Property Tax Credit Claim - 2012 Page 5
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16HOUSEHOLD INCOME
LINE 2 — WAGES, PENSIONS,
ANNUITIES, DIVIDENDS,
Household income is all income received by a
claimant, spouse, and minor children (taxable or
INTEREST, RENTAL INCOME,
nontaxable) and includes all income from sources
OR OTHER INCOME
listed on Lines 1 through 5 of Form MO-PTC.
Include the amount of all wages, pensions, annuities,
LINE 1 — SOCIAL SECURITY
dividends, interest income, rental income, or other
BENEFITS
income. Do not include excludable costs of pensions
or annuities. (These are usually the employee’s contri-
Enter the amount of social security benefits
bution to a retirement program listed separately on
received by you, your spouse, and your minor
Form 1099-R.) Attach Forms W-2, 1099, 1099-R,
children before any deductions and the amount
1099-DIV, 1099-INT, 1099-MISC, etc. If grants or
of social security equivalent railroad retirement
long-term care benefits are made payable to the nursing
benefits. Attach a copy of Forms SSA-1099 and
facility, do not include as income or rent. If you have
RRB-1099.
any negative income, you cannot use this form.
Lump sum distributions from Social Security
Administration or other agencies must be claimed in
LINE 3 — RAILROAD RETIREMENT
the year in which they are received.
BENEFITS
Enter the gross distribution amount of railroad retire-
ment benefits (not included in Line 1) before any
deductions. This is the amount of annuities and
pensions received, not your social security equivalent
benefits. Attach Form RRB-1099-R (Tier II).
LINE 4 — VETERAN BENEFITS
Include your veteran payments and benefits. Veteran
payments and benefits include education or training
allowances, disability compensation, grants, and
in s urance proceeds.
Exceptions: If you are 100 percent disabled as a
result of military service, you are not required to
include your veteran payments and benefits. You
must attach a letter from the Veterans Ad min is tra tion
that states you are 100 percent disabled as a result of
military service. To request a copy of the letter, call
the Veterans Administration at (800) 827-1000.
If you are a surviving spouse and your spouse was
100 percent disabled as a result of military service, all
the veteran payments and benefits must be included.
Helpful Hints
•
LINE 5 — PUBLIC ASSISTANCE
W ait to file your claim until you get your Forms
SSA-1099. This is not the statement indicating
Include the amount of public assistance, supplemental
what your benefits will be, but it is the actual
security income (SSI), child support, unemployment
Form SSA-1099, received in January, 2013, that
compensation, and Temporary Assistance pay m ents
states what your benefits were for the entire 2012
received by you, your spouse, and your minor
year. See the sample Form SSA-1099 above.
children. Temporary Assistance payments include
• I f you are receiving railroad retirement benefits,
Temporary Assistance for Needy Families (TANF)
you should receive two Forms RRB-1099. One
payments. In Missouri, the program is referred to
Form RRB-1099-R shows annuities and pensions
as Temporary Assistance (TA). This includes any
and the other is your social security equivalent
payments received from the government. Do not
railroad retirement benefits. Include the amount
include the value of commodity foods, food stamps, or
from Form RRB-1099 that states social security
heating and cooling assistance.
equivalent (usually Tier I benefits) on Line 1.
5
ADVERTISEMENT
0 votes
Related Articles
Related forms
Form Mo-ptc - Property Tax Credit Claim Fillable Calculating - 2012, Form Mo-crp - Certification Of Rent Paid For 2012
Financial
Form Mo-1040p - Missouri Individual Income Tax Return And Property Tax Credit Claim/pension Exemption - 2012
Financial
Related Categories
Parent category: Financial