Indiana Elderly, Disability, Dependent, and Earned Income Tax Relief¶
Indiana individual income tax credits, exemptions, and deductions relevant to caregiver households, including Indiana's Earned Income Credit, Unified Tax Credit for the Elderly, disability retirement deduction, additional exemptions for people age 65 or older or blind, and dependent/adopted-child exemptions.
Indiana provides several tax-relief paths relevant to caregiver households. Indiana's Earned Income Credit may apply when the taxpayer claimed the federal earned income credit. The Unified Tax Credit for the Elderly ranges from $40 to $140 and is available to qualifying taxpayers or spouses age 65 or older with federal adjusted gross income under $10,000 and at least six months of Indiana residency. Indiana guidance also describes a disability retirement deduction for individuals retired on disability and permanently and totally disabled, a $1,000 additional exemption for taxpayers or spouses who are age 65 or older or blind, a special $500 exemption for qualifying people age 65 or older with federal AGI under $40,000, and dependent/adopted-child exemptions.
Questions to ask the program¶
These are questions to ask the program, not a verdict on your eligibility. Confirm the current rules directly with the program.
- Does the person receiving care live in Indiana? — Residency is usually the first thing a program checks.
- Which tax year does this apply to, and what form claims it?
- Does your employer already offer this, and have they told staff? — Some credits are claimed by the employer, not by you — asking is the move.
Services¶
Indiana provides several tax-relief paths relevant to caregiver households. Indiana's Earned Income Credit may apply when the taxpayer claimed the federal earned income credit. The Unified Tax Credit for the Elderly ranges from $40 to $140 and is available to qualifying taxpayers or spouses age 65 or older with federal adjusted gross income under $10,000 and at least six months of Indiana residency. Indiana guidance also describes a disability retirement deduction for individuals retired on disability and permanently and totally disabled, a $1,000 additional exemption for taxpayers or spouses who are age 65 or older or blind, a special $500 exemption for qualifying people age 65 or older with federal AGI under $40,000, and dependent/adopted-child exemptions.
How to apply¶
Use the official program page for application details: official program page.
Related programs¶
- eitc (companion): Indiana's Earned Income Credit depends on claiming an earned income credit on the federal return.