Mortgage deduction - Bring in the settlement statement or a copy of the mortgage to the Auditor's Office when applying for deduction. Anyone who has refinanced since the last filing must re-file for deduction. Re-filing must also be done by anyone who has placed a property in a trust. Visit www.in.gov/icpr/webfile/formsdiv/43709.pdf to download the state mortgage deduction form.
Homestead Credit - Taxpayers are eligible for the homestead credit on their principal residence only. The same documentation will work as for the mortgage deduction. Visit www.in.gov/icpr/webfile/formsdiv/05473.pdf to download the state homestead deduction form.