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 Worldwide Combined Reporting Election Form (Fill-in) – Washington, DC
The 2024 Worldwide Combined Reporting Election Form is the DC Office of Tax and Revenue (OTR) form for electing to report on a worldwide unitary combined basis. Fill out the PDF online on FillingPDF and download or print it.
1 page - DC-OTR · District of Columbia2024 Worldwide Combined Reporting Election Form – Washington, DC
The 2024 Worldwide Combined Reporting Election Form is the DC Office of Tax and Revenue (OTR) form for electing worldwide unitary combined reporting. Fill out the fillable PDF online on FillingPDF and download or print it.
1 page - DC-OTR · District of Columbia2025 Combined Group Members’ Schedule (Fill-in) – Washington, DC
The 2025 Combined Group Members’ Schedule is a District of Columbia Office of Tax and Revenue (OTR) schedule listing a combined group’s designated agent and members. Fill out the PDF online on FillingPDF and download or print it.
1 page - DC-OTR · District of Columbia2025 Combined Group Members’ Schedule – Washington, DC
The 2025 Combined Group Members’ Schedule is a District of Columbia Office of Tax and Revenue (OTR) schedule that identifies each member of a DC combined group subject to franchise tax. Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - DC-OTR · District of Columbia2025 Combined Reporting Instructions – Washington, DC
The 2025 Combined Reporting Instructions are the DC Office of Tax and Revenue (OTR) booklet for the DC Combined Report for franchise tax returns, with Schedules 1A, 1B, 2A and 2B. Fill out the schedules online on FillingPDF and download or print the PDF.
33 pages - D-20CR · DC-OTR · District of Columbia2025 D-20CR QHTC Corporate Business Tax Credits – Washington, DC
The 2025 D-20CR is the District of Columbia Office of Tax and Revenue (OTR) schedule for QHTC corporate business tax credits, filed with Form D-20. Fill it out online on FillingPDF and download or print the completed PDF.
1 page - D-20ES · DC-OTR · District of Columbia2025 D-20ES Declaration of Estimated Franchise Tax for Corporations – District of Columbia
The 2025 D-20ES is the District of Columbia Office of Tax and Revenue (OTR) voucher for a corporation's declaration of estimated franchise tax and its quarterly payment. Fill out the form online on FillingPDF and download or print the completed PDF.
1 page - D-40ES · DC-OTR · District of Columbia2025 D-40ES Estimated Payment for District of Columbia Individual Income Tax
The 2025 D-40ES is the DC Office of Tax and Revenue (OTR) voucher for quarterly estimated payments of District of Columbia individual income tax. Fill out the form online on FillingPDF and download or print the completed PDF.
1 page - D-41 · DC-OTR · District of Columbia2025 D-41 Fiduciary Income Tax Return – District of Columbia
The 2025 D-41 Fiduciary Income Tax Return is the District of Columbia form, issued by the Office of Tax and Revenue (OTR), for reporting an estate's or trust's DC income. Fill out the fillable PDF online and download or print it.
2 pages - D-41 · DC-OTR · District of Columbia2025 D-41 Fiduciary Income Tax Return – Washington, DC
The 2025 D-41 is the District of Columbia Office of Tax and Revenue (OTR) fiduciary income tax return for estates and trusts. Fill out the form online on FillingPDF and download or print the completed PDF.
2 pages - D-65 · DC-OTR · District of Columbia2025 D-65 (Fill-in) – Washington, DC
The 2025 D-65 (Fill-in) is a form published by the DC Office of Tax and Revenue (OTR), alongside a 2025 D-65 booklet edition. Fill out the form online on FillingPDF and download or print the completed PDF.
2 pages - Schedule 1A · DC-OTR · District of Columbia2025 DC Combined Reporting Schedule 1A, Designated Agent
2025 DC Combined Reporting Schedule 1A, Designated Agent, is a Government of the District of Columbia schedule published by the Office of Tax and Revenue (OTR). Fill out the PDF online and download or print the completed copy.
2 pages - Schedule 2A · DC-OTR · District of Columbia2025 DC Combined Reporting Schedule 2A, Apportionment Factors Computation
The 2025 DC Combined Reporting Schedule 2A, Apportionment Factors Computation, is a District of Columbia Office of Tax and Revenue (OTR) schedule. Fill out the PDF online on FillingPDF and download or print it.
1 page - FR-147 · DC-OTR · District of Columbia2025 FR-147, Statement of Person Claiming Refund Due a Deceased Taxpayer – District of Columbia
2025 FR-147 is the District of Columbia Office of Tax and Revenue (OTR) statement used to claim a DC income tax refund due a deceased taxpayer. Fill out the form online on FillingPDF and download or print the completed PDF.
1 page - FR-165 · DC-OTR · District of Columbia2025 FR-165 Extension of Time to File a DC Partnership Return
The 2025 FR-165 is the District of Columbia Office of Tax and Revenue (OTR) form that partnerships use to request a 6-month extension of time to file Form D-65. Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - FR-400M · DC-OTR · District of Columbia2025 FR-400M (Instructions) – Washington, DC
The 2025 FR-400M Motor Fuel Tax Instructions and Technical Guide from the DC Office of Tax and Revenue (OTR) explain the monthly motor fuel return. Fill out the form online on FillingPDF and download or print the completed PDF.
7 pages - D-8609 · DC-OTR · District of Columbia2025 Instructions for Low-Income Housing Tax Credit Allocation and Certification – Washington, DC
The 2025 Instructions for Low-Income Housing Tax Credit Allocation and Certification from the DC Office of Tax and Revenue (OTR) explain how to report and claim the DC LIHTC and include Form D-8609. Fill out the form online and download the PDF.
19 pages - Schedule 1B · DC-OTR · District of Columbia2025 Schedule 1B (Fill-in) – Washington, DC
2025 Schedule 1B (Designated Agent and Members) is the DC Office of Tax and Revenue (OTR) combined reporting schedule completed by each member and the Designated Agent. Fill out the PDF online on FillingPDF and download or print it.
2 pages - Schedule L · DC-OTR · District of Columbia2025 Schedule L (Fill-in) – District of Columbia
2025 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 and download or print it to mail to OTR.
2 pages - Schedule L · DC-OTR · District of Columbia2025 Schedule L, Lower Income Long-Term Homeowner Credit – District of Columbia
2025 Schedule L is the DC Office of Tax and Revenue form for the Lower Income Long-Term Homeowner Credit. Fill it out online on FillingPDF and download or print the completed PDF.
2 pages - DC-OTR · District of Columbia2025 Worldwide Combined Reporting Election Form – District of Columbia
The 2025 Worldwide Combined Reporting Election Form is the DC Office of Tax and Revenue (OTR) form for electing to report on a worldwide unitary combined basis. Fill it out online on FillingPDF and download or print the completed PDF.
1 page - DC-OTR · District of Columbia2025 Worldwide Combined Reporting Election Form (Fill-in) – Washington, DC
The 2025 Worldwide Combined Reporting Election Form is a Government of the District of Columbia form, published by the DC Office of Tax and Revenue (OTR), for electing worldwide unitary combined reporting. Fill it out online on FillingPDF and download or print the PDF.
1 page - D-40ES · DC-OTR · District of Columbia2026 D-40ES Estimated Payment for Individual Income Tax – District of Columbia
The 2026 D-40ES is the DC Office of Tax and Revenue (OTR) payment voucher for estimated individual income tax payments toward a D-40 return. Fill it out online on FillingPDF and download or print the completed PDF.
1 page - FR-467 · DC-OTR · District of Columbia2026 FR-467 Instruction Booklet – Washington, DC
The 2026 FR-467 Instruction Booklet from the DC Office of Tax and Revenue (OTR) explains the monthly Cigarette Wholesaler Return, filed online at MyTax.DC.gov. Fill out the PDF online on FillingPDF and download or print it.
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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.