Form Mo-Pts - Property Tax Credit - 2009
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1Attachment Sequence No. 1040-07 and 1040P-01
2009
MISSOURI DEPARTMENT OF REVENUE
FORM
PROPERTY TAX CREDIT
MO-PTS
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.
C. 100% Disabled
(Attach a copy of the letter from Social
A. 65 years of age or older
(Attach a copy of Form
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,
FILING STATUS
Single
Married — Filing Combined
Married — Living Separate for Entire Year
you must report both incomes.
Failure to provide the attachments listed below
(rent receipt(s), tax receipt(s), 1099(s), W-2(s), etc.) will result in denial or delay of your claim.
00
1. Enter the amount of income from Form MO-1040, Line 6, OR Form MO-1040P, Line 4. . . . . . . . . . . . . . . . . . . . . . . .
1
2. Enter the amount of nontaxable social security benefits received by you and/or your minor children
before any deductions and/or the amount of social security equivalent railroad retirement benefits.
00
Attach a copy of Form SSA-1099 and/or RRB-1099.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
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
00
Forms W-2(s), 1099(s), 1099-R(s), 1099-DIV, 1099-INT, 1099-MISC, etc.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
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.
. . . . . . . . . . . . . . .
4
00
5. Enter the amount of veteran’s payments or benefits before any deductions.
Attach letter from Veterans Affairs.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
00
6. Enter the total amount received by you and/or your minor children from: public assistance, SSI, child support,
or Temporary Assistance payments (TA and/or TANF).
Attach a copy of Form SSA-1099(s), a letter from the
Social Security Administration and/or Social Services that includes the total amount of assistance received
00
and Employment Security 1099, if applicable.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
7. Enter the amount of nonbusiness loss(es). You must include nonbusiness losses in your household income
00
(as a positive amount) here. (Include capital loss from Federal Form 1040, Line 13.) . . . . . . . . . . . . . . . . . . . . . .
7
00
8. TOTAL household income — Add Lines 1 through 7. Enter total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
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; . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
-
00
9
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.
00
If the total is greater than $30,000, STOP - no credit is allowed. Do not file this claim. . . . . . . . . . . . . . . . . . . . . .
10
If you owned your home, enter the total amount of property tax paid for your home less special assessments.
11.
Attach a copy of PAID real estate tax receipt(s). If your home is on more than five acres or you own a
00
mobile home, attach Form 948, Assessor’s Certification.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
11
12. If you rented your home, enter the amount from Form MO-CRP(s), Line 9.
Attach rent receipt(s) for each rent payment
or a summary for the entire year; a statement from your landlord, or copies of cancelled checks (front and back)
along with Form MO-CRP. NOTE: If you rent from a facility that does not pay property taxes, you are not
00
eligible for a Property Tax Credit.
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
13. Add Lines 11 and 12. If you rented your home, enter the total or $750, whichever is less. If you owned your home,
00
enter the total or $1,100, whichever is less. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
14. Apply Lines 10 and 13 to the chart in the instructions for MO-1040, pages 39-41 or MO-1040P, pages 27-29
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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
00
THIS FORM MUST BE ATTACHED TO FORM MO-1040 OR FORM MO-1040P.
MO 860-2993 (02-2010)
For Privacy Notice, see the instructions.
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