result in processing delays or confusion with the tax department.

Incorrectly reporting Social Security numbers. Accuracy here is critical, as mismatches can lead to delays or incorrect processing of the tax return.

Omitting school district numbers. This information is necessary for properly assessing local taxes and credits.

Failing to accurately report Federal Adjusted Gross Income (line 1), which serves as the basis for calculating state tax. Errors here can cascade, affecting the entire return.

Incorrect calculations on nonbusiness income tax liability (line 8a) and business income tax liability (line 8b). Accurate calculations are critical for determining the correct total income tax liability (line 8c).

Overlooking the Ohio nonrefundable credits (line 9). Taxpayers often miss eligible credits that could lower their tax liability.

Not signing the form or including the date. An unsigned tax return is considered incomplete and will not be processed until corrected.

Awareness and careful attention to these details when completing the Ohio IT 1040EZ form can help taxpayers avoid delays and ensure accuracy in their tax filings.

Documents used along the form

Filing your Ohio IT 1040EZ form is one step in managing your state income tax return, but several additional forms may be necessary for a complete and accurate filing. Understanding these documents can simplify your tax preparation process and ensure compliance with state laws.

Ohio Schedule of Adjustments (IT Sched A): This document helps you adjust your federal adjusted gross income for specific additions and deductions applicable under Ohio law, affecting your state taxable income.

Schedule IT BUS: Required for individuals reporting business income, this schedule calculates the portion of business income that is taxable, considering Ohio's Business Income Deduction.

Ohio Schedule of Credits: Provides a comprehensive list and calculation area for various nonrefundable credits that taxpayers may claim, reducing their Ohio tax liability directly.

Ohio IT/SD 2210: Used to calculate interest penalties on underpayment of estimated tax. If you didn't pay enough tax throughout the year, either through withholding or estimated payments, this form helps calculate any penalties due.

Schedule of Ohio Withholding: Essential for those who have had Ohio income tax withheld from wages, retirement, or other income, this schedule reconciles the amount of tax withheld as reported on W-2 and 1099 statements with the taxpayer's return.

Accurately completing and including these documents with your Ohio IT 1040EZ form where applicable ensures a smoother processing of your state income tax return. While navigating the specifics of each form can be complex, understanding their purpose and requirement is a critical step in fulfilling your tax obligations as an Ohio resident.

Similar forms

The Ohio IT 1040 form is quite similar to the Federal 1040 or 1040-SR form used by the IRS for personal taxation. Both forms collect basic information about the taxpayer, such as Social Security numbers, addresses, and filing status. They also both ask for income details and allow for adjustments to income, deductions, and the calculation of taxes owed or refund due. A significant similarity is the requirement on both forms to report adjusted gross income, which is a crucial figure in determining taxable income after various adjustments and deductions.

Comparable to the Ohio IT 1040EZ form is the 1040EZ form, previously used by the IRS for simpler and faster tax filing. The 1040EZ was designed for individuals with straightforward financial situations, without dependents, and with income below a certain threshold. Both the Ohio IT 1040EZ and the federal 1040EZ simplifies the tax filing process by not requiring detailed schedules or extensive itemizations, streamlining the process for eligible filers. However, it's noteworthy that the IRS has since consolidated the 1040EZ functionality into the revised Form 1040.

The Ohio IT Bus form, part of the broader Ohio IT 1040 documentation, shares similarities with the IRS Schedule C, utilized by sole proprietors. Both forms are dedicated to reporting business income and expenses, allowing individuals to calculate the net profit or loss from their business activities. They request detailed information about revenues, cost of goods sold, expenses, and adjustments necessary to arrive at the taxable business income. These forms are integral for small business owners or freelancers operating without incorporation.

Ohio's Schedule of Adjustments, associated with the IT 1040 form, has parallels to the federal Schedule 1 that accompanies the 1040 form. Both are used to make additional income adjustments and to report certain types of income or deductions not entered directly on the main tax form. Items such as alimony, educator expenses, health savings account deductions, and specific business expenses are managed through these schedules. They are crucial for taxpayers who have more complex financial situations requiring detailed income adjustments.

Lastly, the Ohio Schedule IT NOL mirrors the federal Form 1045 or Schedule A of Form 1040NR, which deals with carrying over net operating losses (NOL) to other tax years. Taxpayers use these forms when their allowable deductions surpass their income, leading to a negative taxable income figure. Both the Ohio and federal versions provide the mechanism for individuals to apply their NOLs to past or future tax years, offering significant tax relief opportunities for businesses that have experienced losses.

Dos and Don'ts

When filling out the Ohio IT 1040EZ form, it's important to follow specific guidelines to ensure that your tax return is accurate and compliant. Below are nine key do's and don'ts to help you navigate the process smoothly.

Do use only black ink and uppercase letters as instructed by the Ohio Department of Taxation. This helps prevent processing errors.

Do round all amounts to whole dollars. This simplification makes your form easier to read and reduces mistakes in calculations.

Do check the box for an amended return if you're filing one, and include the Ohio IT RE form as required.

Do accurately include all necessary schedules, such as Schedule IT BUS for business income or Ohio Schedule of Adjustments for additions and deductions. These schedules provide necessary details about specific items on your return.

Do carefully read and follow the instructions for each line on the form. Correctly completing each section ensures that your income, deductions, and credits are accurately reported.

Don't use staples or paper clips on your tax return. This can cause issues with document feeding and scanning equipment.

Don't include cents in your income, deductions, or credit amounts; round to the nearest whole dollar to comply with the form's requirements.

Don't forget to sign and date the form. A missing signature can delay the processing of your return.

Don't overlook the need to check specific boxes for residency status, filing status, and other special circumstances, such as if someone can claim you as a dependent. Accurate reporting in these areas is crucial for determining your tax liability correctly.

By following these guidelines, you can fill out the Ohio IT 1040EZ form correctly and efficiently, helping to ensure a smooth filing process.

Misconceptions

When it comes to filling out the Ohio IT 1040EZ form, several misconceptions can lead taxpayers astray. Understanding these common errors can help ensure that the process is as smooth and accurate as possible. Here’s a look at nine common misunderstandings:

Simple Equals Incomplete: Some believe that because the form is labeled "EZ", it lacks the depth needed for a comprehensive tax return. However, the IT 1040EZ is designed for certain taxpayers based on their income sources and amounts, not the complexity of their individual situations.

Everyone Qualifies to Use It: Not all taxpayers are eligible to file the Ohio IT 1040EZ. Eligibility is based on specific criteria such as residency status, types of income, and amounts. Individuals must meet these requirements to use the form.

Electronic Filing Isn’t an Option: There's a misconception that the Ohio IT 1040EZ form must be submitted in paper form. In reality, electronic filing is available and encouraged for faster processing and convenience.

Amendments Cannot Be Made: If you make a mistake on your Ohio IT 1040EZ or your financial situation changes, it is indeed possible to amend the return. Taxpayers should check the "AMENDED RETURN" box and follow the necessary steps for correction.

No Need to Report All Income Sources: Some think only certain income needs to be reported on the Ohio IT 1040EZ. All income, including federal adjustments, should be accurately reported to ensure compliance and correct tax calculation.

Deductions and Credits Don’t Apply: Even though the Ohio IT 1040EZ form is simplified, taxpayers are still eligible for certain deductions and credits. It is important to review which ones may apply to your situation to potentially reduce your tax liability.

Nonresidents Cannot File: Nonresidents, part-year residents, and full residents have different requirements, but nonresidents who earned income from Ohio sources may still need to file, potentially using a different form based on their specific circumstances.

Flat Tax Rate for All: Ohio’s income tax does not apply a flat rate to all taxpayers. The misconception might arise from simplifying understanding but knowing the progressive nature of tax rates can affect how one views their potential liability or refund.

No Penalties for Late Filing If You Don’t Owe: Even if you are due a refund, filing late can lead to penalties. It's crucial to file your Ohio IT 1040EZ on time or request an extension if needed to avoid any unnecessary penalties.

Dispelling these misconceptions about the Ohio IT 1040EZ form is essential for a correct and stress-free filing process. Taxpayers should always ensure they fully understand the form’s requirements and seek professional advice if uncertain about any aspect of their tax return.

Key takeaways

Completing the Ohio IT 1040EZ form is an essential part of fulfilling state tax obligations for residents of Ohio. This form, designed by the Ohio Department of Taxation, is used for filing individual income tax returns. Understanding the key aspects of this form can significantly streamline the process, ensuring accuracy and compliance with state tax laws. Here are five crucial takeaways:

The use of black ink and uppercase letters for filling out the form is mandatory, ensuring clarity and legibility. This detail is important for the accurate processing of the form by tax officials.

Only whole dollar amounts are to be reported on the form. This simplification in reporting reduces errors in calculation, making the form easier to complete and review.

Filers must check specific boxes if the return is amended or if it includes a net operating loss carryback. Including the necessary schedules, such as Ohio IT RE for amended returns or Schedule IT NOL for net operating loss, is crucial for the accurate processing of these special circumstances.

Correctly indicating residency status and filing status is paramount. The form accommodates different statuses, including full-year residents, part-year residents, and non-residents, as well as variations in marital status. This ensures that taxpayers are correctly classified for taxation purposes.

The form includes specific sections for reporting both business and nonbusiness income, along with applicable deductions and nonrefundable credits. Understanding the distinction between these types of income and the related deductions is essential for accurately determining tax liability.

Filling out the Ohio IT 1040EZ form accurately and completely is essential for compliance with state tax requirements. By paying attention to these key takeaways, filers can ensure they meet their obligations efficiently and effectively.

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