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OH SB231

Bill

Status

Passed

6/1/2022

Primary Sponsor

Jay Hottinger

Click for details

Origin

Senate

134th General Assembly (2021-2022)

AI Summary

  • Amends Ohio Revised Code section 5747.11 to expressly authorize income tax refunds to be issued in the name of a deceased taxpayer and their executor, administrator, or other fiduciary
  • Requires the fiduciary to submit documentation including the taxpayer's death certificate and any fiduciary or court documents to prove qualification to receive the refund
  • If a refund was previously issued only in the decedent's name, the fiduciary must provide the previously issued payment to the tax commissioner to request reissuance in joint names
  • Maintains existing refund provisions including the four-year filing deadline, interest calculations, and special rules for certain tax credits and constitutional challenges
  • Repeals existing section 5747.11 of the Revised Code and replaces it with the amended version

Legislative Description

Authorize income tax refund - deceased taxpayer's fiduciary

Taxation

Last Action

Effective 9/13/22

6/1/2022

Committee Referrals

Ways and Means11/17/2021
Ways and Means9/22/2021

Full Bill Text

No bill text available