Tax Information for Seniors and Low-Income Taxpayers
A taxpayer that is an Indiana resident (taxpayer maintained a legal residence in Indiana for the entire year) and the total value of personal, elderly, and blind exemptions exceeds the taxpayer's federal gross income before deductions, does not need to file an annual income tax return. More information on if you need to file can be found on our Who Must File a Tax Return webpage.
Assistance for Seniors and Low-Income Taxpayers
If you are a senior or low-income customer looking for assistance in preparing your individual income taxes, there are organizations that can help.
- The AARP Foundation Tax-Aide program focuses on helping low- and moderate-income people, with special attention to those over age 60.
- The IRS Volunteer Income Tax Assistance (VITA) and the Tax Counseling for the Elderly (TCE) programs offer free tax help for taxpayers who qualify.
- All tax deductions
- Civil service annuity deduction
- Disability retirement deduction
- Human services deduction - for Medicaid recipients staying at a care facility or hospital
- Indiana partnership long term care policy premiums deduction
- A $1,000 exemption for each exemption claimed on the federal return;
- A $1,500 exemption for certain dependent children;
- A $1,000 exemption for the taxpayer and/or spouse if they are age 65 or over;
- A $1,000 exemption for the taxpayer and/or spouse if they are blind; and
- A $500 additional exemption for each individual age 65 or older if their federal adjusted gross income is less than $40,000
- Deceased individuals
- Estimated tax requirements
- Inheritance tax information
- Military retirement pay
- Social Security and railroad retirement benefits
- Simplified form for low income seniors