INDIANA – For many Hoosiers, filing taxes can feel overwhelming – especially if you need additional support and cannot afford the services of a tax professional. DOR is aware of the following organizations which offer tax preparation assistance for seniors and low-income taxpayers:
- INfreefile provides eligible Hoosiers the opportunity to file their federal and state taxes for free. Eligibility requirements and vendor information is available at freefile.dor.in.gov.
- AARP Foundation Tax-Aide program focuses on helping people over the age of 50 with low- to moderate-income.
- IRS Volunteer Income Tax Assistance (VITA) and the Tax Counseling for the Elderly (TCE) programs offer free tax help for qualified taxpayers.
- John Boner Neighborhood Centers offer free tax preparation and other services to eligible residents.
- Indy Free Tax Prep offers free tax preparation to individuals and families with a combined household income of $66,000 or less.
- Indiana Legal Services Low Income Taxpayer Clinic provides free legal assistance to Indiana taxpayers involved in disputes with the IRS.
In 2022, federal and state income tax returns are due on April 18.
Eligible seniors with low incomes may be able to use a simplified form to file their taxes and claim a refund of the Unified Tax Credit for the Elderly.
Most taxpayers claim this credit by filing their taxes on Form IT-40 or Form IT-40 PNR. To use the shorter, one-page Form SC-40, you and/or your spouse must qualify for the tax credit and meet the following income guidelines:
- Single or widowed with less than $2,500 in income; or
- Married, and only one person is age 65 or older, with less than $3,500 in income; or
- Married, and both of you are age 65 or older, with less than $5,000 in income.
For more information on tax assistance and a list of credits, deductions and exemptions you may qualify for, visit DOR’s “Tax Information for Seniors and Low-Income Taxpayers” page.