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Income Tax - General Questions

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1. What is the current tax rate?

• 2% for businesses and renters
• 1.5% for homeowners and homeowner dependents

Contact the tax office at 513-539-7374, option 3 or tax@monroeohio.org for more information.

2. How do I submit my tax documents?

• US Mail
• Fax (513) 539-6209
• Secure portal. Please click the link to request access to the secure portal for submitting tax documents.
• Utility drop box

3. Are students required to file a City tax return?

The City of Monroe is a mandatory filing municipality. However, effective October 28, 2021, our ordinance was revised to the following: individual taxpayers under the age of 18 years old, are only required to file a return if their income or liability meets Federal filing guidelines.

4. When are estimated payments required?

Estimated payments are required by Ordinance if the tax liability for the previous year is $200 or more. 

5. When are the quarterly estimates due?

April 15th, June 15th, September 15th, and January 15th

6. Are retired persons required to file and pay City of Monroe taxes?

Effective October 28, 2021, local municipal income tax filing requirements for retirees has changed to the following: Any resident individual taxpayer who is fully retired (no taxable income as defined in Section 887.041(a)) shall not be required to file an annual return with this municipality after they have notified the municipality of their retirement in writing.

If a resident individual taxpayer who is fully retired earns taxable income, as defined in Section 887.041(a), in any particular fiscal year and the amount of the income meets the federal filing guidelines, the taxpayer shall file an annual municipal income tax return with the municipality. 

For questions or to complete a Retiree Notification Form, contact us at 513.539.7374 option 3 or tax@monroeohio.org.

7. If I only lived in Monroe for part of the year, do I still need to file a return?

Yes. A return is required to be filed. The return will be prorated based upon the number of days as a Monroe resident.

8. What is the due date of the year-end withholding reconciliation (W-3)?

February 28th each year. 

9. What determines my withholing due date?

Effective October 28, 2021, withholding payments are required by Ordinance as follows:

• Under $200 a month is paid quarterly
• $200 or greater a month is paid monthly

10. What are the due dates for withholding payments?

Monthly withholding payments are due on the 15^th of the following month. Quarterly withholding payments are due: 1/31, 4/30, 7/31 and 10/31.

11. What are the business hours of the tax office?

Monday through Friday from 8:00am to 5:00pm for assistance via phone or email.
Monday through Friday from 8:30am to 5:00pm for walk-in tax preparation, payment processing and general assistance.

12. Do I need an appointment to come in to see someone in the tax office?

Contact the tax office at 513-539-7374, option 3 or tax@monroeohio.org for more information.

13. I need to make a tax payment. Do I need to see someone in the tax office to do this?

No. 

Payments can be made via the drop box located near the lower level entrance, by US mail, or through the Community Service Specialists by walk-in or by calling 513-539-7374.. 

14. I am married, do my spouse and I have to file a joint return with Monroe?

No. You are not required to file a joint return with Monroe. However, it is preferred that couples file in a consistent format each year (joint or separate). There is no advantage to filing separately with the City.

15. Do I need to file a City tax return?

Yes, the City of Monroe has a mandatory filing requirement. 

16. How can I obtain a City of Monroe income tax return form?

• Forms are available on our website the "Tax Forms" page
• Forms can be mailed or emailed directly to the taxpayer

17. What documents do I need to bring with me to file a tax return?

Contact the tax office at 513.539.7374, option 3 or tax@monroeohio.org for more information.

18. What is the Monroe Local School District number?

The Monroe Local School district number is 0910.

19. If I work in a City with a tax rate lower than Monroe's tax rate, do I get credit for the other City taxes paid?

Monroe will give 100% credit up to your individual tax rate (2% for renters and 1.5% for homeowners) OR the tax rate of that city (whichever is lower).

20. My W-2 shows differing amounts in the Federal income box, local wage box, and Medicare wage box. Which amount should I use as my taxable wage for Monroe?

Box 5 or Box 18, whichever is higher.

21. Does Monroe give credit for county or school taxes paid?

No.

22. What is the filing due date for the City individual and business tax returns?

• Individual returns: On or before April 15*
• Business returns: On or before April 15* or the 15th day of the 4th month following the end of the fiscal year. 

*If the due date falls on a weekend or a federal holiday, the due date will be the following business day.

23. How do I request a refund for income taxes paid to the city of Monroe if I am not a resident?

Information is available on our website on the "Refunds/1099-G Statements" page or click here to obtain a Non-Resident Refund Request Form.

24. What income is taxable and non-taxable?

A list of taxable and non-taxable income is listed here.