Article: 50366
Overview
This screen is used to enter various Indiana-specific credits, donations, and other information that may be required for a complete state return.
Penalty and Interest
- Penalty and Interest fields apply if the return is filed after the due date.
- These are manual entries and should only be completed if the taxpayer is choosing to calculate and pay late penalties/interest with the return.
Schedule 5 / Schedule F – Refundable Credits
The following credits are entered here if applicable:
- Pass-through Entity Tax Credit – Enter the credit amount if applicable. This is an override field.
- Do you have property in Lake County? – Select Yes, No, or Not Applicable.
- Headquarters relocation credit (refundable portion) – Enter only the refundable portion of the credit. This is an override field.
Schedule Donations
Enter any amounts donated to the following Indiana programs:
- Nongame and Endangered Wildlife Fund
- Military Family Relief Fund
- Public K–12 Education Fund Donation
All donation fields are override fields. They do not flow from federal Schedule A and must be entered directly.
Schedule IN-2058SP Additional Information
- State of domicile – Select the taxpayer’s state of legal residence.
- Are you including the earned income from a service member’s spouse on your state of domicile’s tax return? – Select Yes, No, or Not Applicable.
Override Fields
Fields highlighted in green are override fields. These entries replace data that may flow from other parts of the return, rather than supplementing it.
How to Add This Screen
- Click on the State Taxes section on the left-hand side of the screen.
- Click the link “I’d like to see the forms I’ve filled out or search for a form.”
- Use the drop list to select Indiana.
- Under the General tab, select IN – Additional Indiana Information
- Complete the screen.
- Click Save.
Further Information
For more information about Indiana’s state-specific credits and deductions, see the Indiana IT-40 Full-Year Resident Individual Income Tax Booklet, available here:
https://www.in.gov/dor/i-am-a/individual/