The tax credit certification numbers are provided by the Indiana Department of Revenue and must be included on your 2016 Indiana tax return to receive the state tax credit. Please remember that the amount of the credit is 50% of the contribution amount.  When filing your state return, your credit should be reported on line 7 of Schedule 6, and on Schedule IN-OCC 55629 with the certification number in column C and the code number 849 in column D (see insert).  Click here for a copy of Schedule 2016 IN-OCC

If your credits are greater than your state adjusted gross income tax (2016 IT-40, line 8), you may carry the unused amount forward to be applied to subsequent annual filings for up to nine (9) years.  You may utilize any potential credits that you have carried forward from past years using these same instructions.  The receipt letter you received can also be used to document your gift to Sagamore Institute when filing your 2016 federal tax return.  For step by step instructions click here: CLAIMING YOUR INDIANA TAX CREDITS Tax Year 2016 or view the Prezi below.

*To play the following Prezi from start to finish, click the small white triangle in the black bar on the far left. To go through screen by screen click the blinking blue arrow. To enlarge the screen click the unfinished box in the black bar on the far right.