DC Office of Tax and Revenue (OTR) Forms and Documents
The DC Office of Tax and Revenue (OTR) is a District of Columbia government office focused broadly on tax and revenue matters, as its name indicates. Its published forms reflect that subject area.
The forms listed here include individual and fiduciary income tax materials, estimated payments, business franchise tax and combined-reporting schedules, and property-related documents. You’ll also find materials for tax credits, exemptions, property liens, and releases, alongside instructions for selected filing topics.
DC Office of Tax and Revenue (OTR) forms
- DC-OTR · District of Columbia2024 Combined Group Members’ Schedule (Fill-in) – Washington, DC
The 2024 Combined Group Members’ Schedule (Fill-in) is a District of Columbia schedule from the Office of Tax and Revenue (OTR) that identifies each member of a DC combined group. Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - DC-OTR · District of Columbia2024 Combined Group Members’ Schedule – Washington, DC
The 2024 Combined Group Members’ Schedule is a DC Office of Tax and Revenue (OTR) schedule that identifies each member of a DC combined group for the franchise tax. Fill out the fillable PDF online and download or print it.
2 pages - DC-OTR · District of Columbia2024 Combined Reporting Instructions – Washington, DC
The 2024 Combined Reporting Instructions and Schedules from the DC Office of Tax and Revenue (OTR) explain how a unitary group files one combined report for franchise tax. Fill out the schedules online on FillingPDF and download or print the PDF.
30 pages - D-20ES · DC-OTR · District of Columbia2024 D-20ES Declaration of Estimated Franchise Tax for Corporations – Washington, DC
Form D-20ES is the District of Columbia Office of Tax and Revenue (OTR) voucher for making estimated tax payments toward a D-20 return. Fill out the fillable PDF online on FillingPDF and download or print the completed voucher.
1 page - D-2220 · DC-OTR · District of Columbia2024 D-2220 Underpayment of Estimated Franchise Tax By Businesses – Washington, DC
The 2024 D-2220 is the DC Office of Tax and Revenue (OTR) form businesses use to calculate interest on underpaid estimated franchise tax. Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - D-40ES · DC-OTR · District of Columbia2024 D-40ES, Estimated Payment for District of Columbia Individual Income Tax
The 2024 D-40ES is the District of Columbia Office of Tax and Revenue (OTR) voucher for quarterly estimated payments of individual income tax. Fill it out online on FillingPDF and download or print the completed PDF.
1 page - D-41 · DC-OTR · District of Columbia2024 D-41 Fiduciary Income Tax Return – Washington, DC
The 2024 D-41 is the Fiduciary Income Tax Return that estates and trusts file with the DC Office of Tax and Revenue (OTR). Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - D-41ES · DC-OTR · District of Columbia2024 D-41ES Estimated Payment for Fiduciary Income Tax – Washington, DC
The 2024 D-41ES is the District of Columbia Office of Tax and Revenue (OTR) payment voucher for estimated fiduciary income tax of an estate or trust. Fill out the form online on FillingPDF and download or print the completed PDF.
4 pages - Schedule 1A · DC-OTR · District of Columbia2024 DC Combined Reporting Schedule 1A, Designated Agent
The 2024 DC Combined Reporting Schedule 1A, Designated Agent, is a Washington, DC Office of Tax and Revenue (OTR) schedule that figures income, deductions, apportionment and DC tax. Fill it out online and download the PDF.
2 pages - Schedule 2A · DC-OTR · District of Columbia2024 DC Combined Reporting Schedule 2A, Apportionment Factors Computation
The 2024 DC Combined Reporting Schedule 2A, Apportionment Factors Computation, is a DC Office of Tax and Revenue (OTR) schedule for figuring the District apportionment factor. Fill out the fillable PDF online on FillingPDF and download or print it.
1 page - FR-1000Q · DC-OTR · District of Columbia2024 FR-1000Q Instruction Booklet – Washington, DC
The 2024 FR-1000Q Instruction Booklet is the DC Office of Tax and Revenue (OTR) guide to the Tobacco Products Excise Quarterly Tax Return. Fill out the form online on FillingPDF and download or print the completed PDF.
3 pages - FR-165 · DC-OTR · District of Columbia2024 FR-165 Extension of Time to File a DC Partnership Return
The 2024 FR-165 is the DC Office of Tax and Revenue (OTR) form for requesting a 6-month extension of time to file a Partnership Return of Income (Form D-65). Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - FR-165 · DC-OTR · District of Columbia2024 FR-165, Extension of Time to File a DC Partnership Return – Washington, DC
The 2024 FR-165 is the District of Columbia Office of Tax and Revenue (OTR) form to request a 6-month extension of time to file a DC Partnership Return (Form D-65). Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - FR-467 · DC-OTR · District of Columbia2024 FR-467 Instruction Booklet – Washington, DC
The 2024 FR-467 Instruction Booklet covers the Monthly Cigarette Wholesalers Report that licensed DC cigarette wholesalers file with the Office of Tax and Revenue (OTR). Fill out the form online on FillingPDF and download or print the completed PDF.
4 pages - FR-467E · DC-OTR · District of Columbia2024 FR-467E Instruction Booklet – District of Columbia
The 2024 FR-467E Instruction Booklet explains the Quarterly Cigarette Wholesalers Report that licensed DC cigarette and RYO tobacco wholesalers file with the DC Office of Tax and Revenue (OTR). Fill out the form online on FillingPDF and download or print the completed PDF.
19 pages - D-8609 · DC-OTR · District of Columbia2024 Instructions for Low-Income Housing Tax Credit Allocation and Certification – District of Columbia
The 2024 Instructions for Low-Income Housing Tax Credit Allocation and Certification are the DC Office of Tax and Revenue booklet that includes Form D-8609. Fill out the form online on FillingPDF and download or print the completed PDF.
14 pages - Schedule H · DC-OTR · District of Columbia2024 Schedule H (Fill-in) – Washington, DC
2024 Schedule H (Fill-in) is the DC Office of Tax and Revenue (OTR) form for the Homeowner and Renter Property Tax Credit. Fill out the fillable PDF online on FillingPDF, then download or print the completed form.
2 pages - Schedule HSR · DC-OTR · District of Columbia2024 Schedule HSR (Fill-in) – Washington, DC
The 2024 Schedule HSR (Fill-in) is the fillable edition of Schedule HSR published by the DC Office of Tax and Revenue (OTR). Fill out the PDF online on FillingPDF and download or print the completed copy.
2 pages - Schedule L · DC-OTR · District of Columbia2024 Schedule L (Fill-in) – Washington, DC
2024 Schedule L is the DC Office of Tax and Revenue (OTR) schedule for the Lower Income Long-Term Homeowner Credit. Fill out the fillable PDF online on FillingPDF, then download or print it to mail to OTR.
2 pages - Schedule L · DC-OTR · District of Columbia2024 Schedule L, Lower Income Long-Term Homeowner Credit – Washington, DC
2024 Schedule L is the DC Office of Tax and Revenue (OTR) schedule for the Lower Income Long-Term Homeowner Credit. Fill out the form online on FillingPDF and download or print the completed PDF to mail to OTR.
2 pages - Schedule U · DC-OTR · District of Columbia2024 Schedule U, Additional Miscellaneous Credits and Contributions – District of Columbia
The 2024 Schedule U is the District of Columbia Office of Tax and Revenue (OTR) schedule for additional miscellaneous credits and contributions, attached to Form D-40. Fill out the form online on FillingPDF and download or print the completed PDF.
1 page - Schedule U · DC-OTR · District of Columbia2024 Schedule U, Additional Miscellaneous Credits and Contributions – Washington, DC
The 2024 Schedule U (Fill-in) is the DC Office of Tax and Revenue (OTR) schedule for additional miscellaneous credits and contributions, attached to Form D-40. Fill out the form online on FillingPDF and download or print the completed PDF.
1 page - Schedule UB · DC-OTR · District of Columbia2024 Schedule UB (Fill-in) – Washington, DC
2024 Schedule UB (Fill-in), Business Credits, is the DC Office of Tax and Revenue schedule attached to Form D-20 or D-30 to claim business credits. Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - Schedule UB · DC-OTR · District of Columbia2024 Schedule UB – Washington, DC
2024 Schedule UB, Business Credits, is the DC Office of Tax and Revenue (OTR) schedule attached to Form D-20 or D-30 to claim business tax credits. Fill it out online on FillingPDF and download or print the completed PDF.
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About the DC Office of Tax and Revenue (OTR)
The tax documents represented in this collection serve different filing contexts. Individual income tax materials include estimated-payment forms and credit schedules, while fiduciary documents include income tax returns, estimated payments, and extensions. Business forms cover estimated franchise tax, corporate credits, and combined reporting, with separate schedules for designated agents and apportionment calculations. Instruction booklets are also listed for some topics, so check whether you need a form, a schedule, or instructions for a particular filing.
A separate group concerns property and related records. Examples include a lower-income homeowner credit schedule, documents about recordation or transfer-tax exemptions, and forms for notices or releases of liens. The catalog also includes other focused items, such as an alternative-fuel vehicle residential credit form, a cigarette wholesaler’s quarterly sales report, and a request for a certified copy of a tax return.
These are published forms associated with OTR on this page, not a guarantee of every document the agency issues. Before using a form, consult the issuing agency’s current instructions to confirm the applicable version, deadlines, supporting documents, fees, and submission method for your situation.