Rita Form 37B PDF Details

Delving into the intricacies of local tax compliance, the Form 37B presented by the Regional Income Tax Agency (RITA) for the 2011 tax year emerges as a critical document for a specific subset of taxpayers in Ohio. Specifically tailored for individuals who have not relocated within the tax year, whose income strictly comes from W-2 forms, and who reside in full credit municipalities, this form simplifies the process of municipal tax returns. It requires foundational information such as social security numbers for both the taxpayer and spouse if applicable, contact information, and a detailed account of earnings and tax withholdings aligned with the place of work. An aspect worth highlighting is the option for taxpayers to indicate a preference for handling overpayments, which can either be credited towards future taxes or refunded. Moreover, for those seeking exemptions or adjustments to their filings - whether due to income type, age, military status, or other qualifying reasons - the form provides sections to specify these circumstances clearly. Including an emphasis on electronic filing via www.ritaohio.com, RITA encourages the use of its e-file system, heralded for its ease, security, and immediate tax due calculations. The form’s structured breakdown of income, tax rates, withholdings, and credits supports taxpayers in navigating their municipal tax obligations with precision.

QuestionAnswer
Form NameRita Form 37B
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesrita ohio tax forms 37 for 2013, 2011, regional income tax agency form 37b, municipalities

Form Preview Example

Form

37B

Regional Income Tax Agency

2011

RITA Individual Income Tax Return

For use by taxpayers who did not move, have only

 

 

W-2 Income, and live in full credit municipalities

 

 

 

 

Your social security number

Spouse’s social security number

 

 

 

 

 

 

Your irst name and middle initial

Last name

 

 

 

 

 

 

If a joint return, spouse’s irst name and middle initial

Last name

 

 

 

 

 

 

Current home address (number and street)

 

 

Apt #

 

 

 

 

 

City, state, and ZIP code

 

 

 

 

 

 

 

 

Daytime phone number

 

Municipality you lived in for the tax year

 

 

 

 

 

 

Contact us toll free:

Cleveland 800.860.7482

Columbus 866.721.7482

Youngstown 866.750.7482

TDD 440.526.5332

Filing Status:

Single or Married Filing Separately 3

Joint 2

1

If you have overpaid, indicate your choice:

Refund 3

Credit 2

1

If this is an amended return, check here:

If you are exempt from iling, check this box and complete the back of this form:

RITA’s e-File

Easy, Fast, Free & Secure

www.ritaohio.com

Section A

In Column A, put the actual name of the municipality (city or village) in which you and/or your spouse physically worked. If you did not work in a municipality, enter “None” in Column A. DO NOT enter school district tax in Column E.

Local/City copy of W-2 Forms Check or Money Order Here Please use a paperclip

Column A

Column B

Column C

Column D

 

Column E

Column F

Workplace Municipality

Wages

Tax Rate

Tax Due Before

 

Local/City Tax

Allowable Credit for

Withholding

 

Tax Withheld

(Name of city or village where

(Greater of Box 1, 5 or

of resident

 

Withheld

Multiply Column B times

 

Lesser of

you worked)

18 from W-2)

municipality

 

By Employer

Column C

 

Column D or Column E

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Attach and

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Totals

 

Enter the total of Column B on Line 1 below, and enter

 

 

 

the total of Column F on Line 3 below.

 

 

If you have income other than wages reported on a W-2 form, such as income from Schedule C, E or F, you cannot use Form 37B. STOP You will need to complete Form 37 or you can use our on-line E-File system which is easy to use and will calculate your tax due (if

any) immediately. Both are available at www.ritaohio.com. Continue to Section B if you want to manually calculate your tax due.

Section B

1 Total W-2 wages from Section A, Column B

1

2Tax due before withholding. Multiply Line 1 by the tax rate of your resident municipality from the tax

table. Enter the tax rate of your resident municipality here:

 

2

 

 

 

3 Total credit allowable for withholding from Section A, Column F

3

4Tax due after withholding (Subtract Line 3 from Line 2). If less than zero, enter -0- and see the

 

instructions about iling a Form 10-A to claim your refund

4

5

2011 estimated tax payments made to RITA by check, credit/debit card, or e-payment

5

6

Credit carried forward from 2010

6

7

Total estimated tax payments and credit carryovers (add lines 5 & 6)

7

8

Balance due. If Line 7 is less than Line 4, subtract Line 7 from Line 4

8

9Amount to be Credited. If Line 7 is greater than Line 4 and you want a credit, subtract Line 4 from

Line 7. You may not split an overpayment between a credit and a refund.

9

10Amount to be Refunded. If Line 7 is greater than Line 4 and you want a refund, subtract Line 4 from

 

Line 7. You may not split an overpayment between a credit and a refund. Allow 90 days

10

11

Enter 2012 estimated tax in full. If left blank, RITA will calculate for you.

11

12

Enter full estimate from Line 11 or irst quarter estimate (1/4 of line 11) less credit, if any, from Line 9

12

13

TOTAL DUE by April 17, 2012. Add Lines 8 and 12. Make check payable to R.I.T.A.

13

Under penalties of perjury, I declare that I have examined this return, and to the best of my knowledge and belief, it is true, correct, and accurately lists all amounts and sources of municipal taxable income I received during the tax year.

Your Signature

Date

Preparer’s Signature

Date

Spouse’s Signature if a joint return

Date

Preparer’s Address

Id Number

Mail with payment and W2s to: Regional Income Tax Agency PO Box 94652 Cleveland, OH 44101-4652

Mail with W2s & without payment to: Regional Income Tax Agency

PO Box 94653

Cleveland, OH 44101-4653

May RITA discuss this return with the preparer shown above?

Yes

No Preparer Phone #:

Form 37B (2011)

Page 2

Name of taxpayer(s) shown on page 1

Your social security number

Spouse’s SSN if iling joint exemption Year

Declaration of Exemption

I am not reporting municipal (city or village) taxable income because:

1. I had no municipal taxable income for the year indicated above. Attach a copy of page 1 of your federal Form 1040, 1040A or 1040EZ. If you did not ile a federal return because you did not meet the federal minimum gross income requirements, check here: .

2. I was a member of the armed forces of the United States and had no income for the year indicated above other than military pay, military allowances, interest income, and/or dividend income.

3.

I was under 18 years of age for the entire year (or the appropriate age for my resident

 

municipality as indicated below in the Special Notes). Attach a copy of your birth

 

certiicate or driver’s license.

 

 

 

 

 

4.

I am a retired individual and received only pension, social security, interest and/or

 

dividend income for the year indicated above. Attach a copy of page 1 of your federal

 

Form 1040, 1040A or 1040EZ. If you did not ile a federal return, attach a copy of your

 

1099-R or statement of Social Security Earnings.

 

 

 

 

5.

Prior to the irst day of the year indicated above, I moved out of a RITA municipality, and I had no

 

rental or self-employment income earned in a RITA municipality during the year indicated above.

 

 

Current Home Address (number and street)

City

 

State

Zip

 

 

 

 

 

 

 

 

 

 

 

Prior Home Address (number and street)

City

 

State

Zip

 

6.

 

 

 

 

 

 

 

The taxpayer indicated above is deceased. Indicate the date of death to the right.

7.

I am not exempt from tax. However, I iled and reported my taxable income to RITA on

 

a joint return iled with my spouse.

 

 

 

 

 

 

 

Spouse’s name

 

Spouse’s social security number

 

 

 

 

 

 

 

 

 

Date of Birth

Mo

Day

Year

 

 

 

 

 

 

 

 

 

 

 

Retirement Date

Mo

Day

Year

 

 

 

 

 

 

 

 

 

 

 

Date of Move

Mo

Day

Year

 

 

 

 

 

 

 

 

 

 

 

Date of Death

Mo

Day

Year

 

 

 

 

 

 

 

8.I meet the requirements of the Military Spouse Residency Relief Act for the year indicated above. Attach copies of Form DD 2058, your valid military spouse ID card, and your spouse’s most recent LES.

Address of legal domicile (number and street)

City

State Zip

Taxpayer’s Signature

Under penalties of perjury, I declare that I have examined this declaration of exemption, and to the best of my knowledge and belief, it is true, correct and complete.

Your signature

 

Date

 

Spouse’s signature if joint exemption

 

Date

Special Notes

The under 18 years of age exemption does not apply to residents of the following municipalities:

Addyston

Ripley

Belpre

Riverside

Campbell

Rossford

Fremont

Saint Paris

Girard

Tontogany

Harrison

Williamsburg

Lockland

Wintersville

Middleport

Youngstown

Oxford

Powhatan Point

The following municipalities use an under 16 years of age exemption instead of an under 18 years of age exemption:

Avon Lake

Jackson Center

Cedarville

Jewett

Fairborn

Yellow Springs

For the under 18 years of age exemption to apply, the resident must be a full-time elementary, junior high or high school student if a resident of:

• Cardington

The following municipalities have additional special rules:

Bellevue

State unemployment compensation is taxable Garield Hts.

Residents of Garield Hts. who are 62 years of age and older are entitled to a wage exemption. Grove City

Developmentally disabled employees earning less than the minimum hourly wage while employed at government-sponsored shall be exempt from the levy of tax.

Lockland

Any Lockland taxpayer who is 65 yrs. of age or older on December 21 of the taxable year and has gross taxable income of $1200.00 or less is exempt. An exemption certiicate must be iled.

Loveland

Loveland does not give credit for Kentucky county taxes withheld. Mogadore

Taxpayer’s who are full time, post secondary education program students for at least 5 calendar months of the year may be eligible for a tax credit not to exceed $75.00.

Oakwood Village

Personal earnings of any person who is a full-time high school or undergraduate college student working within the State of Ohio during the taxable year for which period they are residents of Oakwood Village may be exempt from paying residence tax.

Ottawa

Students 18 years of age or under and earning less than $600.00/yr are exempt from paying municipal income tax.

Reynoldsburg & Worthington

Income of the mentally retarded or developmentally disabled while working in a government funded workshop for less than minimum wage is exempt.

Sherwood

The irst $10,000.00 of any salaries, wages, commissions and other compensation earned by any natural person sixty-ive (65) years of age and over is exempt.

Yellow Springs

Individuals under 18 years of age who are newspaper carriers are exempt from paying municipal income tax.