Form It-40 - Indiana Full-Year Resident Individual Income Tax Instruction Booklet - 2011 Page 50
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606, line 6a, and enter $200 of the employer health benefit plan credit
Note. If the taxpayer and/or spouse died before 2011, or after Dec. 31,
on line 6b. He will carry the $400 remaining unused employer health
2011, but before filing his or her tax return, do not enter his/her date
benefit plan credit over to next year’s tax return.
of death in this box.
Line 6 – Telephone and e-mail address information
Schedule 7: Additional Required
If this is a joint return, both you and your spouse must sign and date
the tax return. Please enter your daytime telephone number so we can
Information
call you if we have any questions about your tax return. Also, enter your
e-mail address if you would like us to be able to contact you by e-mail.
Line 1 – Federal filing information
You must place an “X” in the “yes” or “no” box to answer the question:
Personal representative information
“Are you filing a federal income tax return for 2011?”
Typically, the Department will contact you (and your spouse, if filing
jointly) if there are any questions or concerns about your tax return.
Line 2 – Out-of-state income information
If you wish to allow the Department to discuss your tax return with
If you and/or your spouse worked in Illinois, Kentucky, Michigan,
someone else (e.g. the person who prepared it, a relative or friend,
Ohio, Pennsylvania and/or Wisconsin during 2011, complete this area.
etc.), you will need to complete this area.
Enter the salary, wage, tip and/or commission income from those
states in the appropriate boxes and the 2-digit code number for the
First, you must check the “Yes” box, which follows the sentence, “I
appropriate state in the boxes. Find the 2-digit code number on the
authorize the Department to discuss my tax return with my personal
chart below.
representative. ”
Use
Use
Next, enter:
State
Code #
State
Code #
•
The name of the individual you are designating as your personal
Illinois
94
Ohio
97
representative,
Kentucky
95
Pennsylvania
98
•
That person’s telephone number, and
Michigan
96
Wisconsin
99
•
That person’s complete address.
Note. This entry is for information purposes only, and will not change
If you complete this area, you are authorizing the Department to be in
your refund or the amount you may owe.
contact with someone other than you concerning information about
this tax return.
Line 3 – Extension of time to file information
Place an “X” in the box on line 3a if you have a valid federal extension
Note. If you are due a refund, it will be paid to you (and your spouse,
of time to file (federal Form 4868 or Form 2350). Place an “X” in the
if filing jointly) even if you designate a personal representative.
box on line 3b if you have a valid Indiana extension of time to file,
Form IT-9.
You may decide at any time to revoke the authorization for the
Department to speak with your personal representative. You will need
Line 4 – Farmers and fishermen
to provide a signed statement indicating you revoke this authorization.
Farmers and fishermen have special filing considerations. If at least
Include your name, Social Security number and the year of your tax
two-thirds (2/3) of your gross income is from farming or fishing, mark
return. Mail your statement to Indiana Department of Revenue, P.O.
the box provided on the back of the tax return. This will make sure
Box 40, Indpls., IN. 46206-0040.
that a penalty for the underpayment of estimated tax is not assessed
provided you have followed through by:
Paid Preparer Information
•
Paying all your estimated tax on or by Jan. 17, 2012, and filing
Have your paid preparer complete this area (even if the paid preparer
your Form IT-40 by April 17, 2012, or
is the same individual designated as your personal representative).
•
Filing your Form IT-40 by March 1, 2012, and paying all the tax
due at that time. You are not required to make an estimated tax
The paid preparer must provide:
payment if you use this option.
•
The name of the firm that he/she represents,
•
His/her identification number, and
Important. If you have checked the box, you must enclose the
•
Firm’s address or his/her address if self-employed.
completed Schedule IT-2210 to support your claim.
Opt-Out Designation
Line 5 – Date of death
There are many benefits to electronic filing, which include:
If the taxpayer and/or spouse died during 2011, and this return is being
•
Elimination of math errors
filed with his/her name on it, make sure to enter the month and day
•
Faster refunds
of death in the appropriate box. For example, a date of death of Jan. 9,
2011, would be entered as 01/09/2011. See instructions on page 7 for
Paid preparers are required to electronically file all Indiana individual
more information.
income-tax returns if they prepare more than 50 tax returns annually.
If you use a paid preparer and do not want your tax return to be filed
Page 50
IT-40 Booklet 2011
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