Rev. 09/19/22 Department of Taxation hio Scan Specifications for the 2022 Ohio IT 1041 Important Note The following document (2022 Ohio IT 1041) contains grids for place- ment of information on this specific tax form. To accurately print, do not reduce the size, rotate or center this document. Doing so jeopardizes the integrity of the grid. When printing from Adobe Reader, select “None” for “Page Scaling,” which is under “Page Handling.” The 2022 Ohio IT 1041 test samples must be initially submitted by December 1, 2022 and approved no later than April 1, 2023. Ohio Department of Taxation 4485 Northland Ridge Blvd. Columbus, OH 43229 tax.ohio.gov |
Department of Taxation hio General information regarding this form |
General Information 1) Dimensions: Target or registration marks - 0.25” diameter circles. Follow grid layout for positioning. 1D barcode (2 of 5 interleaved) - .375”H x 1.5”W. Follow grid layout for positioning. Center the barcode number directly under the barcode. 2D barcode (PDF 417) - See 2D instructions and schema. Follow grid layout for positioning. There is one 2D barcode on each page of the Ohio IT 1041. 2) 1D barcode - The last two numbers of the 1D barcode represent the vendor number. Use the same vendor number as you did for last year’s return. If you have a question about your barcode assignment, e-mail the Forms Unit at Forms@tax.state.oh.us. The first six numbers are constant for this form (221801XX - 221808XX). 22 = tax year 18 = Ohio IT 1041 01-08 = page number XX = vendor number (assigned to you by the Ohio Dept. of Taxation, Forms Unit). NOTE: The vendor number also serves as the first two digits of the SSN and FEIN fields in the test scenarios. 3) Use Arial or Courier font for the static text on the form. The static text for all target marks and header informa- tion (target marks, logo, title and 1D barcode) must match grid. Note: Courier must be used for the static tax year in the form title. 4) Use Courier font for the variable data fields on the form. 5) Follow the grid layout for the variable data fields shown in red. Ensure that the tax year, target or reg- istration 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 variable data fields except where shown in specs. 7) You must include a leading zero on ratio fields. For example, if the ratio is .000026, it should display as 0.000026. 8) The possible negative fields for this return are lines 1, 2, 3, 4, 5, 6, 42, 51, 52, 56, 57, 59, 61, 62, 64, 65, 66, 67, 68, and 72. Do not hard-code negative signs. 9) Provide guidance to customers regarding duplex printing that instructs them to print pages 1 and 2 together and pages 3 and 4 together. Taxpayers have filed returns with pages 2 and 3 duplexed or a worksheet or software receipt on the back of a page of the return. This slows the processing of the tax return. 10) Any other documentation generate the following message for customers: “Do not enclose other documenta- tion unless it is specified on the tax return or instructions.” Taxpayers often submit worksheets and receipts from the vendor product, which slows the processing of tax returns. Duplicates of page 8 or any documentation generated from the software must include a 1D barcode identifying it as an additional information. The preferred placement is centered on the top edge of the page within the print area, however placement at any location on the page will be accepted. Always use the following 1D barcode (2 of 5 interleaved): 10211411 11) The 1041 Schedule XIV pages 6-8 can include up to 13 beneficiaries. Generate duplicate copies of page 8 to accommodate any additional investors, however omit the standard 1D and 2D barcodes from the duplicate pages and include the 10211411 barcode indicated above. |
12) IMPORTANT NOTE: 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. Make any cor- rections to this income tax return within [the software program name], then print and mail.” 13) For all balance due returns, generate the proper payment voucher. 14)*Important Note* Non-applicable lines must populate blank in the 2D barcode and show blank on the forms unless otherwise described in the schema. Schema guidelines must be followed. 15) See the 2D barcode instructions for submission details. |
Department of Taxation hio Additional instructions for the 2D barcode regarding submissions, testing and notifications for the 2022 Ohio IT 1041 Important Note It is required that vendors program the Ohio IT 1041 to include 2D barcodes. |
2022 Ohio IT 1041 Fiduciary Income Tax Return 2D Barcode Instructions General Information • The Ohio IT 1041 must be enabled for 2D barcode decoding • A form enabled for 2D barcode should not allow users or practitioners the option to turn off/on the 2D barcode function • The minimum error correction code level is 4 • Optimal dpi level is 300 dpi. The mimimum dpi level is 200 dpi 2D Barcode Size and Placement on the Form • 2D barcode must be placed on each page of form in the designated area indicated in the grid layout • The maximum size of the 2D barcode is 3.5 inches wide by 1 inch in height and must fit within the designated space in the grid layout • 2D barcode must not be bigger than the allocated area 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 identified and processed. • Data included in the 2D barcode 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 Date Generated • Included on page 1 only • Indicates date return was generated from the product Form Specific Data – Please see encoding schemas for form specific data • All fields on the form are required and must be included in the 2D barcode • Fields with values are represented by the data followed by a carriage return • Fields with no values are represented by a carriage return only; this results in two adjacent carriage returns • Note that the data format within the 2D barcode for the Weight, Ratio and Weighted Ratio differs from the print ver- sion. Do not include the decimal point in the 2D data. 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 Examples of 2D Barcode data streams Header Version Number T1<CR> Developer Code 1111<CR> Jurisdiction OH<CR> Description 2218<CR> Spec Version 0<CR> Form Version 1<CR> Date Generated 011523<CR> Line Item Specific Data IN<CR> Line Item Specific Data IT40<CR> Line Item Specific Data 0<CR> Trailer *EOD* <CR> |
Submission Process • Test packets may be submitted by email to Forms@tax.state.oh.us • The email subject line must include the vendor number, product name, tax year and form number in that order e.g. 12_ ABCTax_ 22_1041 • Submissions must include • One (1) full field sample in a PDF format • Nine (9) test scenarios for the Ohio IT 1041 provided by the Ohio Department of Taxation • Each test scenario must be in a separate PDF using the following naming convention: vendor number, product name, tax year, form number, test numbere.g.12_ABCTax_22_1041_Test 1 • An emailed confirmation is sent to the vendor indicating the packet was received • Submissions found to be missing any of the items above are rejected Testing Process • Testing of Ohio IT 1041 bundle packets commences on October 31, 2022 • The deadline for an initial submission of Ohio IT 1041 bundle test packets is December 1, 2022 • The deadline for approval of Ohio IT 1041 bundle test packets is April 18, 2023 • Test packets are reviewed in two (2) content areas- printed forms and 2D barcode data • A submission is approved in its entirety once all sample documents pass in both areas Printed forms • Vendor full field matches template provided in the specifications • All fields are present, are formatted properly and align with grid layout • Test scenarios contain values specified by Ohio Department of Taxation 2D Barcode Data • Barcodes read as valid • All test scenarios can be decoded • 2D barcode data matches data on printed forms Additional Instructions • The static text for all target marks and header information (target marks, logo, title and 1D barcode) must match grid. • Any other documentation generated from the software must include a 1D barcode identifying it as an additional information. The preferred placement is centered on the top edge of the page within the print area, however placement at any location on the page- will be accepted. Always use the following 1D barcode (2 of 5 interleaved): 10211411 Notifications • Communications from the Ohio Department of Taxation regarding submissions are sent from Forms@tax.state.oh.us to the vendor email address(es) on file for the product • Vendor contact information may be submitted by email to the address above. • If unapproved forms are released in software packages, vendors must include a visual indicator signifying the return cannot be filed. • If unapproved forms are released in software packages, vendors must ensure a visual indicator signifying the return can- not be filed is present on every page of the return. • An emailed confirmation is sent to the vendor indicating the packet was approved, at which point the product is authorized to re- move the indicator. • An emailed confirmation is sent to the vendor for packets that are rejected • Feedback is provided regarding the errors found • Resubmit packets must include all test scenarios and the full field return • After the third submission of test materials, the department cannot guarantee timeliness of the review • If a tax form changes before January 1, 2023 vendors will be notified and required to submit revised test packets. |
Department of Taxation hio Grid layout |
1 2 3 4 5 6 7 8 9 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 Do not staple or paper clip. 4 5 2022 Ohio IT 1041 6 Rev. 7/25/22 Fiduciary Income Tax Return 7 22180110 8 Use only black ink and UPPERCASE letters. Use whole dollars only. 88 88 88 9 Reporting Period Start Date 10 X Check here if amended return X Check here if final return 11 X Check here if federal extension filed X Check here if income XX XX XX 12 distributed to a beneficiary 13 FEIN SSN of decedent (estates only) Reporting Period End Date 14 88 8888888 888 88 8888 XX XX XX 15 Name of trust or estate 16 JOHNXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 17 18 Name of trust or estate (second line) 19 JANEXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX 20 21 Fiduciary name and title 22 THE NAME AND TITLEXXXXXXXXXXXXXXXXX 23 24 Address X Check here if address changed 25 8888 BERRY AVEXXXXXXXXXXXXXXXXXXXXX 26 City State ZIP code 27 CITYXXXXXXXXXXXXXXXX OH 88888 28 29 Foreign State Code Country Code Foreign country (if the mailing address is outside the U.S.) Foreign postal code 30 ABC AB ANYCOUNTRYXXXXXXXXXX AB88888 31 32 Trust Must Select One Trusts Select All That Apply 33 Simple trust OR Complex trust Irrevocable trust Testamentary trust Check here if “qualify- X X X X X ing pre-income tax 34 Trust Must Select One Estate Must Select One trust” (Attach letter of 35 X Resident trust OR X Nonresident trust X Bankruptcy estate OR X Decedent’s estate exemption) 36 37 Schedule I – Taxable Income, Tax, Payments and Net Amount Due (If the amount on a line is negative, place a “–“ in the box provided.) 38 39 1. Federal taxable income (federal 1041, line 23) Include page 1 of the federal 1041.................1. - 888888888888 40 41 2. Net Schedule II adjustments from line 42 ....................................................................................2. - 888888888888 42 43 3. Ohio taxable income (line 1 plus or minus line 2). Estates should skip to line 8 .........................3. - 888888888888 44 Do not staple or paper clip. 45 4. Trusts - Qualifying Trust Amount (from line 61) ...........................................................................4. - 888888888888 46 47 5. Trusts - Apportioned income (from line 64)..................................................................................5. - 888888888888 48 49 6. Trusts - Modified nonbusiness income (from line 67) ..................................................................6. - 888888888888 50 7. Trusts - Modified Ohio Taxable Income (sum of lines 4 through 6, if negative, enter zero) .................. 7. 888888888888 51 52 8. Tax liability on line 3 (estates) or line 7 (trusts). See instructions for tax tables. ..................................... 8. 888888888888 53 9. Estates - Credits from line 50 ................................................................................................................... 9. 888888888888 54 55 10. Credits from Schedules IV, V, IX and E ..................................................................................................10. 888888888888 56 57 58 59 60 Software vendors: Place 2D barcode in this location MM DD YY CODE 61 Do not place a box around the 2D barcode. The box 62 is only here for placement purposes. 63 64 2022 IT 1041 – pg. of12 8 65 66 |
1 2 3 4 5 6 7 8 9 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 5 2022 Ohio IT 1041 6 FEIN Rev. 7/25/22 7 22180210 88 8888888 8 11. Tax liability after nonrefundable credits (Line 8 minus lines 9 and 10) ......................................11. 888888888888 9 10 12. Interest penalty on underpayment of estimated tax (include Ohio IT/SD 2210) ....................... 12. 888888888888 11 13. Total Ohio tax liability (add lines 11 and 12) ............................................................................. 13. 888888888888 12 13 14. Net payments from line 80 ....................................................................................................... 14. 888888888888 14 15. Refundable business credits from line 87 (include documentation / certificates) ..................... 15. 888888888888 15 16. Total payments and refundable business credits (add lines 14 and 15) ................................... 16. 888888888888 16 17. Overpayment (if line 16 is more than 13, subtract 13 from 16, if negative, 17 enter zero and skip to line 20. ................................................................................................. 17. 888888888888 18 18. Amount of line 17 to be credited toward next year’s liability (if this is an amended return, 19 enter zero) .............................................................................. CREDIT CARRYFORWARD18. 888888888888 20 19. Amount of line 17 to be refunded (subtract line 18 from line 17) .......................... REFUND19. 888888888888 21 20. Tax due, if any (if line 13 is more than line 16, subtract line 16 from line 13, 22 if negative, enter zero ............................................................................................................... 20. 888888888888 23 21. Interest due on late payment of tax (see instructions) .............................................................. 21. 24 888888888888 22. Total amount due (add lines 20 and 21). Make check payable to Ohio Treasurer of State, 25 include Ohio IT 1041 UPC and write FEIN on check .................................. AMOUNT DUE22. 888888888888 26 If your refund is $1.00 or less, no refund will be issued. If you owe $1.00 or less, no payment is necessary. 27 28 Sign Here (required): I have read this return. Under penalties of perjury, I declare that, to Do not staple or paper clip. 29 the best of my knowledge and belief, the return and all enclosures are true, correct and complete. Place any supporting documents, including Ohio IT K-1s, after the last page of this return. 30 31 Signature of fiduciary or trust officer Preparer’s name (print) Mail to: 32 33 Title Date (MM/DD/YY) Preparer’s address (include ZIP code) Ohio Department of Taxation 34 P.O. Box 2619 Fiduciary’s or trust officer’s phone number Preparer’s phone number 35 Columbus, OH 43216-2619 36 Preparer’s e-mail address PTIN P 88888888 37 Instructions for this form are 38 Check here if you authorize your preparer to contact us regarding this return. X available at tax.ohio.gov. 39 40 Schedule II - Adjustments to Federal Taxable Income 41 Additions (Add the following if not included on Ohio IT 1041, line 1) 42 23. Federal and/or non-Ohio state or local government interest and dividends not distributed ......................23. 888888888888 43 24. Pass-through entity taxes paid/electing pass-through entity taxes paid .....................................................24. 888888888888 44 45 25. Income from an electing small business trust (ESBT) not shown in federal taxable income 46 (include documentation) ............................................................................................................25. 888888888888 47 48 26. Losses from sale or disposition of Ohio public obligations ........................................................26. 888888888888 49 27. Reimbursement of expenses previously deducted on an Ohio IT 1041 tax return ....................27. 888888888888 50 51 28. IRC §168(k) bonus depreciation and §179 expense add-back .................................................28. 888888888888 52 X 2/3, X 5/6 or X 6/6 (check applicable box and complete Schedule XIII) 53 29. Federal personal exemption (estates only) and federal conformity additions ........................................29. 888888888888 54 30. Expenses claimed on Ohio estate return (estates only) ............................................................30. 888888888888 55 31. Total additions (add lines 23 through 30) ..................................................................................31. 888888888888 56 57 58 59 60 Software vendors: Place 2D barcode in this location 61 Do not place a box around the 2D barcode. The box 62 is only here for placement purposes. 63 64 2022 IT 1041 – pg. of22 8 65 66 |
1 2 3 4 5 6 7 8 9 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 5 2022 Ohio IT 1041 6 Rev. 7/25/22 7 22180310 8 FEIN 9 10 88 8888888 If the amount on a line is negative, place a “–” in the box provided. Schedule II – Adjustments to Federal Taxable Income...continued. 11 – Note: Deduct income items described below only to the extent that those amounts Deductions 12 are not already deducted or excluded from federal taxable income after distributions. 13 32. Federal interest and dividends exempt from state taxation ...................................................... 32. 888888888888 14 15 33. Certain municipal and state income tax overpayments ............................................................ 33. 888888888888 16 17 34. Losses from an ESBT not shown in federal taxable income (include documentation) ............. 34. 888888888888 18 19 35. Wages and expense not deducted based on the federal work opportunity tax credit. .............. 35. 888888888888 20 36. Interest income from Ohio public obligations and purchase obligations; gains from 21 the sale or other disposition of Ohio public obligations ............................................................. 36. 888888888888 22 37. Refunds or reimbursements of prior year federal itemized deductions and any 23 federal conformity deductions ................................................................................................... 37. 888888888888 24 25 38. Farm income from a farm of at least 10 acres (trusts only) ...................................................... 38. 888888888888 26 27 39. Deduction for prior year IRC §168(k) bonus depreciation and §179 expense add-backs ........ 39. 888888888888 28 29 40. Repayment of income reported in a prior year ......................................................................... 40. 888888888888 30 31 41. Total deductions (add lines 32 through 40) ............................................................................... 41. 888888888888 32 33 42. Net adjustments (line 31 minus line 41). Enter here and on line 2 ........................................... 42. - 888888888888 34 35 Schedule III – Estate Credits 36 43. Retirement income credit (see instructions for credit table) (limit – $200) ................................ 43. 888 37 44. Lump sum retirement credit (see instructions for worksheet; include a copy) .......................... 44. 888888888888 38 45. Senior citizen credit (limit - $50 per return) ............................................................................... 45. 39 88 40 46. Lump sum distribution credit (see instructions for worksheet; include a copy) ......................... 46. 888888888888 41 47. Child and dependent care credit (see instructions and worksheet in Ohio IT 1041 booklet) .... 47. 888888888888 42 48. Campaign contribution credit for Ohio statewide office or General Assembly .......................... 48. 888 43 48a. Scholarship donations credit ................................................................................................... 48a. 888 44 49. Vocational job credit and/or Ohio adoption credit (adoption credit limit $10,000) ..................... 49. 888888888888 45 50. Total estate credits (add lines 43 through 49) Enter here and on line 9 ................................... 50. 888888888888 46 47 Schedule IV – Estate Resident Credit 51. Portion of Ohio taxable income (line 3) subjected to tax by another state or the 48 District of Columbia while you were an Ohio resident (include Ohio IT RCTE) ........................ 51. - 888888888888 49 52. Ohio taxable income (line 3) ..................................................................................................... 52. - 888888888888 50 53. Divide line 51 by line 52 and enter percentage888.88here %. Multiply this percentage by 51 the amount shown on line 8 reduced by any amount shown on line 9 ..................................... 53. 888888888888 52 53 54. 2022 income tax liability after credits paid to another state or the District of Columbia ............ 54. 888888888888 54 55. Enter the lesser of line 53 or line 54. This is your Ohio resident tax credit. Enter here and 55 on line 10 .................................................................................................................................. 55. 888888888888 56 57 58 59 60 Software vendors: Place 2D barcode in this location 61 Do not place a box around the 2D barcode. The box 62 is only here for placement purposes. 63 64 2022 IT 1041 – pg. of23 8 65 66 |
1 2 3 4 5 6 7 8 9 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 5 2022 Ohio IT 1041 6 Rev. 7/25/22 7 22180410 8 FEIN 9 88 8888888 10 Schedule V – Estate Nonresident Credit 11 12 56. Nonresident portion of Ohio taxable income - Ohio IT NRCE, Section B, line 15 (include a copy) ............................................................................................56. - 888888888888 13 57. Ohio taxable income (line 3) ......................................................................................................57. - 888888888888 14 58. Divide line 56 by line 57 and enter percentage888.88here %. Multiply this percentage by the 15 amount shown on line 8 less line 9 and total Ohio Schedule E nonrefundable credits. 16 Enter here and on line 10 ..........................................................................................................58. 888888888888 17 Schedule VI – Qualifying Trust Amounts 18 19 59. Certain capital gains/ losses included in the Ohio taxable income (line 3) of a trust 20 (see instructions) .......................................................................................................................59. - 888888888888 21 60. Ratio of the qualifying investees’ physical assets in Ohio to its total physical assets ...............60. 8.8888 22 61. Qualifying Trust Amount (line 59 times line 60). Enter here and on line 4. ................................61. - 888888888888 23 24 Schedule VII – Trust Apportioned Income 25 26 62. Portion of Ohio taxable income (line 3) less amounts included on line 59, that is 27 business income or qualifying investment income ....................................................................62. - 888888888888 28 29 63. Ohio apportionment ratio from line 78 .......................................................................................63. 8.888888 30 31 64. Trust’s Apportioned Income (line 62 times line 63). Enter here and on line 5. ..........................64. - 888888888888 32 33 34 Schedule VIII – Modified Nonbusiness Income for Trusts 35 Income/ Loss from a pass-through entity should generally be reported on Schedule VII. 36 65. Resident trusts: Portion of Ohio taxable income (line 3) not reported on 37 lines 59 or 62 .............................................................................................................................65. - 888888888888 38 39 66. Nonresident trusts: Portion of Ohio taxable income (line 3) not reported on lines 40 59 or 62 that was derived from Ohio real or tangible property or is apportioned to Ohio under R.C. 5747.212 (see instructions) ........................................................................66. - 888888888888 41 42 67. Modified Nonbusiness Income (line 65 plus line 66). Enter here and on line 6 .........................67. - 888888888888 43 44 45 Schedule IX – Trust Resident Credit (include the Ohio IT RCTE) 46 47 68. Portion of line 65 subject to tax in another state or the District of Columbia .............................68. - 888888888888 48 69. Tax liability on modified taxable income (from line 8) ................................................................69. 888888888888 49 70. Modified Ohio taxable income from line 7 .................................................................................70. 888888888888 50 51 71. Effective Tax Rate (line 69 divided by line 70) ...........................................................................71. 8.8888 52 72. Line 68 times line 71 .................................................................................................................72. - 888888888888 53 73. Taxes paid on the trust’s modified nonbusiness income to another state or the 54 District of Columbia ...................................................................................................................73. 888888888888 55 56 74. Trust’s resident credit (lesser of line 72 or 73) ..........................................................................74. 888888888888 57 58 59 60 Software vendors: Place 2D barcode in this location 61 Do not place a box around the 2D barcode. The box 62 is only here for placement purposes. 63 64 2022 IT 1041 – pg. of24 8 65 66 |
1 2 3 4 5 6 7 8 9 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 5 2022 Ohio IT 1041 6 Rev. 7/25/22 7 22180510 8 FEIN 9 88 8888888 10 Schedule X - Apportionment Worksheet 11 Use this schedule to calculate the apportionment ratio for the trust’s modified business income and qualifying investment income. 12 Note: Carry all ratios to six decimal places. 13 Within Ohio Total Everywhere 75. Property 14 a) Owned (original cost) 888888888888 888888888888 15 16 Within Ohio Total Everywhere 17 b) Rented (annual rental X 8) 888888888888 888888888888 18 19 Within Ohio Total Everywhere 20 c) Total (lines 75a and 75b) 888888888888 ÷ 888888888888 21 Ratio Weight Weighted Ratio 22 = x = 8.888888 8.88 8.888888 23 24 Within Ohio Total Everywhere 25 76. Payroll 888888888888 ÷ 888888888888 26 27 Ratio Weight Weighted Ratio 28 = x 8.88 = 8.888888 29 8.888888 30 Within Ohio Total Everywhere 31 77. Sales 888888888888 ÷ 888888888888 32 33 Ratio Weight Weighted Ratio 34 = 8.888888 x 8.88 = 8.888888 35 36 78. Ohio apportionment ratio (add weighted ratio from lines 75c, 76 and 77). Enter ratio here and on line 63 (carry to six decimal places) ...................................................................................... 78. 8.888888 37 38 Note: If the “Total Everywhere” of any factor is zero, the weight given to the other factors must be proportionately increased so that the total weight given to the combined number of factors used is 100%, i.e., if no property/payroll, use 25% and 75%; if no sales, use 50% property/payroll; if only one factor, use 100%. 39 Schedule XI - Net Payment Worksheet – Include 1099(s) and W-2(s) 40 79a. Estimated payments 79b. 1099 withholdings 79c. W-2 withholdings 41 42 88888888 88888888 88888888 43 79d. Prior year credit carryover 79e. Refunds previously claimed 80. Net payments add lines 79a-d minus line 79e 44 Enter here and on page 2, line 14. 45 88888888 88888888 88888888 46 47 Schedule XII - Refundable Business Credits 48 Note: Certificates from the Ohio Department of Development and/or Ohio IT K-1s must be included to verify each refundable credit claimed. 49 81. Motion picture / Broadway Credit 82. JCTC / JRTC 83. Pass-through entity credit 50 88888888 88888888 88888888 51 52 84. Venture capital credit 85. Ohio historic preservation credit 86. Reserved 53 88888888 88888888 54 55 87. Total refundable business credits (add lines 81-86). Enter here and on line 15. 56 888888888 57 58 59 60 Software vendors: Place 2D barcode in this location 61 Do not place a box around the 2D barcode. The box 62 is only here for placement purposes. 63 64 2022 IT 1041 – pg. of25 8 65 66 |
1 2 3 4 5 6 7 8 9 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 5 2022 Ohio IT 1041 6 Rev. 7/25/22 7 22180610 8 FEIN 9 88 8888888 10 Schedule XIII – IRC 168K§Bonus Depreciation and 179 Expense§ Add-back Schedule 11 X Check the box if partial or full depreciation add-back has been waived 12 88. Current year IRC §168(k) bonus depreciation and §179 expense add-back ..............................88. 888888888888 13 89. Prior years add-back amount and applicable add-back ratio Column (A) – Amount Column (B) – Ratio 14 15 89a. Year Prior........................................89a. 888888888888 X 2/3 X 5/6 X 6/6 16 17 89b. 2 Years Prior ...................................89b. 888888888888 X 2/3 X 5/6 X 6/6 18 19 89c. 3 Years Prior ...................................89c. 888888888888 X 2/3 X 5/6 X 6/6 20 21 89d. 4 Years Prior ...................................89d. 888888888888 X 2/3 X 5/6 X 6/6 22 23 89e. 5 Years Prior ...................................89e. 888888888888 X 2/3 X 5/6 X 6/6 24 25 Schedule XIV - Beneficiary Schedule 26 Provide beneficiary information for all beneficiaries of the estate or trust. Use an additional sheet, if necessary. 27 SSN FEIN Amount distributed 28 888 88 8888 88 8888888 888888888 29 30 First name/entity M.I. Last name 31 JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX 32 Address 33 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 34 City State ZIP code 35 CITYXXXXXXXXXXXXXXXX OH 88888 36 37 SSN FEIN Amount distributed 38 888 88 8888 88 8888888 888888888 39 40 First name/entity M.I. Last name 41 JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX 42 Address 43 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 44 City State ZIP code 45 CITYXXXXXXXXXXXXXXXX OH 88888 46 47 SSN FEIN Amount distributed 48 888 88 8888 88 8888888 888888888 49 50 First name/entity M.I. Last name 51 JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX 52 Address 53 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 54 City State ZIP code 55 CITYXXXXXXXXXXXXXXXX OH 88888 56 57 58 59 60 Software vendors: Place 2D barcode in this location 61 Do not place a box around the 2D barcode. The box 62 is only here for placement purposes. 63 64 2022 IT 1041 – pg. of26 8 65 66 |
1 2 3 4 5 6 7 8 9 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 5 2022 Ohio IT 1041 FEIN 6 Rev. 7/25/22 88 8888888 22180710 7 Schedule XIV - Beneficiary Schedule continued... 8 SSN FEIN Amount distributed 9 10 888 88 8888 88 8888888 888888888 11 First name/entity M.I. Last name 12 JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX 13 Address 14 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 15 City State ZIP code 16 17 CITYXXXXXXXXXXXXXXXX OH 88888 18 SSN FEIN Amount distributed 19 888 88 8888 88 8888888 888888888 20 21 First name/entity M.I. Last name JOHNXXXXXXXXXXX 22 Q PUBLICXXXXXXXXXXXXXX 23 Address 24 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 25 City State ZIP code 26 CITYXXXXXXXXXXXXXXXX OH 88888 27 28 SSN FEIN Amount distributed 29 888 88 8888 88 8888888 888888888 30 31 First name/entity M.I. Last name JOHNXXXXXXXXXXX 32 Q PUBLICXXXXXXXXXXXXXX 33 Address 34 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 35 City State ZIP code 36 CITYXXXXXXXXXXXXXXXX OH 88888 37 38 SSN FEIN Amount distributed 39 40 888 88 8888 88 8888888 888888888 41 First name/entity M.I. Last name 42 JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX 43 Address 44 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 45 City State ZIP code 46 47 CITYXXXXXXXXXXXXXXXX OH 88888 48 SSN FEIN Amount distributed 49 50 888 88 8888 88 8888888 888888888 51 First name/entity M.I. Last name 52 JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX 53 Address 54 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 55 City State ZIP code 56 57 CITYXXXXXXXXXXXXXXXX OH 88888 58 59 60 Software vendors: Place 2D barcode in this location 61 Do not place a box around the 2D barcode. The box 62 is only here for placement purposes. 63 64 2022 IT 1041 – pg. of278 65 66 |
1 2 3 4 5 6 7 8 9 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 5 2022OhioFEINIT 1041 6 Rev. 7/25/22 88 8888888 22180810 7 Schedule XIV - Beneficiary Schedule continued... 8 SSN FEIN Amount distributed 9 10 888 88 8888 88 8888888 888888888 11 First name/entity M.I. Last name 12 JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX 13 Address 14 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 15 City State ZIP code 16 17 CITYXXXXXXXXXXXXXXXX OH 88888 18 SSN FEIN Amount distributed 19 888 88 8888 88 8888888 888888888 20 21 First name/entity M.I. Last name JOHNXXXXXXXXXXX 22 Q PUBLICXXXXXXXXXXXXXX 23 Address 24 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 25 City State ZIP code 26 CITYXXXXXXXXXXXXXXXX OH 88888 27 28 SSN FEIN Amount distributed 29 888 88 8888 88 8888888 888888888 30 31 First name/entity M.I. Last name JOHNXXXXXXXXXXX 32 Q PUBLICXXXXXXXXXXXXXX 33 Address 34 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 35 City State ZIP code 36 CITYXXXXXXXXXXXXXXXX OH 88888 37 38 SSN FEIN Amount distributed 39 40 888 88 8888 88 8888888 888888888 41 First name/entity M.I. Last name 42 JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX 43 Address 44 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 45 City State ZIP code 46 47 CITYXXXXXXXXXXXXXXXX OH 88888 48 SSN FEIN Amount distributed 49 50 888 88 8888 88 8888888 888888888 51 First name/entity M.I. Last name 52 JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX 53 Address 54 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX 55 City State ZIP code 56 57 CITYXXXXXXXXXXXXXXXX OH 88888 58 59 60 Software vendors: Place 2D barcode in this location 61 Do not place a box around the 2D barcode. The box 62 is only here for placement purposes. 63 64 2022 IT 1041 – pg. of288 65 66 |
Department of Taxation hio Layout without grid |
Do not staple or paper clip. 2022 Ohio IT 1041 Rev. 7/25/22 Fiduciary Income Tax Return 22180110 Use only black ink and UPPERCASE letters. Use whole dollars only. 88 88 88 Reporting Period Start Date X Check here if amended return X Check here if final return X Check here if federal extension filed X Check here if income XX XX XX distributed to a beneficiary FEIN SSN of decedent (estates only) Reporting Period End Date 88 8888888 888 88 8888 XX XX XX Name of trust or estate JOHNXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Name of trust or estate (second line) JANEXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX Fiduciary name and title THE NAME AND TITLEXXXXXXXXXXXXXXXXX Address X Check here if address changed 8888 BERRY AVEXXXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 Foreign State Code Country Code Foreign country (if the mailing address is outside the U.S.) Foreign postal code ABC AB ANYCOUNTRYXXXXXXXXXX AB88888 Trust Must Select One Trusts Select All That Apply Simple trust OR Complex trust Irrevocable trust Testamentary trust Check here if “qualify- X X X X X ing pre-income tax Trust Must Select OneEstate Must Select One trust” (Attach letter of X Resident trust OR X Nonresident trust X Bankruptcy estate OR X Decedent’s estate exemption) Schedule I – Taxable Income, Tax, Payments and Net Amount Due (If the amount on a line is negative, place a “–“ in the box provided.) 1. Federal taxable income (federal 1041, line 23) Include page 1 of the federal 1041.................1. - 888888888888 2. Net Schedule II adjustments from line 42 ....................................................................................2. - 888888888888 3. Ohio taxable income (line 1 plus or minus line 2). Estates should skip to line 8 .........................3. - 888888888888 Do not staple or paper clip. 4. Trusts - Qualifying Trust Amount (from line 61) ...........................................................................4. - 888888888888 5. Trusts - Apportioned income (from line 64)..................................................................................5. - 888888888888 6. Trusts - Modified nonbusiness income (from line 67) ..................................................................6. - 888888888888 7. Trusts - Modified Ohio Taxable Income (sum of lines 4 through 6, if negative, enter zero) .................. 7. 888888888888 8. Tax liability on line 3 (estates) or line 7 (trusts). See instructions for tax tables. ..................................... 8. 888888888888 9. Estates - Credits from line 50 ................................................................................................................... 9. 888888888888 10. Credits from Schedules IV, V, IX and E ..................................................................................................10. 888888888888 Software vendors: Place 2D barcode in this location MM DD YY CODE Do not place a box around the 2D barcode. The box is only here for placement purposes. 2022 IT 1041 – pg. of128 |
2022 Ohio IT 1041 FEIN Rev. 7/25/22 22180210 88 8888888 11. Tax liability after nonrefundable credits (Line 8 minus lines 9 and 10) ......................................11. 888888888888 12. Interest penalty on underpayment of estimated tax (include Ohio IT/SD 2210) ....................... 12. 888888888888 13. Total Ohio tax liability (add lines 11 and 12) ............................................................................. 13. 888888888888 14. Net payments from line 80 ....................................................................................................... 14. 888888888888 15. Refundable business credits from line 87 (include documentation / certificates) ..................... 15. 888888888888 16. Total payments and refundable business credits (add lines 14 and 15) ................................... 16. 888888888888 17. Overpayment (if line 16 is more than 13, subtract 13 from 16, if negative, enter zero and skip to line 20. ................................................................................................. 17. 888888888888 18. Amount of line 17 to be credited toward next year’s liability (if this is an amended return, enter zero) .............................................................................. CREDIT CARRYFORWARD18. 888888888888 19. Amount of line 17 to be refunded (subtract line 18 from line 17) .......................... REFUND19. 888888888888 20. Tax due, if any (if line 13 is more than line 16, subtract line 16 from line 13, if negative, enter zero ............................................................................................................... 20. 888888888888 21. Interest due on late payment of tax (see instructions) .............................................................. 21. 888888888888 22. Total amount due (add lines 20 and 21). Make check payable to Ohio Treasurer of State, include Ohio IT 1041 UPC and write FEIN on check .................................. AMOUNT DUE22. 888888888888 If your refund is $1.00 or less, no refund will be issued. If you owe $1.00 or less, no payment is necessary. Sign Here (required): I have read this return. Under penalties of perjury, I declare that, to Do not staple or paper clip. the best of my knowledge and belief, the return and all enclosures are true, correct and complete. Place any supporting documents, including Ohio IT K-1s, after the last page of this return. Signature of fiduciary or trust officer Preparer’s name (print) Mail to: Title Date (MM/DD/YY) Preparer’s address (include ZIP code) Ohio Department of Taxation P.O. Box 2619 Fiduciary’s or trust officer’s phone number Preparer’s phone number Columbus, OH 43216-2619 Preparer’s e-mail address PTIN P 88888888 Instructions for this form are Check here if you authorize your preparer to contact us regarding this return. X available at tax.ohio.gov. Schedule II - Adjustments to Federal Taxable Income Additions (Add the following if not included on Ohio IT 1041, line 1) 23. Federal and/or non-Ohio state or local government interest and dividends not distributed ......................23. 888888888888 24. Pass-through entity taxes paid/electing pass-through entity taxes paid .....................................................24. 888888888888 25. Income from an electing small business trust (ESBT) not shown in federal taxable income (include documentation) ............................................................................................................25. 888888888888 26. Losses from sale or disposition of Ohio public obligations ........................................................26. 888888888888 27. Reimbursement of expenses previously deducted on an Ohio IT 1041 tax return ....................27. 888888888888 28. IRC §168(k) bonus depreciation and §179 expense add-back .................................................28. 888888888888 X 2/3, X 5/6 or X 6/6 (check applicable box and complete Schedule XIII) 29. Federal personal exemption (estates only) and federal conformity additions ........................................29. 888888888888 30. Expenses claimed on Ohio estate return (estates only) ............................................................30. 888888888888 31. Total additions (add lines 23 through 30) ..................................................................................31. 888888888888 Software vendors: Place 2D barcode in this location Do not place a box around the 2D barcode. The box is only here for placement purposes. 2022 IT 1041 – pg. of22 8 |
2022 Ohio IT 1041 Rev. 7/25/22 22180310 FEIN 88 8888888 If the amount on a line is negative, place a “–” in the box provided. Schedule II – Adjustments to Federal Taxable Income...continued. Deductions – Note: Deduct income items described below only to the extent that those amounts are not already deducted or excluded from federal taxable income after distributions. 32. Federal interest and dividends exempt from state taxation ...................................................... 32. 888888888888 33. Certain municipal and state income tax overpayments ............................................................ 33. 888888888888 34. Losses from an ESBT not shown in federal taxable income (include documentation) ............. 34. 888888888888 35. Wages and expense not deducted based on the federal work opportunity tax credit. .............. 35. 888888888888 36. Interest income from Ohio public obligations and purchase obligations; gains from the sale or other disposition of Ohio public obligations ............................................................. 36. 888888888888 37. Refunds or reimbursements of prior year federal itemized deductions and any federal conformity deductions ................................................................................................... 37. 888888888888 38. Farm income from a farm of at least 10 acres (trusts only) ...................................................... 38. 888888888888 39. Deduction for prior year IRC §168(k) bonus depreciation and §179 expense add-backs ........ 39. 888888888888 40. Repayment of income reported in a prior year ......................................................................... 40. 888888888888 41. Total deductions (add lines 32 through 40) ............................................................................... 41. 888888888888 42. Net adjustments (line 31 minus line 41). Enter here and on line 2 ........................................... 42. - 888888888888 Schedule III – Estate Credits 43. Retirement income credit (see instructions for credit table) (limit – $200) ................................ 43. 888 44. Lump sum retirement credit (see instructions for worksheet; include a copy) .......................... 44. 888888888888 45. Senior citizen credit (limit - $50 per return) ............................................................................... 45. 88 46. Lump sum distribution credit (see instructions for worksheet; include a copy) ......................... 46. 888888888888 47. Child and dependent care credit (see instructions and worksheet in Ohio IT 1041 booklet) .... 47. 888888888888 48. Campaign contribution credit for Ohio statewide office or General Assembly .......................... 48. 888 48a. Scholarship donations credit ................................................................................................... 48a. 888 49. Vocational job credit and/or Ohio adoption credit (adoption credit limit $10,000) ..................... 49. 888888888888 50. Total estate credits (add lines 43 through 49) Enter here and on line 9 ................................... 50. 888888888888 Schedule IV – Estate Resident Credit 51. Portion of Ohio taxable income (line 3) subjected to tax by another state or the District of Columbia while you were an Ohio resident (include Ohio IT RCTE) ........................ 51. - 888888888888 52. Ohio taxable income (line 3) ..................................................................................................... 52. - 888888888888 53. Divide line 51 by line 52 and enter percentage888.88here %. Multiply this percentage by the amount shown on line 8 reduced by any amount shown on line 9 ..................................... 53. 888888888888 54. 2022 income tax liability after credits paid to another state or the District of Columbia ............ 54. 888888888888 55. Enter the lesser of line 53 or line 54. This is your Ohio resident tax credit. Enter here and on line 10 .................................................................................................................................. 55. 888888888888 Software vendors: Place 2D barcode in this location Do not place a box around the 2D barcode. The box is only here for placement purposes. 2022 IT 1041 – pg. of23 8 |
2022 Ohio IT 1041 Rev. 7/25/22 22180410 FEIN 88 8888888 Schedule V – Estate Nonresident Credit 56. Nonresident portion of Ohio taxable income - Ohio IT NRCE, Section B, line 15 (include a copy) ............................................................................................56. - 888888888888 57. Ohio taxable income (line 3) ...................................................................................................... 57. - 888888888888 58. Divide line 56 by line 57 and enter percentage888.88here %. Multiply this percentage by the amount shown on line 8 less line 9 and total Ohio Schedule E nonrefundable credits. Enter here and on line 10 ..........................................................................................................58. 888888888888 Schedule VI – Qualifying Trust Amounts 59. Certain capital gains/ losses included in the Ohio taxable income (line 3) of a trust (see instructions) .......................................................................................................................59. - 888888888888 60. Ratio of the qualifying investees’ physical assets in Ohio to its total physical assets ...............60. 8.8888 61. Qualifying Trust Amount (line 59 times line 60). Enter here and on line 4. ................................61. - 888888888888 Schedule VII – Trust Apportioned Income 62. Portion of Ohio taxable income (line 3) less amounts included on line 59, that is business income or qualifying investment income ....................................................................62. - 888888888888 63. Ohio apportionment ratio from line 78 .......................................................................................63. 8.888888 64. Trust’s Apportioned Income (line 62 times line 63). Enter here and on line 5. ..........................64. - 888888888888 Schedule VIII – Modified Nonbusiness Income for Trusts Income/ Loss from a pass-through entity should generally be reported on Schedule VII. 65. Resident trusts: Portion of Ohio taxable income (line 3) not reported on lines 59 or 62 .............................................................................................................................65. - 888888888888 66. Nonresident trusts: Portion of Ohio taxable income (line 3) not reported on lines 59 or 62 that was derived from Ohio real or tangible property or is apportioned to Ohio under R.C. 5747.212 (see instructions) ........................................................................66. - 888888888888 67. Modified Nonbusiness Income (line 65 plus line 66). Enter here and on line 6 ......................... 67. - 888888888888 Schedule IX – Trust Resident Credit (include the Ohio IT RCTE) 68. Portion of line 65 subject to tax in another state or the District of Columbia .............................68. - 888888888888 69. Tax liability on modified taxable income (from line 8) ................................................................69. 888888888888 70. Modified Ohio taxable income from line 7 ................................................................................. 70. 888888888888 71. Effective Tax Rate (line 69 divided by line 70) ........................................................................... 71. 8.8888 72. Line 68 times line 71 .................................................................................................................72. - 888888888888 73. Taxes paid on the trust’s modified nonbusiness income to another state or the District of Columbia ................................................................................................................... 73. 888888888888 74. Trust’s resident credit (lesser of line 72 or 73) .......................................................................... 74. 888888888888 Software vendors: Place 2D barcode in this location Do not place a box around the 2D barcode. The box is only here for placement purposes. 2022 IT 1041 – pg. of24 8 |
2022 Ohio IT 1041 Rev. 7/25/22 22180510 FEIN 88 8888888 Schedule X - Apportionment Worksheet Use this schedule to calculate the apportionment ratio for the trust’s modified business income and qualifying investment income. Note: Carry all ratios to six decimal places. 75. Property Within Ohio Total Everywhere a) Owned (original cost) 888888888888 888888888888 Within Ohio Total Everywhere b) Rented (annual rental X 8) 888888888888 888888888888 Within Ohio Total Everywhere c) Total (lines 75a and 75b) 888888888888 ÷ 888888888888 Ratio Weight Weighted Ratio = x = 8.888888 8.88 8.888888 Within Ohio Total Everywhere 76. Payroll 888888888888 ÷ 888888888888 Ratio Weight Weighted Ratio = 8.888888 x 8.88 = 8.888888 Within Ohio Total Everywhere 77. Sales 888888888888 ÷ 888888888888 Ratio Weight Weighted Ratio = 8.888888 x 8.88 = 8.888888 78. Ohio apportionment ratio (add weighted ratio from lines 75c, 76 and 77). Enter ratio here and on line 63 (carry to six decimal places) ...................................................................................... 78. 8.888888 Note: If the “Total Everywhere” of any factor is zero, the weight given to the other factors must be proportionately increased so that the total weight given to the combined number of factors used is 100%, i.e., if no property/payroll, use 25% and 75%; if no sales, use 50% property/payroll; if only one factor, use 100%. Schedule XI - Net Payment Worksheet – Include 1099(s) and W-2(s) 79a. Estimated payments 79b. 1099 withholdings 79c. W-2 withholdings 88888888 88888888 88888888 79d. Prior year credit carryover 79e. Refunds previously claimed 80. Net payments add lines 79a-d minus line 79e Enter here and on page 2, line 14. 88888888 88888888 88888888 Schedule XII - Refundable Business Credits Note: Certificates from the Ohio Department of Development and/or Ohio IT K-1s must be included to verify each refundable credit claimed. 81. Motion picture / Broadway Credit 82. JCTC / JRTC 83. Pass-through entity credit 88888888 88888888 88888888 84. Venture capital credit 85. Ohio historic preservation credit 86. Reserved 88888888 88888888 87. Total refundable business credits (add lines 81-86). Enter here and on line 15. 888888888 Software vendors: Place 2D barcode in this location Do not place a box around the 2D barcode. The box is only here for placement purposes. 2022 IT 1041 – pg. of25 8 |
2022 Ohio IT 1041 Rev. 7/25/22 22180610 FEIN 88 8888888 Schedule XIII – IRC 168K§Bonus Depreciation and 179 Expense§ Add-back Schedule X Check the box if partial or full depreciation add-back has been waived 88. Current year IRC §168(k) bonus depreciation and §179 expense add-back ..............................88. 888888888888 89. Prior years add-back amount and applicable add-back ratio Column (A) – Amount Column (B) – Ratio 89a. Year Prior........................................89a. 888888888888 X 2/3 X 5/6 X 6/6 89b. 2 Years Prior ...................................89b. 888888888888 X 2/3 X 5/6 X 6/6 89c. 3 Years Prior ...................................89c. 888888888888 X 2/3 X 5/6 X 6/6 89d. 4 Years Prior ...................................89d. 888888888888 X 2/3 X 5/6 X 6/6 89e. 5 Years Prior ...................................89e. 888888888888 X 2/3 X 5/6 X 6/6 Schedule XIV - Beneficiary Schedule Provide beneficiary information for all beneficiaries of the estate or trust. Use an additional sheet, if necessary. SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 Software vendors: Place 2D barcode in this location Do not place a box around the 2D barcode. The box is only here for placement purposes. 2022 IT 1041 – pg. of26 8 |
2022 Ohio IT 1041 FEIN Rev. 7/25/22 88 8888888 22180710 Schedule XIV - Beneficiary Schedule continued... SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 Software vendors: Place 2D barcode in this location Do not place a box around the 2D barcode. The box is only here for placement purposes. 2022 IT 1041 – pg. of278 |
2022OhioFEINIT 1041 Rev. 7/25/22 88 8888888 22180810 Schedule XIV - Beneficiary Schedule continued... SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 SSN FEIN Amount distributed 888 88 8888 88 8888888 888888888 First name/entity M.I. Last name JOHNXXXXXXXXXXX Q PUBLICXXXXXXXXXXXXXX Address 8888 CHERRY LANEXXXXXXXXXXXXXXXXXXX City State ZIP code CITYXXXXXXXXXXXXXXXX OH 88888 Software vendors: Place 2D barcode in this location Do not place a box around the 2D barcode. The box is only here for placement purposes. 2022 IT 1041 – pg. of288 |