Fillable Form Mo-Pts - Property Tax Credit - 2011 printable pdf download

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Attachment Sequence No. 1040-07 and 1040P-01

2011

MISSOURI DEPARTMENT OF REVENUE

FORM

MO-PTS

PROPERTY TAX CREDIT

THIS FORM MUST BE ATTACHED TO FORM MO-1040 OR FORM MO-1040P.

LAST NAME

FIRST NAME

INITIAL BIRTHDATE

SOCIAL SECURITY NO.

_ _ / _ _ / _ _ _ _

SPOUSE’S LAST NAME

FIRST NAME

INITIAL BIRTHDATE

SPOUSE’S SOCIAL SECURITY NO.

_ _ / _ _ / _ _ _ _

You must check a qualification to be eligible for a credit. Check only one. Copies of letters, forms, etc., must be included with claim.

A. 65 years of age or older (Attach a copy of Form

C. 100% Disabled (Attach a copy of the letter from Social

Security Administration or Form SSA‑1099.)

SSA‑1099.)

B. 100% Disabled Veteran as a result of military service

D. 60 years of age or older and received surviving

(Attach a copy of the letter from Department of

spouse benefits (Attach a copy of Form SSA‑1099.)

Veterans Affairs.)

If married filing combined,

Single

Married — Filing Combined

Married — Living Separate for Entire Year

FILING STATUS

you must report both incomes.

Failure to provide the attachments listed below

(rent receipt(s), tax receipt(s), Forms 1099, W-2, etc.) will result in denial or delay of your claim.

1. Enter the amount of income from Form MO‑1040, Line 6, or Form MO‑1040P, Line 4. ..................................................

2. Enter the amount of nontaxable social security benefits received by you and your minor children

before any deductions and the amount of social security equivalent railroad retirement benefits.

Attach a copy of Form SSA‑1099 and RRB‑1099. .......................................................................................................

3. Enter the total amount of pensions, annuities, dividends, rental income, or interest income not included in Line 1.

Include tax exempt interest from Form MO‑A, Part 1, Line 7 (if filing Form MO‑1040).

Attach Forms W‑2, 1099, 1099‑R, 1099‑DIV, 1099‑INT, 1099‑MISC, etc. .......................................................................

4. Enter the amount of railroad retirement benefits (not included in Line 2) before any deductions.

Attach Form RRB‑1099‑R (Tier II). If filing Form MO‑1040, refer to Form MO‑A, Part 1, Line 9. ................................

5. Enter the amount of veteran’s payments or benefits before any deductions.

Attach letter from Veterans Affairs. ................................................................................................................................

6. Enter the total amount received by you and your minor children from: public assistance, SSI, child support, or

Temporary Assistance payments (TA and TANF).

Attach a copy of Forms SSA‑1099, a letter from the Social Security Administration and Social Services that

includes the total amount of assistance received and Employment Security 1099, if applicable. ...........................

7. Enter the amount of nonbusiness loss(es). You must include nonbusiness losses in your household income

(as a positive amount) here. (Include capital loss from Federal Form 1040, Line 13.) ..............................................

8. TOTAL household income — Add Lines 1 through 7. Enter total here. ...........................................................................

9. Mark the box that applies and enter the appropriate amount.

a. Enter $0 if filing status is Single or Married Living Separate;

If married and filing combined;

b. Enter $2,000 if you rented or did not own your home for the entire year;

c. Enter $4,000 if you owned and occupied your home for the entire year; .............................................................

10. Net household income — Subtract Line 9 from Line 8 and enter the amount; mark the box that applies.

a. If you rented or did not own and occupy your home for the entire year, Line 10 cannot exceed $27,500.

If the total is greater than $27,500, STOP ‑ no credit is allowed. Do not file this claim.

b. If you owned and occupied your home for the entire year, Line 10 cannot exceed $30,000.

If the total is greater than $30,000, STOP ‑ no credit is allowed. Do not file this claim. ................................

11. If you owned your home, enter the total amount of property tax paid for your home less special assessments.

Attach a copy of PAID real estate tax receipt(s). If your home is on more than five acres or you own a

mobile home, attach Form 948, Assessor’s Certification. .........................................................................................

12. If you rented, enter amount from Form MO‑CRP, Line 9. Attach rent receipts or a statement from your landlord.

NOTE: If you rent from a facility that does not pay property tax, you are not eligible for a Property Tax Credit....

13. Add Lines 11 and 12. If you rented your home, enter the total or $750, whichever is less. If you owned your home,

enter the total or $1,100, whichever is less. .....................................................................................................................

14. Apply Lines 10 and 13 to the chart in the instructions for MO‑1040, pages 41‑43 or MO‑1040P, pages 29‑31 to figure

your Property Tax Credit. You must use the chart to see how much credit you are allowed.

Note: Renters ‑ maximum allowed is $750. Owners ‑ maximum allowed is $1,100.

Enter this amount on Form MO‑1040, Line 38 or Form MO‑1040P, Line 20. ..................................................................

THIS FORM MUST BE ATTACHED TO FORM MO-1040 OR FORM MO-1040P.

For Privacy Notice, see instructions.

MO 860-2993 (12-2011)