Enlarge image | Reset Form Do not use staples. Use only black ink and UPPERCASE letters. Depa~ment of 2015 Universal IT 1040 * Ohio I Taxation Rev. 11/15 Individual Income Tax Return 1111111111 1111111 1111111 * Note: For taxable year 2015 and forward, this form encompasses the IT 1040, IT 1040EZ and amended IT 1040X. Are you fi ling this as an amended return? Yes No If yes, attach Ohio IT RE, 2015 Reason and Explanation of Corrections Is this a Net Operating Loss (NOL) carryback? Yes No If yes, attach Schedule IT NOL Taxpayer Social Security no. (required) If deceased Spouse’s Social Security no. (if filing jointly) If deceased Enter school district # for this return (see instructions). check box check box SD# First name M.I. Last name Spouse's fi rst name (only if married filing jointly) M.I. Last name Mailing address (for faster processing, use a street address) City State ZIP code Ohio county (fi rst four letters) Home address (if different from mailing address) – do NOT show city or state ZIP code Ohio county (fi rst four letters) Foreign country (if the mailing address is outside the U.S.) Foreign postal code Ohio Residency Status – Check applicable box Filing Status – Check one (as reported on federal income tax return, Full-year Part-year Nonresident with limited exceptions – see instructions) resident resident Indicate state Single, head of household or qualifying widow(er) Check applicable box for spouse (only if married filing jointly) Full-year Part-year Nonresident Married filing jointly Married filing separately Yes No resident resident Indicate state Yes No Did you fi le federal extension form 4868? .................................... Ohio Political Party Fund Yes No Do you want $1 to go to this fund?............................................ Is someone else claiming you or your spouse (if joint return) as a dependent? If yes, enter "0" on line 4........................................ If joint return, does your spouse want $1 to go to this fund?..... Note: Checking “Yes” will not increase your tax or decrease your refund. If the amount on a line is negative, place a negative sign ("–") in the box provided. 1. Federal adjusted gross income (from IRS forms 1040, line 37; 1040A, line 21; 1040EZ, line 4; 1040NR, line 36; or 1040NR-EZ, line 10)................................................................. 1. . 00 00 2a. Additions to federal adjusted gross income (attach Ohio Schedule A, line 11) ........................... 2a. . 2b. Deductions from federal adjusted gross income (attach Ohio Schedule A, line 35).................... 2b. . 00 3. Ohio adjusted gross income (line 1 plus line 2a minus line 2b) .................................................... 3. . 00 00 4. Personal and dependent exemption deduction (if claiming dependent(s), attach Schedule J)..... 4. . 5. Ohio income tax base (line 3 minus line 4; if less than -0-, enter -0-) ........................................... 5. . 00 6. Taxable business income (attach Ohio Schedule IT BUS, line 13) ............................................... 6. .00 7. Line 5 minus line 6 (if less than -0-, enter -0-)...............................................................................7. .00 Enclose your federal income tax return if line 1 of this return is -0- or negative. Do not write in this area; for department use only. / / Postmark date Code 2015 Universal IT 1040 – page 1 of 2 * * |
Enlarge image | Depa~ment of 2015 Universal IT 1040 * Ohio I Taxation Rev. 11/15 Individual Income Tax Return 1111111111 11111111111111 * SSN 7a. Amount from line 7 on page 1 .....................................................................................................7a. .00 00 8a. Tax liability on line 7a (see instructions for tax tables) .............................................................................8a. . 00 8b. Business income tax liability (attach Ohio Schedule IT BUS, line 14) ..................................................... 8b. . 00 8c. Tax liability before credits (line 8a plus line 8b) ....................................................................................... 8c. . 00 9. Ohio nonrefundable credits/grants (attach Ohio Schedule of Credits, line 35) ......................................... 9. . 00 10. Tax liability after nonrefundable credits/grants (line 8c minus line 9; if less than -0-, enter -0-) ...............10. . 00 11. Interest penalty on underpayment of estimated tax (attach Ohio IT/SD 2210) ........................................11. . 12. Sales and use tax due on Internet, mail order or other out-of-state purchases (see instructions). 00 If you certify that no sales or use tax is due, check the box to the right ........................................ ...12. . 00 13. Total Ohio tax liability before withholding or estimated payments (add lines 10, 11 and 12) ................13. . 00 14. Ohio income tax withheld (W-2, box 17; W-2G, box 15; 1099-R, box 12) ................................................14. . 15. Estimated and extension payments made (2015 Ohio IT 1040ES and/or IT 40P) and credit 00 carryforward from previous year return ......................................................................................................15. . 00 16. Refundable credits (attach Ohio Schedule of Credits, line 41) .................................................................16. . 00 17. Amended return only – amount previously paid with original/amended return ......................................17. . 00 18. Total Ohio tax payments (add lines 14, 15, 16 and 17) .........................................................................18. . 00 19. Amended return only – overpayment previously received on original/amended return .........................19. . 00 20. Line 18 minus line 19 ...............................................................................................................................20. . If line 20 is MORE THAN line 13, skip to line 24. OTHERWISE, continue to line 21. 00 21. Tax liability (line 13 minus line 20) ............................................................................................................21. . 00 22. Interest and penalty due on late fi ling or late payment of tax (see instructions) ...........................................................22. . 23. TOTAL AMOUNT DUE (line 21 plus line 22). Enclose Ohio IT 40P (if original return) or IT 40XP 00 (if amended return) and make check payable to “Ohio Treasurer of State” .....................................23. . 00 24. Overpayment (line 20 minus line 13) ........................................................................................................24. . 00 25. Original return only – amount of line 24 to be credited toward 2016 income tax liability .........................25. . 26. Amount of line 24 to be donated: a. Military injury relief b. Ohio History Fund c. State nature preserves 00 00 00 . . . d. Breast / cervical cancer e. Wishes for Sick Children f. Wildlife species 00 00 00 00 . . . Total.......26g. . 27. YOUR REFUND (line 24 minus lines 25 and 26g) ...................................................................................27. . 00 Sign Here (required): I have read this return. Under penalties of perjury, I declare that, to If your refund is $1.00 or less, no refund will be issued. the best of my knowledge and belief, the return and all enclosures are true, correct and complete. If you owe $1.00 or less, no payment is necessary. NO Payment Enclosed Mail– to: Your signature Date (MM/DD/YYYY) Ohio Department of Taxation P.O. Box 2679 Columbus, OH 43270-2679 Spouse’s signature (see instructions) Phone number Payment Enclosed –Mail to: Ohio Department of Taxation Preparer’s printed name (see instructions) PTIN Phone number P.O. Box 2057 Do you authorize your preparer to contact us regarding this return? Yes No Columbus, OH 43270-2057 2015 Universal IT 1040 – page 2 of 2 * * |
Enlarge image | Do not use staples. Use only black ink. Depa~ment of * Ohio I Taxation 2015 Ohio Schedule A Rev. 11/15 Income Adjustments – Additions and Deductions 1111111111 1111 1111111111 * Social Security no. of primary filer Additions (add income items only to the extent not included on Ohio IT 1040, line 1) 00 1. Non-Ohio state or local government interest and dividends ..................................................................... 1. . 2. Certain Ohio pass-through entity and fi nancial institutions taxes paid ...................................................... 2. . 00 3. Reimbursement of college tuition expenses and fees deducted in any previous year(s) and noneducation expenditures from a college savings account .................................................................... 3. . 00 00 4. Losses from sale or disposition of Ohio public obligations ....................................................................... 4. . 00 5. Nonmedical withdrawals from a medical savings account ........................................................................ 5. . 6. Reimbursement of expenses previously deducted for Ohio income tax purposes, but only if the 00 reimbursement is not in federal adjusted gross income ............................................................................ 6. . 00 7. Lump sum distribution add-back ............................................................................................................... 7. . Federal 00 8. Adjustment for Internal Revenue Code sections 168(k) and 179 depreciation expense .......................... 8. . 00 9. Federal interest and dividends subject to state taxation ........................................................................... 9. . 00 10. Miscellaneous federal income tax additions ........................................................................................... 10. . 00 11. Total additions (add lines 1 through 10 ONLY). Enter here and on Ohio IT 1040, line 2a) ..........11. . Deductions (deduct income items only to the extent included on Ohio IT 1040, line 1) 00 12. Business income deduction (attach Ohio Schedule IT BUS, line 11) ...................................................... 12. . 13. Employee compensation earned in Ohio by full-year residents of neighboring states ............................. 13. . 00 14. State or municipal income tax overpayments shown on IRS form 1040, line 10 .................................... 14. . 00 00 15. Qualifying Social Security benefits and certain railroad retirement benefi ts ........................................... 15. . 16. Interest income from Ohio public obligations and from Ohio purchase obligations; gains from the sale or disposition of Ohio public obligations; public service payments received from the state of 00 Ohio or income from a transfer agreement ............................................................................................. 16. . 00 17. Amounts contributed to an individual development account ................................................................... 17. . Federal 00 18. Federal interest and dividends exempt from state taxation .................................................................... 18. . 00 19. Adjustment for Internal Revenue Code sections 168(k) and 179 depreciation expense ........................ 19. . 20. Refund or reimbursements shown on IRS form 1040, line 21 for itemized deductions claimed on a 00 prior year federal income tax return ........................................................................................................ 20. . 00 21. Repayment of income reported in a prior year ........................................................................................ 21. . 22. Wage expense not deducted due to claiming the federal work opportunity tax credit ............................ 22. . 00 23. Miscellaneous federal income tax deductions ........................................................................................ 23. . 00 2015 Ohio Schedule A – pg. 1 of 2 * * |
Enlarge image | Depa~ment of * Ohio I Taxation 2015 Ohio Schedule A Rev. 11/15 Income Adjustments – Additions and Deductions 1111111111 11111111111111 * Social Security no. of primary filer Uniformed Services 24. Military pay for Ohio residents received while the military member was stationed outside Ohio ............ 24. . 00 00 25. Certain income earned by military nonresidents and civilian nonresident spouses .................................. 25. . 00 26. Uniformed services retirement income ................................................................................................... 26. . 00 27. Military injury relief fund ...................................................................................................................................... 27. . 00 28. Certain Ohio National Guard reimbursements and benefi ts ................................................................... 28. . Education 00 29. Ohio 529 contributions, tuition credit purchases ..................................................................................... 29. . 00 30. Pell/Ohio College Opportunity taxable grant amounts used to pay room and board .............................. 30. . Medical 00 31. Disability and survivorship benefits (do not include pension continuation benefi ts) ............................... 31. . 32. Unreimbursed long-term care insurance premiums, unsubsidized health care insurance premiums 00 and excess health care expenses (see instructions for worksheet) ........................................................ 32. . 33. Funds deposited into, and earnings of, a medical savings account for eligible health care expenses 00 (see instructions for worksheet) .............................................................................................................. 33. . 00 34. Qualifi ed organ donor expenses (maximum $10,000 per taxpayer) .................................................... 34. . 00 35. Total deductions (add lines 12 through 34 ONLY). Enter here and on Ohio IT 1040, line 2b .............35. . 2015 Ohio Schedule A – pg. 2 of 2 * * |
Enlarge image | Do not use staples. Use only black ink. Depa~ment of * Ohio I Taxation 2015 Ohio Schedule of Credits * Rev. 10/15 Nonrefundable and Refundable 11111111111111111 1111111 Social Security no. of primary filer Nonrefundable Credits 00 1. Tax liability before credits (from Ohio IT 1040, line 8c) ............................................................................... 1. . 2. Retirement income credit (limit $200 per return). See the table in the instructions ................................... 2. . 00 3. Lump sum retirement credit (attach Ohio LS WKS, line 6)… .................................................................... 3. . 00 00 4. Senior citizen credit (must be 65 or older to claim this credit; limit $50 per return) ................................ 4. . 00 5. Lump sum distribution credit (must be 65 or older to claim this credit; attach Ohio LS WKS, line 3)… .... 5. . 00 6. Child care and dependent care credit (see the worksheet in the instructions)… ...................................... 6. . 00 7. If Ohio IT 1040, line 5 is $10,000 or less, enter $88; otherwise, enter -0- (low income credit) ................. 7. . 8. Displaced worker training credit (see the worksheet in the instructions) (limit $500 per 00 taxpayer) .................................................................................................................................................. 8. . 9. Ohio political contributions credit (limit $50 per taxpayer); and credit for contributions to candidates 00 for Ohio statewide office or General Assembly ......................................................................................... 9. . 00 10. Income-based exemption credit ($20 personal/dependent exemption credit) ........................................ 10. . 00 11. Total (add lines 2 through 10) ................................................................................................................. 11. , , . 12. Tax less credits (line 1 minus line 11; if less than -0-, enter -0-) ............................................................. 12. . 00 13. Joint fi ling credit. See the instructions for eligibility and documentation requirements. This credit is for 00 married filing jointly status only. % times amount on line 12 (limit $650) ................................................13. . 00 14. Earned income credit .............................................................................................................................. 14. . 00 15. Ohio adoption credit (limit $10,000) ....................................................................................................... 15. . 00 16. Job retention credit, nonrefundable portion (enclose a copy of the credit certifi cate) ............................. 16. . 00 17. Credit for eligible new employees in an enterprise zone ........................................................................ 17. . 00 18. Credit for certified ethanol plant investments .......................................................................................... 18. . 00 19. Credit for purchases of grape production property ................................................................................. 19. . 20. Credit for investing in an Ohio small business ........................................................................................ 20. . 00 00 21. Enterprise zone day care and training credits ......................................................................................... 21. . 00 22. Research and development credit .......................................................................................................... 22. . 00 23. Ohio historic preservation credit, nonrefundable carryforward portion ................................................... 23. . 24. Total (add lines 13 through 23) ............................................................................................................... 24. . 00 00 25. Tax less additional credits (line 12 minus line 24; if less than -0-, enter -0-) ........................................... 25. . Do not write in this area; for department use only. 2015 Ohio Schedule of Credits – pg. 1 of 2 * * |
Enlarge image | Do not use staples. Use only black ink. Depa~ment of * Ohio I Taxation 2015 Ohio Schedule of Credits * Rev. 10/15 Nonrefundable and Refundable Ill II Ill1111111111111111 Social Security no. of primary filer Nonresident Credit Date of nonresidency to State of residency 26. Enter the portion of Ohio adjusted gross income (Ohio IT 1040, line 3) that was not earned or received in 00 Ohio. Attach Ohio IT NRC if required .................................26. . 27. Enter the Ohio adjusted gross income (Ohio IT 1040, line 3) ....................................................................................27. . 00 28. Divide line 26 by line 27 and enter the result here (four digits; do not round). . 00 Multiply this factor by the amount on line 25 to calculate your nonresident credit .................................... 28. . Resident Credit 29. Enter the portion of Ohio adjusted gross income (Ohio IT 1040, line 3) subjected to tax by other states or the District of Columbia while you were an Ohio resident (limits apply) ..................................................................... 29. . 00 30. Enter the Ohio adjusted gross income (Ohio IT 1040, line 3) .............................................................................30. . 00 31. Divide line 29 by line 30 and enter the result here (four digits; do not round).. Multiply this factor by the amount on line 25 and enter the result here ................................................31. 00 . 32. Enter the 2015 income tax, less all credits other than withholding and estimated tax payments and overpayment carryforwards from previous years, paid to other states or the District of Columbia (limits apply) ............................. 32. . 00 33. Enter the smaller of line 31 or line 32. This is your Ohio resident tax credit. If you filed a return for 2015 with a state(s) other than Ohio, enter the two-letter state abbreviation in the box(es) below ........ 33. . 00 Grants 34. Manufacturing equipment grant .............................................................................................................. 34. . 00 35. Total nonrefundable credits and grants (add lines 11, 24, 28, 33 and 34; enter here and on Ohio IT 1040, line 9) ........................................................................................................................................ 35. . 00 Refundable Credits 00 36. Historic preservation credit ..................................................................................................................... 36. . 00 37. Business jobs credit ................................................................................................................................... 37. . 00 38. Pass-through entity credit ....................................................................................................................... 38. . 39. Motion picture production credit .............................................................................................................. 39. . 00 00 40. Financial Institutions Tax (FIT) credit ...................................................................................................... 40. . 00 41. Total refundable credits (add lines 36 through 40; enter here and on Ohio IT 1040, line 16) .............. 41. . 2015 Ohio Schedule of Credits – pg. 2 of 2 * * |
Enlarge image | Do not use staples. Use only black ink and UPPERCASE letters. * Depa!1ment of 2015 Schedule J – Dependents Claimed * Ohio I Taxation Rev. 10/15 on the Universal IT 1040 Return 11111111111111111 1111111 Social Security no. of primary filer Do not list below the primary fi ler and/or spouse reported on Ohio IT 1040. 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” below if there are not enough boxes to spell it out completely. 1. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 2. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 3. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 4. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 5. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 6. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 7. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name Do not write in this area; for department use only. 2015 Schedule J – pg. 1 of 2 * * |
Enlarge image | * Depa~ment of 2015 Schedule J – Dependents Claimed Ohio I Taxation Rev. 10/15 on the Universal IT 1040 Return Ill II Ill I 111111111111111 * Social Security no. of primary filer Do not list below the primary fi ler and/or spouse reported on Ohio IT 1040. 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” below if there are not enough boxes to spell it out completely. 8. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 9. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 10. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 11. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 12. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 13. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 14. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 15. Dependent’s Social Security no. (required) Dependent's date of birth (MM/DD/YYYY) Dependent’s relationship to you (required) Dependent’s fi rst name M.I. Last name 2015 Schedule J – pg. 2 of 2 * * |
Enlarge image | Electronic Payment Available 2015 Ohio IT 40P You can eliminate writing a paper check by using any of our electronic payment methods. Go to our Web site at tax.ohio.gov for all electronic payment options. Federal Privacy Act Notice Because we require you to provide us with a Social Se- curity number, the Federal Privacy Act of 1974 requires us to inform you that providing us with your Social Secu- rity 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. OHIO IT 40P Taxable Year Do NOT fold check or voucher. DO NOT STAPLE * Income Tax Payment Voucher YOUR PAYMENT TO Please use UPPERCASE letters l,l,,l,,ll,,,l,l,,,lll,,l,,,,ll,l,l,11,,,,,l,l,l,,II DOTHISNOTVOUCHER.SEND CASH. 2015 to print the fi rst three lettersof First name M.I. Last name Taxpayer’s Spouse’s last name last name (only if joint filing) Spouse’s fi rst name (only if joint filing) M.I. Last name Your Social Security Address number Spouse’s Social Security number City, state, ZIP code (only if joint filing) 0 0 IfIfofyouyouState)arearewithsendingsendingyourONLYthisincomevoucher thistaxvoucherreturn,and paperandmailpapercheckto thecheckoraddressmoneyor moneyshownorderorder(payableon pageseparatelyto2 ofOhioOhioTreasurerfromIT 1040. the AMOUNTPAYMENTOF $ . i i return, then mail this voucher and payment to Ohio Department of Taxation, P.O. Box 182131, Columbus, OH 43218-2131. 402 * |