PERSONAL INCOME TAX NOTICE FACTS
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Date:
Social Security Number(s):
XXX-XX-1234
Batch Number:
Form: IT-1040
Notice ID: 7003
WE HAVE RECALCULATED YOUR 2010 OHIO SCHOOL DISTRICT TAX RETURN
Adjustments made to the information reported are shown in the “AS ADJUSTED” column on the line item detail page of this notice. As a result, these changes either increased or decreased the amount of your refund and/or credit requested or decreased your calculated tax due amount resulting in a refund or zero balance.
All payments shown on the line item detail page of this notice have been considered in this adjustment. Payments may include estimated payments (SD-100ES), extension payments (SD 40P), additional payments and any credit carry forward from the prior year.
Should you agree with these changes, do not respond to this notice. If the refund listed on this notice is greater than $1.00, the refund will automatically be issued within 60 days using the method requested on the original return (e.g. credit carry forward, donations, paper check or direct deposit). Refunds of $1.00 or less will not be issued.
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Please provide a phone number and/or an email address where you can be contacted in case there is a question regarding your account.
Phone # ______________________ Email: ______________________________________________
A response is required by . Otherwise, an assessment (legal bill) including tax, interest and penalty not previously charged will be issued.
A SELF HELP LIBRARY is available tax. to assist with questions you may have about the notice.
ITVAR029
2010
VARIANCE
LINE ITEM DETAIL PAGE
|LINE ITEM |AS REPORTED |AS ADJUSTED |
|Ohio Taxable Income |$25,948.00 |$25,948.00 |
|School District Adjustments |$0.00 |$0.00 |
|School District Taxable Income |$25,948.00 |$25,948.00 |
|Ohio Tax Before Credits |$324.35 |$324.35 |
|Senior Citizen Credit |$0.00 |$0.00 |
|School District Ohio Income Tax Amount |$324.35 |$324.35 |
|Interest Penalty of Underpayment of Estimated Tax |$0.00 |$0.00 |
|School District Ohio Income Tax Amount |$324.35 |$324.35 |
|Ohio Tax Withheld |$0.00 |$0.00 |
|Ohio Estimated Tax Payments (see below) |$0.00 |$344.00 |
|Total Payments |$0.00 |$344.00 |
|Amount Overpaid |$0.00 |$19.65 |
|Amount to be Credited to Next Year’s Estimated Tax Liability |$0.00 |$0.00 |
|Refund Amount Before Interest and Penalty |$0.00 |$19.65 |
|Total Tax Before Interest and Penalty |$324.35 |$0.00 |
|Interest and Penalty Due on Late-Paid and/or Late-Filed Return |$0.00 |$0.00 |
|Amount You Owe |$324.35 |$0.00 |
|Amount Paid With Tax Return |$0.00 |$0.00 |
|Refund Amount |$0.00 |$19.65 |
|Revised Refund/Credit Carry Forward Amount $19.65 |
|Interest from 04/19/2011 to 06/21/2012 $0.00 |
|Interest is paid at the rate per annum prescribed by Revised Code 5703.47 |
|Late Filing Penalty $0.00 |
|Late Payment Penalty |
|$0.00 |
| |
|TOTAL AMOUNT OF REFUND/CREDIT $19.65 |
________________ ________________ __________________
Estimated Tax Payments_ Credit/Other___________ SD-40 Payments___________
Date Amount Date Amount Date Amount
03/28/2011 $344.00
SEE THE NEXT PAGE FOR MORE LINE ITEM DETAIL INFORMATION
A SELF HELP LIBRARY is available at tax..
If you have any questions please call 1-888-405-4091 or e-mail from the Contact Us link at tax. and click on E-Mail Us.
2016
VARIANCE
LINE ITEM DETAIL PAGE
|LINE ITEM |AS REPORTED |AS ADJUSTED |
|Ohio Adjusted Gross Income |$44,928.00 |$44,928.00 |
|School District Adjustments |$0.00 |$0.00 |
|School District Adjusted Gross Income |$44,928.00 |$44,928.00 |
|Exemption Deduction |$5,600.00 |$5,600.00 |
|School District Taxable Income |$39,328.00 |$39,328.00 |
|Ohio Tax Before Credits |$393.00 |$393.00 |
|Senior Citizen Credit |$0.00 |$0.00 |
|School District Tax Less Credit Amount |$393.00 |$393.00 |
|Interest Penalty on Underpayment of Estimated Tax |$0.00 |$0.00 |
|School District Ohio Income Tax Amount |$393.00 |$393.00 |
|Ohio Tax Withheld |$435.00 |$435.00 |
|Ohio Estimated Tax Payments (see below) |$0.00 |$0.00 |
|Total Payments |$0.00 |$435.00 |
|Amount You Owe |$3.93 |$0.00 |
|Amount Paid With Tax Return |$0.00 |$0.00 |
|Amount Overpaid |$0.00 |$42.00 |
|Amount to be Credited to Next Year’s Estimated Tax Liability |$0.00 |$0.00 |
|Refund Amount |$0.00 |$42.00 |
| | | |
LINE ITEM DETAILS
On the previous page of this notice, compare column one (As Reported) to column two (As Adjusted) to determine where the adjustment occurred. The following information outlines some of the common errors made on the tax return. You will need to refer back to the SD-100 Instruction booklet for specific guidelines related to the adjusted line items.
A Self Help Library is available at tax..
Exemption Deduction
If this line is adjusted, it is because:
• A math error was made and/or;
• You did not take the personal exemption deduction (all taxpayers residing in a district utilizing the traditional tax base are entitled to at least one personal exemption) and/or;
• Starting in tax year 2006, taxpayers residing in a district utilizing the alternative tax base are not entitled to this deduction.
School District Tax
If this line is adjusted, it is because:
• An error was made in calculating your school district tax and/or;
• An incorrect tax rate was used in calculating the tax and/or;
• Adjustments to prior line items changed your school district taxable income. Therefore, your school district tax has been recalculated.
School District Tax Withheld
If this line was adjusted, it is because we are unable to verify the amount of school district income tax withholding reported on your Wage and Tax Statement (W-2) or 1099R forms. If the school district name and school district number are not clearly identified, provide the following information:
• A corrected W2 or 1099 that lists the school district number, or
• A letter from your employer on company letterhead stating:
o Your name
o Your social security number
o Employer’s federal identification number (FEIN)
o The amount withheld for the school district identified
School District Estimated Payments or Credit Carry Forward
If this line was adjusted, it is because we were unable to verify the amount of your school district estimated payments (SD-100ES) claimed on your return (including any credit carry forward and/or SD-40P payments).
The payments we show credited to your account (if any) are listed at the bottom of the second page of the notice. If you made additional payments that we did not list, you must provide a copy of the front and back of the cancelled check(s) for the missing payment(s).
SDVAR029
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2010
SCHOOL DISTRICT TAX
REFUND NOTICE
VARIANCE
Compliance Division
P.O. Box 182401
Columbus, OH 43218-2401
Telephone: 1-888-405-4091 Fax: 614-387-1847
TTY/TDD: 1-800-750-0750 tax.
-- THIS IS NOT A BILL --
Name
Address
If you disagree with the adjustment(s) made to your return which decreases your refund or credit carry forward, send a copy of this notice, a brief explanation and documentation to support your objection.
Examples of supporting documentation – 1099’s, W2’s, front & back of the cancelled check or electronic payment confirmation number, etc.
By Mail: Ohio Dept of Taxation OR By Fax: 1-614-387-1847
P.O. Box 182401
Columbus, OH 43218-2401
PLEASE ALLOW UP TO 30 DAYS TO PROCESS YOUR REPLY
If you disagree with the adjustment(s) made to your return which increases your refund or credit carry forward, send a copy of this notice, a brief explanation and
documentation to support your objection.
Examples of supporting documentation – A list of any misapplied payment(s) and the refund check (once received). If direct deposit, please send payment, made payable to the Treasurer – State of Ohio for the portion of the refund received in error.
By Mail: Ohio Dept of Taxation OR By Fax: 1-614-387-1847
P.O. Box 182401
Columbus, OH 43218-2401
PLEASE ALLOW UP TO 30 DAYS TO PROCESS YOUR REPLY
LAST NAME, FIRST
XXX-XX-XXXX
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