Form MO-PTC-INS Fillable Information and forms to Complete MO-PTC
(all forms fillable on Windows, Mac, Android tablets, and iPad using Adobe Reader XI)

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703 678 653 628 603 578 553 528 503 478 453 428 403 731 706 681 656 631 606 581 556 531 506 481 456 431 406 749 724 699 674 649 624 599 574 549 524 499 474 449 424 750 725 700 675 650 625 600 575 550 525 500 475 450 425 767 742 717 692 667 642 617 592 567 542 517 492 467 442 785 760 735 710 685 660 635 610 585 560 535 510 485 460 802 777 752 727 702 677 652 627 602 577 552 527 502 477 819 794 769 744 719 694 669 644 619 594 569 544 519 494 836 811 786 761 736 711 686 661 636 611 586 561 536 511 84 59 34 9 85 60 35 10 852 827 802 777 752 727 702 677 652 627 602 577 552 527 868 843 818 793 768 743 718 693 668 643 618 593 568 543 883 858 833 808 783 758 733 708 683 658 633 608 583 558 898 873 848 823 798 773 748 723 698 673 648 623 598 573 913 888 863 838 813 788 763 738 713 688 663 638 613 588 927 902 877 852 827 802 777 752 727 702 677 652 627 602 941 916 891 866 841 816 791 766 741 716 691 666 641 616 95 70 45 20 954 929 904 879 854 829 804 779 754 729 704 679 654 629 968 943 918 893 868 843 818 793 768 743 718 693 668 643 980 955 930 905 880 855 830 805 780 755 730 705 680 655 993 968 943 918 893 868 843 818 793 768 743 718 693 668 A boarding home is a house that provides An apartment is a room or suite of rooms with Automated Refund/Balance Due/1099G Inquiry (573) 526 8299 Call 800 906 9887 or 888 227 7669 DISABLED VETERAN DOCUMENTATION Do not use Form MO PTC if you need to file an Electronic Filing Information (573) 751 3930 Example: Round $32 49 down to $32 00 General Inquiry Line (573) 751 3505 http://dor mo gov/personal/ptc/ If you are receiving railroad retirement benefits If you have any negative income you can not use this If you OWNED AND OCCUPIED your home for If you OWNED and OCCUPIED your home for the If you receive low income housing assistance the If you receive temporary assistance from the Children s If you RENTED or did not own and occupy your If you RENTED or did not own your home for the If your gross rent paid exceeds your household Individuals with speech or hearing impairments may use TDD (800) 735 2966 married filing combined and all other qualifications MO CRP Nonresident of Missouri and had income of $600 or Nursing Homes You must deduct personal or visit: http://www irs gov/Individuals/Free Tax Return Preparation for You by Volunteers Please use the social security number of the POWER OF ATTORNEY OR FEDERAL RENT RECEIPTS OR SIGNED LANDLORD STATEMENT Resident of Missouri and you had Missouri adjusted Resident or nonresident with Missouri withholding SSA 1099 RRB 1099 OR SSI STATEMENT Supplemental Security Income (SSI) is paid by the Utilities (air conditioning gas electric late fees Wait to file your claim until you get your Forms $1 100 as tax paid and her total household income of $15 000 to make the comparison When using the $27 500 you are not eligible for the credit $30 000 or less? If married filing combined is your total household income $34 000 $4 000 deduction on line 7 if you checked married $525 then the tax credit $750 and Line 11 is $850 The $800 for rent is (Form 2827) is required after death of the taxpayer (Form MO PTC Line 11) NOTE: If you rent from a facility that does not pay property taxes you are not eligible for a Property Tax Credit **IMPORTANT FILING 000 / / 0000000000000000 000000QUALIFICATIONSFILING STATUSNAME / ADDRESSYou must check a qualification to be eligible for a credit Check only one REQUIRED COPIES OF LETTERS FORMS ETC MUST BE INCLUDED WITH CLAIM 1 Enter the amount of social security benefits received by you your spouse and your minor children before any deductions 1099 DIV 1099 INT 1099 MISC etc If grants or 15 to determine the amount of your property tax 2 D Barcode Returns If you plan to file a paper return you should 2 Enter the total amount of wages pensions annuities dividends interest income rental income or other income 2014 and did you receive 2014 and were you or your 2014 PROPERTY TAX CREDIT CHART 2014 Property Tax Credit Chart 13 15 2014DECEASED 2014SOFTWAREVENDOR CODE(Assigned by DOR) 23 301 23 600 23 301 23 600 23 601 23 900 23 601 23 900 24 hours a day please visit the Department s 3 Enter the amount of railroad retirement benefits (not included in Line 1) before any deductions 4 Enter the amount of veteran s payments or benefits before any deductions ATTACH letter from Veterans Affairs 4 486 461 436 411 386 361 336 311 286 261 236 211 186 161 5 Enter the total amount received by you your spouse and your minor children from: public assistance SSI child support 6 TOTAL household income Add Lines 1 through 5 Enter total here 6 65105 2800 7 MARK THE BOX THAT APPLIES and enter the appropriate amount 772 1213 or contacting your local Social Security 8 Net household income Subtract Line 7 from Line 6 and enter the amount; MARK THE BOX THAT APPLIES 9 If you owned your home enter the total amount of property tax paid for your home less special assessments or $1 100 99 cents round up to the next whole dollar amount A 65 years of age or older (ATTACH A COPY OF FORM SSA 1099 ) A copy of the death certificate must be attached and a Enter $0 if Single or Married Living Separate; A Enter amount from Line 8 here B Enter amount from Line 11 here A Enter amount from Line 8 here B Enter amount from Line 11 here a farm or building partly rented or used for business a If you rented or did not own and occupy your home for the entire year Line 8 cannot exceed $27 500 a letter from Social a mobile home ATTACH Form 948 Assessor s Certification 910 If you rented enter the total amount from Form(s) MO CRP Line 9 or $750 whichever is less ATTACH rent receipts or a a social security number enter none in the appropriate accordance with Section 143 782 RSMo You will be Add amounts from Form MO PTC Lines 9 and 10 Add the totals from Line 9 on all Forms MO CRP ADDRESS CHANGE Address change requests should be mailed to: adjusted gross income Administration and Social Services that includes the total amount of assistance received and Employment Security 1099 Administration at (800) 827 1000 Administration or other agencies must be claimed in agencies or persons shall be used solely for the purpose of administering tax laws or the specific laws administered by the person having the statutory right to obtain it [as agency allowances (clothing hair stylists etc ) prior to allowances disability compensation grants and also uses 15 percent of her house for her business AM I ELIGIBLE? Am I Eligible? 2 amended claim Complete the entire claim using the AMENDEDCLAIM AMOUNT FROM LINE B ABOVE OR FROM FORM MO PTC LINE 11 AMOUNT FROM LINE B ABOVE OR FROM FORM MO PTC LINE 11 TOTAL REAL ESTATE TAX PAID amount of tax you paid on your 2014 real estate amount on Line 9 of the MO CRP is $800 ($4 000 an SSI form indicating total benefits received either and 143 RSMo) In addition statutorily provided non tax uses are: (1) to provide information to the Department of Higher Education with respect to applicants for financial and determine your credit use the 2014 Property and does not state the complete law and each pay part of the rent enter the total rent and enter amount on Line 11 or $1 100 whichever and include all household income and it is classified as real property a Form 948 isn t and the amount of social security equivalent railroad retirement benefits and the other is your social security equivalent and you want to file an individual income tax return ANNUITIES DIVIDENDS INTEREST another income tax or property tax credit liability this Any existing POA pending with the Department of any negative income you cannot use this form Apply amounts from Form MO PTC Lines 8 and 11 Apply amounts from Lines 8 and 11 to chart on pages 13 15 to figure your Property Tax Credit 12REAL ESTATE TAX / apply her tax paid and her total household income are 100 percent disabled as a result of military service are met If there is no surviving spouse the estate may are not eligible for the credit Are you or your Assistance (TA) This includes any payments received from Assistance for Needy Families (TANF) payments In assistance under Chapter 173 RSMo and (2) to offset refunds against amounts due to a state agency by a person or entity (Chapter 143 RSMo) Information furnished to other Assistance with Preparing Your Tax Return at (573) 526 8299 To obtain the status of your return Attach a copy of Forms SSA 1099 a letter from the Attach a copy of paid real estate tax receipt(s) from ATTACH Form RRB 1099 R (TIER II) 3 ATTACH Forms SSA 1099 RRB 1099 or SSI Statement 1 ATTACH Forms W 2 1099 1099 R 1099 DIV 1099 INT 1099 MISC etc 2 attach it to the Form MO 1040 or Form MO 1040P attached to the Form MO PTC attachments to: Department of Revenue B 100% Disabled Veteran as a result of military service (ATTACH A COPY b Enter $2 000 if you rented or did not own your home for the entire year; b If you owned and occupied your home for the entire year Line 8 cannot exceed $30 000 BACK UP INFORMATION NEEDED barcode returns should be mailed to: Department of Revenue P O Box 3385 Jefferson City MO 65105 3385 barcode software companies Also check out the Department s fill in forms that calculate and have a 2 D barcode You be attached with a copy of your paid personal or be filed by the surviving spouse if the filing status is before any party may discuss the taxpayer s debt with behalf of a claimant by a nursing home or residential BENEFITS benefits (ATTACH A COPY OF FORM SSA 1099 ) benefits (not included in Line 1) before any benefits Attach a copy of Forms SSA 1099 benefits Attach Form RRB 1099 R (Tier II) benefits the children do not qualify for a credit box Attach the appropriate documentation to verify Box D on Form MO PTC box to be eligible for the credit Check only one business purposes from the allowable real estate taxes by checking the yes box above the signature line C 100% Disabled (ATTACH A COPY OF THE LETTER FROM c Enter $4 000 if you owned and occupied your home for the entire year; 7 C Find where these two numbers meet below to figure your credit amount Enter on Form MO PTC Line 12 C Find where these two numbers meet below to figure your credit amount Enter on Form MO PTC Line 12 C on Form calculate the amount of real estate tax you must calculating your rent call our automated individual income tax inquiry line can have your refund directly deposited into your bank account when you use the Department s fill in forms ALL 2 D Can you truthfully state that you do not employ illegal or unauthorized aliens? cancelled checks (front and back) will be accepted if cannot exceed $30 000 If the amount of your net cannot file the Form MO PTC You must file a care facility a statement to that effect from the claimant s Chapter 143 of the Missouri Revised Statutes authorizes the Department to request information necessary to carry out the tax laws of the state of Missouri Federal law 42 U S C chart Ruth finds where $15 000 and $1 100 meet chart where the credit amount is $1 059 Ruth will check Box A on Form MO PTC Check the amended claim box if you are filing an Check the applicable box to indicate under which qualification check the deceased box if death occurred in 2014 Check your filing status You can check married children before any deductions and the amount City MO 65105 2200 This will help forward any claim will be denied claimant spouse and minor children (taxable or claiming along with Form MO CRP Copies of combined is your total household income $29 500 or less? If you are a 100 percent service connected disabled common facilities compared to traditional paper returns If you use software to prepare your return check our website for approved 2 D compensation and Temporary Assistance payments Complete one Form MO CRP Certification of completed and enter the amount on Line 10 or $750 consider 2 D barcode filing The software encodes all your tax information copy of the seller s/buyer s agreement to your claim corrected figures county for your residence please submit a letter of credit is allowable credit See the following Helpful Hint If you have credit will not be allowed for vehicles listed on the CREDITS D 60 years of age or older and received surviving spouse DECEASED deductions This is the amount of annuities and delayed if you fail to enter all required information Department of Revenue of your address change Department of Revenue P O Box 2200 Jefferson deposits etc ) are not included determine the amount to enter on Line 7 DID YOU NEED TO ATTACH ANY OF THESE? Did you pay real estate taxes or rent on the home you occupied? disabled as a result discuss your tax information with your preparer dividends interest income rental income or other Division (CD) or the Family Support Division (FSD) DO I HAVE THE CORRECT TAX BOOK? Do I Have the Correct Tax Book? 3 Do not include special assessments (sewer lateral) Do not use Form MO PTC if you need to file an income tax return documents DOLLARS AND CENTS Download forms or check the status of your return on our website eligibility requirements on page 2 and are not required ELIGIBLE eligible for a Property Tax Credit 1011 Enter the total of Lines 9 and 10 or $1 100 whichever is less 11 ensure you are complying with the tax laws and to exchange tax information with the Internal Revenue Service other states and the Multistate Tax Commission (Chapters 32 enter 100 percent If two or more unmarried enter 100 percent on Line 7 Enter all information requested on Lines 1 5 If rent Enter on Line 6 the gross rent paid Exclude rent paid Enter the amount of social security benefits Enter the gross distribution amount of railroad retirement entire 2014 calendar year? If so entire household The Department of Revenue verifies ENTIRE YEAR enter $2 000 on Line 7 ENTIRE YEAR enter $4 000 on Line 7 entitled to receive credit for 5 acres By her calculations equivalent (usually Tier I benefits) on Line 1 estate tax that was actually paid by you If you sold EXAMPLE: Example: Ester owns her home for three months and Example: Ruth has 10 acres surrounding her house Example: Ruth paid $1 200 in real estate tax and Exception: You are not required to file a Missouri Exceptions: If you are 100 percent disabled as a result explaining how the additional rent was paid or the explanation facility do not include as income or rent If you have failure to include required documentation FAILURE TO INCLUDE REQUIRED DOCUMENTATION OR FAILURE TO PROVIDE THE ATTACHMENTS LISTED BELOW (RENT RECEIPT(S) TAX RECEIPT(S) FORMS 1099 W 2 ETC ) WILL RESULT IN DENIAL OR DELAY OF YOUR CLAIM! Federal Form 1310 go to www irs gov/formspubs Federal Privacy Notice federal return and you were a: figure ($425) on Form MO PTC Line 9 file the claim FILING FOR DECEASED FILING STATUS FILL IN FORMS THAT CALCULATE FINAL CHECKLIST BEFORE MAILING YOUR CLAIM financial institution statements are not acceptable first social security number on the return; 2) the filing foods food stamps or heating and cooling assistance For 1 cent through 49 cents round down to the for any portion of your home used in the production for the total rent amount then the percentage on box Form 1099 R ) Attach Forms W 2 1099 1099 R FORM 1310 AND DEATH CERTIFICATE Form 1310 must also accompany the claim To obtain Form MO 1040P) See page 3 Form MO CRP 10 12 Form MO PTC Form MO PTC 9 11 Form RRB 1099 R shows annuities and pensions Form SSA 1099 received in January 2015 that Forms MO CRP and enter the amount on Line 10 of from Form RRB 1099 that states social security G of the Form MO CRP must be used to determine get a $1 059 credit for the real estate tax she paid Go to our website at http://dor mo gov/personal/ptc gross income of $1 200 or more; have been placed in the cents column on your return Helpful Hint Helpful Hint Helpful Hint Helpful Hints Helpful Hints Helpful Hints her total household income was $15 000 Ruth will home A home may be part of a larger unit such as home during 2014 use the applicable percentage on home for the ENTIRE YEAR the amount you enter home or lot) you occupied during 2014 The Form homestead purposes Also exclude any rent paid to HOUSEHOLD INCOME Household income is all income received by a household income on Line 8 is above $30 000 However if you qualify for a credit you must http://dor mo gov/personal/individual/ http://dor mo gov/personal/individual/ for information I authorize the Director of Revenue or delegate to discuss my claim and attachments I Eligible chart on page 2 You must check a qualification identifying information including social security numbers and to explain why the information is needed and how the information will be used If an individual passed away in 2014 a claim may if applicable 5 If Line 8 is $19 360 and If Line 8 is $23 980 and If Married and Filing Combined; If married filing combined If so check Box If so check Box B if the check is to be issued in another name a Federal If the total is greater than $27 500 STOP no credit is allowed Do not file this claim If the total is greater than $30 000 STOP no credit is allowed Do not file this claim 8HOUSEHOLD INCOME12 You must use the chart on pages 13 15 to see how much refund you are allowed If you anticipate receiving any 1099 or W 2 income If you are a nonresident alien go to our website at If you are a surviving spouse and your spouse was 100 If you are Married and Filing Combined see below to If you are married and lived together for any part If you are Single or Married Living Separate enter $0 If you have the same address as your landlord please If you meet any of the above qualifications you If you move after filing your return notify both If you need to file an income tax return Form MO 1040 or Form MO 1040P If you own your home and other adults (other If you owned and occupied your home include the If you rent from a facility that does not pay property If you share a home report only the portion of real If you submit more than one receipt from a city or If you use your home for business purposes the If you were a resident of a nursing home or boarding If your home or farm has more than five acres or you if your spouse died during the calendar year Only Important Filing Information 3 4 IMPORTANT PHONE NUMBERS Important: If the Form MO PTC is being filed on IN CARE OF NAME (ATTORNEY EXECUTOR PERSONAL REPRESENTATIVE ETC ) TELEPHONE NUMBERPRESENT HOME ADDRESS APT NUMBER CITY TOWN OR POST OFFICE STATE AND ZIP CODE in criminal action against you in the next column to obtain the correct form (Form in your rent payment enter 50 percent; otherwise Include the amount of all wages pensions annuities Include the amount of public assistance supplemental include the children s SSI benefits on Line 5 Include your veteran payments and benefits Veteran income income Do not include excludable costs of pensions income Please claim only the amount of rent you income tax return and attach Form MO PTS if income taxpayers To locate a volunteer group near you that offers return preparation assistance: indicated above] In addition information may be disclosed to the public regarding the name of a tax credit recipient and the amount issued to such recipient (Chapter 135 individual income tax return (Form MO 1040 or INDIVIDUALS individuals over 18 years of age share a residence INFORMATION MAY REDUCE OR DELAY YOUR REFUND Information to Complete INFORMATION TO COMPLETE FORM MO CRP Information to Complete Form MO CRP 8 Information to Complete Form MO PTC 4 7 INFORMATION** instructions are on page 8 insurance into a 2 D barcode which allows your return to be processed with fewer errors is $225 then the tax credit is less is made known to the Department A new POA is paid to a relative the relationship to the landlord is reasonably necessary for use of the dwelling as a JEFFERSON CITY MO 65105 2200 Jefferson City MO 65105 2800 LAST NAME FIRST NAME INITIAL BIRTHDATE (MMDDYYYY) SOCIAL SECURITY NO legal guardian or power of attorney must be letter from the Veterans Administration limited to $750 on Line 10 LINE 1 SOCIAL SECURITY BENEFITS LINE 10 RENT YOUR HOME Line 11 of Form MO PTC Line 11 of Form MO PTC is Line 11 Total Real Estate LINE 12 PROPERTY TAX CREDIT LINE 2 WAGES PENSIONS LINE 3 RAILROAD RETIREMENT LINE 4 VETERAN BENEFITS LINE 5 PUBLIC ASSISTANCE LINE 7 FILING DEDUCTION Line 7 If you live in a hotel and meals are included LINE 8 NET HOUSEHOLD INCOME Line 9 Add the totals from Line 9 on all completed LINE 9 OWN YOUR HOME listed behind each qualification on Form MO PTC ) listed on Lines 1 through 5 of Form MO PTC lives in a nursing or residential care facility while the living separate for entire year as your filing status and living separate for entire year only if you and your long term care benefits are made payable to the nursing Lump sum distributions from Social Security MAIL CLAIM Mail your completed Form MO PTC and all married filing separate You cannot math for you No calculation errors means faster may delay your refund meals lodging and the residents share MISSOURI MISSOURI DEPARTMENT OF REVENUE MISSOURI DEPARTMENT OF REVENUEPROPERTY TAX CREDIT CLAIM2014FORMMO PTC Missouri Dept MISSOURI RETURN INQUIRY Missouri the program is referred to as Temporary MO 1040 or Form MO 1040P) to file and claim your MO CRP is on the back of the Form MO PTC and MO PTC MO PTC Property Tax Credit Claim if you meet the more from Missouri sources; or Multiply Line 6 by the percentage on Line 7 Enter Multiply Line 8 by 20 percent and enter the result on must be indicated on Line 1 Your claim may be Name Address Etc needed In such cases you can claim property tax for nontaxable) and includes all income from sources normal household functions Note: If you lived at different addresses for the entire NOTE: If you rent from a facility that does not pay property taxes you are not eligible for a Property Tax Credit notified if your credit is offset against any debts number(s) birthdate(s) and telephone number in the of age or older as of December of income and the rent paid for surrounding land of military service you are not required to include your of military service? of Revenue of Revenue P O Box 2800 Jefferson City MO of social security equivalent railroad retirement OF THE LETTER FROM DEPARTMENT OF VETERANS AFFAIRS ) of the refund or balance due in whole dollars of the year you must file married filing combined of your net household income on Line 8 is above office If you have minor children who receive SSI older as of December 31 on Form MO CRP Line 6 and mark the appropriate on Form MO PTC on Line 7 on Line 8 cannot exceed $27 500 If the amount on this form To claim real estate taxes for a prior only allowed to take a credit of $1 100 Ruth will use or annuities (These are usually the employee s contribution or any member of your preparer s firm indicate or fax (573) 526 1881 or information may reduce or delay your refund or less? If you are a100 percent service connected disabled veteran do not include VA payments or purchased your home during the year attach a other spouse remains in the home the entire year ) own a mobile home and it is classified as personal OWNED AND OCCUPIED YOUR HOME THE ENTIRE YEAR If single is your total household income P O Box 2800 paid calculated on the Form 948 paid or real estate tax paid To make the comparison pay or your refund will be delayed or denied payments and benefits include education or training pays $100 in property taxes For nine months she penalties service charges and interest listed on your pensions received not your social security equivalent percent disabled as a result of military service all the percent disabled? percentage of your home that is used for business percentage on box G of Line 7 If the rent receipt is person filing the claim personal exemption meet or exceed personal property tax receipt PERSONAL PROPERTY TAX RECEIPTS please wait to file this claim until all statements are preparer (other than taxpayer) is based on all information of which he or she has any knowledge As provided in Chapter 143 RSMo a penalty of up to $500 shall be imposed on any individual who files a frivolous previous primary residence that you occupy Secondary homes Print or type your name(s) address social security proceeds processing Just print sign and mail the claim with property a Form 948 Assessors Certification must Property Tax Credit PROPERTY TAX CREDIT CLAIM Property Tax Credit e mail: propertytaxcredit@dor mo gov property tax credit may be applied to that liability in provided on the chart to help you figure this amount PRSRT STD purposes must be subtracted from your real estate QUALIFICATIONS railroad retirement benefits Include the amount Real estate tax paid for a prior year cannot be claimed real property tax receipt If you own a mobile home received and Employment received by you your spouse and your minor received by you your spouse and your minor children received Filing too early may result in a balance due refund check or correspondence to your new address Refund is the actual total amount of allowable real estate tax paid not to exceed $1 100 (Form MO PTC Line 11) Refund is the actual total amount of allowable real estate tax paid not to exceed $1 100 or rent credit equivalent not to exceed $750 rent must be claimed as income Rent Paid for each rented home (including mobile RENT PAIDCREDITSFor Privacy Notice see instructions Form MO PTC (Revised 12 2014) rent you claim may not exceed 40 percent of your RENTAL INCOME OR OTHER INCOME RENTERS / PART YEAR OWNERS If single is your total household income $27 500 or less? If married filing RENTERS: If you rent from a facility that does not pay property taxes you are not eligible for a Property Tax Credit rents an apartment and pays $4 000 in rent The required supporting reside in Missouri whether owned or rented and return I also declare under penalties of perjury that I employ no illegal or unauthorized aliens as defined under federal law and that I am not eligible for any tax exemption credit or abatement if I employ such aliens Revenue is terminated when the death of the taxpayer Round $32 50 up to $33 00 Rounding is required on your Form MO PTC Zeros RRB 1099 or SSI Statement RSMo) (For the Department s authority to prescribe forms and to require furnishing of social security numbers see Chapters 135 143 and 144 RSMo ) same residence Section 405 (c)(2)(C) authorizes the states to require taxpayers to provide social security numbers Security 1099 if applicable security and cleaning deposits or any other deposit security benefits? If so check security income (SSI) child support unemployment See below to make sure you are eligible for the credit Send your claim and all attachments to: Department separate facilities for cooking and other Services that includes the total amount of assistance she enters $500 on Form 948 Line 6 Ruth She needs to use a Form 948 because she is only She will multiply $500 by 85 percent and put this sign a combined claim If you use a paid preparer SIGN CLAIM SIGNATURE DATE (MMDDYYYY) PREPARER S SIGNATURE FEIN SSN OR PTINSPOUSE S SIGNATURE (If filing combined BOTH must sign) DAYTIME TELEPHONE PREPARER S ADDRESS AND ZIP CODE DATE (MMDDYYYY) signed statement from your landlord NOTE: If you rent from a facility that does not pay property tax you are not Single Married Filing Combined Married Living Separate for Entire Year Social Security Administration SOCIAL SECURITY ADMINISTRATION OR FORM SSA 1099 ) socialsecurity gov/myaccount by calling 1 800 space(s) If married enter both birthdates even spaces provided If you or your spouse do not have spouse 100 spouse 100 percent spouse a Missouri resident the spouse did not at any time during the year live in the SPOUSE S LAST NAME FIRST NAME INITIAL BIRTHDATE (MMDDYYYY) SPOUSE S SOCIAL SECURITY NO spouse s name or social security number if you marked spouse social SSA 1099 This is not the statement indicating START DIAGRAM BY CHOOSING BOX 1 OR BOX 2 AND FOLLOW TO CONCLUSION statement statement from your landlord for any rent you are states what your benefits were for the entire 2014 status shown on your return; and 3) the exact amount STEP 1 STEP 2 STEP 3 STEP 4 STEP 5 still receive your credit Subtract Line 7 from Line 6 and enter amount on Line 8 subtract the percentage of your home that is used for surviving take the $2 000 or Tax / Rent Paid Tax Credit Chart on pages 13 through 15 Lines are tax receipt You can only claim the taxes on your tax receipt(s) only or $1 100 whichever is less tax return if your standard deduction plus your taxes paid If you need to use a Form 948 to taxes you are not eligible for a Property Tax Credit TAXPAYER BILL OF RIGHTS Temporary Assistance payments (TA and TANF) ATTACH copy of Forms SSA 1099 a letter from the Social Security Temporary Assistance payments include Temporary than your spouse) live there and pay rent the that states you The 2014 Form MO PTC is due April 15 2015 but the county and city collectors office Mortgage and the Department staff The Department uses your social security number to identify you and process your tax returns and other documents to determine and collect the correct amount of tax to the ENTIRE YEAR the amount you enter on Line 8 The Federal Privacy Act requires the Missouri Department of Revenue (Department) to inform taxpayers of the Department s legal authority for requesting the government Do not include the value of commodity THE INSTRUCTIONS AND FORM ITSELF WILL LIST the mobile home and rent if applicable for the lot A the post office serving your old address and the the preparer must also sign the claim If you wish the surrounding land not to exceed five acres as the year in which they are received There are a large number of volunteer groups around Missouri providing tax assistance to elderly or lower this amount on Form MO CRP Line 8 This area indicates no this information and failure to include total benefits This information is for guidance only This information is for guidance only and does not state complete law though Ruth paid $1 200 in real estate tax she is through a my Social Security account at www through April to a retirement program listed separately on to authorize the Director of Revenue or delegate to To check the status of your current year return to claim a refund of your withholding to enter your tax information and let us do the to figure her credit The two numbers meet on the to file an individual income tax return To obtain a copy of the Taxpayer Bill of Rights TO OBTAIN FORMS To request a copy of the letter call the Veterans to the chart to figure out her credit amount Even to the Property Tax Credit Chart on pages 13 through total income received to 20 percent of your net rent TOTAL REAL ESTATE TAX OR 20% OF RENT PAID U S POSTAGE Under penalties of perjury I declare that I have examined this return including accompanying schedules and statements and to the best of my knowledge and belief it is true correct and complete Declaration of Use this diagram to determine if you or your spouse are eligible to claim the PROPERTY TAX CREDIT (CIRCUIT BREAKER) verify the number of occupants and living units veteran do not include VA payments veteran payments and benefits must be included veteran payments and benefits You must attach a Visit http://dor mo gov/personal/individual/ website: http://dor mo gov/personal/individual/ or Were you 60 years of age or Were you or your spouse 65 years What s Inside? what your benefits will be but it is the actual WHEN TO FILE CLAIM WHERE TO MAIL CLAIM whichever is less ATTACH a copy of paid real estate tax receipt(s) If your home is on more than five acres or you own whichever is less Attach rent receipt(s) or a signed whole dollar amount For 50 cents through with attachments not necessary nor maintained for with the preparer or any member of the preparer s firm YES NOSIGNATUREPREPARER S PHONEE MAIL ADDRESSMail claim and attachments to Missouri Department of Revenue P O Box 2800 Jefferson City MO 65105 2800 would be $16 would be $8 x 20%) Form MO PTC Line 9 is $100 Line 10 is year See the sample Form SSA 1099 above year you may file a separate claim Do not include year you must file a claim for that year you are filing a separate claim (Example: One spouse you are filing the Form MO PTC See the Am you are not eligible for the credit You are required to provide your social security number on your tax return Failure to provide your social security number or providing a false social security number may result you can go to the Department s website at You cannot claim returned check fees late fees You cannot use this book if you were required to file a You have to request you may file up to three years from the due date and You MAY USE this tax book to file your 2014 Form you must attach a detailed statement you must include all cash benefits received for your you must know the following information: 1) the you must report both incomes You must sign your Form MO PTC Both spouses must you must use Form MO PTS to claim a property tax credit and you qualify for a property tax credit See information you should receive two Forms RRB 1099 One You will find a larger volume of volunteer centers open during the filing season which is typically January your credit If none of the reductions apply to you Your home or dwelling is the place in which you your landlord on your behalf by any organization or your landlord will not provide rent receipts or a your Missouri Your property tax credit is figured by comparing your your qualification (The required documentation is