Indiana It-40ez Individual Income Tax Booklet

Name and suffix

When Should You File?

Please use all capital letters when entering your information. For

example, Jim Smith Junior should be entered as JIM SMITH JR.

Your tax return is due April 15, 2014. If you file after this date,

you may have to pay interest and/or penalty. See page 7 for more

Name. If your last name includes an apostrophe, do not use it. For

information.

example, enter O’Shea as OSHEA. If your name includes a hyphen, use

it. For example, enter SMITH-JONES.

Fiscal year tax returns are due by the fifteenth (15) day of the fourth

(4th) month after the close of the fiscal year. You must complete the

Suffix. Enter the suffix associated with your name in the appropriate

fiscal year filing period information at the top of the form.

box.

•

Use JR for junior and SR for senior.

Extension of time to file — What if you can’t file on

•

Numeric characters must be replaced by Roman Numerals. For

time?

example, if your last name is Charles 3rd, do not use 3rd; instead,

You must get an extension of time to file if you:

enter III in the suffix field.

•

Are required to file (your income is more than your exemptions),

•

Do not enter any titles or designations, such as M.D., Ph. D.,

and

RET., Minor or DEC’D.

•

You cannot file your tax return by the April 15, 2014 due date.

Foreign country designation

Whether you owe additional tax, are due a refund or are breaking

Complete this area if the address you are using is located in a foreign

even, you

need to get an extension if filing after April 15, 2014.

still

country. Enter the 2-character foreign country code, which may be

found online at

If you owe…

School corporation number

Option 1 File Indiana’s 60 day extension of time to file, Form IT-9,

Enter the four-digit school corporation number (found on page 12 or

and send in a payment of at least 90 percent of the tax you expect

13) for where the primary taxpayer lived on Jan. 1, 2013. The primary

to owe. This must be filed and tax paid by April 15, 2014 for the

taxpayer is the first name listed at the top of the tax return. If the

extension to be valid. Then, make sure to file your tax return by June

primary taxpayer did not live in Indiana on Jan. 1, 2013, enter the code

16, 2014, paying any balance due with that filing. While interest will be

number “9999”. Contact a local school or your county auditor’s office if

due with the final payment, penalty will be waived.

you’re not sure which school corporation you live in.

Important. You must file Form IT-40 if you make an extension

County information

payment.

Enter the two-digit code numbers for the county(s) where you and

your spouse, if filing joint, lived and worked on Jan. 1, 2013. You can

Option 2 If you have filed for a 6 month federal extension of time to

find these code numbers on the chart on the back of Schedule CT-

file (Form 4868) with the IRS, you are not also required to file for a

40EZ. See the instructions beginning on page 8 for more information,

state extension (via Form IT-9). Make sure to file your tax return by

including the definitions of the county where you live and work.

Nov. 17, 2014 (Indiana allows for an additional 30 days), paying any

balance due with that filing. While interest will be due with the final

Losses (or negative entries)

payment, penalty may be waived if at least 90 percent of the tax you

When reporting a loss or negative entry, use a negative sign. Example.

expected to owe was paid by the April 15, 2014 original filing due date.

Write a $125 loss as -125.

If you don’t owe…

Commas

Do not use commas when entering amounts. For instance, express

You’ll still need to file for an extension if:

1,000 as 1000.

•

You are due a refund, or

•

You don’t expect to owe any tax when filing your tax return, and

Enclosing schedules, W-2s, etc.

•

You are unable to file your return by April 15, 2014.

Enclose all your W-2s, 1099s and check or money order, if applicable.

Do not staple or paper clip your enclosures.

There are two ways to accomplish this:

•

If you have a valid federal extension, Form 4868, you

Filing an amended (corrected) tax return

automatically have an extension with Indiana and do not have to

file for a separate state extension (Form IT-9).

Did you receive a lateW-2 or other kind of income statement after you

•

If you do not have a valid federal extension, file Form IT-9 by

filed? Did you forget to claim an exemption or deduction? If you need

April 15, 2014.

to amend (correct) a tax return that has already been filed, use Form

IT-40X, Amended Individual Income Tax Return, located at

Indiana It-40ez Individual Income Tax Booklet - 2013 Page 5

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