How Do I File Taxes for a Deceased Person in Indiana?

The final federal and Indiana income tax returns are due april 15 following year of death (form it-9 extends the filing date to mid-november).IC 6-3-4-1; IC 6-3-1-12; IC 6-4.1-8-0.5; IC 6-4.1-12-0.5Verified Jul 13, 2026 The fiduciary return is due 15th day of the 4th month after the close of the taxable year (april 15 for a calendar-year estate); a federal extension is honored, and indiana allows the federal time plus one month.

No. No tax clearance or consent to transfer is required to distribute an estate. Indiana's inheritance tax lien and consent-to-transfer chapter does not apply to deaths after December 31, 2012 (IC 6-4.1-8-0.5), and the inheritance, estate, and generation skipping taxes are repealed. DOR clearance procedures apply only to business closures/licenses.IC 6-3-4-1; IC 6-3-1-12; IC 6-4.1-8-0.5; IC 6-4.1-12-0.5Verified Jul 13, 2026 All tax obligations must be satisfied before making final distributions.

Yes. Estate size does not affect the requirement to file a final income tax return. A final Form 1040 is required regardless of estate value if the deceased had income. What smaller estates typically avoid is the federal estate tax return (Form 706).

The executor named in the will (or the court-appointed administrator) is responsible for filing the final income tax return and any estate tax returns. If the deceased was married, the surviving spouse can file a joint federal return for the year of death. For trust assets, the successor trustee handles fiduciary tax returns. The Indiana estate settlement plan covers all filing responsibilities in order.

No. Indiana does not impose a state estate tax or inheritance tax. The primary tax filings after death are income tax related (final return and, if applicable, estate income tax return). See how Indiana compares with the death tax calculator.