Instructions For Form K-40h - Homestead Claim

FORM K-40H LINE-BY-LINE INSTRUCTIONS

COMPLETING FORM K-40H

Label

The large purple boxes on Form K-40H allow us to

If you have a pre-addressed label (located on the back

process your refund claim faster and with fewer errors.

cover of this booklet) and the name and address

For this system to work at its best, it is important to follow

information is correct, place it on your Form K-40H in the

the instructions below when completing this form.

space provided after you have completed your claim.

•

Use only black ink.

•

Name and Address

Send the original (purple) K-40H claim form. Do

not send a photocopy.

If you do not have a pre-addressed label, or if the

•

If you are using an approved computer software

information on the label is incorrect, PRINT or TYPE

program to prepare your claim, send the original

your name, address, and county of residence in the

K-40H printed on your printer.

Do not send a

spaces provided at the top of Form K-40. DO NOT use

photocopy. (The claims prepared with a software

a label that is incorrect.

program have a different format than the K-40H

forms with the purple printing).

Enter your complete street address. Do not use just

•

your P. O. Box address mailing address; the physical

Stay within the purple lines of each box. Do not

use dollar signs, lines, dashes, or other symbols in

location (number and street) of your residence must also

the boxes or in writing your numbers.

For

be included.

Be sure also to include any additional

example:

address information, such as an apartment number or lot

Do:

Do Not:

number to assure delivery of your refund or any

•

correspondence.

Print only one number or letter in each box. For

example, if the amount is $4,439.50, it should be

Name or Address Change Box

entered as:

If you filed a 1999 Homestead claim and your name or

4 4 0

address has changed, please put an “X” in the box to the

right of the address. This will help us update our records

Important: All entries must be rounded. Amounts

and assure timely response to your claim.

less than $.50 cents should be rounded down.

Round amounts from $.50 to $.99 to the next

higher dollar.

Telephone Number

•

If a line does not apply to you, leave it blank. Do

Enter the area code and telephone number where you

not put zeros, dashes, lines, or other symbols in or

can be reached during our office hours.

Should a

through the boxes.

problem arise while processing your claim, it is very

helpful if we can contact you by phone. The number will

CLAIMANT INFORMATION

be kept confidential.

Social Security Number

Deceased Claimant

You must enter your Social Security number in the

boxes above the name and address. In order to improve

If you are filing on behalf of a claimant who is

the confidentiality of tax information, your Social Security

deceased, mark an “X” in the box, and enter the date of

number is not printed on the pre-addressed label.

the claimant’s death.

You must use the special

instructions for “Deceased Claimants” beginning on page

Name Boxes

4 to figure the decedent’s refund. Be sure to enclose the

additional documents required.

Using ALL CAPITAL letters, enter the first four letters

of your last name in the boxes to the right of your Social

Security number. If your last name has less than four

Amended Claim

letters, leave the remaining box(es) empty as illustrated

If this is an amended (corrected) claim, mark an “X” in

below.

the box. The instructions for amending a homestead

claim are on page 5.

Instructions For Form K-40h - Homestead Claim - 2000

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