Income Worksheet A
Income Worksheet B
2006 Total Income
2007 Total Income
If you were married as of December 31, 2006, you must combine
If you were married or in a civil union as of December 31, 2007,
your income with your spouse’s income.
you must combine your income with your spouse’s/CU partner’s
income.
a. Social Security Benefits . . . . . . . . . ____________________
a. Social Security Benefits . . . . . . . . . ____________________
(including Medicare Part B premiums)
(including Medicare Part B premiums)
b. Total Pension Income . . . . . . . . . . . ____________________
b. Total Pension Income . . . . . . . . . . . ____________________
(including IRA and annuity income)
(including IRA and annuity income)
c. Salaries and Wages . . . . . . . . . . . . ____________________
c. Salaries and Wages . . . . . . . . . . . . ____________________
d. Bonuses, Commissions & Fees . . . ____________________
d. Bonuses, Commissions & Fees . . . ____________________
e. Unemployment Benefits . . . . . . . . . ____________________
e. Unemployment Benefits . . . . . . . . . ____________________
f. Disability Benefits (including
f. Disability Benefits (including
veterans’ and black lung benefits) . ____________________
veterans’ and black lung benefits) . ____________________
g. Interest (taxable & exempt) . . . . . . ____________________
g. Interest (taxable & exempt) . . . . . . ____________________
h. Dividends . . . . . . . . . . . . . . . . . . . . ____________________
h. Dividends . . . . . . . . . . . . . . . . . . . . ____________________
i. Net Capital Gains . . . . . . . . . . . . . . ____________________
i. Net Capital Gains . . . . . . . . . . . . . . ____________________
j. Net Rental Income . . . . . . . . . . . . . ____________________
j. Net Rental Income . . . . . . . . . . . . . ____________________
k. Net Business Income . . . . . . . . . . . ____________________
k. Net Business Income . . . . . . . . . . . ____________________
l. Support Payments . . . . . . . . . . . . . ____________________
l. Support Payments . . . . . . . . . . . . . ____________________
m. Inheritances . . . . . . . . . . . . . . . . . . ____________________
m. Inheritances . . . . . . . . . . . . . . . . . . ____________________
n. Royalties . . . . . . . . . . . . . . . . . . . . . ____________________
n. Royalties . . . . . . . . . . . . . . . . . . . . . ____________________
o. Gambling & Lottery Winnings . . . . . ____________________
o. Gambling & Lottery Winnings . . . . . ____________________
(including New Jersey)
(including New Jersey)
p. Bequests and Death Benefits . . . . . ____________________
p. Bequests and Death Benefits . . . . . ____________________
q. All Other Income . . . . . . . . . . . . . . . ____________________
q. All Other Income . . . . . . . . . . . . . . . ____________________
r. TOTAL . . . . . . . . . . . . . . . . . . . . . . . ____________________
r. TOTAL . . . . . . . . . . . . . . . . . . . . . . . ____________________
Was your total 2006 income less than $43,693 if you were single,
Was your total 2007 income less than $45,135 if you were single,
OR less than $53,576 (combined income) if you were married?
OR less than $55,344 (combined income) if you were married or in
a civil union?
Yes. Enter the total amount on Line 7 and continue with
Yes. Enter the total amount on Line 8 and continue
Income Worksheet B.
completing the application.
No. STOP. You are not eligible for a property tax
No. STOP. You are not eligible for a property tax
reimbursement.
reimbursement.
Note: Civil union couple status applies only for tax years
beginning on or after January 1, 2007. It does not apply
for tax year 2006.
Proof of Age or Disability for 2006 and 2007 Must Be Submitted With Application
Age 65 or Older. If you (or your spouse/CU partner) indicated at Line 4a and/or 4b that you were 65 or older, you must submit proof of
age with your application. Examples of acceptable documentation include copies of the following:
Birth Certificate
Driver’s License
Church Records
Receiving Federal Social Security Disability Benefits. If you (or your spouse/CU partner) were under 65 and indicated at Lines 4a
and/or 4b that you (or your spouse/CU partner) were receiving Federal Social Security Disability Benefits, you must submit with your
application a copy of the Social Security Award Letter indicating that you (or your spouse/CU partner) were receiving benefits for that
year(s) based on your own social security number.
PTR-1 WORKSHEET