Arizona Form 140ptc Instruction - Property Tax Refund (Credit) Claim - 2011 Page 2
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6Form 140PTC
Line 1 -
contain the correct information. Your landlord must
complete and sign the Form 201. The Arizona Form 201
Type or print your name in black ink. Include your first
provides your proof of property taxes paid from your rent.
name, middle initial and last name. Enter your SSN in the
If you own a mobile home but rent the space, complete the
space provided.
Form 140PTC as a renter. Attach a completed Form 201 and
What if a Claimant Died?
a statement showing your property taxes you paid in 2011.
See the "homeowner" instructions to find out what kind of
If a claimant died before filing a return for 2011, the
property tax statement you should attach.
taxpayer's spouse or personal representative may file and
sign a Form 140PTC for that person.
Nursing Home Resident
Enter the word "deceased" after the decedent's name in the
When you file your PTC claim, you must attach a
address section of the form. Also enter the date of death
completed Form 201. Attach the Form 201 to the back of
after the decedent's name.
your claim.
How do I Claim a Refund for a Deceased
You must get Form 201 from your nursing home
Claimant?
administrator. Your nursing home administrator must
complete and sign the Form 201. The nursing home will let
If you are claiming a refund, you must complete Form 131,
you know how much of the amount paid to the nursing
Claim for Refund on Behalf of Deceased Taxpayer. Attach
home is allocable to rent.
this form to the front of the PTC claim.
Shareholder of a Cooperative Corporation
Line 2 -
When you file your PTC claim, you must attach a
Print or type your current address. Include your house or
statement that shows your share of the assessed property
building number and street or rural route. Include your
taxes. Attach this statement to the back of your claim. You
apartment number if you live in an apartment. Include your
must get this statement from the cooperative corporation.
mobile home lot number if you live in a mobile home.
You must also attach one of the following.
Make sure you include your home phone number. Include a
1. A copy of a statement from the mortgage company
daytime phone number if your daytime number is not the
showing the corporation's total property tax.
same as your home number.
2. A copy of the corporation's tax bill stamped "paid."
Enter your date of birth in the space provided.
Member of a Condominium Association
Line 3 -
When you file your PTC claim, you must attach a
Print or type the name of your city, town, or post office.
statement that shows your share of the assessed property
Also include your state and zip code.
taxes. Attach this statement to the back of your claim. You
must get this statement from the condominium association.
Line 4 -
You must also attach one of the following.
Check the box marked "Own" if one of the following
1. A copy of a statement from the mortgage company
applies.
showing the association's total property tax.
1. You owned your home on December 31, 2011. You
2. A copy of the association's tax bill stamped "paid."
paid property tax during 2011.
2. You were a member of a condominium association.
Line-by-Line Instructions
3. You were a shareholder of a cooperative corporation.
Taxpayer Identification Number
Check the box marked "Rent" if one of the following
Make sure that you enter your SSN on your return. Make sure
applies.
that all SSNs are clear and correct. You may be subject to a
1. You were renting a home.
penalty if you fail to include your SSN. It will take longer to
2. You were renting an apartment.
process your return if SSNs are missing, incorrect, or unclear.
3. You were renting a mobile home lot.
If you are filing a joint claim, enter your SSNs in the same
4. You were a nursing home resident.
order as your names. If your name appears first on Form
140PTC, make sure your SSN is the first number listed.
Line 5 -
ID Numbers for Paid Preparers
Check "Yes" if you were a resident of Arizona for the whole
year. (From January 1, 2011, to December 31, 2011.) To
If you pay someone else to prepare your return, that person
qualify for the property tax credit, you must have lived in
must also include an ID number where asked.
Arizona for the whole year.
A paid preparer may use any of the following.
Line 6 -
his or her SSN
Check "Yes" if one of the following applies.
his or her PTIN
1. You paid property taxes on your main home in Arizona
the federal employer identification number for the
during 2011.
business
2. You paid rent on your main home in Arizona for all of
A paid preparer who fails to include the proper numbers
2011.
may also be subject to a penalty.
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