Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 1
posted Jan 30, 2025 7:56:34 AM

I am unable to enter certificate number for IN-OCC?

0 1 348
1 Replies
Employee Tax Expert
Feb 10, 2025 5:38:28 AM

Please follow the instructions below to enter the certificate number for Schedule IN-OCC:

  1. Open your Indiana return.
  2. Continue through the screens until you reach Take a look at Indiana credits and taxes.
  3. Scroll down until you get to the particular credit you are taking on Schedule IN-OCC. Click Start.
  4. Enter the information on the following screen, including the Tax Credit Certification Number.

Schedule IN-OCC reports the following credits:

  • Hoosier Business Investment Credit 
  • Hoosier Business Investment Credit – Composite 
  • Hoosier Business Investment Credit 
  • Logistics 860 Hoosier Business Investment Credit – Logistics – Composite 
  • Natural Gas Commercial Vehicle Credit 
  • Natural Gas Commercial Vehicle Credit – Composite 
  • Redevelopment Tax Credit 
  • Redevelopment Tax Credit – Composite 
  • School Scholarship Credit
  • School Scholarship Credit – Composite 
  • Venture Capital Investment Credit 
  • Venture Capital Investment Credit - Composite

I completed a mock return and was able to add a certification number for the School Scholarship Credit on the screen shown below. I tested other credits as well, but this seemed to be one of the few that required a certification number. This information flowed correctly to Schedule IN-OCC and I encountered no issues. 

 

 

 

If you need additional assistance, please reply in the thread with the credit you are having trouble adding.