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.
Find the correct tax form
- Form IT-40
File Form IT-40 if you (and your spouse, if married filing jointly) were full-year Indiana residents.
- Form IT-40RNR
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.
- 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.