Indiana IT-40 Income Tax Form

IT-40 Income Tax Form
IT-40 Form
Form

IT-40

State Form 154
(R22 / 9-23)

Indiana Full-Year Resident
Individual Income Tax Return

2023

Due April 15, 2024

If filing for a fiscal year, enter the dates (see instructions) (MM/DD/YYYY):

	 from	to:		
Your Social
Security Number

Your first name

Place “X” in box
if amending

Spouse’s Social
Security Number
Place “X” in box if applying for ITIN
Initial
Last name

If filing a joint return, spouse’s first name

Initial

Place “X” in box if applying for ITIN
Suffix

Last name

Suffix

Present address (number and street or rural route)

City

State

Place “X” in box if you are
married filing separately.
ZIP/Postal code

Foreign country 2-character code (see instructions)

Enter below the 2-digit county code numbers (found on the back of Schedule CT-40) for the county where you lived and
worked on Jan. 1, 2023.
County where
County where
County where
County where
you lived
you worked
spouse lived
spouse worked

Round all entries

1.	 Enter your federal adjusted gross income from your federal
income tax return, Form 1040 or Form 1040-SR, line 11______________________ Federal AGI	1	.00
2.	 Enter amount from Schedule 1, line 7, and enclose Schedule 1_________ Indiana Add-Backs	2	.00
3.	 Add line 1 and line 2_____________________________________________________________ 	3	.00
4.	 Enter amount from Schedule 2, line 12, and enclose Schedule 2________ Indiana Deductions	4	.00
5.	 Subtract line 4 from line 3_________________________________________________________ 	5	.00
6.	 Complete Schedule 3. Enter amount from Schedule 3, line 7,
and enclose Schedule 3________________________________________ Indiana Exemptions	6	.00
7.	 Subtract line 6 from line 5_____________________________ Indiana Adjusted Gross Income	
7	.00
8.	 State adjusted gross income tax: multiply line 7 by 3.15% (.0315)
(if answer is less than zero, leave blank)_____________________ 	8	.00
9.	 County tax. Enter county tax due from Schedule CT-40
(if answer is less than zero, leave blank)_____________________ 	9	.00
10.	 Other taxes. Enter amount from Schedule 4, line 4 (enclose schedule)		 10	.00
11.	 Add lines 8, 9 and 10. Enter total here and on line 15 on the back____________ Indiana Taxes	11	.00

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12.	 Enter credits from Schedule 5, line 13 (enclose schedule)____ 	 12	.00
13.	 Enter offset credits from Schedule 6, line 8 (enclose schedule)	 13	.00
14.	 Add lines 12 and 13 _______________________________________________ Indiana Credits	14	.00
15.	 Enter amount from line 11____________________________________________ Indiana Taxes	

15	.00

16.	 If line 14 is equal to or more than line 15, subtract line 15 from line 14 (if smaller, skip to line 23)	

16	.00

17.	 Enter donations from Schedule IN-DONATE (enclose schedule); cannot be greater than line 16	

17	.00

18.	 Subtract line 17 from line 16___________________________________________Overpayment	18	.00
19.	 Amount from line 18 to be applied to your 2024 estimated tax account (see instructions).
Enter your county code	

county tax to be applied__ $	a	.00

Spouse’s county code	

county tax to be applied__ $	

b	.00

Indiana adjusted gross income tax to be applied__________ $	

c	.00

Total to be applied to your estimated tax account (a + b + c; cannot be more than line 18)______ 	 19d	.00
20.	 Penalty for underpayment of estimated tax from Schedule IT-2210 and IT-2210A ____________ 	20	.00
a. Enter Code A if annualizing. Enter Code F if Farmer or Fisherman___________ 	

a

21.	 Refund: Line 18 minus lines 19d and 20. Note: If less than zero, see line 23 instructions ___ Your Refund	21	.00
22.	 Direct Deposit (see instructions)
	

a. _ Routing Number

	

b. _ Account Number

	

c.	 Type:	

	

d.	 Place an “X” in the box if refund will go to an account outside the United States

Checking	

Savings	

Hoosier Works MC

23.	 If line 15 is more than line 14, subtract line 14 from line 15. Add to this any amount on
line 20 (see instructions)________________________________________________________ 	23	.00
24.	 Penalty if filed after due date (see instructions)_______________________________________ 	24	.00
25.	 Interest if filed after due date (see instructions)_______________________________________ 	25	.00
26.	 Amount Due: Add lines 23, 24 and 25_______________________________ Amount You Owe	26	.00
Do not send cash. Make your check or money order payable to:
Indiana Department of Revenue. See instructions if paying with a credit card.
Sign and date this return after reading the Authorization statement on Schedule 7. Remember to enclose Schedule 7.
_____________________________________________________ 	
Signature	
Date	

__________________________________________________
Spouse’s Signature	
Date

•	 Mail payments to: Indiana Department of Revenue, P.O. Box 7224, Indianapolis, IN 46207-7224.
•	 Mail all other returns to: Indiana Department of Revenue, P.O. Box 40, Indianapolis, IN 46206-0040.

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