Indiana Claim for Refund – Inheritance and Estate Tax

Claim for Refund – Inheritance and Estate Tax
Form IH-5Form IH-5

Prescribed by the Indiana Department of Revenue.

State Form 48834
(R3/2-19)

CLAIM FOR REFUND OF INHERITANCE AND ESTATE TAXES

Name of Decedent							

Social Security Number

County of Residence							

Address

Date of Death (if known)							

Inheritance Tax File Number (if known)

Under Ind. Code § 6-4.1-10-1(a), the undersigned hereby makes claim for the refund of taxes paid in the aforementioned estate in the amount of ___________________________for the following reason:

I hereby certify that the tax was originally paid on the ______ day of __________________, 20_______, that the
______________________ County Treasurer issued receipt number _______________, and that no part of the same has
been refunded, except:

									
PLEASE ATTACH DOCUMENTARY EVIDENCE TO SUBSTANTIATE YOUR CLAIM.

Person Who Paid the Tax						

Name of Person Making Claim				

Relationship to Estate							

Relationship to Estate

Address								

Address

Note:	 Please mail completed form to: Indiana Department of Revenue, Inheritance Tax Division, P.O. Box 71,
Indianapolis, Indiana 46206-0071

Extracted from PDF file 2023-indiana-form-ih-5.pdf, last modified March 2019

Download This Form

Print This Form

More about the Indiana Form IH-5 Individual Income Tax TY 2023

Use Form IH-5 to claim refund on your inheritance and/or estate tax owed

We last updated the Claim for Refund – Inheritance and Estate Tax in February 2024, so this is the latest version of Form IH-5, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form IH-5 directly from TaxFormFinder. You can print other Indiana tax forms here.

eFile your Indiana tax return now

eFiling is easier, faster, and safer than filling out paper tax forms. File your Indiana and Federal tax returns online with TurboTax in minutes. FREE for simple returns, with discounts available for TaxFormFinder users!

File Now with TurboTax

Other Indiana Individual Income Tax Forms:

TaxFormFinder has an additional 69 Indiana income tax forms that you may need, plus all federal income tax forms.

Form Code	Form Name
Form ES-40	Estimated Tax Payment Voucher Estimated
IT-40 Form	IT-40 Income Tax Form Tax Return
Form SC-40	Unified Tax Credit for the Elderly Tax Credit
IT-40 Booklet	IT-40 Income Tax Instruction Booklet
Schedule 2	Deductions

Download all IN tax forms View all 70 Indiana Income Tax Forms

Form Sources:

Indiana usually releases forms for the current tax year between January and April. We last updated Indiana Form IH-5 from the Department of Revenue in February 2024.

Show Sources >

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Indiana Form IH-5

We have a total of two past-year versions of Form IH-5 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form IH-5

2022 Form IH-5

TaxFormFinder Disclaimer:

While we do our best to keep our list of Indiana Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.