If you worked from home in 2021, it is possible that you could file a city refund claim come tax time. The State of Ohio has changed a rule that might affect employees who worked from home but lived in a different city than their office’s location.

Every situation is unique, and we can help determine your best option when you file your tax return next year. To help us with this determination, we are asking our clients who worked from home to track the following:

  • Dates worked at home
  • Dates worked at the office (if any)
  • Dates of sick days taken (if any)
  • Dates of vacation days taken (if any)
  • Dates of holidays used

Please note that we are asking for the specific dates you were in the above situations, not just the number of days. This is important information that we will need to be provide to the cities from which you will be requesting a refund.

A similar request will be found in the 2021 tax organizer we will send you at the end of the year.

As for the 2020 tax year, we are still unable to request refunds for individuals in this situation because this topic is still being deliberated in the courts. The initial decision was that employees were not going to be permitted to request a refund from the city where the office is located if they worked from home in 2020. This decision has since been challenged, and we will alert our clients when the outcome of the lawsuit has been released.