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We have numerous forms & publications to help retirees and employers for multiple aspects including: retirement, enrollment, and health care guides, tax & pension information, newsletters, info handouts, and more.
- Forms and Publications
Most of the forms below are available in Portable Document...
- Member Forms, Publications & Newsletters
Two employee-member seats and one retiree-member seat are up...
- Forms and Publications
Most of the forms below are available in Portable Document Format (PDF). You may need to download a free copy of Adobe Acrobat® Reader™ to open them. Retiree Forms
SERS is required to withhold federal income tax from your monthly pension amount unless you elect in writing not to have any withholding. You need to complete and file an Internal Revenue Service (IRS) Form W-4P with SERS to instruct the retirement system on whether income tax should be withheld.
Box 5 - Ohio tax withheld. 2023 Schedule of Withholding – page 2 of 2. yment Coupon (IT)Include the coupon below with your Ohio individual i. Important. easurer of StateInclude the tax year, “IT 1040”, and the last four digits of your SSN on the “Memo” lin.
Forms for Individual Income and School District Income Tax. For Options to Obtain Paper Forms from the Ohio Department of Taxation: Click here to download paper forms; OR. Call the 24-hour form request line at 1-800-282-1782.
2023 Ohio IT 1040 Individual Income Tax Return - Includes Ohio IT 1040, Schedule of Adjustments, Schedule of Business Income, Schedule of Credits, Schedule of Dependents, IT WH, and OUPC. FILE ONLINE Fill-In
2023 Ohio Estimated Income Tax Instructions Do I Have To Make Estimated Payments? If your income is subject to Ohio withholding, you generally do not need to make estimated payments. You should make estimated payments for tax year 2023 if your estimated Ohio tax liability (total tax minus total credits) less Ohio withholding is more than $500.
