Fillable Form 2021: RITA Individual Income Tax Return (RITA Ohio)

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Form 2021: RITA Individual Income Tax Return (RITA Ohio)

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800.860.7482
TDD: 440.526.5332
ritaohio.com
Regional Income Tax A
gency
RITA Individual Income Tax Return
Do not use staples, tape or glue
Filing Status:
Single or Married Filing Separately
Joint
If you have an EXTEN
SION check here and attach a
copy: EXTENSION
If this is an AMENDED return, check here:
In the space provided below, state why you are filing an
AMENDED return. Attach an explanation if you require
additional space.
Residency Status in
RITA Municipalities:
Full-Year Part-Year Non-Resident
City/Village/Township of Residence - Required
In the boxes below, indicate the physical location of your residence(s) for all of 2021 and up to and including the date you file this return. This may be
different from your mailing address. In addition, if you moved during 2021, list the effective date of the move into the city/village/
township, city/village/township and address in the appropriate boxes. Why? Mailing address does not always correspond to the city/village/township in
which you live. This required information determines the appropriate taxing jurisdiction for municipal income tax purposes. If you moved more than
once, supply the additional information on a separate sheet.
Section A
List all income from W-2 wages and W-2G winnings reported in 2021 and the amount of local/city tax withheld while living in a RITA municipality. In
general, unless you moved into or out of a RITA municipality during the year, your taxable wages cannot be less than Medicare wages (Box 5 of your
W-2). List all tax withheld for your resident municipality in Column 3 ONLY (even if you worked in the municipality where you lived). In Column 4,
indicate the name of the municipality in which you physically worked. This may be different from the employer’s address shown on the W-2. If you
did not work in a city or village enter “None” in Column 4. DO NOT ENTER SCHOOL DISTRICT TAX IN COLUMNS 2 or 3.
Effective Date City/ Village/ Tow nship
Address
1/1/2021
Column 1 Column 2 Column 3 Column 4 Column 5
Date
of winnings
From Date
MM/DD/YY
Thru Date
MM/DD/YY
Date Won
MM/DD/YY
Totals
Caution
Your Signature Preparer's Name (Please Print)
Date
Spouse's Signature if a joint return Preparer's Signature
ID Number
No Preparer Phone #: ______________________
May RITA discuss this return with the preparer shown above? Yes
Filing is mandatory for most residents: see “Filing Requirements” on page 1 of the Instructions for Form 37 exemptions.
Tax balances are due by April 18, 2022. Submitting an incomplete form could subject you to penalty and interest if a tax balance
is due. If you want RITA to calculate your taxes, please use the online eFile system at ritaohio.com. It is easy to use, secure and
will calculate your taxes immediately.
Under penalties of perjury, I declare that I have examined this return, and to the best of my know ledge and belief, it is true, correct, and accurately
lists all amounts and sources of municipal taxable income I received during the tax year.
Date
Date
Paperclip Local/City copy of W-2/W-2G
Forms
and Check or Money Order Here
Do not
use staples, tape or glue
W-2/W-2 G
Income
(see instructions
for qualifying
wages)
Local/City Tax
Withheld for
Workplace/
Winning
Municipality
Local/City Tax
Withheld for
Resident
Municipality
Workplace/
Winning
Municipality
(City or village
where you worked)
Resident
Municipality
(City or village
where you lived)
Dates Wages
Were Earned
For Full or Part Year Residents in RITA Municipalities - Enter Section A,
Column 1 Total onto Page 2, Line 1a; enter Column 2 Total onto Page 2, Line 4a; and
enter Column 3 Total onto Page 2, Line 7a. For Non-Residents required to file on
workplace wages – Go to Page 3, Schedule K, Line 34 to calculate tax due.
!
Your social security number
Spouse’s social security number
Your first name and middle initial
Last name
If a joint return, spouse's first name and middle initial
Last name
CURRENT MAILING address (number and street)
Apt #
City, state, and ZIP code
Daytime phone number
Evening phone number
2021
Form
37
0
0
0
Estimated Taxes (Line 20a): If your estimated tax liability is $200 or more, you are required to make quarterly payments of
the anticipated tax due. If your estimated tax payments are not 90% of the tax due or not equal to or greater than your prior year’s total tax liability,
you may be subject to penalty and interest. You may use the amount on Line 12 as your estimate or use Worksheet 1 in the instructions to calculate
your estimate. Note: If Line 20a is left blank, RITA will calculate your estimate. Use Form 32 EST-EXT to pay 6/15/22, 9/15/22 and 1/15/23 estimates.
Credit Rate Worksheet (enter each wage separately):
Form 37 (2021)
Page
2
Section B
1 a
b
Total W-2/W-2G income from Page 1, Section A, Column 1.
1a
Total self-employment, rental, partnership, and (if applicable)
S-Corp. income as well as any other taxable income from Page
3, Schedule J, Line 29, Column 7. If less than zero, enter -0-.
1b
2
Total taxable income. Add Lines 1a and 1b.
2
3
Multiply Line 2 by the tax rate of your resident municipality from the tax table.
Enter the tax rate of your resident municipality here:
3
4 a
b
Tax withheld for all municipalities other than your municipality of residence
from Page 1, Section A, Column 2.
Do not
enter estimated tax payments.
4a
Direct payments from Page 3, Schedule K, Line 37. Do not enter tax
withheld from your wages and/or estimated tax payments on this line.
4b
5 a
b
c
Add Lines 4a and 4b.
5a
Total tentative
credit
from Credit Rate Worksheet, Column E
located at the
bottom of this page. Your resident municipality’s credit rate: _
5b
Enter the smaller of Line 5a or Line 5b.
5c
6 Multiply Line 5c by the credit factor of your resident municipality from
the tax table. Your resident municipality’s credit factor:
6
7 a
b
Tax withheld for your resident municipality from Page 1, Section A,
Column 3. Do not enter estimated tax payments (see instructions).
7a
Tax paid by your
partnership/S-Corp./trust
to YOUR RESIDENT municipality
(from Worksheet R)
7b
8
Total credits allowable. (Add Lines 6, 7a, and 7b.)
8
9
Subtract Line 8 from Line 3.
9
10
Tax on non-withheld wages from Page 3, Schedule K, Line 34.
10
11
Tax on Schedule J Income from Page 3, Line 33, Column 7.
11
12
TAX DUE RITA BEFORE ESTIMATED PAYMENTS. Add Lines 9, 10 and 11. If less than
zero, enter-0- and file Form 10A (see instructions).
12
13
2021 Estim
ated Ta
x P
aym
ents made to
RITA. Do not enter tax
withheld from your W-2s. Only include payments made for the
2021 tax year.
13
14
Credit carried forward from 2020.
14
15
TOTAL CREDITS AND ESTIMATED PAYMENTS. Add Lines 13 and 14.
15
16
Balance Due. If Line 15 is less than Line 12, subtract Line 15 from Line
12. If the amount is $10 or less, enter -0-.
16
17
If Line 15 is GREATER than 12, subtract Line 12 from Line 15 and enter OVERPAYMENT.
17
18
Amount you want credited to your 2022 estimated tax.
18
19 Amount to be refunded. You may not split an overpayment
between a refund and a credit. Amounts $10 or less will not be
refunded. Allow 90 days for your refund.
19
20
a
Enter 2022 estimated tax in full (see instructions). Estimates are
due 4/15/22, 6/15/22, 9/15/22 and 1/15/23.
20a
b
Enter first quarter estimate (1/4 of Line 20a).
20b
21
Subtract Line 18 from Line 20b.
21
22
TOTAL DUE by April 18, 2022. Add Lines 16 and 21.
22
A
Wages/Income
earned outside of
resident municipality
B
Credit Rate
for resident municipality
from tax table
C
Maximum credit
(multiply Column
A
by Column B)
D
Workplace tax
withheld/paid
E
Tentative Credit
Enter lesser of
Columns C or D
Enter amount from WORKSHEET L, Row 17, Column 7
Total Tentative Credit: Enter on Section B, Line 5b, above.
Withheld
taxes
shown on
your W-2
forms are
reported on
either Line
4a or 7a.
Refunds:
To avoid
delays in
processing
your refund,
mail your
return to the
PO BOX
address
listed in the
lower right
hand corner
of this page.
Refunds of
tax withheld
from your
wages must
be applied
for on Form
10A.
Download
Form 10A at
ritaohio.com
If your
resident
city/village
has a Credit
Rate of 0%;
enter -0- on
Line 5b, 5c
and Line 6
and go to
Line 7a. You
do not need
to complete
the Credit
Rate
Worksheet.
Mail your return with W-2s and
a copy of your federal schedules to:
With payment made payable to RITA:
Regional Income Tax Agency
PO Box 6600
Cleveland, OH 44101-2004
Without payment:
Regional Income Tax Agency
PO Box 94801
Cleveland, OH 44101-4801
Refund with an amount on Line 19:
Regional Income Tax Agency
PO Box 89409
Cleveland, OH 44101-6409
For NON
W-2/
Schedule
income
see Pages
3-5 before
starting
Section B.
Note: If you are a resident of a RITA municipality – please go to Page 4 for WORKSHEET L to allocate income/loss and calculate potential credit for your
resident municipality.
34. W-2 WAGES EARNED IN A RITA MUNICIPALITY OTHER THAN YOUR RESIDENCE MUNICIPALITY FROM WHICH
NO MUNICIPAL INCOME TAX WAS WITHHELD BY EMPLOYER. Complete lines below.
Wages
Municipality
Tax Rate
(see instructions)
Tax Due
Add Tax Due Column, enter total here AND on Page 2, Section B, Line 10. 34. ______________
35. W-2 WAGES EARNED IN A NON-RITA TAXING MUNICIPALITY FROM WHICH NO MUNICIPAL INCOME TAX
WAS WITHHELD BY EMPLOYER. ONLY USE THIS SECTION IF YOU HAVE FILED AND PAID THE TAX DUE TO
YOUR WORKPLACE MUNICIPALITY. PROOF OF PAYMENT MAY BE REQUIRED. Complete lines below.
Wages
Municipality
Tax Rate
(see instructions)
Tax Due
Add Tax Due Column, enter total here. 35. ______________
ENTER the amount from WORKSHEET L, Row 14, Column 7. 36. ______________
Add Lines 34-36. Enter total on Page 2, Section B, Line 4b. 37. ______________
Page 3
Form 37 (2021)
SCHEDULE J
11
13 14 15 16
21
22 23 24 25 26
23.
31
32 33 34 35 36
24.
41
42 43 44 45 46
25.
51
52
26.
61 62 63 64 65 66
27.
71
28.
( )
29.
(Total Column 7, Lines 26-28)
73 74 75 76
30.
( ) ( ) ( ) (
)
83 84 85 86
31.
32.
Note: Separate sub schedules for Schedule J have been provided for Partnership/S-Corp./Trust reporting.
Go to Schedule P if pass-through income/loss was earned in any NON RESIDENT, TAXING MUNICIPALITIES.
Go to Worksheet R if you are a RITA Municipality Resident and you need to calculate the tax paid by the partnership to your RITA RESIDENT MUNICIPALITY.
SUMMARY OF NON W-2 INCOME
(For Columns 3-6, Enter City/Village/Township Where Earned)
Note: Special Rules may apply for S-Corp. distributions.
See RITA Municipalities at ritaohio.com.
Please see Pages 5-6 of the
Instructions.
Print the name of each
location (city/
village/township) where
income/ loss was earned in
the appropriate boxes.
COLUMN 1
RESIDENT
MUNICIPALITY
COLUMN 2
NON-TAXING
LOCATION
COLUMN 3
LOCATION 3
COLUMN 4
LOCATION 4
COLUMN 5
LOCATION 5
COLUMN 6
LOCATION 6
COLUMN 7
TOTAL
NON-TAXING
CURRENT YEAR WORKPLACE
INCOME/LOSS
(Total Lines 23-26)
PRIOR YEAR
LOSS CARRYFORWARD
NET RESIDENT TAXABLE
INCOME
FOR LINE 29; ADD COLUMN 7, LINES 26-28,
ENTER ON PAGE 2, SECTION B, Line 1b.
Calculate tax due on WORKPLACE INCOME:
LESS WORKPLACE LOSS CARRYFORWARD
GO TO PAGE 6 RESIDENT MUNICIPALITY LOSS WORKSHEET to calculate the
PRIOR YEAR LOSS CARRYFORWARD and enter the total HERE.
FOR LINE 33 BELOW: ADD
COLUMNS 3-6, ENTER ON
PAGE 2, SECTION B,
LINE 11.
NET TAXABLE WORKPLACE INCOME
(Line 27 minus Line 30)
GO TO PAGE 6 WORKPLACE LOSS
WORKSHEET to calculate the
workplace loss carryforward and
enter the totals HERE.
33.
MUNICIPAL TAX DUE (each RITA
MUNICIPALITY)
Note: If amounts in Columns 3-6 are $10
or less, enter -0-. Do NOT include NON-
RITA Municipalities.
Income/Loss From Federal
SCHEDULE C Attached
Income/Loss From Federal
SCHEDULE E, Part I
Attached
Other Taxable Income/Loss
Attach Schedule(s) and/or
Form(s)
Partnership/S-Corp./Trust
Income/Loss
From SCHEDULE E Attached
RESIDENTS of RITA MUNICIPALITIES ONLY:
GO TO
SCHEDULE P
for
PASS-THROUGH
income/loss from a non-resident
taxing municipality and enter the total from Schedule P, Column 7, Line 26d HERE .
FOR EACH RITA MUNICIPALITY LISTED IN
COLUMNS 3-6 - ENTER THE TAX RATES.
Note: If Line 31 is less than zero, do NOT
enter tax rate.
SCHEDULE K
To complete Schedule K, see page 5 of the instructions. If additional space is needed, use a separate sheet.
Form 37 (2021)
Page 4
RITA RESIDENTS ONLY
Use this to allocate income/loss and calculate potential credit for resident municipality.
W.
P.
T.
1.
2.
3.
4.
5.
% % % % % %
6.
7.
8.
9.
10.
12.
13.
14.
15.
16.
Enter amount from
Row 17, Col 7 below
on Page 2, Credit
Rate Worksheet
17.
WORKSHEET L
INCOME/LOSS ALLOCATION
Print the name of each location
(city/village/township)
listed from SCHEDULE J,
COLUMNS 1-6
Please see Pages 5-6 of the
Instructions.
COLUMN 1
RESIDENT
MUNICIPALITY
COLUMN 2
NON-TAXING
LOCATION
COLUMN 3
LOCATION 3
COLUMN 4
LOCATION 4
COLUMN 5
LOCATION 5
COLUMN 6
LOCATION 6
COLUMN 7
TOTAL
NON-TAXING
Enter CURRENT YEAR, NON-
RESIDENT PASS THROUGH
INCOME From SCHEDULE P. For
Column 2 - enter GAIN from
Schedule P, Line 5, COLUMN 7.
For Columns 3-6, enter GAIN from
Schedule P, Line 4 or LOSS from
Schedule P, Line 26d.
Enter CURRENT YEAR
WORKPLACE INCOME From
SCHEDULE J, Line 27.
Columns 1-6: If ROW T is a gain,
enter in each column and total across.
NET TAXABLE WORKPLACE
INCOME - Current Year Workplace
Income/Loss AND Non-Resident Pass-
Through Income (ADD Rows W and P).
PRIOR YEAR LOSS CARRY FORWARD
From SCHEDULE J, Line 28.
TOTAL LOSSES (ADD Rows 2 and 3).
Compute GAIN Percentage :
Divide each amount in Row 1, Columns
1-6 by the total in Row 1, Column 7 and
enter the percentage.
Allocate Total Loss by GAIN
Percentage: Multiply the total loss
from Row 4, Column 7 by the
percentage(s) in Row 5.
Columns 1-6: If ROW T is a loss,
enter in each column and total across.
Subtract Row 6 from Row 1. Note: If Pass-
Through Income included in ROW 7,
Column 1, GO TO WORKSHEET R. If less
than zero, enter -0-.
Enter the lesser of Row 7 or Row 9.
11.
If Row 8 multiplied by the workplace tax rate is $10 or
less, divide Row W by Row T and then multiply the
result by Row 10. Otherwise, enter -0-.
Enter NET TAXABLE WORKPLACE INCOME
From Schedule J, Line 31. This amount cannot be
less than zero.
Add the amount in Row P to the amount in Row 8
and enter total. If amount is less than zero, enter -0-.
For Columns 3-6, enter tax rate for workplace
municipality listed.
Subtract Row 11 from Row 10. If amount is less than
zero, enter -0-.
Enter amount from
Row 14, Col 7 below
on Page 3,
Schedule K, Line 36
Enter the lesser of Row 14 or Row 16 above.
Multiply Row 12 by Row 13.
If amount on Row 14 is greater than zero, enter the
amount from Row 12.
Multiply Row 15 by the Credit Rate of the resident
municipality.
The resident municipality's credit rate:
________
Rows 13-
14:
Calculate
the tax
due on
Non-W2
workplace
income
Rows 16-
17: Get
credit f or
the tax
paid in
Row 14,
Column 7
Page 5
Form 37 (2021)
17 20
18 19
27 28 29 30
37 38 39 40
47 48 49 50
57 58 59 60
67 68 69
70
If GAIN in Schedule J, Line 23
1.
ENTER HERE
%
If GAIN in Schedule J, Line 24
2.
ENTER HERE
%
If GAIN in Schedule J, Line 25
3.
ENTER HERE
%
If GAIN in Schedule J, Line 26
4.
ENTER HERE
%
5.
7.
Note: For RESIDENTS of RITA MUNICIPALITIES ONLY, separate sub schedules for Schedule J have been provided for Partnership/S-Corp./Trust reporting.
USE Schedule P if pass-through income/loss was earned in any NON RESIDENT, TAXING MUNICIPALITIES.
USE Worksheet R if you are a RITA Municipality Resident and you need to calculate the tax paid by the partnership to your RITA RESIDENT MUNICIPALITY.
SCHEDULE P
FOR RITA RESIDENTS ONLY
PASS-THROUGH INCOME/LOSS f or TA XING MUNICIPA LITIES OTHER THA N Y OUR
RITA RESIDENT MUNICIPALITY
Note: Special Rules may apply for S-Corp. distributions.
See RITA Municipalities at ritaohio.com.
Print the name of each location
(city/village/township) NON-RESIDENT,
TAXING MUNICIPALITIES ONLY where
income/loss was earned in the
appropriate boxes.
Please see Pages 5-6 of the
Instructions.
COLUMN 3
LOCATION 3
COLUMN 4
LOCATION 4
COLUMN 5
LOCATION 5
COLUMN 6
LOCATION 6
COLUMN 7
TOTAL
26a
PARTNERSHIP INCOME/LOSS From
Federal SCHEDULE E Attached
26b
S-CORP INCOME/LOSS From Federal
SCHEDULE E Attached
26c
TRUST INCOME/LOSS From Federal
SCHEDULE E Attached
26d
Add Lines 26a-26c down. For each total
in Columns 3-6: If amount is a loss ,
enter on Worksheet L, Row P. If amount is
a gain
, proceed to Line 1 below.
80
1.
FOR EACH MUNICIPALITY LISTED IN
COLUMNS 3-6 - ENTER THE TAX RATES.
%
%
%
%
ENTER TOTAL
ABOVE IN
COLUMN 7, LINE 26
ON SCHEDULE J.
2.
If Line 26d is a GAIN, multiply Line 26d
by Line 1 to calculate potential tax due on
current year non-resident pass-through
income.
3.
Enter the tax paid by your Partnership/S-
Corp./Trust to each MUNICIPALITY on the
taxpayer's distributive share.
WORKSHEET R
RITA RESIDENTS w ith PASS-THROUGH INCOM E in YOUR RITA RESIDENT MUNICIPALITY
(Use this to calculate credit for tax paid by the entity to your RITA RESIDENT MUNICIPALITY)
Note: Special Rules may apply for S-Corp.
distributions.
See RITA Municipalities at ritaohio.com.
5.
Subtract Line 4 from Line 26d. ADD total
across to Column 7.
4.
If Line 3 is less than Line 2, divide Line 3 by
Line 1 to calculate the income eligible for
credit. Otherwise, enter the amount from
Line 26d.
ENTER EACH SCHEDULE P
LINE 4 TOTAL ON
WORKSHEET L, ROW P,
COLUMNS 3-6
ADD ROW 5 TOTA
L
BELOW TO
COLUMN 2, ROW P
ON WORKSHEET L.
Use this worksheet to calculate the
allowed partnership payment made to
your RITA RESIDENT MUNICIPALITY
COLUMN 1
FROM SCHEDULE
J, LINES 23-26
COLUMN 1 ONLY
COLUMN 2
Compute GAIN
Percentage:
Divide each amount in Rows
1-4 by Row 5, Column 1 and
enter the percentage
COLUMN 3
COLUMN 5
COLUMN 4
6.
Enter from Worksheet L, Row 7,
Column 1 ONLY (total gain offset
by allocated loss)
Multiply Row 6, Column 1 above by
the Gain Percentage from Row 4,
Column 2.
ADD ROWS 1-4. TOTAL GAINS
RESIDENT MUNICIPALITY
ENTER the lesser of
Column 3, Row 7 OR
Column 4, Row 7
BELOW AND ON
Page 2, LINE 7B.
Enter Tax Rate for
Resident Municipality
100
Multiply Row 7,
Column 1 by Tax Rate
for Resident
Municipality
Enter BELOW
Partnership Payments
made to your RITA
Resident Municipality
on the taxpayer's
distributive share.
Note: Pass-through
income earned in your
RITA Resident
Municipality is separated
in its own schedule to
prevent you from
calculating workplace tax
on this income in
Schedule J. Take the
lesser of the calculation
on Worksheet R (Column
3) compared to the actual
partnership payments
(Column 4) and enter
directly on Page 2, Line
7b.
COMPLETE THE
ENTIRE
SCHEDULE P
BEFORE
ENTERING THE
TOTALS O N
SCHEDULE J AND
WORKSHEET L.
NOL PHASE-IN EXCEPTIONS (RITA
Municipalities and Taxing Jurisdictions)
Beginning with losses incurred in 2017, a net
operating loss may be carried forward for 5 years, in
all municipalities. Losses incurred in tax years 2017
through 2021 are subject to a 50% phase-in
limitation. The amount of net operating loss carry
forward that may be utilized is limited to the lesser of
50% of the carried forward loss or 50% of that year's
income. For municipalities or taxing jurisdictions that
first imposed a tax on or after January 1, 2016, net
operating loss carryforward amounts are not phased-
in and may be used in full. See the list below of
RITA municipalities or taxing jurisdictions with a tax
first imposed on or after January 1, 2016.
Form 37 (2021) Note: Separate worksheets for Prior Year Loss Carryforwards have been provided.
Page 6
101
102
( )
103
( )
7
Enter the lesser of Row 1 or Row 6 on Tax Year 2021 Form 37, Schedule J, Column 7 Line 28.
RESIDENT M UNICIPALITY LOSS CARRYFORWARD WORKSHEET: RITA RESIDENTS ONLY
RESIDENT
MUNICIPALITY
Use this worksheet to calculate the allowable Prior Year Loss Carryforward for
Tax Year 2021, for your Resident Municipality. The worksheet will calculate the
loss amounts allowable for tax years prior to 2017, if applicable, and the 2017,
2018, 2019 and 2020 allowable losses, which will be reported in Tax Year 2021
as the Prior Year Loss Carryforward.
Print the name of the applicable Resident Municipality where the loss was
incurred.
1.
Enter the total gain from Tax Year 2021 Form 37, Schedule J, Column 7 Lines 26 and 27.
Note: If the total is a net loss, do NOT complete this worksheet.
2.
Enter the unutilized, unexpired loss originating before Tax Year 2017 (OLD LOSS). For the
municipalities and tax jurisdictions listed in the NOL Phase-In Exceptions box, net operating loss
carryforward amounts are not phased-in and may be used in full and SKIP Row 3.
4.
Enter unutilized, unexpired losses originating in Tax Year 2017 or later (NEW LOSS). For the
municipalities and tax jurisdictions listed in the NOL Phase-In Exceptions box, SKIP Row 5.
6.
Add Row 2 and Row 5. For the municipalities and tax jurisdictions listed in the NOL Phase-In
Exceptions box, add Rows 2 and 4.
3. Subtract Row 2 from Row 1. If amount is less than $0, enter $0.
5.
If using NEW losses first, for municipalities subject to the 50% phase-in, enter the lesser of 50% of
Row 1 or 50% of Row 4 OR if using OLD losses first, for municipalities subject to the 50% phase-in,
enter the lesser of 50% of Row 3 or 50% of Row 4.
104 105 106 107
204 205 206 207
( ) ( ) ( ) (
)
304 305 306 307
( ) ( ) ( ) (
)
WORKPLACE LOSS CARRYFORWARD WORKSHEET
Use this worksheet to calculate the net loss from prior years
available to offset current year workplace locations.
LOCATION 3
LOCATION 4
LOCATION 5
LOCATION 6
Print the name of the applicable location where the loss was
incurred.
1.
From the Tax Year 2021 Form 37, Schedule J, Line
27 - ENTER each net taxable workplace gain. If
Line 27 is a loss, do NOT complete worksheet for
any Location with a net taxable loss.
2.
Enter unutilized, unexpired losses originating before tax year
2017 (OLD LOSS). For the municipalities and tax jurisdictions
listed in the NOL Phase-In Exceptions box, net operating loss
carryforward amounts are not phased-in and may be used in
full and SKIP Row 3.
3.
Subtract Row 2 from Row 1. If less than $0, enter $0.
4.
Enter unutilized, unexpired losses originating in tax year 2017
or later (NEW LOSS). For the municipalities and tax jurisdictions
listed in the NOL Phase-In Exceptions box, SKIP Row 5.
5.
If using NEW losses first, for municipalities subject to the 50%
phase-in, enter the lesser of 50% of Row 1 or 50% of Row 4.
OR if using OLD losses first, for municipalities subject to the
50% phase-in, enter the lesser of 50% of Row 3 or 50% of Row
4.
7.
Enter the lesser of Row 1 or Row 6 on Tax Year 2021
Form 37, Schedule J Line 30.
6.
Add Row 2 and Row 5. For the municipalities and tax
jurisdictions listed in the NOL Phase-In Exceptions box, add
Rows 2 and 4.
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Form 2021: RITA Individual Income Tax Return (RITA Ohio)

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Completed 1 April 2022

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