INSTRUCTIONS: INDIANA AMENDED INDIVIDUAL INCOME TAX RETURN (Form IT-40X)
Those who need to amend an initially filed individual state tax return in Indiana do so with a form IT-40X. This form is found on the sub-section of the website of the government of Indiana maintained by the state's Department of Revenue.
Indiana Amended Individual Income Tax Return IT-40X Step 1: Enter the tax calendar or fiscal year date or dates you are filing to amend.
Indiana Amended Individual Income Tax Return IT-40X Step 2: Enter your Social Security number and name, as well as the same information for your spouse if filing jointly.
Indiana Amended Individual Income Tax Return IT-40X Step 3: Enter your current address, including your 2-character foreign country code if applicable. Place an "x" in the box where indicated if married but filing separately.
Indiana Amended Individual Income Tax Return IT-40X Step 4: Give the name of the counties where you and your spouse worked and lived at the beginning of the tax year during which you are filing.
Indiana Amended Individual Income Tax Return IT-40X Step 5: Three columns must be completed on lines 1 through 16. Column A requires the amount entered on your original return, Column B requires the net increase or decrease between your original and corrected figures, and Column C requires the correct amounts. Document your income on line 1 and exemptions on line 2.
Indiana Amended Individual Income Tax Return IT-40X Step 6: Lines 3 through 12 provide instructions for computing your total tax due.
Indiana Amended Individual Income Tax Return IT-40X Step 7: Lines 13 through 20 provide instructions for documenting and totaling your credits.
Indiana Amended Individual Income Tax Return IT-40X Step 8: On lines 21 through 25, follow the instructions to calculate your adjusted balance due or refund owed.
Indiana Amended Individual Income Tax Return IT-40X Step 9: Sign and date the form, along with your spouse if applicable. Provide a daytime telephone number and email address.
Indiana Amended Individual Income Tax Return IT-40X Step 10: If you wish to authorize a personal representative to discuss your return with the Department of Revenue, enter their name, telephone number and address.
Indiana Amended Individual Income Tax Return IT-40X Step 11: Write a detailed explanation of all changes at the bottom of the page. Attach all substantiating forms and schedules.
