Income Tax

tax deadline update: please note the filing deadline for the 2019 tax year has been extended to july 15, 2020.

Taxation

As of Monday, June 15, 2020, our offices will be open and available to assist you with tax payments during our new business hours 9:00am – 3:00pm, Monday through Friday. For tax questions, please contact the Tax office at 513.539.7374, option 3 or tax@monroeohio.org.

Adhering to COVID-19 safety standards, all tax preparation will continue to be processed by mail. Please submit your tax documents via mail, fax, drop box or the secure portal. Contact the Tax office to obtain access to the secure portal.

required tax forms

Individual Returns: All W-2s, FED 1040 (page 1), Schedules 1, Schedules C, E, F & K-1, W2-G, 1099-MISC and copies of other city tax returns if you are requesting credit for taxes paid to that city.

Business Returns: Monroe return, 1120, 1120S, and 1065.

City of Monroe tax rate: 2%

All residents of Monroe with earned income are required to file an income tax return with the City. *Retired residents are required to file a return every 3 years (next filing year 2021). The local income tax rate is 2% and applies to gross wages, salaries and other personal service compensation, and net profits of Monroe businesses. Qualifying homeowner’s and their dependents are exempt from the .5% increase and are taxed at a 1.5% rate. Taxable income also includes gambling winnings, rents from property and/or any other profit from businesses. Social security, pensions, interest and dividends are not taxable.

The City provides 100 percent credit up to your individual tax rate (2% for renters and 1.5% for homeowners) OR the tax rate paid to the workplace municipality (whichever is lower).

Questions or assistance on your Federal Return, contact the IRS at 1-800-829-1040 or visit IRS website. Questions or assistance on your State Return, contact the State at 1-800-282-1780 or visit Ohio Department of Taxation website.

Questions regarding your property tax/real estate tax, contact the Butler County Auditor at 513-887-3154 or visit Auditor’s website or Warren County Auditor at 513-695-1300 or visit Auditor’s website.