Sc 40 Form PDF Details

In navigating the complexities of tax benefits for the older demographic, the State Form 44404, known as the Unified Tax Credit for the Elderly (SC-40), emerges as a pivotal document for eligible residents of Indiana. Established to provide financial relief, this form caters specifically to individuals or couples over the age of 65, mandating joint filing for married claimants as part of the qualification criteria. The form underscores a commitment to supporting seniors by offering a potential refund, contingent upon the applicant meeting distinct prerequisites, including residency in Indiana for at least six months during the tax year 2013 and not being incarcerated for 180 days or more. Strikingly, the SC-40 delineates income thresholds that determine eligibility, with adjustments based on marital status and mutually shared income not to be overlooked. Critical to this process is the exclusion of certain types of income, such as Social Security or veterans' disability pensions, to precisely calculate the taxable income, which, in turn, influences the refund amount. The procedure for filing this form—dictating submission by June 30, 2014, to qualify for the credit—emphasizes timeliness in applying for the benefit. Moreover, the option for direct deposit of refunds introduces a layer of convenience, underscoring the importance of accuracy in providing banking details. Also noteworthy is the provision to designate a personal representative, enabling discussions related to the tax return to extend beyond the taxpayer to an authorized individual. This aspect signifies recognition of potential needs for assistance that claimants may have. Overall, the SC-40 form represents a critical avenue for elderly residents in Indiana seeking to mitigate their tax liabilities, highlighting the state's efforts to accommodate the financial concerns of its senior population.

Form NameSc 40 Form
Form Length2 pages
Fillable fields0
Avg. time to fill out30 sec
Other namesindiana sc 40, indiana form sc 40 2020, fillable in sc 40, sc 40 tax form 2020

Form Preview Example


Unifi ed Tax Credit for the Elderly







State Form 44404


Married Claimants Must File Jointly





(R12 / 9-13)






You Must File This Form by June 30, 2014


Your fi rst name


Last name




Spouse’s fi rst name


Last name




Your Social Security Number

Spouse’s Social Security Number

Present address (number and street or rural route)

City or Town


Zip/Postal code






Taxpayer’s date of death



Spouse's date of death




Check box if you were age 65 or older by Dec. 31, 2013


Check box if spouse was age 65 or older by Dec. 31, 2013


Were you a resident of Indiana for six months or more during 2013?




Was your spouse a resident of Indiana for six months or more during 2013?



Determine Your Income

Certain income, such as Social Security, veteran’s disability pensions and life insurance proceeds, should not be entered on this form. Enter all other income received by you and your spouse during the tax year. Complete all spaces. If you had no income from any of the sources listed below, place a zero (-0-) in the space provided. Round all entries.


Wages, salaries, tips and commissions, unemployment compensation, etc

............................. A



Dividend and interest income




Net gain or loss from rental income, business income, etc




Pensions or annuities (Do not enter Social Security benefits)




Total income (Add Lines A through D and enter the total here)




Your Refund (See chart on back to fi gure your refund)




Direct Deposit (1) Routing Number

(3) Checking

(4) Savings


(2) Account Number




(5) Place an "X" in the box if refund will go to an account outside the United States.


Under penalty of perjury, I (we) have examined this return and to the best of my (our) knowledge and belief, it is true, complete, and correct and that I am (we are) not required to fi le an Indiana income tax return.



Your Signature



Spouse's Signature


Daytime Telephone Number
























I authorize the Department to discuss my return with my

Paid Preparer: Firm’s Name (or yours if self-employed)

personal representative







If yes, complete the information below.


Personal Representative’s Name (please print)






































Address _____________________________________________

Address _______________________________________________

City ________________________________________________

City __________________________________________________

State _____________________

Zip Code + 4 ___________

State _______________________

Zip Code + 4 ___________












Note: If you lived in Lake County and paid property tax on your residence, file Form IT-40 to get both the residential property tax credit plus the Unified Tax Credit for the Elderly.

Who may use this form to claim the Unifi ed Tax Credit for the Elderly?

You may be able to claim a credit if you and/or your spouse meet the following requirements:

You and/or your spouse must have been age 65 or older by Dec. 31, 2013;

If married, you must file a joint return;

You and/or your spouse must have been an Indiana resident for more than six months during 2013; and

You and/or your spouse must not have been in prison 180 days or more during 2013.

You may file this form if you meet all the above requirements,


You are single or widowed and your income on Line E is under $2,500*; or

You are married, and only one person is age 65 or older, and your income on Line E is less than $3,500*; or

You are married, both of you are age 65 or older, and your income on Line E is less than $5,000*.

Complete Lines A through E on the front of this form. Then, compare the Line E amount to the amounts on the chart below based on your filing status and age. This will give you your refund amount.

*If your income is more than these amounts, you will need to file either Form IT-40 (if you are a full-year resident), or Form IT-40PNR (if you and/or your spouse are part-year residents), and claim the credit on one of those forms.

Note: If a spouse dies before this return is filed, the surviving spouse can claim this credit by filing a joint return. A copy of the death certificate must be attached to the tax return to verify the date of death. However, if a taxpayer dies and does not have a surviving spouse, the estate cannot claim the credit on behalf of the deceased taxpayer.

Direct deposit

You may have your refund directly deposited in your checking or savings account.

The routing number is nine digits, with the first two digits of the number beginning with 01 through 12 or 21 through

32.Do not use a deposit slip to verify the number because it may have internal codes as part of the actual routing number.

The account number can be up to 17 digits. Omit any hy- phens, accents and special symbols. Enter the number from left to right and leave any unused boxes blank.

Check the appropriate box for the type of account to which you are making your deposit, and if the refund will go to an account outside the United States.

Personal Representative Information

If you complete this area, you are authorizing the Depart- ment to be in contact with someone other than you (e.g. paid preparer, relative or friend, etc.) concerning information about this tax return. After your return is filed, the Department will communicate primarily with your designated personal representative.

Note: If you are due a refund, it will be paid to you (and your spouse, if filing jointly) even if you designate a personal rep- resentative.

File this form by June 30, 2014, to be eligible for this credit. If you have not received your refund within 12 weeks of filing, you may call our automated information line at (317) 233-4018.

Please mail your claim for refund to:

Elderly Credit

Indiana Dept. of Revenue

P.O. Box 6103

Indianapolis, IN 46206-6103

Mail by June 30, 2014

Compare the Figure on Line E to the Chart Below: Enter Your Refund Amount on Line F.

Single or Widowed

Married with only one person

Married with both persons

65 or Older

65 or Older

65 or Older








Your Refund


Your Refund


Your Refund

If Line E is:

Amount is:

If Line E is:

Amount is:

If Line E is:

Amount is:































$2,500 or Over

You must file form






IT-40 or IT-40PNR













$3,500 or Over

You must file form

$5,000 or Over

You must file Form




IT-40 or IT-40PNR


IT-40 or IT-40PNR









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