What You Need to File a Tax Return

DOR urges everyone to wait to file their tax returns until they receive all their official tax documents and statements.

Attempting to file without all required information can delay a refund if one is due.

Documents you need to file

• All W-2s from all employers (include spouse’s if filing jointly)
• All 1099s for contract income of $600 or more from all employers (include spouse’s if filing jointly)
• Prior year local and state tax refund(s)
• Medical savings account distributions (1099-MSA)
• Social Security benefit income
• Unemployment income
• Rental property income
• Investment income (including interest, dividend, and foreign investment income, and proceeds from the sale of bonds or stocks)
• Miscellaneous income (1099-MISC)

Other required information

• Your Social Security number
• Your spouse’s Social Security number (if applicable)
• All dependent Social Security numbers (if applicable)

If you file a single federal income tax return, you must file a single Indiana individual income tax return. If you file a joint federal income tax return, you must file a joint Indiana individual income tax return.

DOR encourages customers to use electronic filing, online payment, and direct deposit to significantly improve the accuracy and speed of the return and refund processes.

Find the correct tax form

File Form IT-40 if you (and your spouse, if married filing jointly) were full-year Indiana residents.

File Form IT-40RNR if you (and your spouse, if married filing jointly) were full-year residents of Kentucky, Michigan, Ohio, Pennsylvania or Wisconsin, and the only income you received from Indiana was from wages, salaries, tips or other compensation. Note: If you have any other kind of Indiana-source income, you'll have to file Form IT-40PNR.

File IT-40PNR if you (and your spouse, if married filing jointly) were Indiana residents for less than a full-year or were not Indiana residents at all (or if you and your spouse are filing jointly and only one of you was a full-year Indiana resident) and do not qualify to file Form IT-40RNR.