Schedule IN-DEP is a form used by taxpayers in Indiana to claim dependents and any additional exemptions related to dependent children. This form is filed alongside Indiana’s income tax return, either Form IT-40 (for residents) or Form IT-40PNR (for non-residents). It helps determine how many dependents a taxpayer can claim for exemptions, which ultimately affects the amount of tax owed or refunded. The form also includes sections for specifying whether a dependent is being claimed for the first time or as an additional dependent. By filling out Schedule IN-DEP accurately, taxpayers can ensure they benefit from the maximum allowable exemptions.
How to File Schedule IN-DEP?
- Obtain the Correct Form: Ensure you have the correct form for your tax filing—Form IT-40 if you’re a resident or IT-40PNR if you’re a non-resident.
- Complete Dependent Information: You need to provide the details of your dependents, including their full name, Social Security Number (SSN), and date of birth (MM/DD/YYYY).
- Claim Exemptions: For each dependent, indicate if they are being claimed as an additional dependent child exemption and whether this is their first time being claimed.
- Attach to Tax Return: Once completed, the Schedule IN-DEP should be attached to your main tax return (IT-40 or IT-40PNR).
How to Complete Schedule IN-DEP: Line-by-Line Instructions
Part 1: Dependent Information
- Line 1A – 1D: Fill in the details for the first dependent:
- 1A: Dependent’s First Name
- 1B: Dependent’s Social Security Number
- 1C: Dependent’s Last Name
- 1D: Dependent’s Date of Birth (MM/DD/YYYY)
- Line 1E: Place an “X” in this box if you are claiming this dependent as an additional dependent child exemption.
- Line 1F: Place an “X” here if this dependent is being claimed for the first time.
Part 2: Additional Dependent Information
- Line 2A – 2D: Repeat the process for the second dependent:
- 2A: Dependent’s First Name
- 2B: Dependent’s Social Security Number
- 2C: Dependent’s Last Name
- 2D: Dependent’s Date of Birth (MM/DD/YYYY)
- Line 2E: Mark this box if this is an additional dependent child exemption.
- Line 2F: If this is the first time claiming this dependent, mark this box.
Part 3: Additional Dependent Information (continued)
- Line 3A – 3D: Follow the same pattern for the third dependent:
- 3A: Dependent’s First Name
- 3B: Dependent’s Social Security Number
- 3C: Dependent’s Last Name
- 3D: Dependent’s Date of Birth (MM/DD/YYYY)
- Line 3E: Mark this box if claiming an additional dependent child exemption.
- Line 3F: If this dependent is being claimed for the first time, place an “X” in this box.
Part 4: Additional Dependent Information (continued)
- Line 4A – 4D: For the fourth dependent, enter the information similarly:
- 4A: Dependent’s First Name
- 4B: Dependent’s Social Security Number
- 4C: Dependent’s Last Name
- 4D: Dependent’s Date of Birth (MM/DD/YYYY)
- Line 4E: Mark if claiming an additional dependent child exemption for this dependent.
- Line 4F: Place an “X” here if this dependent is being claimed for the first time.
Part 5: Dependent Exemptions
- Line 5: Add the number of dependents listed on the form (Line 1 through Line 4). Enter this total in the box here and on Line 2 of Schedule 3 if filing Form IT-40, or Schedule D if filing Form IT-40PNR.
Part 6: Additional Dependent Exemptions
- Line 6: Count the total number of boxes with “X”s marked in lines 1E, 1F, 2E, 2F, 3E, 3F, 4E, and 4F (if applicable). Add these numbers together and enter the total here. This number should be entered in the corresponding box on Line 3 of Schedule 3 (if filing Form IT-40) or Schedule D (if filing Form IT-40PNR).