Get Schedule In-occ

Filling out the Schedule IN-OCC is an essential step for reporting various tax credits available in Indiana. This guide provides clear instructions to help users complete the form accurately, ensuring compliance with state regulations.

Follow the steps to effectively complete the Schedule IN-OCC online.

1. Press the ‘Get Form’ button to retrieve the Schedule IN-OCC and open it in the online editor.
2. In the first section, enter your name as it appears on the Form IT-40/IT-40PNR and your Social Security number.
3. Provide the name shown on the appropriate IT forms (IT-20, IT-20NP, IT-65, IT-20S, FIT-20, IT-41) and the Federal Employer Identification Number (FEIN).
4. Complete Part A if reporting any of the listed credits. Fill in Columns A through G with the required credit information, including certification year, project number, tax credit code, amount available, amount claimed, and carryforward amount.
5. If you are carrying forward credits from previous years or have credits first available during the current taxable year, complete Part B. Repeat the information required in Columns A through G as outlined for Part A.
6. Add up the amounts from Column F in Part A and enter the total on Line 8. Carry this amount to the appropriate form or schedule, such as Schedule 6, Schedule G, or Form IT-20.
7. Once all fields are filled out accurately, save your changes. You can then download, print, or share the completed Schedule IN-OCC as necessary.

Complete your Schedule IN-OCC online today to ensure accurate reporting of your tax credits.