Instructions For Form K-40h - Homestead Claim

Line 10 — Total Household Income

Your December, 2000 Social Security

check is $582.40. You are covered by

example

Add lines 4 through 9 and enter the total on line 10.

Medicare. Compute your total 2000 Social

Security benefits as follows:

To help expedite your refund claim, it is

$582.40 + $45.50 = $627.90

suggested that you enclose a copy of pages 1

$627.90 X 12 months = $7,534.80

and 2 of your federal return (Form 1040,

1040A or 1040EZ), statements from SRS and

Round this amount to $7,535 and enter on line 6.

Social Security, and other documentation of the income

amounts shown on lines 4 through 9.

Line 7 — All Other Pensions, Annuities, and

Veterans’ Benefits

If the amount on line 10 is more than

$25,000, you do not qualify for a Homestead

Enter on line 7 the total amount received during 2000

Refund.

from veterans’ pensions and benefits. Also include on

line 7 the total of all other taxable and nontaxable

pensions and annuities received by you or your spouse

EXEMPT INCOME

that are not already entered on line 6.

You are not required to complete this section on the

back of Form K-40H.

However, we may be able to

Line 8 — TAF, General Assistance, Worker’s

process your claim for refund more quickly if you furnish

Compensation and Disability Payments,

this additional information.

Grants and Scholarships

Enter the total received during 2000 by all household

members (including minor children) from each of the

Enter on line 8 the total amount received during 2000

sources listed — child support, personal and student

in the form of:

loans, etc. For example, if you received child support of

•

TAF—Temporary Assistance to Families;

$50 per month, enter $600 ($50 X 12 months) in the

•

child support box.

Enter under “Other” the wages

Welfare or general assistance payments;

received by a minor child, and any other income not

•

Worker’s compensation;

considered to be household income (see “What is

•

Household Income” on page 3).

Disability payments (do not include a disability

pension received under the federal Social Security

Act or a pension that you have already entered on

REFUND — Lines 11 through 15

line 7);

•

Line 11 — Owner

Grants, scholarships, and foster grandparent

payments.

If you own your home, enter on line 11 the 2000

general property tax you have paid or will pay by June

Line 9 — All Other Income

2001, as shown on your 2000 real estate tax statement.

DO NOT include:

•

Enter on line 9 the total of:

Special assessment taxes, such as those levied

for paving, streets, solid waste, or guttering;

•

All income (regardless of source) received by adult

•

individuals (other than you and your spouse) who

Charges for services, such as sewer services;

lived in the homestead at any time during 2000.

•

Interest or late charges;

For those persons who lived with you less than 12

•

Taxes on agricultural or commercial land.

months, include only the income they received

during the months they lived with you.

If the claimant died during 2000, the property tax must

•

The income (child support, SSI, wages, etc.) of a

be prorated based on the decedent’s date of death.

minor child or incapacitated person ONLY IF the

Follow the special instructions for decedents beginning

child’s or incapacitated person’s name is on the

on page 4 to determine the property tax amount to enter

tax statement or rental agreement.

here.

•

Any other income as outlined in “What is

2000 Property Tax Statement

Household Income” on page 3 that has not been

entered on lines 4 through 8.

You MUST enclose a copy of your 2000

property tax STATEMENT (not the receipt)

Enclose with Form K-40H a list showing the

with Form K-40H to verify the general

recipient(s), source(s), and amount(s) for the

property tax amount entered on line 11. This

income entered on line 9.

copy will not be returned.

Instructions For Form K-40h - Homestead Claim - 2000 Page 3

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