The Indiana State Comptroller has received a high volume of calls and emails regarding the Automatic Taxpayer Refund checks, specifically if the checks are made out to an individual who is now deceased. The widow or executor of the estate will need to file a State Form 57193 Reissuance Of Refund Issued To A Deceased Person with the State Comptroller’s Office. Be advised, our office is experiencing an extremely high volume of requests for reissuance – this request is a manual process and therefore takes a longer time to complete.
The State Comptroller recently processed two automatic taxpayer refunds. The first refund ($125) resulted from Indiana closing the 2021 fiscal year with $3.9 billion in reserves to create an excess reserve transfer of $1.1 billion to be split between retirement funding and an automatic income tax refund for Hoosier taxpayers. The second refund ($200) stems from the Indiana General Assembly passing Senate Enrolled Act (SEA) 2 , which was signed by Governor Eric Holcomb on August 5, 2022 providing a second automatic tax refund of $200 to qualifying taxpayers.
Am I eligible to receive the Automatic Taxpayer Refunds?
Eligible taxpayers should receive an Automatic Taxpayer Refund if they filed an Indiana resident tax return for the 2020 tax year with postmark date of Jan. 3, 2022.
What if I did NOT receive a direct deposit or mailed check?
If qualifying taxpayers have not received a check, direct deposit or letter from the Department of Revenue explaining an offset by November 1, they are encouraged to contact the Department of Revenue directly via secure messaging using INTIME or by calling 317-232-2240.
What if an individual who has since deceased receives an Automatic Taxpayer Refund check?
The widow or executor of the estate will need to file a State Form 57193 Reissuance Of Refund Issued To A Deceased Person with the State Comptroller’s Office. Complete and mail the form, along with a copy of the Death Certificate, to the Indiana State Comptroller at 200 West Washington Street, Room 240, Indianapolis, IN 46204. Affidavits may take 6 -10 weeks to process due to high volume.
What if I received a check, but the check has been damaged and cannot be cashed or the check got lost after I received it?
The recipient of the check will need to file an Affidavit for Lost or Not Received Warrant SF# 42850 with the State Comptroller’s Office. Complete and mail the form to the Indiana State Comptroller at 200 West Washington Street, Room 240, Indianapolis, IN 46204. Affidavits may take 6 -10 weeks to process due to high volume.
Who qualifies for the $200 refundable tax credit?
Senate Enrolled Act (SEA) 2 allows some taxpayers who were not eligible for the initial $125 Automatic Taxpayer Refund to qualify for the $200 Automatic Taxpayer Refund. To qualify, for the $200 Automatic Taxpayer Refund, the taxpayer must have received Social Security benefits in calendar year 2022 and must not be claimed as a dependent on a 2022 Indiana income tax return.
These taxpayers must file a 2022 Indiana resident tax return to claim the $200 Automatic Taxpayer Refund. Instead of a direct payment, they will receive a $200 tax credit toward any additional taxes owed or refund due. Please note that tax returns for 2022 will not be accepted by the Indiana Department of Revenue until mid- to late-January 2023.
Feel free to visit the Indiana Department of Revenue’s website for additional information regarding the Automatic Taxpayer Refund by clicking here.
The Indiana State Comptroller and Department of Revenue (DOR) remind Hoosiers to be mindful of potential scams regarding the Automatic Taxpayer Refunds. All refunds will be issued by direct deposit or check. Individuals should ignore any texts, emails or phone calls regarding these refunds, especially messages containing links or requesting personal or financial information, such as Social Security or bank account numbers.