City of Montgomery Individual Income Tax Return 2016
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City of Montgomery Tax Office
- Due on or before April 18, 2017. Filing is mandatory even if no tax due
Tax Office Use Only
10101 Montgomery Road
- A minimum penalty of $25 will be assessed for late filing of this return
Montgomery, OH 45242
Phone: 513-891-2424
- Make check or money order payable to The City of Montgomery
Fax:
513-891-2994
SS# Mr.
Account Number
Name
SS# Mrs./Ms.
Address
Phone:
Email address
State
City
Zip
If moved in or out of Montgomery during current year, please give date of move:
Moved In:
Moved Out:
Ohio State law requires your Montgomery return to include a copy of your Federal form 1040 and all W-2 forms.
1. Qualifying wages - (generally found in Box 5 of W-2) see Page 3 instructions............................................................................................
2. Other Income.......................................................................................................................................................................................................................
3. Less non-taxable income - see Page 3 Instructions (Provide calculations for part-year residency and/or attach form 2016)...
4. Total taxable qualifying income; (Lines 1 and 2 minus Line 3).........................................................................................................................
5. Total Business income (Worksheet A) Business losses may not offset W-2 income or other compensation from Line 2..
6. Total taxable income (Line 4 plus Line 5) (If Line 5 is a loss, enter only the amount on Line 4).............................................................
7. Montgomery tax (1% of Line 6).....................................................................................................................................................................................
8. Credits
a. Montgomery tax withheld per W-2(s).....................................................................................................
b. Estimated tax paid to Montgomery........................................................................................................
c. Credit for taxes paid to other municipalities (see instructions on page 4)................................
d. Prior year overpayment................................................................................................................................
e. Total credits (Lines 8a through 8d)...........................................................................................................................................................
9. If Line 7 is greater than Line 8e, enter payment (if less than $10, enter $0)
2016 Tax Due...........................
10. If Line 7 is less than Line 8e, overpayment (of $10 or more) to be refunded $
or credited $
to next year's estimates
** No additional taxes, refunds or credits of less than ten dollars shall be collected or refunded**
Late filing penalty_______________Penalty on tax due________________Interest on tax due________________Total balance due________________
CVC code
Card Number
Exp. Date
Declaration of Estimated Tax for Year 2017 - MANDATORY IF ESTIMATED TAX LIABILITY IS $200 OR GREATER
11. Total estimated income subject to tax $
multiply by tax rate of 1% for gross tax of..............................................
12. Less expected tax credits
a. Tax withheld by employer for Montgomery, (not to exceed 1% of that portion taxed)........................
b. Payments to another municipality, (not to exceed 1% of that portion taxed)..........................................
13. Net 2017 estimated tax due (Line 11 less 12a & 12b) Note: To avoid a penalty, 90% of tax liability due by December 15, 2017..
14. First Quarter Estimate Payment
a. Amount due with this declaration (minimum of 22.5% of Line 13................................................................
b. Less overpayment credit from prior year (from Line 10 above)......................................................................
c. Net First Quarter Estimate payment..................................................................................................................................................................
15. Total enclosed payment (Line 9 plus Line 14c)..............................................................................................................................................................
May we contact your tax preparer directly? Yes______ No______ Preparer name and phone_________________________________________________
I certify that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct and
complete. If prepared by a person other than taxpayer, the declaration is based on all information of which preparer has any knowledge.
________________________________________________________________
_____________________________________________________________________
Signature of person preparing, if other than taxpayer
Date
Signature of taxpayer
Date
________________________________________________________________
_____________________________________________________________________
Preparer's address and phone
Signature of taxpayer
Date