Form Mo-Ptc - Missouri Book Property Tax Credit Claim - 2011 Page 5
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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 received
bution to a retirement program listed separately on
by you and your minor children before any deduc-
Form 1099-R.) Attach Forms W-2, 1099, 1099-R,
tions and the amount of social security equivalent
1099-DIV, 1099-INT, 1099-MISC, etc. If grants or
railroad retirement benefits. Attach a copy of Forms
long-term care benefits are made payable to the nursing
SSA-1099 and RRB-1099.
facility, do not include as income or rent. If you have
Lump sum distributions from Social Security
any negative income, you cannot use this form.
Administration or other agencies must be claimed in
the year in which they are received.
LINE 3 — RAILROAD RETIREMENT
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
Helpful Hints
the veteran payments and benefits must be included.
•
W ait to file your claim until you get your Forms
LINE 5 — PUBLIC ASSISTANCE
SSA-1099. This is not the statement indicating
what your benefits will be, but it is the actual
Include the amount of public assistance, supple-
Form SSA-1099, received in January, 2012, that
mental security income (SSI), child support,
states what your benefits were for the entire 2011
unemployment compensation, and Temporary
year. See the sample Form SSA-1099 above.
Assistance pay m ents received by you and your minor
• I f you are receiving railroad retirement benefits,
children. Temporary Assistance payments include
you should receive two Forms RRB-1099. One
Temporary Assistance for Needy Families (TANF)
Form RRB-1099-R shows annuities and pensions
payments. In Missouri, the program is referred to
and the other is your social security equivalent
as Temporary Assistance (TA). This includes any
railroad retirement benefits. Include the amount
payments received from the government. Do not
from Form RRB-1099 that states social security
include the value of commodity foods, food stamps, or
equivalent (usually Tier I benefits) on Line 1.
heating and cooling assistance.
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