Ohio Partnership Return

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1 OHWith Ohio Partnership Return General Information OHWith (206) View > Interim Closing Annualization OH Amended return (If different from federal) ( = Yes, 2 = No) (Also marks K-'s as amended) Final return (If different from federal) ( = Yes, 2 = No) (Also marks K-'s as final) Name of person signing return (If different from tax matter partner) 3 Title of person signing return Do you authorize your preparer to contact us? (If different from federal) ( = Yes, 2 = No) General footnote Qualifying Investors Qualifying investors' distributive share of income and gain (Force) Includes investors not listed on last year's return/excludes investors listed on last year's return Withhold tax when Ohio source income is less than $,00 Included Partners Include amounts from partners with overall losses in Schedule B 2

2 OHCEst Ohio Composite Estimates Overpayment OHCEst (206) OH2 Application of current year overpayment = Refund 00% of overpayment 2 = Apply 00% of overpayment to next year's estimates; refund excess 3 = Apply to first estimate; refund excess 4 = Apply equally to each estimate; refund excess 5 = Apply amount specified below to estimates until exhausted; refund excess 6 = Apply to first and second estimates; refund excess 7 = Apply 00% of overpayment to next year's estimates; no refund 8 = Apply amount specified below Amount for code #5 or #8 Estimates Form IT 4708ES - declaration for next year = Use current liability, if less than $500, use zero 2 = Use current liability adjusted by amounts below 3 = Use current liability even if less than $500 5 = Use amounts entered below, before overpayment 9 = Use amounts entered below Adjustments for code #2 Distributive share of refundable business credit st payment 2nd payment 3rd payment 4th payment Amts for Code 5 or Estimates Paid Number of coupons desired 4 = Four coupons A = First coupon 3 = Last three coupons B = Second coupon 2 = Last two coupons C = Third coupon = Last coupon 4 Amount to round up each coupon 5

3 OHEst Ohio Estimates Overpayment OHEst (206) OH3 Application of current year overpayment = Refund 00% of overpayment 2 = Apply 00% of overpayment to next year's estimates; refund excess 3 = Apply to first estimate; refund excess 4 = Apply equally to each estimate; refund excess 5 = Apply amount specified below to estimates until exhausted; refund excess 6 = Apply to first and second estimates; refund excess 7 = Apply 00% of overpayment to next year's estimates; no refund 8 = Apply amount specified below Amount for code #5 or # Estimates Form IT 40ES - declaration for next year = Use current year adjusted qualifying amount, if less than $0,000, use zero 2 = Use current year adjusted qualifying amount, adjusted by amount below 3 = Use current year adjusted qualifying amount, even if less than $0,000 9 = Use amounts entered below Adjustments for code #2: : st payment 2nd payment 3rd payment 4th payment : st payment 2nd payment 3rd payment 4th payment Amts for Code Amts for Code Estimates Paid Estimates Paid Number of coupons desired 4 = Four coupons A = First coupon 3 = Last three coupons B = Second coupon 2 = Last two coupons C = Third coupon = Last coupon Amount to round up each coupon

4 OHPmt Prior year overpayment Totals, or: Ohio Payments and Extension Payments OHPmt (206) OH4 Treat calculated amounts as amounts paid Specific payments if unequal or not timely: st payment 2nd payment 3rd payment 4th payment 5th payment Date Amount Paid Calculated Amount Amount Paid Calculated Amount Transfer to IT Amount paid with extension Extension Calculate extension payment = 00% of current year liability 2 = 90% of current year liability 37 Extended due date (For filing instructions) Balance due on extension (Force)

5 OHCPmt Ohio Composite Payments and Extension Payments OHCPmt (206) OH5 Prior year overpayment Totals, or: Treat calculated amounts as amounts paid Specific payments if unequal or not timely: st payment 2nd payment 3rd payment 4th payment 5th payment Amount paid with extension Total tax paid Date Transfer to Amount Paid Calculated Amount IT Extension Calculate extension payment = 00% of current year liability 2 = 90% of current year liability 26 Extended due date (For filing instructions) Balance due on extension (Force) 28 27

6 OHCredit Ohio Credits Business and Pass-Through Entity Credits OHCredit (206) View > Interim Closing Annualization OH6 Nonrefundable business credits Ohio historic preservation credit Business jobs credit Pass-through entity credit Losses on loans made to Ohio venture capital program Motion picture production credit Financial Institutions Tax (FIT) credit FEIN of the entity that paid the FIT

7 OHAdj Ohio Additions, Deductions, and Section 79 Additions OHAdj (206) View > Interim Closing Annualization OH8 Expenses and losses between related members Pass-through entity addback Non-Ohio state and local government interest and dividends Adjustment for state and local income taxes Losses from disposition of Ohio public obligations Deductions Other allowable deductions Federal dividends exempt from state taxation Contributions to individual development accounts Exempt gains on the sale of Ohio state or local government bonds Interest or income earned from Ohio public or purchase obligations Gains from disposition of Ohio public obligations Disposal of Property with Section 79 Expense in Prior Year Gain/loss reported separately from federal Sch K, line 20c Section 79 included in gain/loss Credits Work opportunity credit Empower zone and renewal community employment credit Indian employment credit Credit for employer differential wage payments Calculated Amount Force 20 2 Force Total Property Total Payroll Total Sales Apportionment Enter apportionment information in View > Apportionment Ohio Everywhere

8 OHPen Ohio Penalties and Interest Penalties and Interest OHPen (206) OH9 Date return filed (If different from original due date of return) Prior year tax Farmer or fisherman? Annualized Income Worksheet Total income: / - 3/3 / - 6/30 / - 9/30 Additions: / - 3/3 / - 6/30 / - 9/30 Deductions: / - 3/3 / - 6/30 / - 9/30 Apportionment factor: / - 3/3 / - 6/30 / - 9/30 Suppress penalties on Form IT 40: Underpayment of estimated tax Late interest Failure to file Phase-out rate Apportionment Factor

9 OHKSup Ohio Schedule K- Supplemental Items OHKSup (206) View > Interim Closing Annualization OH0 Supplemental Items Specially Description Amount Allocate?

10 OHPOA Ohio Power of Attorney General Information OHPOA (206) OH3 Print power of attorney Name of signatory 2 Title of signatory 3 Fax number 4 Expiration date Representative Information 5 Representative name Representative address City, state, zip code Telephone number Fax number address 3 Tax Matters Information Restrictions to this declaration 4

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