Ohio Schedule I Annuities, Pensions, Retirement and Other Employer Death Benefit Plans€

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Schedule I Annuities, Pensions, Retirement and Other Employer Death Benefit Plans€
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ET Schedule I
Rev. 1/04

Estate of:
Ohio Estate Tax Return

Schedule I – Annuities, Pensions, Retirement and
Other Employer Death Benefit Plans
(Jointly owned property must be listed on Schedule E)
All annuity interests held by the decedent must be shown.
List payments under commercial annuity contracts, IRA’s
or similar contracts, all employer bonus plans, deferred
compensation contracts and employer death benefit plans,
unless specifically excluded under O.R.C. Section 5731.09.
Effective for dates of death on or after March 7, 1997, and
to the extent documentation is provided, the value of the
gross estate shall not include that portion of an annuity or
other death benefit plan contributed by decedent’s employer.
Item
Number

Teachers Insurance and Annuity Association (TIAA) and
College Retirement Equity Fund (CREF) benefits are not
exempt from taxation. These funds do not fall into the same
category as the State Teachers Retirement System and
therefore must be included under this schedule. For further
information, please refer to E.T. Bulletin 1, revised 3/97.

Alternate
Valuation Date

Description

Alternate
Value

Value at Date
of Death

Calculation of Annuity(s)
$

1.

2.

3.

4.

5.

6.

Total (also enter on Recapitulation of Assets, page 2)

Schedule I

$



More about the Ohio Form ET 2-I Estate Tax TY 2023

We last updated the Schedule I Annuities, Pensions, Retirement and Other Employer Death Benefit Plans€ in February 2024, so this is the latest version of Form ET 2-I, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form ET 2-I directly from TaxFormFinder. You can print other Ohio tax forms here.

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Related Ohio Estate Tax Forms:

TaxFormFinder has an additional 82 Ohio income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Ohio Form ET 2-I.

View all 83 Ohio Income Tax Forms

Form Sources:

Ohio usually releases forms for the current tax year between January and April. We last updated Ohio Form ET 2-I from the Department of Taxation in February 2024.

Show Sources >

• Original Form PDF is https://tax.ohio.gov/static/forms/estate/2006/et_schedulei_fi.pdf
• Ohio Income Tax Forms at https://www.tax.ohio.gov/Forms.aspx
• Ohio Department of Taxation at http://tax.ohio.gov/

Historical Past-Year Versions of Ohio Form ET 2-I

We have a total of ten past-year versions of Form ET 2-I in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form ET 2-I

ET_ScheduleI_FS_041811.indd

2022 Form ET 2-I

ET_ScheduleI_FS_041811.indd

2021 Form ET 2-I

ET_ScheduleI_FS_041811.indd

2020 Form ET 2-I

ET_ScheduleI_FS_041811.indd

2019 Form ET 2-I

ET_ScheduleI_FS_041811.indd

2018 Form ET 2-I

ET_ScheduleI_FS_041811.indd

2017 Form ET 2-I

ET_ScheduleI_FS_041811.indd

2016 Form ET 2-I

ET_ScheduleI_FS_041811.indd

2015 Form ET 2-I

ET_ScheduleI_FS_041811.indd

2014 Form ET 2-I

ET_ScheduleI_FS_041811.indd

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