Instructions For Arizona Form 140ptc - Property Tax Refund (Credit) Claim

Arizona Form 140PTC

Renter

General Instructions

When you file your PTC claim, you must include a

Taxpayer Identification Number

completed Arizona Form 201, Renter's Certificate of

Property Taxes Paid.

Include this statement with your

Make sure that you enter your SSN on your claim. Make

sure that all SSNs are clear and correct. You may be subject

claim. You must get Form 201 from your landlord. You

to a penalty if you fail to include your SSN. It will take

must fill out lines 13 through 15 unless they already contain

longer to process your return if SSNs are missing, incorrect,

the correct information. Your landlord must complete and

or unclear.

sign the Form 201. The AZ Form 201 provides your proof

If you are filing a joint claim, enter your SSNs in the same

of property taxes paid from your rent.

order as your names. If your name appears first on Form

If you own a mobile home but rent the space, complete the

140PTC, make sure your SSN is the first number listed.

Form 140PTC as a renter. Include a completed Form 201

ID Numbers for Paid Preparers

and a statement showing your property taxes you paid in

2014. See the "homeowner" instructions to find out what

If you pay someone else to prepare your return, that person

kind of property tax statement you should include.

must also include an ID number where asked.

Nursing Home Resident

A paid preparer may use any of the following.



When you file your PTC claim, you must include a

his or her PTIN

completed Arizona Form 201. Include Form 201 with your



his or her SSN

claim.



the employer identification number for the business

You must get Arizona Form 201 from your nursing home

A paid preparer who fails to include the proper numbers may

administrator. Your nursing home administrator must

be subject to a penalty.

complete and sign the Form 201. The nursing home will let

you know how much of the amount paid to the nursing home

Line-by-Line Instructions

is allocable to rent.

Line 1 -

Shareholder of a Cooperative Corporation

Type or print your name in black ink. Include your first

When you file your PTC claim, you must include a

name, middle initial and last name. Enter your SSN in the

statement that shows your share of the assessed property

space provided. If filing a joint claim, include your spouse’s

taxes. Include this statement with your claim. You must get

name and SSN.

this statement from the cooperative corporation. You must

Line 2 -

also include one of the following.

Print or type your current address. Include your house or

1. A copy of a statement from the mortgage company

showing the corporation's total property tax.

building number and street or rural route. Include your

apartment number if you live in an apartment. Include your

2. A copy of the corporation's tax bill stamped "paid."

mobile home lot number if you live in a mobile home.

Member of a Condominium Association

Make sure you include your daytime phone number.

When you file your PTC claim, you must include a

Line 3 -

statement that shows your share of the assessed property

taxes. Include this statement with your claim. You must get

Print or type the name of your city, town, or post office.

this statement from the condominium association. You must

Also include your state and ZIP CODE.

also include one of the following.

Enter your date of birth in the space provided.

1. A copy of a statement from the mortgage company

Line 4 -

showing the association's total property tax.

2. A copy of the association's tax bill stamped "paid."

Check the box marked "Own" if one of the following

applies.

What if a Claimant Died?

1. You owned your home on December 31, 2014. You

paid property tax during 2014.

If a claimant died before filing a return for 2014, the

taxpayer's spouse or personal representative may file and

2. You were a member of a condominium association.

sign a Form 140PTC for that person.

3. You were a shareholder of a cooperative corporation.

Enter the word "deceased" after the decedent's name in the

Check the box marked "Rent" if one of the following

address section of the form. Also enter the date of death after

applies.

the decedent's name.

1. You were renting a home.

How do I Claim a Refund for a Deceased

2. You were renting an apartment.

Claimant?

3. You were renting a mobile home lot.

4. You were a nursing home resident.

If you are claiming a refund, you must complete Arizona

Form 131, Claim for Refund on Behalf of Deceased

Taxpayer. Include this form with the PTC claim.

Instructions For Arizona Form 140ptc - Property Tax Refund (Credit) Claim - 2014 Page 2

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