Indiana Historic Rehabilitation Tax Credit

If you’re planning to rehabilitate your historic home, check out this tax credit, available through the state of Indiana.

An adjusted gross income tax credit is available for the rehabilitation of a historic residential property. A taxpayer qualifies for the credit if all of the following conditions are met:

903 W. Berry Street Fort Wayne Indiana

  1. The historic property is located in Indiana, is at least 50 years old, and is owned by the taxpayer.
  2. The historic property is individually listed in the Indiana Register of Historic Sites and Structures or is a contributing resource within a listed district.
  3. The proposed preservation or rehabilitation work complies with the Secretary of the Interior’s Standards for the Rehabilitation of Historic Properties.
  4. The work is completed in not more than two years, or five years if the initial application indicates that the work is planned for completion in phases.
  5. The historic property is principally used and occupied by the taxpayer as the taxpayer’s primary residence.

 

The qualified rehabilitation expenditures (QREs) must exceed $10,000. The tax credit is equal to 20 percent of the QREs that the taxpayer makes for the rehabilitation of the historic property. The following costs do not count as QREs:

  • Acquiring a property or an interest in a property;
  • Paying taxes due on a property;
  • Enlarging an existing structure;
  • Paying realtor’s fees associated with a structure or property;
  • Paying paving and landscaping costs;
  • Paying sale and marketing costs.
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