About 1,320 Montgomery residents received letters from the Regional Income Tax Agency (RITA) about municipal income tax returns that may not have been filed. The city says the notices are real.
In a notice posted Thursday, Oct. 29, the city told residents the letters are legitimate, not scams. The city acknowledged that receiving a tax notice can be confusing, especially given the increase in fraudulent mail.
Not every recipient necessarily failed to file. The city's notice encourages residents who are unsure what the letter means, what information is needed or whether they have already filed to contact the tax office for help.
Two ways to get help
Residents who received a letter have two options, according to the city:
- Montgomery Tax Office at 513-792-8333 or [email protected]. Staff can review the letter and explain what steps, if any, a resident needs to take.
- RITA at 1-800-860-7482 for questions about a tax account or filing status.
A sample of the letter is available on the city's website.
Retirees: exemption filing still required
Retirees with no taxable municipal income are still required to file with RITA. According to RITA's FAQ page, retirees must file an exemption the first year they have no taxable income. If their status changes and they receive or earn taxable income, they must resume filing a Form 37.
Income types not taxable at the municipal level include interest, dividends, capital gains, Social Security and pension distributions, according to RITA.
