Form Help - Indiana

Individual

IT-40

Line 19

Applying overpayment to next year’s estimates can be done through Screen 7.1. Typically, an entry of 6 in Apply Overpayment to 20XX, code 113 and 1 in Estimate Options [O], code 114 is enough. Multi-state returns need a separate entry in these fields for each state.

-IT-40, Overpayment-

Sch CT-40/40PNR

How to generate:

In Screen 3, Indiana Miscellaneous there are dropdowns for county of residence which would need to be the same for Self and Spouse for Line 1 of the Schedule CT-40/40PNR to match IT-40PNR Line 7. If there is a difference for Self and Spouse in the county of residence, Column B of the form will be used with the relevant county rates for each.

-Sch CT-40/40PNR-

Partnership

Schedule IN-EDGE and IN-EDGE-R

How to generate:

In order to generate the Indiana IN-Edge or IN-Edge-R schedules, within the partnership there must be at least one non-resident partner, generating a composite tax return. To generate the composite tax, enter a 1 in the "1=apply to composite tax" within the Indiana Credits grid. The credit code to select within the grid for a IN-EDGE schedule is 839, and for a IN-EDGE-R schedule, an 857.

-Schedule IN-EDGE and IN-EDGE-R-

S Corporation

Form

Line (apply anchor name here under Advanced on the right)

ere)

This is where you will enter the line-specific help.

Corporation

Form

Line (apply anchor name here under Advanced on the right)

This is where you will enter the line-specific help.

Fiduciary

Form IT-41

Pg. 1, Line 2

If you are not seeing the full amount expected on Line 2, check the Sch IN K-1 Page 2 Part 4 Lines 5 - 7. The amounts may be distributed to the beneficiaries. This can be adjusted if needed on the distributions input screens.

-Form IT-41-