Agency Schedule Detail

Authorization Number : 11100645

Agency Series No. : IT-4970

Status : Active

Agency Web Link :

Agency : TAX

Confidential Description :

Division : TAX3202

Vital Description :

Section : TAX3202

Record Title : Trust Information Return

Revision : 1

Record Description : This form is attached to the IT1040 and indicates the amount of Accumulated Distribution Income to be included in Ohio Adjusted Gross Income. That amount is placed on line 20 of the IT1040. This form is filed as required and is a one part form.

Retention Period	Retention Justification	Media Code	Method of Disposal
Retain for 4 years the destroy. If scanned, retain for 6 months.		Paper	Shred
Retain for 4 years then delete.		Electronic	Delete

Approvals

Status	Name	Title	Date
Approved	Alexis McKenna	Records Officer	2/13/2019 10:36:00 AM
Approved	Terri Dittmar	Record Administrator	2/14/2019 7:12:00 AM
Approved	Fred Previts	State Archivist	2/14/2019 11:57:00 AM

Notes

Date	Reason	User