Income Tax

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

Taxation

Please note that the Tax office operations have changed. As of Monday, March 23, 2020, we will be available to assist you with tax questions via phone and email during standard business hours. You can call the Tax Office at 513.539.7374, option 3 or email tax@monroeohio.org. All tax preparation will 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.

The City provides 100 percent credit up to 2% for renters and 1.5% for homeowners for taxes paid to the workplace municipality.

If you have any questions or need assistance on your Federal Return, you may call the IRS at 1-800-829-1040 or visit the IRS website.

If you have any questions or need assistance on your State Return you may call the State at 1-800-282-1780 or visit the Ohio Department of Taxation website.

If you have any questions regarding your property tax/real estate tax you may call Butler County Auditor at 513-887-3154 or visit the Auditor’s website or Warren County Auditor at 513-695-1300 or visit the Auditor’s website.