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Agency Schedule Detail

Authorization Number :  110-0037
Agency Series No. :  IT-4970
Status :  Active
Agency Web Link : 
Agency :  TAX
Confidential Description :   
Division :  TAX3202
Vital Description : 
Section :  TAX3202
Record Title :  Trust Accumulation Distribution Worksheet
Revision :  2
Record Description :  This form is attached to the IT-1040 and indicates the amoutn of accumulation distribution income to be included in Ohio Adjusted Gross Income. That amount is placed on line 20 of the IT-1040.
Retention Period Retention Justification Media Code Method of Disposal
Retain records in office files until IT-1040 to which IT-4970 is applicable is destroyed and then destroy IT-4970. If scanned, retain for 6 months. Paper Shred
Retain records in office files until IT-1040 to which IT-4970 is applicable is deleted and then delete IT-4970. Electronic Delete

Approvals

Status Name Title Date
Approved Alexis McKenna Records Officer 2/13/2019 10:27:00 AM
Approved Terri Dittmar Record Administrator 2/14/2019 7:11:00 AM
Approved Fred Previts State Archivist 2/14/2019 11:32:00 AM

Notes

Date Reason User

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© 2025 - RIMS, State of Ohio