Form ORR - File With: CITY OF FAIRFIELD INCOME TAX CITY OF FAIRFIELD INCOME TAX DEPARTMENT 701 Wessel Drive REFUND REQUEST FORM Fairfield, Ohio 45014 PART I □ Check here if you are a remote worker/telecommuter (Complete Sections A, B & C and Schedule 1) Check at least one: □ Non-Resident □Under Age 18 TO BE USED ONLY BY PERSONS UNDER AGE 18 AND FULL-YEAR, NON-RESIDENT INDIVIDUALS WITH W-2 WAGE INCOME A. NAME AND CURRENT ADDRESS: For the Calendar Year Refund Claimed $ Social Security No. Address during claim period: Employer's Name Work Address (may not be W-2 address) B. COMPUTATIONOF O VER P AYM NE T: 1. Inco me aEer n d (Typically Box 18 of form W-2) . . . . . . . . . . . . . . . . . . . $ 2. FairfieldTax Withhedl (atta chc op oy formf W2 .). . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 3. Ear nings S ubject t oFairfieldTax (from below) . . . . . . . . . . . . . . . . . $ 4. Fairfield Tax (1.5% of line 3 .). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 5. O eva rp yment Clai me d (line 2minus line 4 .). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ Please note that in accordance with Ohio Revised Code Section 718.19, refunds requested of $10.00 or less cannot be issued. C. BASIS FOR REFUND: Give brief but complete explanation. If applicable, complete days out computation below. REMOTE WORKERS PROCEED DIRECTLY TO SCHEDULE 1. D. CALCULATION of DAYS WORKED OUTSIDE THE CITY OF FAIRFIELD : 6. Total days available . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. Less: Vacation days . . . . . . . . . . . . . . . . . Sick days . . . . . . . . . . . . . . . . . . . Holiday days . . . . . . . . . . . . . . . . . ( ) 8. Total Available Working Days . . . . . . . . . . . . . . . . . . . . . . . 9. Less: Days worked outside Fairfield (attach schedule) . . . . . . . . . . ( ) 10. Days worked in the City of Fairfield . . . . . . . . . . . . . . . . . . . (Line 10 days) X $ = $ (Line 8 days) Total Wages (Line 1) Adjusted Wages Subject to Fairfield Tax (Enter on Line 3) Page 1 |
PART II - EMPLO YER'S CERTIFICATION (Read Carefully) – Not required for persons under age 18 or remote workers. (Remote workers and their employers should sign Schedule 1) Name of Employee _____________________________________________________________________________ Home Address on Record ____________________________________________________________ Employee’s Employment Dates ______________________ _________________________________ Date of Hire Date of Separation (enter date or continues) The undersigned employer representative states that during the year referenced 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 named employee was employed during the period 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. The undersigned employer representative also certifies that for any portion of days listed as working at home or another location due to COVID-19, the employee was working and not on paid leave. EMPLOYER NAME: ___________________________________________________________ FEI #: ___________________________________________ REPRESENTATIVE SIGNATURE: __________________________________________________ DATE: ___________________________________________ REPRESENTATIVE PRINTED NAME: _______________________________________________ TITLE: __________________________________________________________________________ TELEPHONE: ____________________________________ PART III – TAXPAYER’S SIGNATURE - Required In accordance with ORC 718.13; the City of Fairfield will furnish your city of residence and any employment city a copy of this refund document. Under penalties of perjury, I declare that this claim, to the best of my knowledge and belief, is true, correct and complete. I understand that this information may be released to the tax administrator of the resident or other workplace municipality and the Internal Revenue Service. SIGNED: DATE: (Taxpayer's Signatur )e Page 2 |
REFUND REQUEST GENERAL INSTRUCTIONS This form is to be used only by persons under the age of 18 and/or full-year, non-resident individuals claiming a refund of Fairfield income tax withheld in excess of their actual liability. Please attach a copy of your form W-2. If you are under the age of 18, you must provide verification of your age (driver’s license, certificate of birth or passport). PART 1: If any portion of your refund claim is due to days working at home or another location away from your regular place of work due, you must check the box for remote worker. SECTION A: List name, current mailing address, calendar year of refund claim, amount of refund and your social security number. List address during claim period if different from your current address. List your employer’s name and your physical work address. SECTION B: 1. Enter total wages subjected to Fairfield tax by your employer. Typically this will be reported in Box 18 of your form W-2. 2. Enter the Fairfield tax withheld as shown in Box 19 of your form W-2. 3. Enter the wages which should have been subject to Fairfield tax. Persons under the age of 18 for entire year should enter zero. If you turned age 18 during the year, attach computation showing wages earned prior to and after turning 18. All other filers should complete the days worked outside Fairfield computation from Section D. 4. Line 3 x .5% (0.0 5).1 1 5. Enter the difference between Line 2 and Line 4. Amount of refund requested must exceed $10.00. SECTION C: Basis for refund: A brief but complete explanation by the taxpayer is required regarding the reason for the overpayment to be refunded. If duties require travel, you must provide a list of dates worked out of Fairfield. Your schedule must include the physical address where services were performed and the reason for your travel. Remote workers proceed directly to Schedule 1. SECTION D: 6. If you normally work a 5-day workweek and you worked for your employer for the entire year, enter 260 (52 weeks x 5 days.) Otherwise, enter the number of days you normally worked in a week times the number of weeks worked. 7. Enter your vacation, sick and holiday days. 8. Enter line 6 less line 7. 9. Enter the number of days worked outside Fairfield from your attached travel log. See Section C for the schedule requirements. Do not include any day at home due to COVID-19 that was considered paid leave and not a full work day. 10. Enter line 8 less line 9. Compute the amount to be entered as taxable wages on Line 3 by multiplying the total compensation by the ratio of days worked in the City of Fairfield over the total available working days. PART II: The employer must complete all requested information and provide a signature. The employer certification is not required for taxpayers under the age of 18 or persons claiming remote worker. PART III: Your signature is required in order to validate this request. Page 3 |
SCHEDULE 1 NAME ________________________________ TAX YEAR________ A refund of tax withheld is requested as I am a remote worker. My principal place of work is _____________________________________________________. (HOME ADDRESS) DAYS WORKED INSIDE CITY OF FAIRFIELD DAYS AVAILABLE COMPUTATION EXAMPLE YOUR CALCULATIONS TOTAL DAYS AVAILABLE 260 (365 minus weekends not worked) Salaried individuals enter 26 0 LESS: HOLIDAY DAYS (10) VACATION DAYS (10) SICK DAYS (5) TOTAL AVAILABLE WORKING DAYS 23 5 DAYS WORKED INSIDE CITY OF FAIRFIELD (Complete following schedules) DAYS WORKED OUTSIDE FAIRFIELD (Total available days less Fairfield days) Under penalties of perjury, I declare that this claim, to the best of my knowledge and belief, is true, correct and complete. I understand that this information may be released to the tax administrator of my resident city. ______________________________________________ __________________ Taxpayer Signature Date I agree that the employee worked as indicated on the following schedules and that no withholding taxes have been refunded to the employee. ______________________________________________ __________________ Employer’s Signature Date ______________________________________________ __________________ Employer’s Printed Name Telephone Number ______________________________________________ Title |
SCHEDULE 1 DAYS WORKED INSIDE THE CITY OF FAIRFIELD WORK LOCATION (S) WORK LOCATION (S) WORK LOCATION (S) JANUARY FEBRUARY MARCH DATE DATE DATE 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 8 8 8 9 9 9 10 10 10 11 11 11 12 12 12 13 13 13 14 14 14 15 15 15 16 16 16 17 17 17 18 18 18 19 19 19 20 20 20 21 21 21 22 22 22 23 23 23 24 24 24 25 25 25 26 26 26 27 27 27 28 28 28 29 29 30 30 31 31 JANUARY FEBRUARY MARCH DAYS IN ________ DAYS IN ________ DAYS IN ________ |
SCHEDULE 1 DAYS WORKED INSIDE THE CITY OF FAIRFIELD WORK LOCATION (S) WORK LOCATION (S) WORK LOCATION (S) APRIL MAY JUNE DATE DATE DATE 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 8 8 8 9 9 9 10 10 10 11 11 11 12 12 12 13 13 13 14 14 14 15 15 15 16 16 16 17 17 17 18 18 18 19 19 19 20 20 20 21 21 21 22 22 22 23 23 23 24 24 24 25 25 25 26 26 26 27 27 27 28 28 28 29 29 29 30 30 30 31 APRIL MAY JUNE DAYS IN ________ DAYS IN ________ DAYS IN ________ |
SCHEDULE 1 DAYS WORKED INSIDE THE CITY OF FAIRFIELD WORK LOCATION (S) WORK LOCATION (S) WORK LOCATION (S) JULY AUGUST SEPTEMBER DATE DATE DATE 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 8 8 8 9 9 9 10 10 10 11 11 11 12 12 12 13 13 13 14 14 14 15 15 15 16 16 16 17 17 17 18 18 18 19 19 19 20 20 20 21 21 21 22 22 22 23 23 23 24 24 24 25 25 25 26 26 26 27 27 27 28 28 28 29 29 29 30 30 30 31 31 JULY AUGUST SEPTEMBER DAYS IN ________ DAYS IN ________ DAYS IN ________ |
SCHEDULE 1 DAYS WORKED INSIDE THE CITY OF FAIRFIELD WORK LOCATION (S) WORK LOCATION (S) WORK LOCATION (S) OCTOBER NOVEMBER DECEMBER DATE DATE DATE 1 1 1 2 2 2 3 3 3 4 4 4 5 5 5 6 6 6 7 7 7 8 8 8 9 9 9 10 10 10 11 11 11 12 12 12 13 13 13 14 14 14 15 15 15 16 16 16 17 17 17 18 18 18 19 19 19 20 20 20 21 21 21 22 22 22 23 23 23 24 24 24 25 25 25 26 26 26 27 27 27 28 28 28 29 29 29 30 30 30 31 31 OCTOBER NOVEMBER DECEMBER DAYS IN ________ DAYS IN ________ DAYS IN ________ TOTAL DAYS WORKED INSIDE CITY OF FAIRFIELD ____________ |