Automatic Taxpayer Refund Credit for 2022: 1040 Indiana (IN)

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Use Screen INCR to claim the Automatic Taxpayer Refund credit on Schedule 5 or Schedule F, if eligible.

Indiana taxpayers who filed a 2020 Indiana tax return as a full-year resident by December 31, 2021 qualify for the 2022 Automatic Taxpayer Refund credit. Those who qualify likely already received two payments for the credit from the State of Indiana. Those payments were processed separately and weren't on the 2020 or 2021 Indiana tax return. The first payment was $125 (referred to as the $125 ATR), and the second was $200 (referred to as the $200 ATR or the Additional Automatic Taxpayer Refund). The Indiana Department of Revenue anticipated sending the $325 payments to all qualifying taxpayers by November 1, 2022.

Those who qualified for the first payment automatically qualified for the second. If the taxpayer has already received the full $325 amount, you don't need to do anything on the 2022 Indiana tax return.

For Married Filing Joint returns, both spouses can qualify for $325 each ($650 total) if both filed as full-year Indiana residents in tax year 2020 by December 31, 2021. If either spouse didn't qualify for the full $325, they may still qualify for the $200 via the 2022 Indiana tax return. To qualify, they'll need to meet all of the following:

  •  They weren't eligible to get the original $125/$200 ATR because they either:
    • Didn't file a 2020 Indiana return as a full-year resident, or 
    • Filed after December 31, 2021.
  • They file a 2022 Indiana return as a full-year resident.
  • They aren't a dependent of another 
  • They received Social Security income in 2022.
    Note: Only benefits from the Social Security Administration reported on Form 1099-SSA and SSI (Supplemental Security Income) qualify. Benefits from the Railroad Board or Civil Service don't qualify for Automatic Taxpayer Refund purposes.
  • They file the 2022 return by January 1, 2024.

 

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