To request an Indiana tax transcript, submit your request to the Indiana Department of Revenue (DOR) through the INTIME online portal, by mail, or in person at one of the DOR’s district offices. INTIME is the fastest route: registered users can view account summaries and send secure messages to customer service asking for specific transcript details. Whichever channel you pick, you will need your identification details and the tax years you want covered.
A transcript is not a photocopy of the Form IT-40 you filed. It is a processed summary of your account as the DOR recorded it, showing reported adjusted gross income, state tax liability, payments, withholdings, and estimated payments for a given year. Mortgage lenders, financial aid offices, and government benefit programs generally accept this summary as proof of income or tax verification. If you actually need a stamped copy of the original return, that is a separate request, covered near the end.
What to Have Ready Before You Request
Gather these details before you start, no matter which method you use:
- Your full legal name and current mailing address, matching what the DOR has on file.
- Your Social Security Number or ITIN for individual requests. Business requests use the Tax Identification Number the DOR assigned or the Federal Employer Identification Number.
- Every tax year you need. If you are not sure which year a lender wants, confirm before requesting.
The DOR sends transcripts to the address it has on file, not to a different address written on your request. If you have moved, update your address through INTIME or notify the DOR before you submit. The department will not forward tax documents to an unverified address.
Requesting Through INTIME
INTIME is the DOR’s online portal for individuals, businesses, and tax professionals. Once you are logged in, you can view account summaries, check balances, and send secure messages to DOR customer service asking for specific transcript details.
To register, you need your Social Security Number or ITIN plus one of the following to verify your identity: a Letter ID from a DOR mailing (printed in the upper-right corner of the letter), a prior-year refund amount, or a specific line item from a prior return. If you have none of these, you can request that the DOR mail a verification letter to your address on file. INTIME uses two-factor authentication on every login, and you choose whether the code comes by email, text, or authenticator app.
Electronic Power of Attorney for Tax Professionals
A tax professional requesting a transcript on your behalf can use INTIME’s electronic Power of Attorney (ePOA) instead of filing a paper form. The practitioner starts the request from their own INTIME account under the “Power of Attorney” action menu and enters your identification details.
How you approve depends on your situation. If you have an INTIME account, you get an email prompting you to log in and approve. If you are not registered, you get a mailed letter with instructions for creating an account and approving access. If you have no online access at all, the DOR mails a paper form you can sign and return. Either party can revoke ePOA access at any time through account settings.
Requesting by Mail
Send a signed letter of request to the DOR. Include your full name, Social Security Number (or Tax ID for a business), the specific tax year or years you need, and your signature. If a representative is submitting the letter for you, enclose a signed Form POA-1.
For individual income tax inquiries and information submissions, mail to:
Indiana Department of Revenue
Individual Income Tax
P.O. Box 40
Indianapolis, IN 46206-0040
For general individual income tax correspondence, the address is:
Indiana Department of Revenue
Correspondence
P.O. Box 7207
Indianapolis, IN 46207-7207
A transcript request fits either category. If your letter includes supporting documents like a POA-1, Box 40 is the safer choice because it handles incoming information.
Requesting in Person
The DOR operates district offices in Indianapolis, Clarksville, Merrillville, Columbus, Evansville, Fort Wayne, Kokomo, Lafayette, Muncie, South Bend, and Terre Haute. Only the Indianapolis, Merrillville, and Clarksville offices accept walk-in visitors, Monday through Friday, 8 a.m. to 4:30 p.m. local time. Every other location requires an appointment scheduled through the DOR website.
Bring a signed letter of request with your identifying details and a valid photo ID. If a representative is making the request, they should bring a signed Form POA-1.
If Someone Else Is Requesting for You
If a tax professional, family member, or other person is requesting your transcript, the DOR requires a completed Form POA-1. By law, only an individual person can be named as your representative on this form. A firm or company name will not be accepted. The form must include your identification details, the representative’s name and address, and your signature.
The updated Form POA-1 no longer carries an expiration date. The previous version, which had a five-year limit, was accepted through December 31, 2025, and is no longer valid for new submissions. A POA-1 filed under the old form remains in effect and does not expire, but any new authorization should use the current version. You can submit Form POA-1 by uploading it through INTIME, mailing a signed copy, or faxing a signed copy.
Requesting Records for a Deceased Taxpayer
If you are the executor, administrator, or personal representative of a deceased taxpayer’s estate, you can request their Indiana tax records. The DOR does not publish a separate form for this purpose, but expect to provide the same documentation federal agencies require: the deceased person’s full name, last address, and Social Security Number, plus a copy of the death certificate and Letters Testamentary (or Letters of Administration) issued by the probate court. Letters Testamentary are the court document granting you authority to manage the estate.
Submit these documents with your transcript request letter through any of the standard channels. If you are also filing a final Indiana return for the deceased, the DOR posts separate guidance for that on its website.
Processing, Delivery, and Follow-Up
The DOR mails transcripts to the taxpayer’s address of record, not to a different address listed in the request. Processing times for mailed requests vary and can stretch to several weeks, especially during spring filing season. The DOR does not publish a specific turnaround guarantee, so plan ahead if you have a deadline.
If your request seems delayed, you have two follow-up options: send a secure message through INTIME, or call the DOR’s customer service line. INTIME messaging creates a documented trail, which helps if you need to escalate.
When You Need a Certified Copy Instead
A transcript and a certified copy of your return are different documents. The transcript summarizes the data the DOR processed. A certified copy is a reproduction of the actual return you filed, stamped as authentic by the department. Most situations, including mortgage applications and income verification, require only a transcript. Certified copies come up mainly in legal proceedings or disputes where the exact content of the original filing matters. Indiana’s specific fee for a certified copy is not prominently published, so contact the DOR through INTIME or by phone to confirm the process and any cost.
How Far Back Records Go
Indiana’s retention schedule varies by tax type. Based on publicly available state records schedules, corporate returns are retained for roughly 20 years and partnership returns for about 10 years. Individual income tax records follow a similar multi-year retention window, and if your account involved an audit, collection action, or a carried-forward credit, the records may be kept longer.
If you need records from many years ago, request them sooner rather than later. Older records take longer to locate and may have been purged. For very old filings, the DOR may not be able to produce anything at all.