Best Estate Tax Guide for First-Time Indiana Executors
The best estate tax guide for someone named executor in Indiana for the first time — what to look for, which Indiana-specific details matter, and how to avoid costly mistakes.
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All articles about Indiana Final Tax & Estate Tax Guide.
Alternatives to TurboTax for Filing a Deceased Person's Taxes in Indiana
TurboTax handles the federal return but misses Indiana probate rules, creditor timelines, and estate income thresholds. Here are the alternatives that cover the full picture.
One Big Beautiful Bill Act estate tax
The OBBBA permanently raised the federal estate tax exemption to $15M per person in 2026. Here's what it means for Indiana families and executors in practice.
Indiana Estate Tax Guide vs Hiring a Probate Attorney: Which Do You Need?
Comparing a state-specific Indiana estate tax guide against hiring a probate attorney — when each option makes sense, what they cost, and who should use which.
Best Tax Guide for an Indiana Surviving Spouse After a Death
Indiana surviving spouses face unique tax obligations and protections — the $25,000 spousal allowance, homestead deduction rules, joint return options, and Medicaid deferral. Here's what to look for in a guide.
Inherited House vs Inherited IRA: How Taxes Work Differently in Indiana
If you inherited both a house and a retirement account in Indiana, the tax rules are completely different. One gets a step-up in basis, the other doesn't. Here's what that means for your money.
Does Indiana Have an Estate Tax? (2026 Answer)
Indiana has no state estate tax and no inheritance tax. Here's what actually applies to Indiana estates in 2026 — federal rules, income taxes, and portability.
Indiana property tax after owner dies
When an Indiana homeowner dies, the homestead deduction is at risk. Miss the 60-day auditor notice and face 3 years of back taxes plus a 10% penalty.
How to Get an EIN for an Estate (Indiana Executor's Guide)
Step-by-step: get a free EIN for an Indiana estate from IRS.gov. Required before opening an estate bank account or filing Form IT-41.
Filing Taxes for a Deceased Person in Indiana
How to file the final Indiana IT-40 for someone who died: who signs, what income to include, deadlines, joint returns, and uncashed refund checks.
Deduct funeral expenses estate tax Indiana
Funeral costs aren't deductible on Indiana's IT-40 or federal Form 1040. Here's where they actually count and how Indiana executors should handle them.
Tax Deadlines After Death in Indiana: Executor's Timeline
A complete deadline calendar for Indiana executors — from day 5 through 9 months after death, covering property tax, creditor claims, income tax, and estate tax.
Step-Up in Basis for Inherited Property in Indiana
How the step-up in basis works for inherited Indiana property, what it means for capital gains, and the critical exception for inherited IRAs and 401(k)s.
Schedule IN K-1 beneficiary Indiana
When an Indiana estate distributes income to heirs, it issues a Schedule IN K-1. Here's how the flow-through works and what executors must do for out-of-state heirs.
Indiana INPRS death report pension
INPRS doesn't learn about a member's death automatically. Here's how to report it, what the 30-day review covers, and how survivor benefits are taxed.
Indiana Creditor Claims Against Estate: Deadlines Executors Cannot Afford to Miss
Indiana creditors have 3 months from Notice of Administration to file claims — and an absolute 9-month bar from date of death. Distribute too early and you pay personally.
Beneficiary Tax on Inheritance Indiana: What You Actually Owe
Indiana beneficiaries owe zero inheritance tax. But inherited IRAs, estate income distributions, and capital gains on appreciated assets all create real tax obligations.
Annual Gift Tax Exclusion 2026: What Indiana Families Need to Know
The 2026 annual gift tax exclusion is $19,000 per recipient. Learn how Indiana families can use gifting to reduce estate size without triggering gift tax.
Inherited IRA Taxes Indiana: What Every Beneficiary Needs to Know
Inherited IRAs get no step-up in basis and every withdrawal is taxed as ordinary income. Indiana beneficiaries face the 10-year rule and a key state income tax question.
Indiana Medicaid Estate Recovery: What Executors Need to Know in 2026
Indiana FSSA has 9 months to file a Medicaid recovery claim after death. Learn what assets are at risk, what's protected, and how the hardship waiver works.
Indiana Spousal Allowance Estate: The $25,000 Right Most Surviving Spouses Miss
Indiana law gives the surviving spouse a $25,000 allowance from the estate — paid before creditors. Here's how to claim it and why the 90-day deadline matters.
Indiana Form IT-41 Instructions: Fiduciary Income Tax for Estates
When Indiana Form IT-41 is required, when it's due, how it relates to federal Form 1041, and what penalties apply for missing the deadline.