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 noticeis greater than $1.00, the refund will automatically be issued within 60 days using the method requested onthe original return (e.g. credit carry forward, donations, paper check or direct deposit). Refunds of $1.00 or less will not be issued.

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 <DATE>. Otherwise, an assessment (legal bill) including tax, interest and penalty not previously charged will be issued.

A SELF HELP LIBRARY is available tax.ohio.gov 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.ohio.gov.

If you have any questions please call 1-888-405-4091 or e-mail from the Contact Uslink at tax.ohio.govand 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 HelpLibrary is available at tax.ohio.gov.

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:
  • Your name
  • Your social security number
  • Employer’s federal identification number (FEIN)
  • 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