Form Mo-1040 - Individual Income Tax Return - Long Form

Attachment Sequence No. 1040-07 and 1040P-01

2007

MISSOURI DEPARTMENT OF REVENUE

FORM

MO-PTS

PROPERTY TAX CREDIT

THIS FORM MUST BE ATTACHED TO FORM MO-1040 OR FORM MO-1040P.

LAST NAME

FIRST NAME

INITIAL BIRTHDATE

SOCIAL SECURITY NO.

SPOUSE’S LAST NAME

FIRST NAME

INITIAL BIRTHDATE

SPOUSE’S SOCIAL SECURITY NO.

You must check a qualification to be eligible for a credit. Check only one.

Copies of letters, forms, etc., must be included with claim.

C. 100% Disabled

(Attach a copy of the letter from Social

A. 65 years of age or older

(Attach a copy of

Security Administration or Form SSA-1099.)

Form SSA-1099.)

B. 100% Disabled Veteran as a result of military service

D. 60 years of age or older and received surviving spouse

(Attach a copy of the letter from Department of

benefits

(Attach a copy of Form SSA-1099.)

Veterans Affairs.)

If married filing combined,

Single

Married — Filing Combined

Married — Living Separate for Entire Year

FILING STATUS

you must report both incomes.

Failure to provide the attachments listed below

(rent receipt(s), tax receipt(s), 1099(s), W-2(s), etc.) will result in denial or delay of your claim.

1. Enter the amount of income from Form MO-1040, Line 6, OR Form MO-1040P, Line 4. . . . . . . . . . . . . . . . . . . . . . . .

2. Enter the amount of nontaxable social security benefits received by you and/or your minor children

before any deductions and/or the amount of social security equivalent railroad retirement benefits.

Attach a copy of Form SSA-1099 and/or RRB-1099.

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

3. Enter the total amount of pensions, annuities, dividends, rental income, or interest income not included in Line 1.

Include tax exempt interest from Form MO-A, Part 1, Line 7 (if filing Form MO-1040).

Attach

Forms W-2(s), 1099(s), 1099-R(s), 1099-DIV, 1099-INT, 1099-MISC, etc.

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

4. Enter the amount of railroad retirement benefits (not included in Line 2) before any deductions.

Attach Form RRB/1099-R (Tier II). If filing Form MO-1040, refer to Form MO-A, Part 1, Line 9.

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

5. Enter the amount of veteran’s payments or benefits before any deductions.

Attach letter from Veterans Affairs.

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

6. Enter the total amount received by you and/or your minor children from: public assistance, SSI, child support,

or Temporary Assistance payments (TA and/or TANF).

Attach a copy of Form SSA-1099(s), a letter from the

Social Security Administration and/or Social Services that includes the total amount of assistance received

and Employment Security 1099, if applicable.

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

7. Enter the amount of nonbusiness loss(es). You must include nonbusiness losses in your household income

(as a positive amount) here. (Include capital loss from Federal Form 1040, Line 13.) . . . . . . . . . . . . . . . . . . . . . .

8. TOTAL household income — Add Lines 1 through 7.

Enter total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

9. Enter $2,000 if you are married and filing a combined claim with your spouse.

Otherwise, enter “0”. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

10. Net household income — Subtract Line 9 from Line 8. If the total is over $25,000,

no credit is allowed. Do not file this claim. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

11. If you owned your home, enter the total amount of real estate tax that you paid for your home less special

assessments.

Attach a copy of PAID real estate tax receipt(s). If your home is on

more than five acres or you own a mobile home, attach Form 948, Assessor’s Certification.

. . . . . . . . . . . . . . 11

12. If you rented your home, enter the amount from Form MO-CRP(s), Line 8 in the box below. (If total yearly rent is more

than Line 8, attach rent payment explanation.)

Attach rent receipt(s) for each rent payment or a summary

for the entire year; a statement from your landlord, or copies of

cancelled checks (front and back) along with Form MO-CRP.

12a.

x 20%

= . . . . . . 12b

13. Total tax and/or rent — Add Lines 11 and 12b and enter the total or $750, whichever is less. . . . . . . . . . . . . . . . . . . . 13

14. Apply Lines 10 and 13 to the chart in the instructions for MO-1040, pages 40 and 41 or MO-1040P, pages 28 and 29

to figure your Property Tax Credit. You must use the chart to see how much credit you are allowed.

Enter this amount on Form MO-1040, Line 38 OR Form MO-1040P, Line 20. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

THIS FORM MUST BE ATTACHED TO FORM MO-1040 OR FORM MO-1040P.

MO 860-2993 (11-2007)

For Privacy Notice, see the instructions for MO-1040, page 44 or MO-1040P, page 32.

Form Mo-1040 - Individual Income Tax Return - Long Form - 2007 Page 27

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