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

Arizona Form 140PTC

How do I Claim a Refund for a Deceased

Attach this statement to the back of your claim. This

statement may be one of the following.

Claimant?

1. A copy of your property tax statement from your

If you are claiming a refund, you must complete Form 131,

mortgage company.

Claim for Refund on Behalf of Deceased Taxpayer. Attach

2. A copy of your paid receipt from your county treasurer.

this form to the front of the PTC claim.

3. Your property tax bill with copies of both the fronts

General Instructions

and backs of your canceled checks that were cashed

in 2013.

Taxpayer Identification Number

Renter

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

When you file your PTC claim, you must attach a

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

completed Form 201, Renter's Certificate of Property Taxes

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

Paid. Attach this statement to the back of your claim. You

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

must get Form 201 from your landlord. You must fill out

or unclear.

lines 13 through 15 unless they already contain the correct

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

information. Your landlord must complete and sign the Form

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

201. The Arizona Form 201 provides your proof of property

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

taxes paid from your rent.

ID Numbers for Paid Preparers

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

Form 140PTC as a renter. Attach a completed Form 201 and

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

a statement showing your property taxes you paid in 2013.

must also include an ID number where asked.

See the "homeowner" instructions to find out what kind of

A paid preparer may use any of the following.

property tax statement you should attach.



his or her PTIN

Nursing Home Resident



his or her SSN

When you file your PTC claim, you must attach a



the employer identification number for the business

completed Form 201. Attach the Form 201 to the back of

A paid preparer who fails to include the proper numbers may

your claim.

be subject to a penalty.

You must get Form 201 from your nursing home

administrator. Your nursing home administrator must

Line-by-Line Instructions

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

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

Line 1 -

is allocable to rent.

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

Shareholder of a Cooperative Corporation

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

When you file your PTC claim, you must attach a statement

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

that shows your share of the assessed property taxes. Attach

name and SSN.

this statement to the back of your claim. You must get this

Line 2 -

statement from the cooperative corporation. You must also

Print or type your current address. Include your house or

attach one of the following.

building number and street or rural route. Include your

1. A copy of a statement from the mortgage company

apartment number if you live in an apartment. Include your

showing the corporation's total property tax.

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

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

Make sure you include your daytime phone number.

Member of a Condominium Association

Line 3 -

When you file your PTC claim, you must attach a statement

that shows your share of the assessed property taxes. Attach

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

this statement to the back of your claim. You must get this

Also include your state and ZIP code.

statement from the condominium association. You must

Enter your date of birth in the space provided.

also attach one of the following.

Line 4 -

1. A copy of a statement from the mortgage company

showing the association's total property tax.

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

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

1. You owned your home on December 31, 2013. You

paid property tax during 2013.

What if a Claimant Died?

2. You were a member of a condominium association.

3. You were a shareholder of a cooperative corporation.

If a claimant died before filing a return for 2013, the

taxpayer's spouse or personal representative may file and

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

sign a Form 140PTC for that person.

applies.

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

1. You were renting a home.

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

2. You were renting an apartment.

the decedent's name.

Instructions For Form 140ptc - Property Tax Refund (Credit) Claim - 2013 Page 2

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