Schedule IN-DEP-A is a form used by Indiana taxpayers to report adopted dependents for tax exemption purposes. This form is filed alongside the Indiana income tax return, either Form IT-40 (for residents) or Form IT-40PNR (for non-residents). It is specifically designed for individuals who have adopted children and wish to claim them as dependents. The form allows taxpayers to provide essential details about the adopted children, such as their names, Social Security numbers, and birthdates. It also includes sections to indicate whether the taxpayer or their spouse is the adoptive parent of the child. Accurate completion of this form ensures that taxpayers can claim the appropriate exemptions related to their adopted children.
How to File Schedule IN-DEP-A?
- Obtain the Correct Form: Ensure you have the appropriate tax return form—Form IT-40 for residents or Form IT-40PNR for non-residents.
- Complete Dependent Information: You will need to provide the names, Social Security numbers, and birthdates of your adopted dependents. Ensure all information is correct to avoid any issues with your filing.
- Claim Exemptions: For each adopted dependent, you will be asked to indicate whether you or your spouse is the adoptive parent. This is important for claiming exemptions.
- Attach to Tax Return: After completing Schedule IN-DEP-A, attach it to your main tax return (IT-40 or IT-40PNR) before submission.
How to Complete Schedule IN-DEP-A: Line-by-Line Instructions
Part 1: Adopted Dependent Information
- Line 1A – 1D: Enter the details of the first adopted dependent:
- 1A: Adopted Dependent’s First Name
- 1B: Adopted Dependent’s Social Security Number
- 1C: Adopted Dependent’s Last Name
- 1D: Adopted Dependent’s Date of Birth (MM/DD/YYYY)
- Line 1E: Mark this box if the first listed taxpayer is the adoptive parent of the child.
- Line 1F: Mark this box if the spouse is the adoptive parent of the child.
Part 2: Adopted Dependent Information (continued)
- Line 2A – 2D: Repeat the process for the second adopted dependent:
- 2A: Adopted Dependent’s First Name
- 2B: Adopted Dependent’s Social Security Number
- 2C: Adopted Dependent’s Last Name
- 2D: Adopted Dependent’s Date of Birth (MM/DD/YYYY)
- Line 2E: Mark this box if the first listed taxpayer is the adoptive parent of the second child.
- Line 2F: If the spouse is the adoptive parent of the second child, place an “X” here.
Part 3: Adopted Dependent Information (continued)
- Line 3A – 3D: For the third adopted dependent, provide the necessary details:
- 3A: Adopted Dependent’s First Name
- 3B: Adopted Dependent’s Social Security Number
- 3C: Adopted Dependent’s Last Name
- 3D: Adopted Dependent’s Date of Birth (MM/DD/YYYY)
- Line 3E: Indicate if the first listed taxpayer is the adoptive parent of the third child.
- Line 3F: If the spouse is the adoptive parent, mark this box.
Part 4: Adopted Dependent Information (continued)
- Line 4A – 4D: For the fourth adopted dependent, repeat the information entry process:
- 4A: Adopted Dependent’s First Name
- 4B: Adopted Dependent’s Social Security Number
- 4C: Adopted Dependent’s Last Name
- 4D: Adopted Dependent’s Date of Birth (MM/DD/YYYY)
- Line 4E: Mark if the first listed taxpayer is the adoptive parent of the fourth child.
- Line 4F: If the spouse is the adoptive parent, place an “X” in this box.
Part 5: Adopted Dependent Information (continued)
- Line 5A – 5D: For the fifth adopted dependent, complete the details as follows:
- 5A: Adopted Dependent’s First Name
- 5B: Adopted Dependent’s Last Name
- 5C: Adopted Dependent’s Date of Birth (MM/DD/YYYY)
- Line 5E: Mark if the first listed taxpayer is the adoptive parent of this child.
- Line 5F: Mark if the spouse is the adoptive parent of the fifth child.
Part 6: Adopted Dependent Exemptions
- Line 6: Add up the number of adopted dependents listed on the form. Enter the total number in the box on Line 6. This total should also be entered in the corresponding box on Line 6 of Schedule 3 (if filing Form IT-40) or Schedule D (if filing Form IT-40PNR).