Fillable Form Mo - Ptc-1998 - Property Tax Credit Claim (Page 2 of 2) in pdf

1998 FORM MO-PTC

PAGE 2

PART 1 — OTHER INCOME OR LOSS

1. Rents and royalties

A. ADDRESS/TYPE

C. DEPRECIATION

F. (COL. B LESS

B. INCOME

D. REPAIRS

E. OTHER EXPENSES

OF RENTAL PROPERTY

(OR DEPLETION)

COLS. C, D, AND E)

Total of Column F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2. Taxable pension and annuity income: (DO NOT enter pensions listed on Step 3, Line 9d, page 1)

2a. Amount received this year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a

2b. Amount of your cost excludable this year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b

2c. Amount reportable (subtract Line 2b from Line 2a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3. Sale of real estate, stocks, bonds, etc.

DATE ACQUIRED

DATE SOLD

C. GROSS

D. COST OR OTHER BASIS

E. GAIN OR LOSS

A. KIND OF PROPERTY

MO/DAY/YEAR

SALES PRICE

AND EXPENSE OF SALE

(COL. C LESS COL. D)

Total of Column E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4. Farm, business, partnership, fiduciary and miscellaneous income or loss (specify and attach schedule)

. . . . . . . . . . . . . . . .

5. Total (add Lines 1 through 4 and enter on Step 3, Line 8d, page 1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

PART 2 — HOMESTEAD TAX COMPUTATION

NOTE: Homestead tax is limited to the amount paid on the single receipt or single assessment where your dwelling is located. If a mobile home was occupied, enter total

personal property tax paid on receipt, which includes your mobile home. Do not include special assessments, interest or penalties.

1. Enter the total 1998 real estate tax paid to the county by you on the homestead occupied . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2. Enter the total 1998 city real estate tax paid to the city by you on the homestead occupied . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3. Total 1998 real estate taxes paid to the county and city — add Lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3a. Enter the total 1998 school taxes paid by you on the homestead occupied . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4. a. If your homestead is part of a farm: Enter number of acres on single assessment where your dwelling is located.

Number of acres

Enter percentage on Line 4 which is applicable to your dwelling and surrounding land, as is reasonably necessary for use of the

dwelling as a home, not to exceed five acres. Attach Form 948, Assessor’s Certification, to verify percentage claimed.

This form is available at local Department of Revenue Field Offices.

b. If part of your homestead is used for rental or business purposes: Indicate the following:

Total number of rooms in home.

Total number of rooms used for rental or business purposes.

Enter percentage on Line 4 which is applicable to the portion of home used as homestead. Exclude portion used for rental or

business purposes.

c. If your homestead is a mobile home: Indicate model

year

size

. Enter percentage applicable to your homestead on Line 4. Exclude portion of tax which

applies to auto or other personal property.

d. If your homestead is occupied by two (2) or more individuals (not a married couple) enter the appropriate percentage for the

individual filing this claim. If occupied entirely by you, enter 100%. Enter the correct percentage on Line 4.

5. Allowable homestead property taxes paid (multiply Line 3 by percent entered on Line 4). Enter allowable homestead tax on

Step 4, Line 16, page 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5a. Allowable homestead school taxes paid (multiply Line 3a by percent on Line 4). Enter allowable homestead school tax on

Step 4, Line 16a, page 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

IMPORTANT — ATTACH COPIES OF 1998 PROPERTY TAX RECEIPT(S) AND/OR FORM MO-CRP, INCOME AND BENEFITS DOCUMENTATION (FORM W-2s, FORM 1099s, ETC.),

FEDERAL FORM 1040, SCHEDULE R OR FEDERAL FORM 1040A, SCHEDULE 3, RENT RECEIPTS AND GUARDIAN STATEMENTS. If you are a 100% service connected disabled vet-

eran, attach a copy of the letter received from the Department of Veterans Affairs that indicates your qualifications as a 100% service connected disabled veteran. If you file a Form

MO-1040 this claim should be attached to that form. Enter amount from Line 19 of page 1 on Form MO-1040, Line 39, OR if you do not file a Form MO-1040, complete, sign and mail this claim to:

DEPARTMENT OF REVENUE, P.O. BOX 2800, JEFFERSON CITY, MO 65105-2800. DUE DATE FOR FILING IS APRIL 15, 1999. Mortgage statements and cancelled checks are not

acceptable substitutes for your tax receipt. If you occupied a mobile home on which you paid personal property tax, attach a copy of your 1998 personal property tax receipts. If tax

receipt(s) does not indicate your name, state your relationship to person(s) named.

MO 860-1089 (11-98)