Form Mo-1040p - Missouri Individual Income Tax Return And Property Tax Credit Claim/pension Exemption - 2014 Page 12

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FORM MO-PTS
social security equivalent railroad
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InE
AIlRoAd
retirement benefits. See the following
R
b
EtIREmEnt
EnEFIts
Information to Complete
to deter mine nontaxable benefits:
Form MO-1040P does not have pro-
Form MO-PTS
• Federal Form 1040, Line 20a less
visions for subtracting railroad retire-
Line 20b
ment benefits from federal adjusted
If you qualify for the Property Tax
• Federal Form 1040A, Line 14a less
gross income. If you have railroad
Credit you must attach your Form
Line 14b
retirement benefits, you must file Form
MO-PTS to your Form MO-1040P
• Forms SSA-1099 and RRB-1099,
MO-1040. See page 4 for information
and mail to: Missouri Department of
total amount before deductions (if
Revenue, P.O. Box 2800, Jefferson
on how to obtain forms.
you did not include an amount
City, MO 65105-2800.
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b
InE
EtERAn
EnEFIts
on Federal Forms 1040 or 1040A).
Important: You must complete Form
Lump sum distributions from the
Include your veteran payments and
MO-1040P, Line 1 through Line 19,
Social Security Administration or
benefits. Veteran payments and
before you complete Form MO-PTS.
other agencies must be claimed in
benefits include education or training
Note: If your filing status on Form
al low ances, disability compensation,
the year in which they are received.
MO-1040P is married filing combined,
grants, and insurance proceeds.
Attach a copy of Form(s) SSA-1099,
but you and your spouse lived at
RRB-1099, or SSI Statement.
Exceptions: If you are 100 percent
different addresses the entire year, you
disabled as a result of military
may file a separate Form MO-PTC. Do
service, you are not required to
Helpful Hints
not include spouse name and social
include your veteran payments and
• Wait to file your return until you get
security number if you marked married
benefits. You must attach a letter
your Form SSA-1099, received in
filing separate.
from the Veterans Ad ministration
January, 2015, that states what your
(Exam ple: One spouse lives in a nursing
that states that you are 100 percent
benefits were for the entire 2014
home or residential care facility while
disabled as a result of military
year. See the sample Form SSA-1099
the other spouse remains in the home
on page 10.
service. To request a copy of the
the entire year.) If filing a separate Form
• If you are receiving railroad retirement
letter, call the Vet erans Ad min is tration
MO-PTC, you cannot take the $2,000
benefits, you should get two Forms.
at (800) 827-1000.
Form RRB-1099-R shows annuities
or $4,000 deduction on Line 7 and
If you are a surviving spouse and your
and pensions and the Form RRB-1099
you cannot calculate your Property Tax
spouse was 100 percent disabled as
is your social security equivalent
Credit on the Form MO-PTS.
a result of military service, all of the
railroad retirement benefits. Include
q
vet eran payments and benefits must
uAlIFICAtIons
the amount from Form RRB-1099 that
states social security equivalent
be included.
Check the applicable box to indicate
(usually Tier 1 benefits) on Line 2.
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A
under which qualification you are
InE
ublIC
ssIstAnCE
filing the Form MO-PTS. See “Am I
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3 — E
I
Include the amount of public assis-
InE
xEmPt
ntEREst
Eligible” chart on page 4. You must
tance, supplemental security income
P
I
And
EnsIon
nComE
check a qualification box to be eli-
(SSI), child support, unemployment
gible for the credit. Check only one
Enter the amount of pensions,
c o m p e n s a t i o n , a n d T e m p or ar y
box. Attach the appropriate docu-
an nuities, dividends, rental income,
As sis tance payments re ceived by
mentation to verify your qualification.
or exempt interest in come not
you, your spouse, and your minor
(The required documentation is listed
included on Form MO-PTS, Line 1
children. Tem porary Assistance
behind each qualification on Form
(do not include amount of exclud-
p a y m e n t s i n c l u d e T e m p o r a r y
MO-PTS.)
able costs of pensions or annuities.)
Assistance for Needy Families (TANF)
See the following to determine the
payments. In Mis souri, the program is
Helpful Hints
amount of your nontaxable pension
referred to as Temporary Assistance
or exempt interest:
(TA). This includes any payments
• If you are married and lived together
for any part of the year, you must file
received from the government. Do
• Forms 1099-R or W-2P— Total
married filing combined and include
not include the value of commodity
amount before deductions not
all household income.
foods, food stamps, or heating and
included on Form MO-1040P, Line
• Please use the social security number
cooling assistance.
4 (Missouri ad justed gross income).
of the person filing the claim.
• Forms 1099-INT— Total amount not
included on Form MO-1040P, Line
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2 — s
s
InE
oCIAl
ECuRIty
4 (Missouri ad justed gross income).
b
EnEFIts
If grants or long-term care benefits are
Enter the amount of nontaxable social
made payable to the nursing facility,
security benefits you, your spouse, and
do not include as income or rent.
your minor children received before
any deductions and the amount of
12

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