Indiana It-40ez Individual Income Tax Booklet

Indiana Income Tax Return for Full-Year Indiana Residents with No Dependents

File Form IT-40EZ if you filed a 2013 federal Form 1040EZ. Otherwise, file Form IT-40.

Who Must File?

2013 Changes

•

If you were a full-year Indiana resident and your gross income

County Tax Changes

(the total of all your income before deductions) was greater than

•

Lake County adopts county tax

your exemption, you must file an Indiana income tax return.

Lake County has become the last Indiana county to adopt a county

tax. Individuals who live and/or work in Lake County are encouraged

•

If you (and/or your spouse, if filing jointly) were Indiana residents

to review the county tax instructions beginning on page 8.

for less than a full year (or not at all) see Form IT-40PNR to see if

you are required to file. Visit our website at

•

County tax schedule simplified

to get Form IT-40PNR.

County tax Schedule CT-40EZ has been simplified for full-year

residents now that all 92 Indiana counties have imposed a county tax.

See instructions beginning on page 8 for details.

Which Tax Form Should You File?

Automatic taxpayer refund credit

The automatic taxpayer refund credit is not available for the 2013 tax

Indiana has two different individual income tax returns available for

year.

full-year residents to file. Read the following to find the right one for

you.

Same-sex marriage tax filing guidelines

In Revenue Ruling 2013-17, the U.S. Department of the Treasury and

Use Form IT-40EZ:

the Internal Revenue Service (IRS) ruled that same-sex couples, legally

If you (and your spouse, if married) were full-year Indiana residents

married in jurisdictions that recognize their marriages, will be treated

and all of the following are true:

as married for federal tax purposes.

•

You filed (or were qualified to file) federal Form 1040EZ,*

•

You are claiming only the renter’s deduction and/or

Under Indiana law, same-sex couples are required to file separate

unemployment compensation deduction,

individual income tax returns with Indiana. Check the Department’s

•

You have only Indiana state and county tax withholding credits,

webpage at

for guidance on how to

and

properly file with Indiana.

•

You do not have any interest income from a direct obligation

(acquired after Jan. 1, 2012) of a state or political subdivision

other than Indiana.

Need Tax Forms or Information

*1040EZ filing requirements include:

Bulletins?

•

Your filing status is single or married filing jointly

•

You do not claim any dependents

Use your personal computer

•

You (and your spouse, if married) were under age 65 and not

Visit our website on the Internet and download forms that you need.

blind at the end of 2013

Our address is

•

Your federal adjusted gross income (Form 1040EZ, line 4) is less

than $110,000 ($120,000 if married).

Use your local library, post office or district office

•

You had only wages, salaries, tips, taxable scholarship or

fellowship grants, and/or unemployment compensation, and your

Tax forms may be available at your local library or post office. They

taxable interest was not over $1,500

also are available at any of our district offices, which are located

in Bloomington, Clarksville, Columbus, Evansville, Fort Wayne,

Use Form IT-40:

Indianapolis, Kokomo, Lafayette, Merrillville, Muncie, South Bend and

Terre Haute. These offices are open Monday through Friday between

If you (and your spouse, if filing jointly) were full-year Indiana

8 a.m. and 4:30 p.m. Check local listings for the address, or visit our

residents and you do not qualify to file Form IT-40EZ.

website at

Indiana It-40ez Individual Income Tax Booklet - 2013 Page 3

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