Enlarge image | FORM R file with: CITY OF VANDALIA Income Tax Office P.O. Box 727 2023 INCOME TAX RETURN CHECK ONE: 333 J.E. Bohanan Memorial Dr. Resident Vandalia, OH 45377 FILING REQUIRED EVEN IF NO TAX DUE Non-Resident Phone: (937) 415-2240; Fax: (937) 415-2361 DUE ON OR BEFORE APRIL 15, 2024 Part Year Resident Toll free: (866) 898-5891 Email: tax@vandaliaohio.org www.vandaliaohio.org SOC. SEC. NO. ____________________________ FILING STATUS: LIST NAME(S) AND ADDRESS BELOW. SOC. SEC. NO. ____________________________ Single Taxpayer’s Occupation ______________________ Married Spouse’s Occupation ________________________ Married, Filing Separate Complete if moved since last return or part year resident: Old Address ______________________________________________________ Date Moved (in) _________________________ (out) _____________________ Dates of Employment _______________________________________________ Did you file a city income tax return the previous year? YES NO Email address _____________________________________________________ SECTION A RETIRED AND/OR TAXPAYERS WITH NO TAXABLE INCOME. PLEASE CHECK APPROPRIATE BOX BELOW: Under 18 years of age for entire year. Date of Birth: _________________ (attach verification -copy of driver s’license or birth certificate) Active duty military for entire year. All income was from a federally qualified retirement plan. Date retired: ______________ All income was from a non-taxable source. List source: ___________________________________ SECTION B Enter wages, salaries, bonuses, incentive payments, commissions, gambling winnings and other compensation, received between January 1 and December 31. List each employer or source separately. Please attach all W-2 and W-2G forms. City or Township Resident City Other City Tax Withheld Employer Where Employed Tax Withheld (See Instructions) Taxable Wages $ $ $ 1. TOTAL WAGES & WITHHOLDING …………………………………………………………………... 1 A.- 1 B.- 1 C.- 2. TAXABLE INCOME Line 1-C (or Column 3 if applicable) ……………………………………………………………………………………………………………….. 2. 3. TAX DUE (2% x Line 2) ……………………………………………………………………………………………………………………................................................. 3. 4. TAX CREDITS 4-A. Resident City Tax Withheld (Line 1-A) ……………………………………………………………………………………………. 4- A. 4-B. Other City Tax Credit (Not to exceed 2%) (Line 1-B) ……………………………………………………………………………. 4- B. 4-C. Other: Estimates, Direct Payments, Credit from Prior Year ……………………………………………………………………….. 4- C. 4-D. Total Credits Available (Line 4-A + 4 B- + 4 C) - …………………………………………………………………………………………………………………….. 4- D. 5. BALANCE OF TAX DUE (Line 3 -Line 4-D) ……………………………………………………………………………………………………………………………... 5. 6. PENALTY $ ________________________ INTEREST $ ________________________ LATE FEE $ ________________________ ………………………….. 6. 7. TOTAL AMOUNT DUE (Make check payable to City of Vandalia) (No payment due if $10.00 or less) ………………………………………………………………. 7. 8. IF OVERPAYMENT, CREDIT TO NEXT YEAR ($10.01 minimum): $____________________ or REFUND $____________________ Reviewed by ____________________ Check No. ____________________ Cash ____________________ Amt. Received ____________________ SECTION C -DECLARATION OF ESTIMATED TAX FOR 2024 9. Total Income Subject to Tax $_______________ X Tax Rate (2%) ……………………………………………………………………………………………………………… 9. 10. Subtract Credit for Tax Withheld (Other city credit not to exceed 2%) ………………………………………………………………………………………………………….. 10. 11. Net Tax Due (Line 9 -Line 10) See General Information, Section 13 …………………………………………………………………………………………………………... 11. 12. Quarterly Amount Due (1/4 of Line 11) ………………………………………………………………………………………………………………………………………….. 12. 13. Credit from Line 8 ($10.01 minimum) ……………………………………………………………………………………………………………………………………………. 13. 14. Amount of Estimated Tax Due (Line 12 -Line 13) ………………………………………………………………………………………………………………………………. 14. 15. Total of this Payment (Line 7 + Line 14) …………………………………………………………………………………………………………………………………………. 15. SECTION D Please refer to the website, www.vandaliaohio.org, to access the online payment center to pay by credit card or electronic check. Credit card payments are now accepted in person in the tax office as well. The undersigned declares that this return (and accompanying schedules) is a true, correct and complete return for the taxable period stated and that the figures used herein are the same as used for federal income tax purposes, adjusted to the ordinance requirements for local tax purposes. If an audit of the federal return is made which affects the tax liability shown on the return, an amended return is required to be filed within three months. If this return was prepared by a Tax Practitioner, may we contact your practitioner directly with questions regarding the preparation of this return? Yes No Signature of Person Preparing Return (If Other Than Taxpayer) Date Signature of Taxpayer Date Phone Number Signature of Spouse Date |
Enlarge image | ALL W-2(S) AND FEDERAL SCHEDULES LISTED BELOW AND OTHER SUPPORTING DOCUMENTS MUST BE ATTACHED TO THIS RETURN. SECTION E INSTRUCTIONS SECTION E INCOME OTHER THAN WAGES Complete this section only if you had List all income below from sources other than wages. Show the amount in the appropriate section below based on the location income other than salaries or wages. where the income/loss was derived and indicate the location. Attach schedules to support each entry. Enter amount of profit or loss from Federal Schedule C, Federal Schedule E, and other miscellaneous income (Form SOLE PROPRIETORS 1099-NEC, Form 4797, Schedule K-1, etc.) and indicate the location where the Resident City Non-Taxing Location Other Location Other Location TOTALS income/loss was earned. If Schedule Y is used, enter the amount for each City/Township ... VANDALIA NON-TAXING location on the appropriate line. Total Schedule C ……. the current year income/loss on Line A. Line B -Enter allowable prior year loss Schedule E ……. carryforward. See worksheet below. Other Income…. Line C -Subtract any loss in Line B from the total on Line A. Carry total to Line A Total Current Year Income/Loss ………………………………………………………………… Column 2 (not less than $0). Line B Prior Year Loss Carryforward(See worksheet below) …...……………………………………... Column 1 - Enter total of all salaries and wages from Box 1-C on Page 1. Line C Total Other Income/Loss (Total to Column 2 not less than $0) …………………………………. Column 2 - Enter any net gains from Line C. Do not enter any amount less than $0. Column 1 Column 2 Column 3 Salaries, Wages, Commissions Other Income (from Line C not less than $0) Total Taxable Income Column 3 - Enter the total of Column 1 Attach W-2(s) Attach Schedules (Column 1 + Column 2) and Column 2. Carry total to Page 1. Total to Line 2, Page 1 SCHEDULE Y BUSINESS APPORTIONMENT FORMULA Use this schedule if engaged in business in more than one city, and you do not have books and records which will disclose with reasonable accuracy what portion of the net profits is attributed to that part of the business done within the boundaries of Vandalia. A. Located Everywhere CITY OF VANDALIA Step 1. Original cost of real and tangible personal property … $ $ Step 1 Gross annual rents multiplied by 8 …………………... $ % Total Step 1 ……………………………………………………………………….. $ $ Step 2 Step 2. Gross receipts from sales made and work or services performed ………………… $ % Step 3. Total wages, salaries, commissions and other compensation of all employees …... $ $ B. List city portion of the above 3 steps in spaces to the right and compute percentage for Vandalia (B divided by A) Step 3 % Determine average percentage by dividing total percentages by Average number of percentages used. Percentage % Multiply adjusted net income by the average percentage for each city and enter TOTAL $ allocable amount by city in the space. INCOME Total to Section E table above NET OPERATING LOSS CARRYFORWARD WORKSHEET COLUMN A COLUMN B COLUMN C COLUMN D COLUMN E Prior Years Current Taxable Year Future Taxable Year Prior Taxable Year NOL NOL Utilized Carryforward Carryforward NOL Used Carryforward 2018 2019 2020 2021 2022 TOTALS Column A: Enter the dollar amount of net operating loss (NOL) for each prior year in which a loss was incurred. Column B: Enter the portion of NOL already utilized in prior years. Column C: Enter carryforward available (Column A minus Column B). Column D: Enter carryforward utilized on current year’ s tax return. Column E: Enter carryforward available for future years (Column C minus Column D). TOTALS: Total Columns C, D, and E. Enter Column D total on Line B in Section E above. |