Sales/Use Tax Worksheet
List all purchases made during 2009 from out-of-state retailers.
Column A
Column B
Column C
Description of personal property purchased from out-of-state retailer
Date of purchase(s)
Purchase Price of
Property(s)
Magazine subscriptions:
Mail order purchases:
Internet purchases:
Other purchases:
1. Total purchase price of property subject to the sales/use tax: enter total of Columns C ............................................
1
2. Sales/use tax: Multiply line 1 by .07 (7%) ...................................................................................................................
2
3. Sales tax previously paid on the above items (up to 7% per item) .............................................................................
3
4. Total amount due: Subtract line 3 from line 2. Carry to Form IT-40, Schedule 4, line 1. If the amount is negative,
enter zero and put no entry on Schedule 4, line 1 ......................................................................................................
4
Schedule 5: Credits
See Federal Publication 926, Household Employer’s Tax Guide, for more
information on how to define an employee. Visit
or call the IRS at 1-800-829-1040.
Lines 1 and 2 – Indiana state and county tax withheld
The amount of state tax withheld is usually shown in box 17 and the
If you paid cash wages over $1,700 to a household worker who is your
amount of county tax withheld is usually shown in box 19 of the W-2s.
employee, or total cash wages of $1,000 or more in any calendar quarter
You must enclose your W-2s and/or Form 1099s with your tax return
of 2008 or 2009 to all household employees, you should have withheld
to verify the amount withheld.
state and county income taxes. To pay these taxes on your Indiana
income tax return, contact the Department for Schedule IN-H, or
Note: Do not claim credit for taxes withheld for states other than
download one from
Indiana or for localities outside Indiana.
Line 3 – Indiana advance earned income credit
•
If you had more than one job, enclose a W-2 from each job so you
payment (from W-2s)
can get credit for all Indiana state and county tax withheld.
Enter the total amount of Indiana advance earned income credit
•
If you had Indiana state and/or county tax withheld on any other
payments you received. This amount is shown on your W-2 form in
federal form, such as a W-2G or 1099R, you must enclose them
the box directly beneath box 19 (‘INADV’ should be in the box directly
with the tax return to get credit for the amounts withheld.
beneath box 20).
•
If you are filing a joint return, be sure to include your spouse’s
W-2s and/or Form 1099s, if they show Indiana state and/or county
Line 4 – Recapture of Indiana’s CollegeChoice 529
tax withholding amounts.
education savings plan credit
•
Use of substitute W-2s will delay the processing of your return
You may be eligible for a credit if you made a contribution(s) to
and/or refund.
Indiana’s CollegeChoice 529 education savings plan (see instructions
on page 31 for credit details). However, if you made a non-qualified
A note about your W-2s. It is important that your W-2 form is
withdrawal(s) from this plan, you will probably have to repay some or
readable. The income and state and county tax amounts withheld are
all of any credits previously claimed.
verified on every W-2 form that comes in with your tax return. If you
are not filing electronically, we encourage you to enclose the best copy
Withdrawals made for higher education expenses tend to be qualified
available when you file.
withdrawals. Other withdrawals may fall under the category of ‘non-
qualified’ . For more information about withdrawals, contact the
Line 3
–
2009 Estimated tax paid
Department for Income Tax Information Bulletin #98 at
If you made estimated tax payments, enter the total paid for 2009 on
Get Schedule IN-529R at
this line. Also, include any extension payment made with Form IT-9
to figure any amount to be recaptured.
“Extension of Time to File” for tax year 2009.
Note: Do not include on this line any estimated tax paid for tax year
2010.
Page 23
IT-40 Booklet 2009