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Indiana Free Printable  for 2024 Indiana Unified Tax Credit for the Elderly

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Unified Tax Credit for the Elderly
Form SC-40

2023 Unified Tax Credit for the Elderly Form SC-40 Married Claimants Must File Jointly State Form 44404 (R22 / 9-23) Your first name Initial Last name Spouse’s first name Initial Last name Due April 15, 2024 Your Social Security Number Spouse’s Social Security Number Present address (number and street or rural route) City or Town State 1. Check box if you were age 65 or older by Dec. 31, 2023 ZIP/Postal code □ Taxpayer's date of death Spouse's date of death M M 2023 M 2023 D D M D D Check box if spouse was age 65 or older by Dec. 31, 2023 2. Were you a resident of Indiana for six months or more during 2023? 3. Was your spouse a resident of Indiana for six months or more during 2023? Determine Your Income □ □ □ □ Yes Yes □ No No Certain income, such as Social Security, veteran’s disability pensions and life insurance proceeds, should not be entered on this form. Enter all other income received by you and your spouse during the tax year. Complete all spaces. If you had no income from any of the sources listed below, place a zero (-0-) in the space provided. Round all entries. A. Wages, salaries, tips and commissions, unemployment compensation, etc.............................. A B. Dividend and interest income..................................................................................................... B C. Net gain or loss from rental income, business income, etc........................................................ C D. Pensions or annuities (Do not enter Social Security benefits)............................................... D E. Total Income (Add Lines A through D and enter the total here)................................................ E F. Your Elderly Credit (See chart on back to figure your refund)................................................. F G. Direct Deposit (1) Routing Number (3) □ (2) Account Number (5) Place an "X" in the box if refund will go to an account outside the United States. Checking (4) □ 00 00 00 00 00 00 Savings □ Under penalty of perjury, I (we) have examined this return and to the best of my (our) knowledge and belief, it is true, complete, and correct and that I am (we are) not required to file an Indiana income tax return. ____________________________________________________ Your Signature Date ________________________________________________ Spouse's Signature Date Daytime Telephone Number □ □ I authorize the department to discuss my return with my personal representative. Yes No If yes, complete the information below. Personal Representative’s Name (please print) __________________________________________________________ Paid Preparer: Firm’s Name (or yours if self-employed) __________________________________________________________ □ PTIN Telephone number Address____________________________________________________ Address____________________________________________________ City_______________________________________________________ City_______________________________________________________ State________________________ State________________________ ZIP Code___________________ *16223111694* 16223111694 ZIP Code___________________ Important Information • The filing due date for this form is April 15, 2024. • You cannot file this form if you have an extension of time to file. Instead, you must file and claim this credit on Form IT-40 or Form IT-40PNR. • You must file no later than three years after the filing due date to be eligible to claim a refund on this form. The Unified Tax Credit for the Elderly is available to individuals age 65 or over with taxable income of less than $10,000. If your income on Line E is less than the amounts on the chart below, you are eligible to claim this credit on this form. If it is more, then you must file Form IT-40 or Form IT-40PNR to claim the credit. Do not file Form SC-40 if you are required to file Form IT-40 or Form IT-40PNR. Who may use this form to claim the Unified Tax Credit for the Elderly? You may be able to claim a credit if you and/or your spouse meet the following requirements: • You and/or your spouse must have been age 65 or older by Dec. 31, 2023; • If married, you must file a joint return; • You and/or your spouse must have been an Indiana resident for at least six months during 2023; and • You and/or your spouse must not have been in prison 180 days or more during 2023. You may file this form if you meet all the above requirements, and • You are single or widowed and your income on Line E is under $2,500*; or • You are married, and only one person is age 65 or older, and your income on Line E is less than $3,500*; or • You are married, both of you are age 65 or older, and your income on Line E is less than $5,000*. Complete Lines A through E on the front of this form. Then, compare the Line E amount to the amounts on the chart below based on your filing status and age. This will give you your refund amount. Direct deposit You may have your refund directly deposited in your checking or savings account. The routing number is nine digits, with the first two digits of the number beginning with 01 through 12 or 21 through 32. Do not use a deposit slip to verify the number because it may have internal codes as part of the actual routing number. The account number can be up to 17 digits. Omit any hyphens, accents and special symbols. Enter the number from left to right and leave any unused boxes blank. Check the appropriate box for the type of account to which you are making your deposit, and if the refund will go to an account outside the United States. Personal Representative Information If you complete this area, you are authorizing the department to be in contact with someone other than you (e.g., paid preparer, relative or friend, etc.) concerning information about this tax return. After your return is filed, the department will communicate primarily with your designated personal representative. Note. Your refund will be paid to you (and your spouse, if filing jointly) even if you designate a personal representative. If you have not received your refund within 12 weeks of filing, check the status of your refund online at www.in.gov/dor/online-services/ check-the-status-of-your-refund/, or call our automated information line at 317-232-2240. Please mail your claim for refund to: Elderly Credit Indiana Department of Revenue P.O. Box 6103 Indianapolis, IN 46206-6103 Mail by April 15, 2024 Important. If your income is more than these amounts, do not file this form. Instead, you must file Form IT-40 (or IT-40PNR if you are not a full-year resident), and claim the credit on that form. Note. If a spouse dies before this return is filed, the surviving spouse can claim this credit by filing a joint return. A copy of the death certificate must be attached to the tax return to verify the date of death. However, if a taxpayer dies and does not have a surviving spouse, the estate cannot claim the credit on behalf of the deceased taxpayer. Compare the Figure on Line E to the Chart Below: Enter Your Refund Amount on Line F. Single or Widowed 65 or Older If Line E is: 0-$999.99 $1,000-$2,499.99 $2,500 or Over Married with only one person 65 or Older Your Refund Amount is: If Line E is: $100.00 $50.00 Married with both persons 65 or Older Your Refund Amount is: If Line E is: 0-$999.99 $100.00 0-$999.99 Your Refund Amount is: $140.00 $1,000-$2,999.99 $50.00 $1,000-$2,999.99 $90.00 You must file form IT-40 or IT-40PNR $3,000-$3,499.99 $40.00 $3,000-$4,999.99 $80.00 $3,500 or Over You must file form IT-40 or IT-40PNR *24100000000* 24100000000 $5,000 or Over You must file Form IT-40 or IT-40PNR
Extracted from PDF file 2023-indiana-form-sc-40.pdf, last modified May 2020

More about the Indiana Form SC-40 Individual Income Tax Tax Credit TY 2023

You may be able to claim a credit by filing this tax form, State Form 44404, with your IT-40 Indiana tax return, if you and/or your spouse are over age 65 and meet other requirements. The tax credit can be deposited directly in your bank account.

We last updated the Unified Tax Credit for the Elderly in January 2024, so this is the latest version of Form SC-40, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form SC-40 directly from TaxFormFinder. You can print other Indiana tax forms here.

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
IT-40 Form IT-40 Income Tax Form
Form SC-40 Unified Tax Credit for the Elderly
Schedule 2 Deductions
IT-40 Booklet IT-40 Income Tax Instruction Booklet

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 SC-40 from the Department of Revenue in January 2024.

Show Sources >

Form SC-40 is an Indiana Individual Income Tax form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.

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 SC-40

We have a total of thirteen past-year versions of Form SC-40 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2016 Form SC-40

SC-40 (09-12).indd

2015 Form SC-40

SC-40 (09-12).indd

2014 Unified Tax Credit for the Elderly 2014 Form SC-40

SC-40 (09-12).indd

2013 Unified Tax Credit for the Elderly 2013 Form SC-40

SC-40 (09-12).indd

2012 Form SC-40

SC-40 (09-12).indd

2011 Form SC-40

SC-40 (09-11).indd

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