REFUND REQUEST GENERAL INSTRUCTIONS

This form is to be used only by persons under the age of 18 and/or full-year, non-resident individuals claiming a refund of Oakwood income tax withheld in excess of their actual liability.

Please attach a copy of your form W-2. If you are under the age of 18, you must provide verification of your age (driver’s license, certificate of birth or passport).

SECTION A: List name, present address, calendar year of refund claim, amount of refund and your social security number. List address during claim period if different from your current address. List your employer’s name and your physical work address.

SECTION B:
  • 1.
    Enter total wages subjected to Oakwood tax by your employer. Typically, this will be reported in Box 18 of your form W-2.
  • 2.
    Enter the Oakwood tax withheld as shown in Box 19 of your form W-2.
  • 3.
    Enter the wages which should have been subject to Oakwood tax. Persons under the age of 18 for the entire year should enter zero. If you turned age 18 during the year, attach computation showing wages earned prior to and after turning 18. All other filers should complete the days worked outside Oakwood computation below.
  • 4.
    Line 3 x 2.5% (0.025).
  • 5.
    Enter the difference between Line 2 and Line 4. Amount of refund requested must exceed $10.00.

SECTION C: Basis for refund: A brief but complete explanation by the taxpayer is required regarding the reason for the overpayment to be refunded. If duties require travel, you must provide a list of dates worked out of Oakwood including the physical address where services were performed.

DAYS OUT: For days worked outside Oakwood, compute the amount to be entered as taxable wages (Line 3) by multiplying the total compensation by the ratio of actual days worked. Days worked only refers to the actual number of days on the job.

Total days available
Less: Vacation days
Sick days
Holiday days
()
(A) Total Available Working Days
Less: Days worked outside city (attach schedule)
()
(B) Days worked in the City of Oakwood
(B) Days worked in the City of Oakwood
(A) Total available working days
X Total Income = Adjusted Oakwood Taxable Income
(Enter Page 1, Line B 3)
(B)
(A)
X $ = $