Get the free Ohio Estate Tax Return for all Resident Filings

This document is used to file the Ohio Estate Tax Return for residents with dates of death on or after January 1, 2002, detailing information relevant to the estate, deductions, and taxes due.

How to fill out ohio estate tax return

How to fill out Ohio Estate Tax Return for all Resident Filings

1. Gather all necessary documents, including the death certificate, will, and any relevant financial information.
2. Determine the date of death to establish the tax filing requirement.
3. Calculate the gross estate value, including all assets owned by the deceased at the time of death.
4. Subtract any allowable deductions to arrive at the taxable estate value.
5. Obtain Form ET 1, Ohio Estate Tax Return, from the Ohio Department of Taxation's website.
6. Complete the form by providing the required information, including details about the deceased, the estate's assets, and deductions.
7. Ensure all supporting documents are attached, including appraisals and financial statements.
8. Review the completed return for accuracy and ensure all required signatures are included.
9. File the completed return with the Ohio Department of Taxation by the specified due date.
10. Make any required tax payments to avoid penalties or interest.

Who needs Ohio Estate Tax Return for all Resident Filings?

1. Any individual who is a resident of Ohio and has passed away.
2. Estates that exceed the Ohio estate tax exemption threshold, which requires filing an estate tax return.
3. Personal representatives or executors managing the estate of the deceased in Ohio.

People Also Ask about

Who is not required to file an Ohio state tax return?

You don't have to file an Ohio return if: You live in Indiana, Kentucky, West Virginia, Michigan or Pennsylvania and your only income from Ohio is wages. If your employer withheld Ohio taxes, you may file an Ohio return to receive a refund.

How much money can you inherit without paying taxes in Ohio?

Ohio doesn't have an estate tax or an inheritance tax. Ohio repealed its estate tax in 2013. Before that, estates over $338,333 were taxed, but that rule no longer applies. As of 2025, no matter how much an estate is worth, Ohio won't tax it.

Do you have to file an estate tax return in Ohio?

The state of Ohio does not have an estate tax. There is a chance that you may still be subject to the federal estate tax. This guide has all the information you need to start estate planning in the Buckeye State.

How to submit an Ohio tax return?

File Online Signing up for an account with us may allow you to file your individual and school district income tax returns for free online by using our app. You may also be able to file amended returns. Our program gives detailed instructions and does the math for you as you enter your tax information.

Does Ohio require an estate tax return?

Ohio is one of 38 states that doesn't tax estates, regardless of size.

How long does an executor have to settle an estate in Ohio?

(B)(1) Every administrator and executor, within six months after appointment, shall render a final and distributive account of the administrator's or executor's administration of the estate unless one or more of the following circumstances apply: (a) An Ohio estate tax return must be filed for the estate.

When did Ohio get rid of estate taxes?

Repeal of Estate Tax: The Ohio Estate Tax has been repealed for individuals dying on or after Jan. 1, 2013 (see House Bill 153, 129th General Assembly).

For pdfFiller’s FAQs

What is Ohio Estate Tax Return for all Resident Filings?

The Ohio Estate Tax Return for all Resident Filings is a legal document that must be filed to report the estate's value and calculate any applicable estate taxes due when a resident of Ohio passes away.

Who is required to file Ohio Estate Tax Return for all Resident Filings?

Any executor or administrator of a decedent's estate in Ohio is required to file the Ohio Estate Tax Return if the total value of the estate exceeds the exemption threshold set by the state.

How to fill out Ohio Estate Tax Return for all Resident Filings?

To fill out the Ohio Estate Tax Return, gather all relevant financial information, including asset valuations, debts, and expenses. Complete the tax return form accurately, ensuring to report all necessary details, and submit it by the specified deadline.

What is the purpose of Ohio Estate Tax Return for all Resident Filings?

The purpose of the Ohio Estate Tax Return is to determine the estate tax liability of the estate, ensuring that any taxes owed to the state are accurately calculated and paid.

What information must be reported on Ohio Estate Tax Return for all Resident Filings?

The information required on the Ohio Estate Tax Return includes the decedent's personal information, a list of all assets and their valuations, debts, funeral expenses, and any deductions applicable to the estate.