Form FIT REF "Application for Financial Institutions Tax Refund" - Ohio

What Is Form FIT REF?

This is a legal form that was released by the Ohio Department of Taxation - a government authority operating within Ohio. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on June 1, 2017;
  • The latest edition provided by the Ohio Department of Taxation;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form FIT REF by clicking the link below or browse more documents and templates provided by the Ohio Department of Taxation.

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Download Form FIT REF "Application for Financial Institutions Tax Refund" - Ohio

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- Ohl•O
f
I
Depa!1ment o
Taxation
Reset Form
FIT REF
Rev. 6/17
Application for Financial
Institutions Tax Refund
Do not use staples.
FIT account number
FEIN
Ohio charter/license number
Use only UPPERCASE letters.
Name
Street address (number and street)
City
State
ZIP code
For financial institutions tax report year
based on calendar year
$
,
,
.
Total amount of refund claimed
State full and complete reasons for the above claim. You may attach additional sheets and/or supporting documentation.
Payment of the amount upon which this refund claim is based, was made or included in the following remittance(s) (include all payments made for the
report year). Attach additional payment schedule, if necessary:
Amount
Date
Date
Amount
=
$
Total Payments
SIGN HERE (required)
I declare under penalty of perjury that I am the taxpayer or the taxpayer’s authorized agent having knowledge of the relevant facts in this matter to file
this refund application.
Signature
Date (MM/DD/YY)
E-mail
Name
Title
Phone
Taxpayer representative: The taxpayer will be represented in the matter by the following individual. Please attach a Declaration of Tax Representative
(Ohio TBOR 1), which can be found on the department’s Web site at tax.ohio.gov.
First name
M.I. Last name
Title
Firm name
Phone
E-mail
Please send this application to: Ohio Department of Taxation,
Business Tax Division – Financial Institutions Tax Unit, P.O. Box 2476 Columbus, OH 43216-2476.
*This form is created pursuant to Ohio Revised Code section 5726.30.
- Ohl•O
f
I
Depa!1ment o
Taxation
Reset Form
FIT REF
Rev. 6/17
Application for Financial
Institutions Tax Refund
Do not use staples.
FIT account number
FEIN
Ohio charter/license number
Use only UPPERCASE letters.
Name
Street address (number and street)
City
State
ZIP code
For financial institutions tax report year
based on calendar year
$
,
,
.
Total amount of refund claimed
State full and complete reasons for the above claim. You may attach additional sheets and/or supporting documentation.
Payment of the amount upon which this refund claim is based, was made or included in the following remittance(s) (include all payments made for the
report year). Attach additional payment schedule, if necessary:
Amount
Date
Date
Amount
=
$
Total Payments
SIGN HERE (required)
I declare under penalty of perjury that I am the taxpayer or the taxpayer’s authorized agent having knowledge of the relevant facts in this matter to file
this refund application.
Signature
Date (MM/DD/YY)
E-mail
Name
Title
Phone
Taxpayer representative: The taxpayer will be represented in the matter by the following individual. Please attach a Declaration of Tax Representative
(Ohio TBOR 1), which can be found on the department’s Web site at tax.ohio.gov.
First name
M.I. Last name
Title
Firm name
Phone
E-mail
Please send this application to: Ohio Department of Taxation,
Business Tax Division – Financial Institutions Tax Unit, P.O. Box 2476 Columbus, OH 43216-2476.
*This form is created pursuant to Ohio Revised Code section 5726.30.
FIT REF
Rev. 6/17
Information and Pertinent Law Sections
To the extent that a refund is granted on this application, either
payment relates shall be deemed to have been made on
in whole or in part, the Department of Taxation will calculate
the due date of the report.
and include the appropriate amount of interest in the refund
(B) Upon the filing of a refund application, the tax com-
payment made to the applicant. The applicant should not
missioner shall determine the amount of refund to which
include such interest in the "Total amount of refund claimed."
the applicant is entitled. If the amount is not less than
Financial institutions tax refunds are governed by R.C. section
that claimed, the commissioner shall certify the amount
5726.30, which provides in pertinent part as follows:
to the director of budget and management and treasurer
of state for payment from the tax refund fund created un-
(A) The tax commissioner shall refund the amount of tax-
der section 5703.052 of the Revised Code. If the amount
es imposed under this chapter that a person overpaid,
is less than that claimed, the commissioner shall proceed
paid illegally or erroneously, or paid on an illegal or er-
in accordance with section 5703.70 of the Revised Code.
roneous assessment. The person shall file an applica-
tion for refund with the tax commissioner, on the form
(C)(1) Except as provided in division (C)(2) of this sec-
prescribed by the commissioner, within four years after
tion, interest on a refund applied for under this section,
the date of the illegal or erroneous payment of the tax, or
computed at the rate provided for in section 5703.47 of
within any additional period allowed under division (B) of
the Revised Code, shall be allowed from the later of the
section 5726.20 of the Revised Code. The applicant shall
date the tax was paid or the date the tax payment was
provide the amount of the requested refund along with
due until the refund is paid.
the claimed reasons for, and documentation to support,
(2) No interest shall be allowed under this section on an
the issuance of a refund.
amount refunded to a person to the extent that the refund
For purposes of this division, a payment that an applicant
results from the allowance of a refundable credit against
made before the due date for filing the report to which the
the tax imposed by section 5726.02 of the Revised Code.
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