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                                                                           CITY OF     BLUE     ASH     NON      RESIDENT         REQUEST         FOR   REFUND                                               (513) 745 8516‐   
                                                                                                                                                                                                        Fax (513)  745 8651‐   
                                                                                                                                                                                                        TTY (513)745 6251‐     
 Your First Name      and  Middle      Initial                         Last Name                                                                                                                blueashtax@blueash.com 
  
                                                                                                                              Your social security    number           Tax year      of   claim 
 Current home address         (number       and Street)                                               Apt #                    
                                                                                                                              
 City, State  and     Zip Code                                                                                                 Phone Number                                         Email address   
  
Reason for      Claim:         
            No refunds         will   be   issued       without        proper      documentation              indicated       by reason        for claim                  
     1.           Days worked          outside     of   municipality           for which the    employer       withheld    tax. Attach    a copy   of your   W 2 Form,  ‐  a completed   Log of Days Out                      
             Worksheet on page           2,   and a completed          Calculation    for Days  Worked        out of Blue   Ash on below.   In  addition,    your employer          must   complete   and sign                
             the Employer       Certification       below       and  initial  and date each   page of the   provided       Log of Days    Out   Worksheet.                     
     2.           Employer withheld             at     a rate higher   than   the municipality’s       tax rate  of 1.25%.            Attach   a copy of   your W  ‐  2 Form. Your  employer         must complete            
             and sign     the Employer       Certification        Below.        
     3.           Withheld by   mistake for           the     City  of Blue   Ash.       Attach   a copy of   this form    along  with  a copy    of your   W 2. A  ‐     letter on company  letterhead signed                
             by a   supervisor stating         the withholding         was  withheld   in error   and state    the actual    work  location     where work     was performed.                         
     4.           Other    (indicate reason).          Attach       W 2 Form‐  and other    applicable      documentation.        Your employer       must    complete     and sign the Employer                              
             Certification below.            
 
    Refund Calculation             Part     1     :
     1   Total Workdays Available.                           If you normally      work    a 5     day workweek       and you     worked     for your    employer       for the                        
          entire year, enter           260  (52   weeks        times   5 days).   Otherwise,          enter the   number      of days you   normally           worked in a                         
          week times the        number         of   weeks worked            (cannot    exceed     260)                                                                                               1 
     2   Days not worked.               Enter total number              of   days included      on line     1 that   you did  not  work     due   to holidays,    personal                         
          days, sick days       and    vacation       days      must   provide      a separate     breakdown         of these   days on page 2.                                                      2 
     3   Total days actually           worked.                Subtract line 2   from line     1                                                                                                      3 
     4   Days worked out           of   Blue Ash.               A log  of   days out,  destination        must    be included.     For purposes        of this   refund claim,                        
          if you worked       in   another municipality                that   has an income     tax, the      wages     earned in that municipality            are subject                            
          to tax  in   the municipality.                                                                                                                                                             4 
     5   Days worked in   Blue Ash.                     Subtract line 4   from line         3                                                                                                        5 
     6   Percentage   of wages earned                    in   Blue Ash.          Divide line 5     by line 3                                                                                         6 
     7   Total municipal taxable                wages.              Enter the larger     of   Box 5 or     18 from   your W 2        ‐                                                               7 
     8   Wages taxable to   Blue Ash.                     Multiply line 6     by line 7                                                                                                              8 
     9   Tax due      to   Blue Ash.           Multiply Line 8     by tax rate        of 1.25%                                                                                                       9 
     10 Tax withheld          to   the City     of Blue       Ash.           Box 19 of   provided W  ‐  2                                                                                            10 
     11 Refund due.            Subtract line 9   from line             10                                                                                                                            11         
     
 Refunds will not         be processed       and   will  be returned        in the   event that the    below   employers      signature     is not completed       in its entirety     including signature,                   
 title, date   and    phone     number.        Also,  please      note that    the person   applying       for a refund   cannot   authorize      their own refund.       All documents        will  be                       
 returned and         no  refund   will  be processed          if either   of these   situations   occur.             

 Employer Representative’s Explanation                              of   Reason for    Refund      and Signature                
 The undersigned       employer    representative        state    that during  the referenced   tax year   above,  the employer    withheld municipal    income tax    from the      above named     employee             
 in excess   of   the employee’s   liability   as calculated     above; that the  above   referenced    employee     was employed   during the     tax year as referenced    above; that the    employer  has             
 examined this    claim   for refund     in its     entirety including any accompanying      schedules    and statements;     and that the employer     representative     can attest that     the information            
 reported on    this  claim  is true   and accurate.            
  
 In addition,  the    undersign employer        representative       verifies  that no portion  of the   over withheld ‐ tax has been  or will be refunded    directly to the employee     by the  employer,              
 and that   no adjustments      to   the employer’s     withholding     account    related to this   claim have  been or will be   made.               

     Representative’s Signature                                                                            Print Representative’s Title                                                                 Date 

     Printed Representative’s Name                                                                         Representative’s Phone Number                                              
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Log of   Days Out           
List the Dates     of   day(s) of   work performed            outside    the City of Blue   Ash, the  name     of the Municipality/locations        where you            worked        and   number                   
of days.  Weekend       days       are not   considered        days out of Blue   Ash as they       have been   accounted    for in the refund    calculation           on  page 1. A detail                          
listing   of dates subtracted         for    Vacation,   Personal,       Sick and Holidays    Line 2 must   also be submitted       below:                 
 
     Vacation, Personal               Day,   Sick,   Holiday                                                   Days Worked      Out  of   Blue Ash                   

           Date                    Reason            # of   Days               Date             Work Location            # of   Days                Date                 Work Location                  # of   Days 
                                                                                                                                                                                
                   Total   to Line 2   Page 1 __________                                                                                                            Total   to Line 4   Page 1 __________           
                                                                                                                                                    Attach additional sheets                 if   necessary     
                                                                              
Taxpayer’s Signature:         The refund     will    not be  issued without    the below   signature                                                                Employer’s Initals _____             
                                                                                                                                                                    Required for Process     of Refund   
 
Under penalties       of   perjury, I declare   that I have   examined    this claim,  and to the best   of my knowledge    and belief, it is true, correct     and complete.        I understand                    
that this information      may     be released    to the   tax administrator   of the resident   or workplace   municipality and the Internal       Revenue         Service.   Additionally,                         
signature below       acknowledges        that  no   income    in the   calculation above (i.e. Box 5 Wages)    includes severance  pay, supplemental               pay days, buyouts,       etc., for               
this type of   pay is a     direct result of your   employment     with the  company.              
 
Taxpayer’s Signature                                                                                        Date          

 To avoid    delays:                                                                                                                         Mail with required         documentation           to:     
              Mail this form      along     with the                                                                                                  City   of Blue Ash             
               required documents            indicated      under                                                                                      4343 Cooper Rd                 
               your “Reason for        Claim:   on   page   1 to                                                                                       Blue Ash,         OH    45242    5699‐       
               the address         shown  at   right    

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BLUE ASH INCOME               TAX        REQUEST               FOR     REFUND             INSTRUCTIONS                        

 GENERAL INSTRUCTIONS                    FOR   COMPLETING              A CLAIM       FOR     REFUND     FORM                

  Provide clear and   complete          copies   of W    ‐ 2(s) forms that include    federal, state and    local             
   income tax information.           

  Total work days   per  year  are      260: 5 days   per week     for 52 weeks.       This may  be adjusted    if             
   employment at   the Blue     Ash      company       began    or ceased    within    the year.         

  Provide complete itinerary            of   dates and   locations    worked      outside  of Blue   Ash. When     this       
   form is   submitted, the     tax office  in your    city of  residence    and/or     your city of employment                
   will be notified. If    the   Itinerary of   Days Worked    Outside Blue  Ash                    form is   not applicable   
   to your employment         situation,   provide        a written   explanation    as to how   your  taxable                 
   income was   calculated.         

  Any reduction in    ‐  W 2 income must         be verified   by appropriate       copies of federal   forms.                 
   Travel expensed     associated        with  days    worked     outside    Blue   Ash are  not deductible.              

  Severance pay  is   taxable by   the City      of Blue   Ash; however,      if your   severance    pay is based             
   on the number  of   years that you were             employed    by your company,         you will need   to                  
   prorate the  total  amount      by   the numbers         of years   that you    worked   in Blue   Ash.           

  Be sure to   complete ALL    information            on the       City of   Blue Ash Non Resident Request for              
   Refund form including        your     signature.      The  bottom      of the   form must   also be completed               
   and signed by   the appropriate         supervisor       or officer.        

  The IRS requires  that     a 1099     formG ‐  will be sent to you  and   the IRS at the  end  of   year for                
   refunds of   $10.00 or greater.          

  Incorrect or incomplete      requests          will cause   delays  in processing     of your refund.    For                
   additional information       or   assistance in   completing your           return,   please  call 513   745  8516‐   ‐     
   weekdays from     8:00     AM to   4:30 PM.             

  Must be filed within   3 years    from     the original     due date    for the   tax year  the refund   is for.           

  Please allow 90   days for   the  processing        of your   refund    per Section     174.096(D)  of the Blue             
   Ash Code of   Ordinances.         






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