Form It-40 - Indiana Full-Year Resident Individual Income Tax Instruction Booklet - 2011 Page 6
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60Name. If your last name includes an apostrophe, do not use it. For
number “9999”. Contact a local school or your county auditor’s office if
example, enter O’Shea as OSHEA. If your name includes a hyphen, use
you’re not sure which school corporation you live in.
it. For example, enter SMITH-JONES.
It is important that you enter the correct school corporation number.
Suffix. Enter the suffix associated with your name in the appropriate
This information is used for statistical tracking purposes to determine
box.
possible school funding needs and changes.
•
Use JR for junior and SR for senior.
•
Note. If the school corporation number is not entered, the processing
Numeric characters must be replaced by alphabetic Roman
Numerals. For example, if your last name is Charles 3rd, do not
of your return will be delayed.
use 3rd; instead, enter III in the suffix field.
Do not enter any titles or designations, such as M.D., Ph. D., RET.,
•
County information
Minor or DEC’D.
Enter the two-digit code numbers for the county(s) where you and
your spouse, if filing joint, lived and worked on Jan. 1, 2011. You
P.O. Box
can find these code numbers on the chart found on the back of the
Enter your P.O. Box number instead of your street address only if your
Schedule CT-40. See the instructions beginning on page 51 for more
post office does not deliver mail to your home.
information, including the definitions of the county where you live and
work, details for military personnel, retired individuals, homemakers,
unemployed individuals, out-of-state filers, etc.
Married filing separately
If you file your federal income tax return as married, filing separately,
Refund check address
you must also file married, filing separately with Indiana. Enter both of
your Social Security numbers in the boxes on the top of the form, and
Your refund check will be issued in the name(s), address and Social
then check the box directly to the right of those boxes. Enter the name
Security number(s) shown on your tax return. It is very important that
of the person filing the return on the top line, but do not enter the
this information is correct and legible. Any wrong information will
spouse’s name on the second name line.
delay your refund.
Married persons who live apart filing
Rounding required
status
Each line on which an amount can be entered has “.00” already filled-
in. This is to remind you that rounding is required when completing
If you were not divorced or legally separated in 2011, you may have
your tax return.
qualified for and filed as ‘head of household’ on your federal income tax
return. If you did, do not check the married filing separately box. Also,
You must round your amounts to the nearest whole dollar.
do not enter either your spouse’s name or Social Security number.
To do this, drop amounts of less than $0.50.
Military address
Example. $432.49 rounds down to $432.00.
Overseas military addresses must contain the APO, FPO designation
in the “city field” along with a two-character “state” abbreviation of
Increase amounts of $0.50 or more to the next higher dollar.
AE, AP, or AA and the zip code. Place these two- and three-letter
Example. $432.50 rounds up to $433.00.
designations in the city name area.
Losses or negative entries
Zip/Postal code
When reporting a loss or negative entry, use a negative sign. Example.
Enter your five or nine digit zip code (do not use a dash). For example,
Write a $125 loss as -125.
enter 46217 or 462174540.
Commas
If filing with a foreign address, enter the associated postal code.
Do not use commas when entering amounts. For instance, express
1,000 as 1000.
Foreign country code
Complete this area if the address you are using is located in a foreign
Enclosing schedules, W-2s, etc.
country. Enter the 2-character foreign country code, which may be
You will find an enclosure sequence number in the upper right-hand
found online at
corner of each schedule. Make sure to put your completed schedules
in sequential order behind the IT-40 when assembling your tax return.
School corporation number
Do not staple or paper clip your enclosures. If you have a schedule
on which you’ve made no entry, do not enclose it unless you have
Enter the four-digit school corporation number (found on pages 55 and
completed information on the back of it.
56) for where the primary taxpayer lived on Jan. 1, 2011. The primary
taxpayer is the first name listed at the top of the tax return. If the
primary taxpayer did not live in Indiana on Jan. 1, 2011, enter the code
Page 6
IT-40 Booklet 2011
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