Enlarge image | City of Warren, Ohio Income Tax Division 258 E Market St Individual Warren, OH 44481 Tom Letson, Treasurer Declaration of Exemption Thomas J. Gaffney, CPA, Tax This Exemption form may not be used by Administrator Tax Year: _______ those engaged in business, including Telephone: 330.841.2551 FAX: 330.841.2626 those receiving self-employment, www.warren.org Federal K-1 distributions or rental property located in The City of Warren The City of Warren currently required mandatory filing of City tax returns. If you meet one of the following exemptions, the filing of this Declaration of Exemption will serve to meet the filing requirement. ___________________________ _______________________________ Social Security Number Spouse’s Social Security Number _________________________________________ _________________________________________ Last Name First Name Initial Spouse’s Last Name First Name Initial ___________________________________ _______________ _______ ________ Present Address Apt # City State Zip Code Please circle one of the following and attach documentation when necessary Account# ____________ 1. I am permanently retired as of _______/______/_______ (attach a copy of Federal Form 1040 page 1) 2. No Taxable income for all of the tax year _______________. (circle one below) Unemployment Welfare ADC Other:_______________ 3. I was under 16 years of age for the entire year of _________. Date of Birth:_______/______/_______ (Please attach documentation: copy of Birth Certificate or Driver’s License) 4. Active Military Duty for the entire year of _________________. (Excludes civilian employment) 5. I did not reside in the City of Warren for any part of the year. Date moved out of Warren:____/____/____ (Please attach proof of move such as lease or proof of purchase date). 6. I am filing jointly with my spouse, ______________________ Social Security #____________________ 7. Taxpayer is deceased. Date of Death: _____/_____/_____. (Please attach copy of death certificate). I hereby declare the information supplied above to be true, correct, and complete Signature_____________________________________________ Date ___________________ Spouse’s Signature _____________________________________ Date ___________________ Telephone Number ______________________ Mail completed form to: Warren City Income Tax PO Box 230 Warren, OH 44482 Form may be faxed: 330.841.2626 (Instructions on reverse side) |
Enlarge image | INSTRUCTIONS FOR FORM DECLARATION OF EXEMPTION If you were a wage earner, were self-employed, owned rental property, had lottery or gambling winnings, or received a distribution from a partnership or s-corporation, you are not exempt from the mandatory filing requirement and may NOT use this form. 1. If you were retired for the entire year in question, receiving only pension income, social security income, and dividends or interest income and do not anticipate deriving any city taxable income, indicate so by filling in the date of your retirement. 2. If the taxpayer is not retired but did not receive any city taxable income for the year in question, circle the appropriate response and/or describe the nature of the income in the space provided. This exemption is for one year only. Form “Declaration of Exemption” must be completed for each subsequent year. 3. If you were under the age of sixteen (16) for the entire year in question, indicate so by filling in your date of birth. This exemption must be accompanied by proof of age (e.g. a photocopy of a birth certificate or driver’s license showing date of birth. Parents of a Minor: If your child received earned income, and is under the age of 16, please circle #3 on the form, note the birth date, and submit above documentation. 4. If the taxpayer was an active member of the U.S. Armed Forces for the entire year in question, circle #4. Documentation verifying the dates of active duty status during the year in question must be attached. This exemption is for one year only and Form “Declaration of Exemption” must be completed for each subsequent year. 5. If the taxpayer did not reside in the City of Warren for which the exemption is being claimed at all during the year in question, indicate so by filling in the date the taxpayer moved in or out of the municipality. Please attach proof of move such as a copy of your current year municipal income tax return, most recent lease or proof of the purchase date of your new residence. 6. If the taxpayer has filed jointly with his/her spouse, indicate so by filling in the name of the spouse and provide his/her Social Security Number. If in a subsequent year, a married couple elects to file separately, it shall be the responsibility of each spouse to obtain and file a separate return. estate should indicate the taxpayer’s 7. If the taxpayer in question is deceased, the Executor of the taxpayer’s date of death and supply a copy of the death certificate. In all cases where the taxpayer is eligible for exemption, the taxpayer must provide his/her social security number, name, address, and phone number. This Exemption Form is not valid and will not be processed without the taxpayer’s signature and date. WARREN CITY INCOME TAX DEPARTMENT Pg 2 |