Missouri Income Tax Reference Guide - 2012 Page 27

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FINAL CHECKLIST IN COMPLETING
MISSOURI INCOME TAX RETURNS
o Peel the label off the cover of the tax book and place it on the return, only if all
information is correct.
o In the space provided, enter your and your spouse’s social security number(s),
the name of the county in which the taxpayer resides and check the appropri-
ate box if deceased is applicable.
o Check and verify all calculations on the return. An error may delay a refund,
result in a billing, or necessitate correspondence.
o Attach state copies (from all states if you are a part-year resident) of Forms
W-2 and Forms 1099-R from all employers and administrators who withheld
Missouri tax. Verify that the amount entered on Form MO-1040, Line 32
equals the total shown on Forms W-2 and Forms 1099-R.
o If submitting a Property Tax Credit Claim, send a completed Form MO-PTC or
Form MO-1040 or Form MO-1040P and attach Form MO-PTS, with copies of
tax receipts and Forms MO-CRP.
o Make certain the return is signed (both spouses must sign a combined return).
o If the taxpayer itemized deductions on his/her Federal return, he/she must
attach a copy of Pages 1 and 2 of his/her Federal Form 1040 and Federal
Schedule A. Also attach a copy of his/her Federal return (Pages 1 and 2)
if Form MO-1040, Line 6 includes loss(es) of $1,000 or more, he/she claimed
a pension exemption, a low income housing credit, a low income housing
credit recapture, a dependent deduction is claimed for a dependent age 65 or
older, other federal taxes, are claimed or a Form MO-NRI is filed.
o Attach a check or money order if the balance due on Form MO-1040, Line 49
is $1 or more. The taxpayer must sign his/her check and write his/her social
security number on the check.
o Instruct the taxpayer where to mail the return and attachments.
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