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Filing Checklist

Vermont Income Tax Return

Task
  Complete federal income tax return
  Complete VT Form IN-111
  Find your school district code

Vermont Income Tax Return with Earned Income Tax Credit

Task
Full-Time Resident
  Complete federal income tax return and federal earned income tax schedule and/or worksheet
  Complete VT Schedule IN-112 (VERMONT EARNED INCOME TAX CREDIT Section)
  Complete VT Form IN-111
Part-Year Resident
  Complete federal income tax return
  See “VT Income Tax Return” for any items that apply
  Complete VT Schedule IN-113 before VT Schedule IN-112 (VERMONT EARNED INCOME TAX CREDIT Section)
  Complete VT Schedule IN-112 (VERMONT EARNED INCOME TAX CREDIT Section)
  Complete VT Form IN-111

Vermont Income Tax Return with Non-VT State & Local Obligations, Bonus Depreciation and/or Add Back State & Local Income Taxes

Task
  Complete federal income tax return
  If federal Taxable Income is zero, calculate the loss amount by subtracting Form 1040 Line 8 from Line 7
  Complete VT Schedule IN-112 (Part I for non-VT state & local obligations)
  Complete your worksheet to determine the difference between bonus depreciation and depreciation on regular MACRS schedule. The difference is the entry.
  Complete addback state & local income taxes
  Complete VT Form IN-111

Vermont Income Tax Return with Interest Income from U.S. Obligations, Capital Gain Exclusion and/or Bonus Depreciation

Task
  Complete federal income tax return
  If federal taxable income is zero, calculate the loss amount by subtracting Form 1040 Line 8 from Line 7
  Complete IN-153 for Capital Gain Exclusion
  Complete IN-112 (Part I) including interest income from U.S. Obligations
  Complete your worksheet to determine the difference between federal depreciation on equipment where bonus depreciation taken and depreciation on regular MACRS schedule. The difference is the entry
  Complete VT Form IN-111

Vermont Income Tax Return with Additions to VT Income Tax

Task
  Complete federal income tax return
  Complete VT Form IN-111 up to Line 1
  Complete VT Schedule IN-112 (Part I)
  Complete VT Form IN-111

Vermont Income Tax Return with Subtractions from VT Income Tax

Task
  Complete federal income tax return
  Complete VT Form IN-111 up to Line 1
  Complete VT Schedule IN-112 (Part I)
  Complete VT Form IN-111

Vermont Income Tax Return with Adjustment to Vermont Income Tax

Task
  Complete federal income tax return
  Complete VT Form IN-111 up to Line 15
  Complete VT Schedule IN-113
  Part I is for non-residents and some part-year residents
  Part II is for reporting VT Exempt Income
  Complete VT Form IN-111

Vermont Income Tax Return with Credit for Income Tax Paid in Another State or Canadian Province

Task
  Complete federal income tax return
  Complete tax return(s) for other state or province
  Complete IN-112 (Part I)
  Complete VT Form IN-111 up to Line 17
  Complete VT Schedule IN-117
  VT Schedule IN-117 result on VT Form IN-111, Line 17
  Complete VT Form IN-111

Vermont Income Tax Return

Task
  Complete federal income tax return
  Complete VT Form IN-111
  Find your school district code

Vermont Income Tax Return with Vermont Tax Credits

Task
  Complete federal income tax return
  Complete VT Form IN-111 up to Line 25c
  Complete VT Schedule IN-112 (Part II)
  Complete VT Schedule IN-119 (if required)
  If only tax credits from VT Schedule IN-112, enter amount on VT Form IN-111 Line 25c
  If tax credits require VT Schedule IN-119, transfer VT Schedule IN-112 information to VT Schedule IN-119
  Enter VT Schedule IN-119 result on VT Form IN-111, Line 18
  VT Form IN-111

Homestead Declaration

Task
You must file a Homestead Declaration annually by the April filing deadline
  Obtain SPAN from property tax bill
  Complete VT Form HS-122 (Section A)
  File by the April filing deadline, or may be filed at the time of closing on a new homestead

Property Tax Credit

Task
Claims may be filed up to the October filing deadline. There is a $15 late filing penalty. No claims can be accepted after the October filing deadline.
  Obtain information from property tax bill
  Complete federal income tax return (if required to file)
  Complete VT Schedule HI-144, Household Income
  Complete all sections of VT Form HS-122
  File by the April filing deadline

Renter Credit

Task
Claims may be filed up to the October filing deadline. No claims can be accepted after the October filing deadline. The Renter Credit may be used as a credit towards your Vermont income tax. File the Renter Credit Claim, VT Form RCC-146, with the VT income tax return, VT Form IN-111, and enter the credit amount on IN-112 (Part II, Line 2) Line 12 goes on Line 25c on IN-111. The Renter Credit Claim may also be filed separately from the income tax return.
  Obtain completed landlord certificate(s) (Form LRC-140)
  Complete federal income tax return (if required to file)
  Complete VT Schedule HI-144, Household Income
  Complete RCC-146
  File by the April filing deadline