PDF document

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Scan Speciﬁ cations for the 

2015 Ohio Schedule 

                of Credits

                Important Note

The following document (2015 Ohio Schedule of Credits) contains 
grids for placement of information on this speciﬁ c tax form. To ac-
curately print, do not reduce the size, rotate or center this document. 
Doing so will jeopardize the integrity of the grid. When printing from 
Adobe Reader, please select “None” for “Page Scaling,” which is under 
“Page Handling.”

       Ohio Department of Taxation

                        4485 Northland Ridge Blvd.

                        Columbus, OH 43229

                        tax.ohio.gov

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Grid layout 

with notations

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123456789 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85
2
3
4                                                                     Do not use staples. Use only black ink. 
5
6                                                  2015 Ohio Schedule of Credits
7                             Rev. 10/15                              Nonrefundable and Refundable
8                                                                         Social Security no. of primary ﬁ ler                                                                                               

9                                                                            888 88  8888
10
11                                               Nonrefundable Credits               Placement of the 1D bar code and tax year is critical. 
                                                                                     Make sure to follow the grid positions for layout. Do 
12    1. Tax liability before credits (from Ohio IT 1040, line 8c) ............................................................................... 1.not forget to get your bar code(s) assignments for      888 888 888 00
13                                                                                   every form, version and page.                                                                                                       888 00
      2.  Retirement income credit (limit $200 per return). See the table in the instructions ................................... 2.
14                                                                                                                                                                                                               888 888 00
      3.  Lump sum retirement credit (attach Ohio LS WKS, line 6)… .................................................................... 3.
15                                                                                                                                                                                                                       88 00
      4.  Senior citizen credit (must be 65 or older to claim this credit; limit $50 per return) ................................ 4.
16  
      5.  Lump sum distribution credit (must be 65 or older to claim this credit; attach Ohio LS WKS, line 3)… .... 5.                                                                                                   8 888 00
17                                                                                                                                                                                                                       8 888 00
      6.  Child care and dependent care credit (see the worksheet in the instructions)… ...................................... 6.
18  
      7.  If Ohio IT 1040, line 5 is $10,000 or less, enter $88; otherwise, enter -0- (low income credit) ................. 7.                                                                                           88 00
19  
20    8.  Displaced worker training credit (see the worksheet in the instructions) (limit $500 per 
          taxpayer) .................................................................................................................................................. 8.                                                8 888 00
21
22    9.  Ohio political contributions credit (limit $50 per taxpayer); and credit for contributions to candidates
        for Ohio statewide ofﬁ ce or General Assembly ......................................................................................... 9.                                                                       888 00
23    10.  Income-based exemption credit ($20 personal/dependent exemption credit) ........................................ 10.                                                                                          888 00
24
                                                                      For static text use Arial font (black ink) and try to 
25   11.  Total (add lines 2 through 10) .................................................................................................................match size. For data entry ﬁ elds (shown in red 11.888 888 888 00
26                                                                    for identiﬁ cation purposes only), use Arial font 
    
27                                                                    (black ink). All the data entry ﬁ elds must follow                                                                                     888 888 888 00
     12.  Tax less credits (line 1 minus line 11; if less than -0-, enter -0-) ............................................................. 12.
28                                                                    grid layout. When a  ﬁ eld  reﬂ ects a negative 
29                                                                    amount, make sure there is one space between 
                                                                      the amount and the negative sign. Never hard 
30  13.  Joint ﬁ ling credit. See the instructions for eligibility andcodedocumentationa negative sign.requirements. This credit is for 
          married ﬁ ling jointly status only.              88 % times amount on line(limit12      $650) ................................................13.                                                              888 00
31                                                                                                                                                                                                                       888 00
     14.  Earned income credit .............................................................................................................................. 14.
32
     15.  Ohio adoption credit (limit $10,000) ....................................................................................................... 15.                                                               88 888 00
33                                                                                                                                                                                                           8 888 888 00
     16.  Job retention credit, nonrefundable portion (enclose a copy of the credit certiﬁ cate) ............................. 16.
34                                                                                                                                                                                                           8 888 888 00
     17.  Credit for eligible new employees in an enterprise zone ........................................................................ 17.
35                                                                                                                                                                                                           8 888 888 00
     18.  Credit for certiﬁ ed ethanol plant investments .......................................................................................... 18.
36   19.  Credit for purchases of grape production property ................................................................................. 19.                                                            8 888 888 00
37                                                                                                                                                                                                           8 888 888 00
     20.  Credit for investing in an Ohio small business ........................................................................................ 20.
38                                                                                                                                                                                                           8 888 888 00
     21.  Enterprise zone day care and training credits ......................................................................................... 21.
39                                                                                                                                                                                                           8 888 888 00
     22.  Research and development credit .......................................................................................................... 22.
40   23.  Ohio historic preservation credit, nonrefundable carryforward portion ................................................... 23.                                                                      8 888 888 00
41
    
42   24.  Total (add lines 13 through 23) ............................................................................................................... 24.                                                888 888 888 00
43
44   25. Tax less additional credits (line 12 minus line 24; if less than -0-, enter -0-) ........................................... 25.                                                                    888 888 888 00
45
46
47
48
49
50
51
52
                                      This is where you place the 2D bar code. 
53                                    This text must be deleted when doing the 
54                                    2D version.
55
56
57                                                                                                                                                                                                           Target marks or registration marks 
                                                                                                                                                                                                             must measure 6 mm X 6 mm. The 
58                                                                                                                                                                                                           four target marks or registration 
59                    Do not write in this area; for department use only.                                                                                                                                    marks on every page must follow 
60                                                                                                                                                                                                           grid layout.
61
62
63
                                         2015 Ohio Schedule of Credits – page 1 of 2
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123456789 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85
2
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4                                                               Do not use staples. Use only black ink. 
5
                                  2015 Ohio Schedule of Credits
6
7                      Rev. 10/15                         Nonrefundable and Refundable
8                                                               Social Security no. of primary ﬁ ler                                                                  

9                                                                                                       888 88  8888
10 Nonresident Credit  
11 Date of nonresidency  88/88/88                   to          88/88/88                                State of residency 88
12  
13  26.  Enter the portion of Ohio adjusted gross income (Ohio 
14    IT 1040, line 3) that was not earned or received in 
      Ohio. Attach Ohio IT NRC if required .................................26.                         888 888 888 00
15
16  27.  Enter the Ohio adjusted gross income (Ohio IT 1040, 
        line 3) ....................................................................................27. 888 888 888 00
17
18                                                                                                      .8888
19  28.  Divide line 26 by line 27 and enter the result here (four digits; do not round).
      Multiply this factor by the amount on line 25 to calculate your nonresident credit .................................... 28.                                     888 888 888 00
20
21 Resident Credit
22   29.  Enter the portion of Ohio adjusted gross income (Ohio 
23    IT 1040, line 3) subjected to tax by other states or the 
24      District of Columbia while you were an Ohio resident 
        (limits apply) ..................................................................... 29.        888 888 888 00
25
26   30.  Enter the Ohio adjusted gross income (Ohio IT 1040, 
        line 3) .............................................................................30.        888 888 888 00
27  
28  31.  Divide line 29 by line 30 and enter the result here (four digits; do not round).
29    Multiply this factor by the amount on line 25                                                     .8888
      and enter the result here ................................................31.                     888 888 888 00
30  
31   32.  Enter the 2015 income tax, less all credits other than
32    withholding and estimated tax payments and overpayment 
33    carryforwards from previous years, paid to other states or 
      the District of Columbia (limits apply) ............................. 32.                         888 888 888 00
34  
35   33.  Enter the smaller of line 31 or line 32. This is your Ohio resident tax credit. If you ﬁ led a return for 
      2015 with a state(s) other than Ohio, enter the two-letter state abbreviation in the box(es) below ........ 33.                                                 888 888 888 00
36
37      88 88 88 88 88 88
38
   Grants
39                                                                                                                                                                    8 888 888 00
     34.  Manufacturing equipment grant .............................................................................................................. 34.
40
41  35. Total nonrefundable credits and grants (add lines 11, 24, 28, 33 and 34; enter here and on Ohio 
      IT 1040, line 9) ........................................................................................................................................ 35.   88 888 888 00
42

43                                Refundable Credits
44                                                                                                                                                                    88 888 888 00
     36.  Historic preservation credit ..................................................................................................................... 36.
45
46  
    37.  Business jobs credit ................................................................................................................................... 37. 88 888 888 00
47
48                                                                                                                                                                    88 888 888 00
     38.  Pass-through entity credit ....................................................................................................................... 38.
49
50  
     39.  Motion picture production credit .............................................................................................................. 39.         88 888 888 00
51
52  
     40.  Financial Institutions Tax (FIT) credit ...................................................................................................... 40.          88 888 888 00
53
54  41. Total refundable credits (add lines 36 through 40; enter here and on Ohio IT 1040, line 16) .............. 41.                                                888 888 888 00
55
56
57
58
59
60
61
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                                  2015 Ohio Schedule of Credits – page 2 of 2
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Grid layout

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123456789 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85
2
3
4                                                                 Do not use staples. Use only black ink. 
5
6                                             2015 Ohio Schedule of Credits
7                    Rev. 10/15                                   Nonrefundable and Refundable
8                                                                 Social Security no. of primary ﬁ ler                                                                

9                                                                        888 88  8888
10
11                                            Nonrefundable Credits
12    1. Tax liability before credits (from Ohio IT 1040, line 8c) ............................................................................... 1.                 888 888 888 00
13                                                                                                                                                                            888 00
      2.  Retirement income credit (limit $200 per return). See the table in the instructions ................................... 2.
14                                                                                                                                                                    888 888 00
      3.  Lump sum retirement credit (attach Ohio LS WKS, line 6)… .................................................................... 3.
15                                                                                                                                                                            88 00
      4.  Senior citizen credit (must be 65 or older to claim this credit; limit $50 per return) ................................ 4.
16  
      5.  Lump sum distribution credit (must be 65 or older to claim this credit; attach Ohio LS WKS, line 3)… .... 5.                                                8 888 00
17                                                                                                                                                                    8 888 00
      6.  Child care and dependent care credit (see the worksheet in the instructions)… ...................................... 6.
18  
      7.  If Ohio IT 1040, line 5 is $10,000 or less, enter $88; otherwise, enter -0- (low income credit) ................. 7.                                                88 00
19  
20    8.  Displaced worker training credit (see the worksheet in the instructions) (limit $500 per 
      taxpayer) .................................................................................................................................................. 8. 8 888 00
21
22    9.  Ohio political contributions credit (limit $50 per taxpayer); and credit for contributions to candidates
        for Ohio statewide ofﬁ ce or General Assembly ......................................................................................... 9.                            888 00
23    10.  Income-based exemption credit ($20 personal/dependent exemption credit) ........................................ 10.                                               888 00
24
    
25   11.  Total (add lines 2 through 10) ................................................................................................................. 11.        888 888 888 00
26
    
27                                                                                                                                                                    888 888 888 00
     12.  Tax less credits (line 1 minus line 11; if less than -0-, enter -0-) ............................................................. 12.
28  
29  
30  13.  Joint ﬁ ling credit. See the instructions for eligibility and documentation requirements. This credit is for 
      married ﬁ ling jointly status only.              88 % times amount on line(limit12 $650) ................................................13.                            888 00
31                                                                                                                                                                            888 00
     14.  Earned income credit .............................................................................................................................. 14.
32
     15.  Ohio adoption credit (limit $10,000) ....................................................................................................... 15.            88 888 00
33                                                                                                                                                                    8 888 888 00
     16.  Job retention credit, nonrefundable portion (enclose a copy of the credit certiﬁ cate) ............................. 16.
34                                                                                                                                                                    8 888 888 00
     17.  Credit for eligible new employees in an enterprise zone ........................................................................ 17.
35                                                                                                                                                                    8 888 888 00
     18.  Credit for certiﬁ ed ethanol plant investments .......................................................................................... 18.
36   19.  Credit for purchases of grape production property ................................................................................. 19.                     8 888 888 00
37                                                                                                                                                                    8 888 888 00
     20.  Credit for investing in an Ohio small business ........................................................................................ 20.
38                                                                                                                                                                    8 888 888 00
     21.  Enterprise zone day care and training credits ......................................................................................... 21.
39                                                                                                                                                                    8 888 888 00
     22.  Research and development credit .......................................................................................................... 22.
40   23.  Ohio historic preservation credit, nonrefundable carryforward portion ................................................... 23.                               8 888 888 00
41
    
42   24.  Total (add lines 13 through 23) ............................................................................................................... 24.         888 888 888 00
43
44   25. Tax less additional credits (line 12 minus line 24; if less than -0-, enter -0-) ........................................... 25.                             888 888 888 00
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59              Do not write in this area; for department use only.
60
61
62
63
                                    2015 Ohio Schedule of Credits – page 1 of 2
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123456789 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85
2
3
4                                                               Do not use staples. Use only black ink. 
5
                                  2015 Ohio Schedule of Credits
6
7                      Rev. 10/15                         Nonrefundable and Refundable
8                                                               Social Security no. of primary ﬁ ler                                                                  

9                                                                                                       888 88  8888
10 Nonresident Credit  
11 Date of nonresidency  88/88/88                   to          88/88/88                                State of residency 88
12  
13  26.  Enter the portion of Ohio adjusted gross income (Ohio 
14    IT 1040, line 3) that was not earned or received in 
      Ohio. Attach Ohio IT NRC if required .................................26.                         888 888 888 00
15
16  27.  Enter the Ohio adjusted gross income (Ohio IT 1040, 
        line 3) ....................................................................................27. 888 888 888 00
17
18                                                                                                      .8888
19  28.  Divide line 26 by line 27 and enter the result here (four digits; do not round).
      Multiply this factor by the amount on line 25 to calculate your nonresident credit .................................... 28.                                     888 888 888 00
20
21 Resident Credit
22   29.  Enter the portion of Ohio adjusted gross income (Ohio 
23    IT 1040, line 3) subjected to tax by other states or the 
24      District of Columbia while you were an Ohio resident 
        (limits apply) ..................................................................... 29.        888 888 888 00
25
26   30.  Enter the Ohio adjusted gross income (Ohio IT 1040, 
        line 3) .............................................................................30.        888 888 888 00
27  
28  31.  Divide line 29 by line 30 and enter the result here (four digits; do not round).
29    Multiply this factor by the amount on line 25                                                     .8888
      and enter the result here ................................................31.                     888 888 888 00
30  
31   32.  Enter the 2015 income tax, less all credits other than
32    withholding and estimated tax payments and overpayment 
33    carryforwards from previous years, paid to other states or 
      the District of Columbia (limits apply) ............................. 32.                         888 888 888 00
34  
35   33.  Enter the smaller of line 31 or line 32. This is your Ohio resident tax credit. If you ﬁ led a return for 
      2015 with a state(s) other than Ohio, enter the two-letter state abbreviation in the box(es) below ........ 33.                                                 888 888 888 00
36
37      88 88 88 88 88 88
38
   Grants
39                                                                                                                                                                    8 888 888 00
     34.  Manufacturing equipment grant .............................................................................................................. 34.
40
41  35. Total nonrefundable credits and grants (add lines 11, 24, 28, 33 and 34; enter here and on Ohio 
      IT 1040, line 9) ........................................................................................................................................ 35.   88 888 888 00
42

43                                Refundable Credits
44                                                                                                                                                                    88 888 888 00
     36.  Historic preservation credit ..................................................................................................................... 36.
45
46  
    37.  Business jobs credit ................................................................................................................................... 37. 88 888 888 00
47
48                                                                                                                                                                    88 888 888 00
     38.  Pass-through entity credit ....................................................................................................................... 38.
49
50  
     39.  Motion picture production credit .............................................................................................................. 39.         88 888 888 00
51
52  
     40.  Financial Institutions Tax (FIT) credit ...................................................................................................... 40.          88 888 888 00
53
54  41. Total refundable credits (add lines 36 through 40; enter here and on Ohio IT 1040, line 16) .............. 41.                                                888 888 888 00
55
56
57
58
59
60
61
62
63
                                  2015 Ohio Schedule of Credits – page 2 of 2
64
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Layout 

without grid

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                                                                    Do not use staples. Use only black ink. 

                                                2015 Ohio Schedule of Credits
                         Rev. 10/15                                 Nonrefundable and Refundable
                                                                    Social Security no. of primary ﬁ ler                                                                

                                                                           888 88  8888

                                            Nonrefundable Credits
    1. Tax liability before credits (from Ohio IT 1040, line 8c) ............................................................................... 1.                     888 888 888 00
    2.  Retirement income credit (limit $200 per return). See the table in the instructions ................................... 2.                                              888 00
    3.  Lump sum retirement credit (attach Ohio LS WKS, line 6)… .................................................................... 3.                                    888 888 00
    4.  Senior citizen credit (must be 65 or older to claim this credit; limit $50 per return) ................................ 4.                                              88 00
    5.  Lump sum distribution credit (must be 65 or older to claim this credit; attach Ohio LS WKS, line 3)… .... 5.                                                        8 888 00
    6.  Child care and dependent care credit (see the worksheet in the instructions)… ...................................... 6.                                             8 888 00
                                                                                                                                                                                88 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 
        taxpayer) .................................................................................................................................................. 8.     8 888 00
    9.  Ohio political contributions credit (limit $50 per taxpayer); and credit for contributions to candidates
      for Ohio statewide ofﬁ ce or General Assembly ......................................................................................... 9.                                888 00
    10.  Income-based exemption credit ($20 personal/dependent exemption credit) ........................................ 10.                                                   888 00
 
  11.  Total (add lines 2 through 10) ................................................................................................................. 11.             888 888 888 00
 
   12.  Tax less credits (line 1 minus line 11; if less than -0-, enter -0-) ............................................................. 12.                          888 888 888 00
 
 13.  Joint ﬁ ling credit. See the instructions for eligibility and documentation requirements. This credit is for 
        married ﬁ ling jointly status only.              88 % times amount on line(limit12 $650) ................................................13.                            888 00
  14.  Earned income credit .............................................................................................................................. 14.                  888 00
  15.  Ohio adoption credit (limit $10,000) ....................................................................................................... 15.                     88 888 00
  16.  Job retention credit, nonrefundable portion (enclose a copy of the credit certiﬁ cate) ............................. 16.                                         8 888 888 00
  17.  Credit for eligible new employees in an enterprise zone ........................................................................ 17.                             8 888 888 00
  18.  Credit for certiﬁ ed ethanol plant investments .......................................................................................... 18.                    8 888 888 00
  19.  Credit for purchases of grape production property ................................................................................. 19.                          8 888 888 00
  20.  Credit for investing in an Ohio small business ........................................................................................ 20.                      8 888 888 00
  21.  Enterprise zone day care and training credits ......................................................................................... 21.                      8 888 888 00
  22.  Research and development credit .......................................................................................................... 22.                   8 888 888 00
  23.  Ohio historic preservation credit, nonrefundable carryforward portion ................................................... 23.                                    8 888 888 00
 
  24.  Total (add lines 13 through 23) ............................................................................................................... 24.              888 888 888 00

  25. Tax less additional credits (line 12 minus line 24; if less than -0-, enter -0-) ........................................... 25.                                  888 888 888 00

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

                                       2015 Ohio Schedule of Credits – page 1 of 2

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                                                             Do not use staples. Use only black ink. 
                               2015 Ohio Schedule of Credits
                    Rev. 10/15                         Nonrefundable and Refundable
                                                             Social Security no. of primary ﬁ ler                                                                  

                                                                                                     888 88  8888
Nonresident Credit  
Date of nonresidency  88/88/88                   to          88/88/88                                State of residency 88
 
 26.  Enter the portion of Ohio adjusted gross income (Ohio 
   IT 1040, line 3) that was not earned or received in 
   Ohio. Attach Ohio IT NRC if required .................................26.                         888 888 888 00
 27.  Enter the Ohio adjusted gross income (Ohio IT 1040, 
     line 3) ....................................................................................27. 888 888 888 00

 28.  Divide line 26 by line 27 and enter the result here (four digits; do not round).               .8888
   Multiply this factor by the amount on line 25 to calculate your nonresident credit .................................... 28.                                     888 888 888 00
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.        888 888 888 00
  30.  Enter the Ohio adjusted gross income (Ohio IT 1040, 
     line 3) .............................................................................30.        888 888 888 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                                                     .8888
   and enter the result here ................................................31.                     888 888 888 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.                         888 888 888 00
 
  33.  Enter the smaller of line 31 or line 32. This is your Ohio resident tax credit. If you ﬁ led a return for 
   2015 with a state(s) other than Ohio, enter the two-letter state abbreviation in the box(es) below ........ 33.                                                 888 888 888 00

     88 88 88 88 88 88
Grants
  34.  Manufacturing equipment grant .............................................................................................................. 34.            8 888 888 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.   88 888 888 00

                               Refundable Credits
  36.  Historic preservation credit ..................................................................................................................... 36.      88 888 888 00
 
 37.  Business jobs credit ................................................................................................................................... 37. 88 888 888 00

  38.  Pass-through entity credit ....................................................................................................................... 38.      88 888 888 00
 
  39.  Motion picture production credit .............................................................................................................. 39.         88 888 888 00
 
  40.  Financial Institutions Tax (FIT) credit ...................................................................................................... 40.          88 888 888 00

 41. Total refundable credits (add lines 36 through 40; enter here and on Ohio IT 1040, line 16) .............. 41.                                                888 888 888 00

                               2015 Ohio Schedule of Credits – page 2 of 2

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General information 

regarding this form

- 12 -

General Information (2015 Schedule of Credits):
1) Dimensions:

Target or Registration Marks - 6 mm X 6 mm. Follow grid layout for positioning.

1D barcode (2 of 5 interleaved) - .375”H x 1.5”W. Follow grid layout for positioning. The number for
the barcode should be placed under the barcode and centered.

2D barcode - See 2D information and instructions. Follow grid layout for positioning.

2) 1D barcode - The last two numbers of the 1D barcode represent the vendor/version number for this form.
Please use the same last two numbers as you did for last year’s return. You will have a different vendor/ver-
sion number for returns that are “OCR scanned” versus “2D scanned.” If you have a question about your bar-
code assignment, please e-mail the Forms Unit at Forms@tax.state.oh.us. The first six numbers are constant
for this form (150001XX - 150002XX).

15 = tax year
28 = Schedule of Credits
01-02 = page number
XX = vendor/version number (assigned to you by the Ohio Dept. of Taxation, Forms Unit).

NOTE: The last two digits of your 1D barcode (vendor/version number), you also will use as the first
two digits of the Social Security numbers in your test scenarios.

3) Use Arial font for text that is a static portion of the form.

4) Use Arial font for the data entry portion of the form. This would be taxpayer’s information and data.

5) Make sure you follow the grid layout for the data entry portions (shown in red). Also make sure that
the tax year, target or registration marks, “For Department Use Only” area and the 1D and 2D barcodes
follow grid layout.

6) Do not use commas, hyphens or decimals in the data entry fields. Use a space where a comma, hyphen or
decimal would appear.

7) All monetary fields must always show “00” in the cents field even though there may not be a value for that
line.

8) When a taxpayer is printing a return, make sure that you explain to them, if they are printing two sides, print
pages 1 and 2 together. For instance, we have seen some returns filed with a worksheet as the backside of a
certain page of the form. This will slow down the processing of this tax return.

9) Make sure that you explain to your customers within your product: “Please do not enclose any work-
sheets or other documentation unless it is specified on the tax return or instructions.” For example,
taxpayers are sending in worksheets from your software packages. This only slows the processing of their tax
return.

10) IMPORTANT NOTE (for those developers producing 2D barcodes): Please add this statement to your
software programs. It should print out with the taxpayer’s return. “Do not hand write in any corrections on
the printed paper return. Hand writing in corrections will result in capturing incorrect data and delaying
the processing of this income tax return. Please make any corrections to this income tax return within
[the software program name], then print and mail.”

- 13 -

11) For review and approval of your return, please submit one sample with every field filled in with the maxi-
mum amount of characters per field and all test scenarios.

NOTE: Forms will be tested, reviewed and approved on a first-come, first-served basis.

- 14 -

2D information and 

instructions

- 15 -

                     Ohio 2015 Scan                 and       2D   Barcode            Instructions                     

 General 
    Forms need      to   be enabled  for 2D Barcode      decoding                 
        If a   form is   enabled for 2D Barcode      the software                  should not       allow     users/practitioners the  
         option to   turn off/on      the   2D Barcode    function              
        The minimum error            correction    code  level    should      be 4       
 2D Barcode     Size     and     Placement           on the Form                     
    2D Barcode     must     be placed    on the first page   of form   in the rectangular           area [see grid layout]            
    2D Barcode     should     not be bigger    than  the allocated         area         
    The maximum size        of   the 2D Barcode:     3 ½ inches     wide by      1 inch     in height   and must follow the            
     grid layout provided       in   this document         
 2D Barcode     Layout            
    Each field in   the Barcode      is delimited   by a     single carriage     return              
        <CR> equals single         carriage    return   character               
               This separates      each   piece    of   data so it     may be efficiently  processed.                
    Data included     in   the 2D Barcode      varies per form      and can      be broken      down into    three general            
     sections 
        Header  
               Header Version        Number          
                    Static for   all   Barcodes, value    is T1     
               Developer Code            
                    A four    digit‐ vendor code     identifying    the software       developer        whose   application         
                     produced the         Barcode      
               Jurisdiction 
                    Static for   all   Barcodes, value    is OH          
               Description 
                    A four    digit‐ form  identifier,  specific    to each      form            
               Spec Version         
                    A one   digit‐ specification     version    control       number   starting      with the number    zero         
                            This number     identifies  the     version    of the   specifications      used to produce   the        
                             form Barcode        
               Form Version         
                    A one   digit‐ form   version    control    number        starting with the number        one (1)           
                            This number     will   only be incremented           when  there     are changes    made that would         
                             affect the content     of   the Barcode            
        Form Specific          Data       – [please see encoding       schemas        for form     specific  data]       
               Fields that    are captured     from   each   form           
               All fields   on form  will  be required    and must         be included   in 2D Barcode                 
                    Fields must      be  included    into 2D Barcode          if present            
                    Field values not      present    in   2D Barcode       will be empty              
                            Will result   in   two adjacent  carriage      returns          
        Trailer 
               The last field  in   the Barcode    data  stream     is the   trailer               
                    The trailer is   used to   indicate the end of data   has been              reached            
                            A static string of   *EOD* is used      as the   trailer  value             
          
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                   Ohio 2015 Scan               and    2D    Barcode             Instructions                 

       Examples of   2D Barcode         data      streams         
            Header Version       Number                   T1<CR>  
            Developer Code                                1111<CR> 
            Jurisdiction                                  OH<CR> 
            Description                                   1111<CR> 
            Spec Version                                  0<CR> 
            Form Version                                  1<CR> 
            Line Item   Specific   Data                   IN<CR>   
            Line Item   Specific   Data                   IT40<CR> 
            Line Item   Specific   Data                   0<CR> 
             Trailer                                      *EOD* <CR>            
 Testing and Approval         Procedures                 
   As a   general guideline, current    software    testing   and forms        approval time frame   and quality          
    assurance practices     would  be    followed   in the   implementation         of 2D   Barcode          
   Vendor may     submit   tests any time   after  the test   scenarios       are posted  to our Web   site          
   If tax forms change before     January     1, 2016   vendors   will be     notified  and required  to resubmit          
    test scenarios    
   Testing Procedures         
       See “Software Developer          Specifications”     for testing       scenarios       
       Number of   test scenarios        
           Forms to   be submitted      for   approval   include:        
                  Multiple test   scenarios      per form      
                       Test scenarios will     be  provided   by   ODT           
                  One (1) set of   full field test scenario        
   Approval Procedures            
       Approval will   be  given  in   two (2) areas          
           Printed form     matches     template         
           2D Barcode      is   valid  
                  All test scenarios    can be   decoded    properly            
                  All test scenarios    submitted    are correct        
                  2D Barcode    data    must  match     printed   form           
       Approval will   be  given  for   each  form  type listed          
           2015 IT   1040 Universal         
           2015 SD     100 Universal        
           2015 Schedule      A   
           2015 Schedule      of   Credits      
           2015 Schedule      J   
           2015 IT   BUS     
       Approval time   line       
           Forms will  be   tested,     reviewed   and   approved      on a first   come,‐ first served  ‐ basis        
           Feedback will     be   given if test   scenarios   do not   receive     approval         
                  Corrected test     scenarios    must   be resubmitted          for approval       
                       This should   be accomplished          in     a timely manner        
                       ODT cannot       guarantee    turn   a round‐ ‐ time    for re approval  ‐ status                 
           Approval notification        will  be  given  once test scenarios       meet   all specifications   and are     
            fully tested                                   

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