How to File for an Extension or Amended Return

April 5, 2017

Taxes can be confusing, and sometimes we make mistakes. In the event you make a mistake on your state income tax return or need to make changes to your income, exemptions or credits, you can file an amended return.

If you can’t meet the April 18 deadline to file, there’s no need to panic. The Indiana Department of Revenue offers resources to help Indiana taxpayers.

Taxpayers who can’t complete their tax return by April 18 can complete an extension of time to file form or Form IT-9. An extension of time to file gives taxpayers more time to get all their information together to file. However, it does not extend the time to pay the tax owed.

Taxpayers can complete an extension of time to file form with either the IRS or the department. The IRS offers a federal extension of time to file (IRS Form 4868). If you file this form, you won’t need to complete a separate form for Indiana.

If you don’t have an IRS extension of time to file, you can file for an Indiana extension by following the steps below:

  • Pay at least 90 percent of the tax you expect to owe by April 18, 2017. You can pay online by credit card or electronic check at www.in.gov/dor/epay.
  • File and pay the remaining balance by the extension date to avoid penalty.
  • If you do not owe any tax, but cannot file by the due date, get Form IT-9.  Check the box showing no payment is due and mail the form to the department by April 18, 2017.

Depending on the type of return you filed originally, you can do one of two things to file an amended return.

  • If you already filed an original state income tax return, file an amended return using IT-40X.
  • If you did not file an original state income tax return but filed an amended federal return (1040X), then you need to file the new figures as an original state income tax return on IT-40 or IT-40PNR.

An amended return may result in a refund or a tax due. For more information about checking the status of your refund or paying tax owed, click here.

If you have questions about your tax return, contact the department at 317-232-2240 or via email at www.in.gov/dor/3392.htm.

Remember, if you expect a refund or to break even this tax season, you still need to file for an extension of time to file if you can’t file by the April 18 deadline.