Form IT-40X: Indiana Amended Individual Income Tax Return
The Indiana Department of Revenue (DOR) uses Form IT-40X, also known as IN Amend, for taxpayers to file an amended individual income tax return. This form allows you to correct errors or omissions from a previously submitted Indiana tax return (Form IT-40) for any tax year.
Who Should File Form IT-40X?
- Made an error in reporting income, deductions, or credits.
- Forgot to claim eligible deductions or credits.
- Received additional income statements (W-2s) after filing the original return.
- Need to update filing status due to life changes (marriage, divorce).
Cannot Be E-Filed: Currently, Indiana does not allow electronic filing of amended returns. You must mail the completed Form IT-40X to the DOR.
What to Include with Form IT-40X?
A. Completed Form IT-40X: Fill out all sections accurately, including the tax year you are amending and the reason for filing the amendment.
B. Explanation of Changes: Attach a detailed explanation outlining the errors or omissions you are correcting and how they affect your tax liability.
C. Supporting Documentation: Include copies of any relevant documents (W-2s, 1099s, receipts) that support the changes you are making.
D. Federal Amendment (Optional): If you are also amending your federal return, indicate so on Form IT-40X. You don't need to include a copy of the federal amended return.
Filing Instruction for Form IT-40X?
Filing Method: Paper filing only. You cannot e-file an Indiana amended return. Download the latest version of Form IT-40X and its instructions attached below.
Filing Deadline: Generally, there's no specific deadline to file Form IT-40X. However, it's recommended to file as soon as you discover the error to avoid penalties and interest charges.