Completing an Indiana Tax Return
Nine Steps to Completing an Indiana Tax
- Complete the federal return first.*
- Determine state residency and filing status.
- Choose the proper tax form.
- Refer to the tax booklets and their indexes to complete the forms.
- Enclose the state copies of the W-2 forms and 1099s (if filing by paper).
- Have the taxpayer sign and date the tax return. For joint returns, both the taxpayer and the spouse must sign it.
- Include the taxpayer’s phone number. Without this information, the department may have to send a letter instead of making a phone call, which can slow the taxpayer’s refund.
- Be sure the taxpayer writes his or her Social Security number on the check or money order he or she will submit to the department if the taxpayer is not paying online or by phone.
- If filing by paper, select the correct label and place it on the envelope.
* If the taxpayer is not required to file a federal return, he or she may still be required to file an Indiana return. An Indiana resident is not required to file an Indiana individual income tax return if the taxpayer’s gross income is less than the total exemptions.
If mailing a tax return, please do not staple or clip any of the information together. Just include it loose in the envelope. Stapling or clipping the tax return and additional materials can slow the return’s process and possibly delay the taxpayer’s refund.