- Skip Navigation

Note: This message is displayed if (1) your browser is not standards-compliant or (2) you have you disabled CSS. Read our Policies for more information.

  • Business & Agriculture
  • Residents
  • Government
  • Education
  • Taxes & Finance
  • Visiting & Playing
  • Family & Health

Indiana Department of Revenue

Amber Alert
Amber Alert - TEST

Indiana Department of Revenue

DOR > Tax Talk Blog > Low-income elderly credit must be claimed by June 30, 2014 Low-income elderly credit must be claimed by June 30, 2014

June 23, 2014 – TaxTalk Blog

This time of year our thoughts typically turn to outdoor activities – mowing the lawn, weeding the garden, little Billy’s upcoming T-Ball game, maybe a weekend spent at your favorite beach or cabin in the woods.

So it’s not surprising that it would seem odd to be asking you to think about a credit refund right about now. But an important deadline is coming up for Hoosier seniors.

Indiana has a refundable credit for low-income senior citizens, and it must be claimed by June 30, 2014.

Basically, if someone is age 65 or older, lived in Indiana for at least six months and has taxable income of less than $10,000, then he or she may be eligible for a Unified Tax Credit for the Elderly. While singles may qualify for a credit up to $100, those married who file jointly may get up to $140.

Now if the eligible senior has already filed a 2013 Indiana income tax return, then the credit has probably already been claimed. Look at line 4 on his or her Indiana Schedule 5 just to be sure. If the credit should have been taken and wasn’t, make sure to claim the credit by filing (have postmarked) a corrected, or amended return, no later than June 30, 2014.

If you know a senior citizen who doesn’t have to file a state income tax return because his or her income is very low, you might want to do some investigating on his or her behalf. Get Form SC-40, Unified Tax Credit for the Elderly, for details. If the senior is eligible for a credit (refund), make sure the form is completed, signed and postmarked no later than June 30, 2014.

This is the time of year where most of us try to kick back a bit. Maybe have a swim, or fix some hot dogs and smores around a campfire (fire pits work well, too). The nice thing about filling out the Form SC-40 is it only takes about 10 minutes to complete, freeing up your time for fun activities. Just try to keep the barbeque sauce stains down to a minimum – and have a tall, ice-cold lemonade for me.

If you would like to submit a question or topic suggestions, please send them to
Follow us on Facebook and Twitter. Facebook   Twitter

Recent Posts

  • Estimated Tax Series Part 3:  How to Pay Estimated Taxes
    May 31, 2017

    This is part three of a series about estimated taxes. Part One discusses estimated tax and who needs to pay them, and Part Two discusses how to figure the amount of estimated tax you need to pay. Read more
  • How to Open and Close a Business
    May 10, 2017

    When opening a new business in Indiana, it’s important to determine whether you need to register your business with the Indiana Department of Revenue. Read more...



Full Archive...