tax practitioner seminar - rita 7 2016 individual... · tax practitioner seminar january 27, 2017...
TRANSCRIPT
![Page 1: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/1.jpg)
1
Tax Practitioner SeminarJanuary 27, 2017
Taxable Income Changes -Individual Filers
Individual Form 37 & Examples
2
![Page 2: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/2.jpg)
2
Where Do I Find Forms?
Professional Tax Software - MeFCCH – ATX, ProSystem fx
Creative Solutions - UltraTax CS
Drake
H&R Block
Intuit – Intuit Tax Online, Lacerte
Jackson Hewitt – ProFiler
Tax Act
RITAOhio.comE-File
AutoCalc
Fill-in PDF
Manual forms
Taxpayer Assistance DaysNorwalkMarch 2, 2017
12pm-7pm100 Republic Street
Norwalk, Ohio 44857
North RidgevilleMarch 7, 2017
1 pm – 7 pm7307 Avon Belden Road
North Ridgeville, Ohio, 44039
FostoriaMarch 8, 2017
9 am – 4 pm213 South Main Street
Fostoria, Ohio 44830
RiversideMarch 14, 2017
12 pm – 7 pm
5200 Springfield Street Suite 100
Riverside, Ohio 45431
North CantonMarch 16, 2017
1 pm – 7 pm
145 N. Main Street
North Canton, Ohio 44720
Mt. HealthyMarch 21, 2017
12 pm – 6 pm
1541 Hill Ave.
Mt. Healthy, Ohio 45231
HollandMarch 23, 2017
12 pm – 7 pm
950 S. McCord Road
Holland, Ohio 43528
BellefontaineMarch 28, 2017
9 am – 4 pm135 N. Detroit Street
Bellefontaine, Ohio 43311
Willoughby HillsMarch 30, 2017
1 pm – 7 pm35405 Chardon Road
Willoughby Hills, Ohio 44094
WadsworthApril 1, 2017
9 am – 4 pm120 Maple Street
Wadsworth, Ohio 44281
![Page 3: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/3.jpg)
3
![Page 4: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/4.jpg)
4
![Page 5: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/5.jpg)
5
![Page 6: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/6.jpg)
6
![Page 7: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/7.jpg)
7
To Sch B, Line 1b
& to Wksht L
To Sch B, Line 11
![Page 8: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/8.jpg)
8
Direct Payments
![Page 9: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/9.jpg)
9
FORM 37 EXAMPLES
17
Example 1
![Page 10: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/10.jpg)
10
Bowling Green
Bowling Green Tontogany
![Page 11: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/11.jpg)
11
![Page 12: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/12.jpg)
12
![Page 13: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/13.jpg)
13
![Page 14: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/14.jpg)
14
Example 2
![Page 15: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/15.jpg)
15
![Page 16: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/16.jpg)
16
Comprehensive Example
![Page 17: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/17.jpg)
17
![Page 18: Tax Practitioner Seminar - RITA 7 2016 Individual... · Tax Practitioner Seminar January 27, 2017 Taxable Income Changes - Individual Filers Individual Form 37 ... Intuit – Intuit](https://reader030.vdocument.in/reader030/viewer/2022020315/5adcf8dd7f8b9aeb668c42f6/html5/thumbnails/18.jpg)
18