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Tax Information for Seniors and Low-Income Taxpayers

Filing Requirements

You do not need to file an Indiana income tax return if:

  • You are an Indiana resident (you've maintained legal residence in Indiana for the entire year); and
  • The total value of your personal, elderly and blind exemptions exceeds your federal gross income before deductions.

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.

Tax Credits

Tax Deductions

Exemptions

Indiana allows:

  • A $1,000 exemption for both you and your spouse (if married filing jointly), and for each dependent you are qualified to claim;
  • A $1,500 exemption for certain dependent children;
  • A $1,000 exemption for you and/or your spouse if you are age 65 or over;
  • A $1,000 exemption for you and/or your spouse if you 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

Simplified Form for Low Income Seniors

You may be eligible to file Form SC-40 to claim a refund of your Unified Tax Credit for the Elderly.

Most taxpayers claim this credit by filing their taxes on Form IT-40 or Form IT-40 PNR. To use the shorter, one-page Form SC-40, you and/or your spouse must qualify for the tax credit and meet the following income guidelines:

  • Single or widowed with less than $2,500 in income; or
  • Married, and only one person is age 65 or older, with less than $3,500 in income; or
  • Married, and both of you are age 65 or older, with less than $5,000 in income.

Additional Information

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