Income Tax

Taxation

Local tax preparation is available to all City of Monroe residents. When you come into the office for help please bring all of your documents. If you don’t have all of your documents, we cannot prepare your return. We must have paper copies to complete your form. Originals will not be accepted. 

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

Extended Tax Hours

Saturday hours by APPOINTMENT ONLY on March 7, 14, 21, 28 and April 4 from 9am – 12pm. To schedule an appointment please call the office at 513-539-7374, option 3.

Extended hours on April 13, 14, and 15 from 7am to 7pm

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.