How do you fill out an Ohio IT-1040 form?


Quick Answer

To fill out an Ohio Form IT-1040, Individual Income Tax Return, provide your identifying information, choose residency and filing status, provide information about your income, and claim any deductions and credits due to you. The form is available on the Ohio Department of Taxation’s website at Tax.Ohio.gov. Both printable and fillable PDF versions are available, according to the website.

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Full Answer

Begin filling out the form by providing your Social Security number and other contact details. If you are married, provide your spouse’s Social Security number. In the appropriate box, include the first four letters of the Ohio county where you live, notes Tax.Ohio.gov.

Choose a residency status, noting whether you are a full- or part-year resident, or indicate your state of residence if you live in another state but work in Ohio. Choose a filing status. The status chosen must generally be the same reported on your federal tax return, notes Tax.Ohio.gov. Indicate your preference to donating to the Ohio Political Party Fund by checking the appropriate box.

Fill out the income and tax information by following the form’s instructions line by line. Figure your tax liability and claim any credits due to you. Determine deductions according to the instructions. Decide if you wish to have any overpayment amount applied to your tax bill for the following year. Figure the total amount overpaid and the refund due, or calculate your tax liability. Fill out the accompanying Schedule J to claim dependents on your return. Sign the return, include any documentation required, and mail the form and your payment, if required, to the address provided in the instructions. Paper returns require approximately 30 days for processing, according to Tax.Ohio.gov.

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