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June 22, 2010
An important deadline is coming up for low-income senior citizens. Indiana has a refundable credit for these individuals, and it must be claimed no later than June 30, 2010.
If an individual is age 65 or older, lived in Indiana for at least six months and has taxable income of less than $10,000, then he or she may be eligible for a Unified Tax Credit for the Elderly. While singles may qualify for a credit up to $100, those married who file their taxes jointly may get up to $140.
Now if the eligible senior has already filed a 2009 state income tax return, then the credit has probably already been claimed. An individual can look at Indiana’s Schedule 5, line 4 just to be sure that it was claimed. If the credit should have been claimed and wasn’t, then the individual still has time to file a corrected, or amended return by June 30, 2010.
But, if you know a senior citizen who doesn’t file a state tax return because his or her income is so low, you might want to do some investigating on his or her behalf. Review Form SC-40, Unified Tax Credit for the Elderly for details. You can find this form online at www.in.gov/dor If the senior is eligible for a credit (refund), make sure the form is completed, signed and postmarked no later than June 30, 2010.
To speak with a bilingual representative at the Indiana Department of Revenue about the Unified Tax Credit for the Elderly, please call (317) 232-2240 (press 2 for Spanish) from 8 a.m. to 4:30 p.m., Monday through Friday. Or you can submit questions via e-mail to jevans@dor.in.gov You may also visit the Department’s Spanish Web site at www.impuestos.in.gov/
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If you have any suggestions for this blog, please e-mail those suggestions to Señora Hinojosa at feedback@dor.in.gov