Indiana Property Tax Benefits Form (Page 2 of 2) in pdf

INDIANA PROPERTY TAX BENEFITS

Page 2

Specific deduction claim forms are available from the county auditor or on the Indiana Department of Local Government Finance website:

ARE THERE RESTRICTIONS WITH

DEDUCTION

TAKING THIS DEDUCTION IN

APPLICATION FORM AND VERIFICATION (PROOF) REQUIRED

(Indiana Code)

COMBINATION WITH OTHER

DEDUCTIONS? ***

Mortgage

State Form # 43709 A new application must be filed whenever a

(6-1.1-12-1b)

loan on real estate is refinanced.

Homestead Credit

DLGF Form HC10 (State Form 5473)

(6-1.1-20.9)*

Previous tax bill will facilitate filing.

Homestead Standard

DLGF Form HC10 (State Form 5473). One form filed for both the

Deduction

Homestead Credit and the Standard Deduction.

(6-1.1-12-37(b))

State Form 43708

PARTIALLY - May not claim any deductions

Over 65

Internal Revenue Service Form 1040 for the previous calendar year.

other than the Mortgage and the Homestead

( 6.1.1-12-9)

This requirement includes submitting the 1040 for the applicant and all

Deductions.

co-owners.

PARTIALLY - These deductions may be

Blind

State Form 43710

claimed with all other deductions EXCEPT

(6-1.1-12-11;12)

Proof of Blindness

the Over 65 Deduction.

PARTIALLY - These deductions may be

Disabled

State Form 43710

claimed with all other deductions EXCEPT

(6-1.1-12-11)

Proof of Disability

the Over 65 Deduction.

State Form 12662

PARTIALLY - These deductions may be

Disabled Veteran * *

Either VA Form 20-5455 Code 1 In Item #15; Pension Certificate;

claimed with all other deductions EXCEPT

(6-1.1-12-14;15)

Award of Compensation from VA or DOD; or Certificate of eligibility

the Over 65 Deduction.

from IN Dept of VA.

State Form 12662

PARTIALLY - This deduction may be

Veteran with Service

Either VA Form 20-5455 Code 2 In Item #15; Pension Certificate;

claimed with all other deductions EXCEPT

Connected Disability

Award of Compensation from VA or DOD; or Certificate of eligibility

the Over 65 Deduction and Surviving Spouse

(6-1.1-12-13;15)

from IN Dept of VA.

of WW I Veteran.

PARTIALLY - This deduction may be

Veteran World War I*

State Form 12662

claimed with all other deductions EXCEPT

(6-1.1-12-17.4)

Letter from VA or Department of Defense; or Discharge Documents.

the Over 65 Deduction.

PARTIALLY - This deduction may be

Surviving Spouse of World

State Form 12662

claimed with all other deductions EXCEPT

War I Veteran * *

Letter from VA or Department of Defense; or Discharge Documents.

the Over 65 Deduction and Veteran with

(6-1.1-12-16;17(b))

Service Connected Disability.

Solar Energy Heating or

PARTIALLY - These deductions may be

Cooling Systems

State Form 18865

claimed with all other deductions EXCEPT

(6-1.1-12-26)

the Over 65 Deduction.

State Form 18865

PARTIALLY - These deductions may be

Hydroelectric Power Device

Certificate of Qualification from the Indiana Department of

claimed with all other deductions EXCEPT

(6-1.1-12-33)

Environmental Management.

the Over 65 Deduction.

* Depending on the county, you may also receive a County Homestead Credit on your residence. Please consult with your County Auditor.

** Any unused portion after application to residence property applies next to personal property and lastly as Excise Tax Credit on either motor vehicle excise tax (IC 6-6-5-5)or

aircraft license tax (IC 6-6-6.5)

*** The sum of the deductions provided to a mobile home or to a manufactured home that is not assessed as real property may not exceed one-half (1/2) of the assessed

value of the mobile home or manufactured home. (IC 6-1.1-12-40.5)

By signing below, customer acknowledges receipt of the Indiana Tax Benefits form

Customer Verification Signature

Please Print Name

Date (month, day, year)