Enlarge image | PLEASE CHECK IF : CITY OF TOLEDO 2022 INDIVIDUAL REFUND CREDIT TO 2023 RESIDENT TAX RETURN AMENDED BALANCE DUE DUE ON OR BEFORE 4/18/2023 TAXPAYER ACCOUNT # TAXPAYER SOCIAL SECURITY # Are you a Toledo Resident? Yes No Did you file a Toledo tax return in 2021? Yes No SPOUSE ACCOUNT # SPOUSE SOCIAL SECURITY # IF YES, PLEASE COMPLETE AND FILE THIS RETURN EVEN IF NOTHING OWED Should your Tax account be inactivated? Yes No Single Married Filing Joint Married Filing Separate Reason:______________________________________________________ _____________________________________________________________ TAXPAYER First Name, Middle Initial, Last Name Name ____________________________________________________ DATE MOVED IN:__________________MOVED OUT:_________________ Address___________________________________________________ __________________________________________________________ Attach a copy of your W-2’s, W2-G’s, Schedule(s); C, E, F, City ______________________ State _______________ Zip _________ and any 1099-MISC or 1099-NEC along with a copy of your Federal Form 1040 to include Schedule 1. Phone#(____)___________ Email Address_______________________ Note: Your return is not considered filed until these May we leave detailed messages at the above phone or email address? Yes No documents are received. SPOUSE First Name, Middle Initial, Last Name Name____________________________________________________ File online at https://taxconnect.toledo.oh.gov/taxconnect/ 1. W-2 Income (Box 1 from Worksheet A) 1. $__________________ 2. Other Income (Line 5C from Worksheet B) – IF A LOSS enter here $(__________) and ZERO on Line 2 2. $__________________ NCOME 3. Net Loss Carryforward from the TOTAL box of the Schedule NOL (Figure cannot exceed amount on Line 2) 3. $__________________ I 4. Adjusted Other Income (subtract Line 3 from 2) Cannot be a negative – see instructions 4. $__________________ 5. Adjusted net income subject to Toledo income tax (add Lines 1 & 4) 5. $__________________ AX 6. Toledo Income Tax – Enter 2.5% of Line 5 6. $__________________ T 7. Toledo Income Tax withheld by employers (add Box 2 from Worksheet A and Box 4B from Worksheet B) 7. $__________________ TAX 8. Tax withheld to other municipalities or JEDDs – Do not exceed 2.5% (Box 3 from Worksheet A) 8. $__________________ WITHHELD , 9. Tax paid to other municipalities or JEDDs (Attach other city/JEDD tax return). 9. $__________________ PAYMENTS & C REDITS If you worked remotely, attach a copy of tax returns for other municipalities for which you are claiming credit. The taxpayer declares that, I did not work remote during 2022. (signature required)________________________________ 10. Estimated payments 10a $_________ and Credit from 2021 10b $______________ …………………. Total 10a + 10b = 10c. $__________________ 11. Total allowable credits (add 7, 8, 9 and 10c) 11. $__________________ BALANCE 12. Balance due (subtract Line 11 from Line 6) PAYMENT IS REQUIRED WITH RETURN if more than $10 12. $__________________ D UE 13. Add 2210 assessment for Underpayment of Estimated Tax (see instructions) 13. $__________________ 14. Add Penalty & Interest for Late Payment (see instructions) 14. $__________________ 15. Balance due to include penalty & interest (add Lines 12 + 13 + 14) 15. $__________________ ESTIMATE FOR NEXT 16. If Line 11 is greater than Line 6, enter the difference here, if more than $10 16. $__________________ YEAR OR Disburse as follows: 17. CREDIT APPLIED TO NEXT YEAR (Check box at top of form) 17. $__________________ REFUND 18. REFUND (Check box at top of form) 18. $__________________ Important: This return is NOT considered filed until IF YOU OWE MORE THAN $200, QUARTERLY ESTIMATE PAYMENTS ARE REQUIRED Signature signed by taxpayer and spouse (if applicable). and you may be subject to penalties and interest due to lack of estimated payments. Further you may need to make estimate payments for 2023 if you expect to owe the same or greater amount next year. The undersigned declares that this return (and accompanying schedules) is a Payment must accompany return. Make payable to “COMMISSIONER OF TAXATION” & MAIL TO: true, correct and complete return for the taxable period stated, and that the figures used are the same as used for federal income tax purposes and REFUND: PAYMENT ENCLOSED NO PAYMENT ENCLOSED CITY OF TOLEDO INCOME TAX CITY OF TOLEDO INCOME TAX CITY OF TOLEDO INCOME TAX understands that the information may be released to the tax administration PO BOX 902 PO BOX 993 PO BOX 929 of the city of residence and the I.R.S. Toledo, OH 43697-0902 Toledo, OH 43697-0993 Toledo, OH 43697-0929 Sign Your Paid Your Here Signature______________________________Date____________ Preparer’s Signature_______________________________Date_______________ Use Only Print If a joint return Spouse Name __________________________________PTIN______________ both must sign Signature ______________________________Date____________ CHECK BOX IF CITY MAY DISCUSS YOUR RETURN WITH YOUR TAX PREPARER Phone Number ____________________________________________ |
Enlarge image | 2022 TOLEDO INDIVIDUAL TAX RETURN Page 2 WORKSHEET A W-2 INCOME ENTER TOTAL COMPENSATION RECEIVED Locality Where You Remote ? Greater of Box 5 or Toledo Income Tax Tax Withheld or Paid to Print Employer's Name Physically Work Y/N Box 18 of W-2 Withheld Other City or JEDD (NUMBER OF W-2's ATTACHED___________________) Totals 1) $ 2) $ 3) $ If more lines are needed to report all of your W-2s, attach an additional sheet. WORKSHEET B OTHER INCOME Column A Column B Schedules Profit (Loss) from W2-G Withholding Column C Federal Schedules Not to Exceed 2.5% Toledo Taxable Income Schedule C - Business Income (Combine the net 1. profit and loss from Line 31 of all Schedule C's) Schedule E - Rental Income (Residents enter profit(loss) 2. from ALL properties (Line 21 of Schedule E). Partnership/Shareholder K-1 Income – Schedule E page 2 (Enter profit(loss) Schedule E from all NON-TOLEDO partnerships 3. (see instructions) Miscellaneous Income (Gambling income, 1099-MISC, 1099-NEC, 4. Schedule F) 4B) $ Total Other Income (Loss) (Combine Lines 1 through 4 and enter this amount on Page 1, Line 2) 5. 5C) $ Attach a copy of your W-2’s, W2-G’s, Schedule(s); C, E, F, and any 1099-MISC or 1099-NEC along with a copy of your Federal Form 1040 to include Schedule 1. Note: Your return is not considered filed until these documents are received. SCHEDULE NOL NET OPERATING LOSS CARRY-FORWARD – (5 YEAR LIMIT) (See Instructions) 2017 2018 2019 2020 2021 2022 TOTAL Unused Loss Carryforward Percentage 50% 50% 50% 50% 50% Loss Used THIS YEAR (Enter TOTAL on Line 3, Page 1) Loss Carried Forward to NEXT TAX YEAR |