CLEVELAND HEIGHTS INDIVIDUAL INCOME TAX RETURN
FORM I-8 LONG FORM
MAIL TO: PO BOX 641747 CINCINNATI OH 45264-1747
TAX YEAR 2004
(216) 291-3978
MUST BE FILED BY APRIL 15, 2005
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OFFICE USE
SS#
SPOUSE’S SS#
THIS YEAR’S FILING STATUS:
JOINT
SEPARATE
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ONLY
LAST YEAR’S FILING STATUS:
JOINT
SEPARATE
T:
RECENT MOVE DATE:
/
/
NAME(S)
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P:
From Cleveland Heights
To Cleveland Heights
ADDRESS
I:
Previous or New Address (circle one)
Tot.:
CITY STATE ZIP
Init.:
City, State, Zip
Work Phone (
)
Home Phone (
)
TABLE I: WAGE INCOME (From Federal Forms W-2 and 1099 Misc.)
COLUMN A
COLUMN B
COLUMN C
COLUMN D
COLUMN E
COLUMN F
Do
List Wages From Each Employer
Tax Credit Calculation
Municipal Tax Withheld*
Smaller of
City Withholding Paid to
Resident City
not use
(Box 5 amount on W-2)
(Column A x .01)
Column B and C**
Enter Column A Total
Total
* If no withholding, enter zero in Column C. ** Withholding for Cleveland Heights goes on Line 7a – enter withholding amount in Column C and a zero in Columns B & D.
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➤ If you want city to calculate tax, STOP, check here, sign, and submit with W-2s before March 15, 2005
TAX CALCULATION WORKSHEET:
INCOME
1a. WAGE INCOME (TABLE I, Column A total)..........................................................................1a
$
1b. NON-WAGE INCOME earned in Cleveland Heights (TABLE II, Line 6a) ..............................1b
$
1c. NON-WAGE INCOME earned outside Cleveland Heights (TABLE II, Line 6c)......................1c
$
2. TOTAL TAXABLE INCOME [Add Lines 1a, 1b, and 1c] ..........................................................2
$
TAX
3. TAX [Multiply taxable income (Line 2) by 2% (.02)]................................................................................................................3
$
CREDITS
4a. Wage income limit for tax credit calculation (TABLE I, Column D total) ................................4a
$
for local tax
paid outside
4b. Non-wage income limit for tax credit calculation (TABLE II, Column B, Line 10) ..................4b
$
of Cleveland
Heights
5. Total income limit of 1% for tax credit calculation [Add Lines 4a and 4b]................................5
$
6. TAX CREDIT [Multiply Line 5 by 50% (.50)] ............................................................................6
$
CREDITS
7a. Employer withholding directly to Cleveland Heights (must include W-2) ..............................7a
$
for tax paid to
Cleveland
7b. Your share of business partnership tax: ID #
(Attach K-1 Schedule)..7b
$
Heights
8. TOTAL CREDITS [Add Lines 6, 7a, and 7b] ..........................................................................................................................8
$
TAX AFTER
9a. TAX DUE: If credits (Line 8) are LESS than tax (Line 3), ENTER difference here ..............................................................9a
$
CREDITS
9b. If credits (Line 8) GREATER than tax (Line 3), ENTER difference here................................9b
$
PAYMENTS
10. 2004 estimated tax paid (plus prior year credits) as of December 31, 2004 ........................10
$
11. Additional estimated payments made after December 31, 2004 ..........................................11
$
12. TOTAL APPLIED TO 2004 [Add Lines 9b, 10, and 11] ........................................................................................................12
$
BALANCE
13. BALANCE DUE: If total payments (Line 12) are LESS than tax due (Line 9a), ENTER balance due ................................13
$
DUE
If you owe less than $1.00 no payment is required.
14. TAX OVERPAYMENT: If total payments (Line 12) are GREATER than tax due (Line 9a), ENTER overpayment ..............14
$
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Please check one:
Apply to 2005 Tax Estimate
Refund
ESTIMATE
15. 2005 tax estimate (use 2004 tax on Line 9a, or estimate on I-9 form to calculate) ................15
$
16. First quarter 2005 estimated payment due [Multiply Line 15 by 25% (.25) and subtract Line 14 if applied to 2005]..........16
$
(Quarterly estimated payments are due in April, July, October, and January.)
17. TOTAL DUE WITH RETURN [Add Lines 13 and 16] ........................................................................................................17
$
RETURNS WITHOUT PAYMENT OF TAX DUE SUBJECT TO 20% PENALTY PLUS INTEREST
Under penalty of perjury, the undersigned declares this return to be true and complete:
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If this return was prepared by a tax preparer, check here if we may NOT contact him/her directly with questions regarding the preparation of this return.
Taxpayer’s signature
Date
Preparer’s signature (if not taxpayer)
Date
04
Spouse’s signature
Date
Preparer’s address and phone number