Form It-40 - Indiana Full-Year Resident Individual Income Tax Booklet - 2013 Page 6
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60Name and suffix
Zip/Postal code
Please use all capital letters when entering your information. For ex-
Enter your five or nine digit zip code (do not use a dash). For example,
ample, Jim Smith Junior should be entered as JIM SMITH JR.
enter 46217 or 462174540.
Name. If your last name includes an apostrophe, do not use it. For
If filing with a foreign address, enter the associated postal code.
example, enter O’Shea as OSHEA. If your name includes a hyphen, use
it. For example, enter SMITH-JONES.
Foreign country code
Complete this area if the address you are using is located in a foreign
Suffix. Enter the suffix associated with your name in the appropriate
country. Enter the 2-character foreign country code, which may be
box.
found online at
•
Use JR for junior and SR for senior.
•
Numeric characters must be replaced by alphabetic Roman Nu-
School corporation number
merals. For example, if your last name is Charles 3rd, do not use
Enter the four-digit school corporation number (found on pages 55
3rd; instead, enter III in the suffix field.
and 56) for where the primary taxpayer lived on Jan. 1, 2013. The pri-
•
Do not enter any titles or designations, such as M.D., Ph. D.,
mary taxpayer is the first name listed at the top of the tax return. If the
RET., Minor or DEC’D.
primary taxpayer did not live in Indiana on Jan. 1, 2013, enter the code
number “9999”. Contact a local school or your county auditor’s office if
Married filing requirements
you’re not sure which school corporation you live in.
•
Same-sex marriage tax filing guidelines
It is important that you enter the correct school corporation number.
In Revenue Ruling 2013-17, the U.S. Department of the Treasury and
This information is used for statistical tracking purposes to determine
the Internal Revenue Service (IRS) ruled that same-sex couples, legally
possible school funding needs and changes.
married in jurisdictions that recognize their marriages, will be treated
as married for federal tax purposes.
Note. If the school corporation number is not entered, the processing
of your return will be delayed.
Under Indiana law, same-sex couples are required to file separate
individual income tax returns with Indiana. Check the department’s
County information
webpage at
for guidance on how to prop-
Enter the two-digit code numbers for the county(s) where you and
erly file with Indiana.
your spouse, if filing joint, lived and worked on Jan. 1, 2013. You
can find these code numbers on the chart found on the back of the
Married filing jointly
•
Schedule CT-40. See the instructions beginning on page 52 for more
If you filed your federal income tax return as married filing jointly, you
information, including the definitions of the county where you live
also must file married filing jointly with Indiana (if you filed your fed-
and work, details for military personnel, retired individuals, home-
eral income tax return as a same-sex married couple, visit
makers, unemployed individuals, out-of-state filers, etc.
dor/4895.htm for guidance on how to properly file with Indiana).
Refund check address
•
Married filing separately
Your refund check will be issued in the name(s), address and Social
If you file your federal income tax return as married, filing separately,
Security number(s) shown on your tax return. It is very important that
you must also file married, filing separately with Indiana (if you filed
this information is correct and legible. Any wrong information will
your federal income tax return as a same-sex married couple, visit
delay your refund.
for guidance on how to properly file with
Indiana). Enter both of your Social Security numbers in the boxes on
Rounding required
the top of the form, and then check the box directly to the right of
Each line on which an amount can be entered has “.00” already filled-
those boxes. Enter the name of the person filing the return on the top
in. This is to remind you that rounding is required when completing
line, but do not enter the spouse’s name on the second name line.
your tax return.
•
Married persons who live apart filing status
You must round your amounts to the nearest whole dollar.
If you were not divorced or legally separated in 2013 you may have
qualified for and filed as ‘head of household’ on your federal income
To do this, drop amounts of less than $0.50.
tax return. If you did, do not check the married filing separately box.
Example. $432.49 rounds down to $432.00.
Also, do not enter either your spouse’s name or Social Security num-
ber.
Increase amounts of $0.50 or more to the next higher dollar.
Example. $432.50 rounds up to $433.00.
Military address
Overseas military addresses must contain the APO, FPO designa-
tion in the “city field” along with a two-character “state” abbreviation
of AE, AP, or AA and the zip code. Place these two- and three-letter
designations in the city name area.
Page 6
IT-40 Booklet 2013
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial