Form IT-9: Indiana Application for Extension of Time to File (2023)

Form IT-9, also known as the Indiana Application for Extension of Time to File, is an official document used by Indiana residents to request an extension for filing their Indiana individual income tax return. This extension applies specifically to Indiana state taxes and does not impact federal tax filing deadlines.

What is the Purpose of Form IT-9?

The primary purpose of Form IT-9 is to grant you additional time to complete and submit your Indiana state income tax return. The standard filing deadline for Indiana income tax returns is typically April 15th of the following year (for tax year 2023, the deadline was April 15th, 2024). However, unforeseen circumstances can sometimes prevent you from finalizing your return by that date.

Filing Form IT-9 allows you to postpone the due date for filing your Indiana return, giving you more time to gather necessary documents, consult with a tax professional, or address any complexities in your tax situation.

Who Should File Form IT-9?

You should consider filing Form IT-9 if you encounter any of the following situations:

A. Incomplete Records: You may be waiting for additional tax documents like W-2s, 1099s, or investment statements that haven't arrived yet.

B. Complex Tax Situation: Your tax return might involve complicated scenarios such as self-employment income, significant deductions, or recent life events that require additional tax expertise.

C. Unexpected Delays: Unexpected personal or professional circumstances might prevent you from dedicating the necessary time to complete your return by the deadline.

How to File Form IT-9?

There are two primary ways to file Form IT-9:

A. Electronically: The Indiana Department of Revenue (DOR) offers an online filing system called INTIME (http://dor.in.gov/online-services/intime-tax-center/). You can access and submit Form IT-9 electronically through this platform.

B. Paper Form: Download a printable copy of Form IT-9 attached below. Complete the form manually and mail it to the address provided on the instructions.

Does filing Form IT-9 grant me an extension to pay my Indiana taxes?

No, filing Form IT-9 only extends the deadline for filing your Indiana income tax return. You are still obligated to pay any taxes owed by the original due date (typically April 15th). Interest will accrue on any unpaid taxes after the original due date.

Does filing a federal extension (Form 4868) automatically grant me an extension for Indiana?

Yes. If you have already filed a federal tax extension (Form 4868) for the 2023 tax year, you automatically receive an extension for your Indiana state return. The filing deadline for both federal and Indiana returns becomes October 15, 2024, in this case.

How long does Form IT-9 extend the filing deadline?

Form IT-9, when filed by the original due date (April 15, 2024, for the 2023 tax year), typically extends the filing deadline for your Indiana state income tax return by six months. This means you would have until October 15, 2024 to file your return.

Does filing Form IT-9 grant me an extension to pay any taxes owed?

No. It's important to understand that Form IT-9 only grants you an extension to file your Indiana state income tax return. You are still responsible for estimating and paying any taxes owed by the original due date of April 15, 2024. Failure to do so may result in penalties and interest charges on any unpaid taxes.

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