Indiana Tax Forms 2023
Printable State IN Form IT-40 and IN Form IT-40 Instructions
Indiana state income tax Form IT-40 must be postmarked by April 15, 2024 in order to avoid penalties and late fees. Printable Indiana state tax forms for the 2023 tax year will be based on income earned between January 1, 2023 through December 31, 2023.
The Indiana income tax rate for tax year 2023 is 3.15%. The state income tax rate is displayed on the Indiana IT-40 form and can also be found inside the Indiana IT-40 instructions booklet. The Indiana IT-40 instructions and the most commonly filed individual income tax forms are listed below on this page.
Preparation of your Indiana income tax forms begins with the completion of your federal tax forms. Several of the Indiana state income tax forms require information from your federal income tax return, for example.
If you have not done so already, please begin with your federal Form 1040. Remember that federal tax Form 1040EZ and Form 1040A have been discontinued. Seniors age 65 and older have the option of filing federal Form 1040-SR this year.
What is Indiana Form IT-40?
Indiana IT-40 is the form used by full-year residents to file their state income tax return. The purpose of Form IT-40 is to determine your tax liability for the state of Indiana. Nonresident and part-year resident filers will complete Indiana Form IT-40PNR instead.
Read the Which Indiana Tax Form Should You File
section of the IT-40 instructions book to help determine if you should file as a resident, part-year resident, or nonresident for tax year 2023.
Do I have to file an Indiana tax return?
You must file an Indiana tax return if your gross income exceeds your total exemptions claimed. For tax year 2023, Single residents must file if their gross income is more than $1,000. Married residents with no dependents must file if their gross income is more than $2,000. Add to your exemptions total $1,000 for each child or elderly dependent who lives with you.
Gross income means all income before deducting expenses that is reportable to the state of Indiana. Even if your gross income is below the amount specified for your total exemptions claimed, you may still want to file an Indiana tax return. You may receive a refund for the state tax amount shown on your Indiana W-2, for example. You may also be eligible for the Indiana earned income credit.
Read the Who Must File
section of the Indiana IT-40 instructions book to help determine if you should file a state income tax return for tax year 2023.
How to pay estimated taxes in Indiana?
Indiana Form ES-40 is used to pay estimated taxes. If you have taxable income from self-employment, interest, dividends, unemployment compensation, and pensions, you may have to pay estimated tax to the state of Indiana.
Download Indiana Form ES-40 from the list of forms in the table below on this page. The computation worksheet and instructions for Form ES-40 can be found on page two of the PDF file. Page one of the Indiana Form ES-40 file is the fillable voucher for the 2023 tax year. Fill in the form, save the file, print, and mail to the Indiana Department of Revenue.
Indiana estimated income tax payment due dates are the same as the federal Form 1040-ES payment due dates. For the 2024 tax year, estimated tax payments are due quarterly on the following dates: April 15, 2024; June 15, 2024; September 15, 2024; and Jan 15, 2025.
Where can I get Indiana tax forms?
Printable Indiana tax forms for 2023 are available for download below on this page. These are the official PDF files published by the Indiana Department of Revenue, we do not alter them in any way. The PDF file format allows you to safely print, fill in, and mail in your 2023 Indiana tax forms.
To get started, download the forms and instructions files you need to prepare your 2023 Indiana income tax return. Then, open Adobe Acrobat Reader on your desktop or laptop computer. Do not attempt to fill in or print these files from your browser.
From Adobe Acrobat Reader use the Ctrl + O shortcut or select File / Open and navigate to your 2023 Indiana tax forms. Open the files to read the instructions, and, remember to save fillable forms periodically while filling them in. Print all Indiana state tax forms at 100%, actual size, without any scaling.
Click the F
, Fi
, I
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icons to download any Indiana Form, Fillable Form, Instructions, or Booklet listed in the table below.
Booklets generally contain an assortment of printable tax forms and instructions.
2023 Indiana Tax Form Downloads
| Form | Title | |
|---|---|---|
| Form IT-40 | 2023 Indiana Full-Year Resident Individual Income Tax Return |
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| Form IT-40X | 2023 Indiana Amended Individual Income Tax Return (Use Forms IT-40, IT-40PRN or IT-40RNR and check the Amendedbox at the top right corner of the form.) | |
| Form IT-9 | 2023 Indiana Application for Extension of Time to File |
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| Form ES-40 | 2024 Indiana Estimated Tax Payment Form |
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| Form SC-40 | 2023 Indiana Unified Tax Credit for the Elderly |
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| Form ST-115 | Indiana Department of Revenue Consumer's Use Tax Return |
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| Schedule 1 | 2023 Indiana Schedule 1 Add-Backs |
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| Schedule 2 | 2023 Indiana Schedule 2 Deductions |
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| Schedule 3 | 2023 Indiana Schedule 3 Exemptions |
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| Schedule 4 | 2023 Indiana Schedule 4 Other Taxes |
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| Schedule 5 | 2023 Indiana Schedule 5 Credits / Donations |
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| Schedule 6 | 2023 Indiana Schedule 6 Offset Credits |
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| Schedule 7 | 2023 Indiana Schedule 7 Additional Required Information |
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| Schedule CC-40 | 2023 Indiana College Credit |
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| Schedule CT-40 | 2023 County Tax Schedule for Full-Year Indiana Residents |
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| Schedule IN-529 | 2023 Indiana CollegeChoice 529 Education Savings Plan Credit |
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| Schedule IN-DEP | 2023 Indiana Dependent Information and Additional Dependent Child Information |
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| Schedule IN-EIC | 2023 Indiana Earned Income Credit |
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| Schedule IN-H | 2023 Indiana Household Employment Taxes |
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| Schedule IN-OCC | 2023 Indiana Other Certified Credits |
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| Schedule IT-2210 | 2023 Underpayment of Estimated Tax by Individuals |
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| Schedule IT-2440 | 2023 Indiana Disability Retirement Deduction |
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How do I track my Indiana tax refund?
To track the status of your Indiana IT-40 income tax refund online, visit the Indiana Department of Revenue website and use their Refund Status service. Indiana Department of Revenue asks that you wait three weeks before checking the status of an electronically filed return and 12 weeks for a mailed in paper return.
To track the status of your Indiana income tax refund for 2023 you will need the following information:
- Social Security Number
- Amount of your refund
The requested information must match what was submitted on your 2023 Indiana Form IT-40. You can also look up prior year refunds if you have the requested information available. If not, you will need to contact the Indiana Department of Revenue service center by phone or mail.
To contact the Indiana Department of Revenue service center by phone or email, use the check your refund status link above. Alternatively, read or print the 2023 Indiana Form IT-40 instructions to obtain the proper phone number and mailing address.
Last updated: December 12, 2023
References:
- Individual Income Taxes, Tax Forms. State of Indiana, Indiana Department of Revenue. Retrieved December 12, 2023.
- Who should file a tax return?. State of Indiana, Indiana Department of Revenue. Retrieved December 12, 2023.