Thanks to efforts over the last nine years that have allowed Indiana to fund critical needs while maintaining our state’s competitive tax environment, many Hoosier taxpayers will receive a one-time $125 taxpayer refund later this year under Indiana’s "Use of Excess Reserves" law. There is nothing you need to do to receive this refund.
On August 5, Governor Eric Holcomb signed legislation authorizing an additional $200 Automatic Taxpayer Refund per qualifying individual, $400 for those filing jointly. DOR is committed to working with the Governor’s Office, Auditor of State’s Office, and others involved in the process to administer these refunds as accurately and efficiently as possible.
Under Indiana law, eligibility requirements for the $200 Automatic Taxpayer Refund are different from the $125 Automatic Taxpayer Refund.
- If you were eligible for the $125 Automatic Taxpayer Refund, you qualify for the $200 Automatic Taxpayer Refund.
- Some taxpayers who were not eligible for the initial $125 Automatic Taxpayer Refund will qualify for the $200 Automatic Taxpayer Refund.
- To qualify, for the $200 Automatic Taxpayer Refund, the taxpayer:
- must have received Social Security benefits in calendar year 2022
and - must not be claimed as a dependent on a 2022 Indiana income tax return.
- must have received Social Security benefits in calendar year 2022
- To qualify, for the $200 Automatic Taxpayer Refund, the taxpayer:
These taxpayers must file a 2022 Indiana resident tax return to claim the $200 Automatic Taxpayer Refund before January 1, 2024. Instead of a direct payment, they will receive a $200 tax credit toward any additional taxes owed or refund due. Please note that tax returns for 2022 will not be accepted until mid- to late-January 2023. Additional information will be available early next year.
As of August 3, DOR has issued over 1.5 million Automatic Taxpayer Refunds to over 2.1 million taxpayers, totaling over $254 million.
Information for those eligible for both Automatic Taxpayer Refunds
DOR issued the first and largest round of one-time $125 Automatic Taxpayer Refund direct deposits in May and issued the third round of direct deposits on July 1. Whenever possible, DOR issued a combined payment of $250 to taxpayers when both spouses were eligible for the refund and filed a joint tax return.
If you received your $125 Automatic Taxpayer Refund by direct deposit, you will receive another direct deposit for $200 ($400 if married filing jointly). Eligible taxpayers who did not receive the first Automatic Taxpayer Refund by direct deposit will receive one refund check for both Automatic Taxpayer Refunds from the Auditor of State’s Office. Payments will begin in mid- to late-August.
DOR will continue to issue ATRs by direct deposit whenever possible as individual tax returns are received and processed.
DOR is unable to update banking information for taxpayers who changed bank accounts between refund periods. If your additional Automatic Taxpayer Refund direct deposit does not go through for any reason, you will receive a refund check from the Auditor of State’s Office.
To better serve our customers and allow time for refund checks to be mailed and received, DOR kindly asks customers not to contact DOR regarding their refund until November 1. Information on what to do if you were eligible for both Automatic Taxpayer Refunds and did not receive them will be available on this website at that time.
Am I eligible?
You are eligible for the initial $125 Automatic Taxpayer Refund if you filed an Indiana resident tax return for the 2020 tax year with a postmark date of January 3, 2022, or earlier. An Indiana resident tax return means you filed your state taxes using one of the following:
- Form IT-40: Indiana Full-Year Resident Individual Income Tax Return
- Form IT-40PNR: Indiana Part-Year or Full-Year Nonresident Individual Income Tax Return, if you were married and filed jointly and you were an Indiana resident for the entire year (2020)
- Form SC-40: Unified Tax Credit for the Elderly and you resided in Indiana for more than six months in 2020
The law does not make allowances for those who did not file a qualifying tax return.
If you were eligible for the initial $125 Automatic Taxpayer Refund, you qualify for the $200 additional Automatic Taxpayer Refund.
How will I receive my Automatic Taxpayer Refund?
How you receive your Automatic Taxpayer Refunds depends on information in your 2021 Indiana Individual Income Tax return. Your Automatic Taxpayer Refunds are separate from other payments or refunds you may receive from the state.
You should have received your $125 Automatic Taxpayer Refund by direct deposit if:
- you filed an Indiana resident tax return for 2020 before January 3, 2022;
- filed a 2021 Indiana resident tax return by April 18, 2022; and
- listed direct deposit checking or savings account information for your 2021 Indiana Income Tax refund.
DOR issued the first and largest round of one-time ATR direct deposits in May and issued the third round of ATR direct deposits on July 1, 2022.
DOR will begin the process of issuing $200 direct deposits ($400 if married, filing jointly) for the second Automatic Taxpayer Refund in late-August.
Currently, the Auditor of State's Office plans to mail Automatic Taxpayer Refund checks beginning in mid- to late-August. You will receive a check from the Auditor of State’s Office if:
- you do not meet the requirements for direct deposit (see above);
- you included direct deposit information for an account associated with refund advance loans, debit cards, or similar third-party arrangements; or
- your Automatic Taxpayer Refund could not be otherwise deposited directly into your bank account.
The Auditor of State’s Office will issue a combined check for both Automatic Taxpayer Refunds if you were eligible for and have not yet received the initial $125 refund by direct deposit.
You should allow until November 1 to receive your Automatic Taxpayer Refund. Additional guidance on what to do if you do not receive it will be provided on this website at that time.