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Missouri Property Tax Credit Claim/Pension Exemption
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Extracted from PDF file 2021-missouri-form-mo-1040p.pdf, last modified December 2020Property Tax Credit Claim/Pension Exemption
2020 Individual Income Tax Return and Property Tax Credit Claim/Pension Exemption - Short Form Form MO-1040P Print in BLACK ink only and DO NOT STAPLE. For Privacy Notice, see Instructions. Vendor Code Filing Status Federal Extension - Select this box if you have an approved federal extension. Attach a copy Federal Extension (Form 4868). Single Age 62 through 64 Yourself Spouse Age 65 or Older Yourself 0 0 1 Married Filing Combined Claimed as a Dependent Married Filing Separately Blind Spouse Yourself Department Use Only 100% Disabled Spouse Qualifying Widow(er) Head of Household Yourself Spouse Non-Obligated Spouse Yourself Spouse Deceased Deceased Social Security Number - in 2020 in 2020 Spouse’s Social Security Number - - - M.I. Last Name Suffix Spouse’s First Name M.I. Spouse’s Last Name Suffix Name First Name In Care Of Name (Attorney, Executor, Personal Representative, etc.) Address Present Address (Include Apartment Number or Rural Route) State City, Town, or Post Office ZIP Code County of Residence You may contribute to any one or all of the trust funds on Line 21. See instructions for more trust fund information. Children’s Trust Fund Veterans Trust Fund Elderly Home Missouri Delivered Meals National Guard Trust Fund Trust Fund Workers LEAD Workers’ Memorial Fund Childhood Lead Testing Fund General Revenue Missouri Military Family Relief Fund General Revenue Fund *20335010001* 20335010001 Kansas City Regional Law Soldiers Enforcement Memorial Military Organ Donor Memorial Museum in Program Fund Foundation Fund St. Louis Fund MO-1040P Page 1 Income Yourself (Y) Spouse (S) 1. Federal adjusted gross income from federal return (see worksheet on page 8 of the instructions) . . . . . . . . . . . . 1Y . 00 1S . 00 2. Any state income tax refund included in federal adjusted gross income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Y . 00 2S . 00 3. Missouri adjusted gross income - Subtract Line 2 from Line 1. 3Y . 00 3S . 00 4. Total Missouri adjusted gross income - Add columns 3Y and 3S . . . . . . . . . . . . . . . . . 5. Income percentages - Divide columns 3Y and 3S by total on Line 4. (Must equal 100%). . . . . . . . . . . . . . . . . . . . . . . . . . . 4 % 5Y 00 % 5S 6a. Tax from federal return. Do not enter federal income tax withheld. 6a . 6b. Federal tax percentage – Enter the percentage based on your Missouri Adjusted Gross Income, Line 4. Use the chart below to find your percentage. 6b % 00 Missouri Adjusted Gross Income Range, Line 4: Federal Tax Percentage: $25,000 or less......................................................................... 35% $25,001 to $50,000.................................................................. 25% $50,001 to $100,000................................................................15% $100,001 to $125,000............................................................... 5% $125,001 or more...................................................................... 0% Taxes Deductions 6c. Federal income tax deduction – Multiply Line 6a by the percentage on Line 6b. Enter this amount not to exceed $5,000 for an individual or $10,000 for combined filers. . . . . . . . . . . . . . . . . . . . . . . . . 6c 00 7. Missouri Standard or Itemized Deduction Taxpayers Under Age 65 • Single $12,400 . • Married Filing Combined $24,800 . • Married Filing Separate $12,400 . • Head of Household $18,650 . • Qualifying Widow(er) $24,800 Taxpayers Age 65 or Older • Single . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $14,050 • Married Filing Combined and You or Your Spouse are Age 65 or Older. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $26,100 • Married Filing Combined and You and Your Spouse are BOTH Age 65 or Older. . . . . . . . . . . . . . . . . . . . . . . . . . . . . $27,400 • Married Filing Separate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . $13,700 • Head of Household. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $20,300 • Qualifying Widow(er). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $26,100 If blind, or claimed as a dependent, or itemizing see federal return or page 7 of the 7 . 00 instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8. Pension exemption (Complete worksheet on page 21 and 22.) Attach worksheet, federal return, and Form(s) 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 . 00 9. Long-term care insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 . 00 10. Total Deductions - Add Lines 6c through 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 . 00 11. Missouri Taxable Income - Subtract Line 10 from Line 4 and enter here . . . . . . . . . . . . . . . . . . . . 11 . 00 12S . 00 12. Multiply Line 11 by appropriate percentages on Lines 5Y and 5S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Y *20335020001* 20335020001 . 00 MO-1040P Page 2 Taxes Cont. Payments and Credits 13S . 00 14. Total Taxes - Add Line 13Y and 13S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 . 00 15. Missouri tax withheld - Attach Form(s) W-2 and 1099 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 . 00 16. 2020 Missouri estimated tax payment(s) - Include overpayment from 2019 applied to 2020 . . . . 16 . 00 17. Property Tax Credit (from Form MO-PTS, Line 14) - Attach completed Form MO-PTS . . . . . . . . 17 . 00 18. Total Payments and Credits - Add Lines 15, 16, and 17. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 . 00 19. If Line 18 is larger than Line 14, enter the amount of OVERPAYMENT. If Line 18 is less than Line 14, enter the AMOUNT DUE on Line 24 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 . 00 20. Enter the amount from Line 19 you want applied to your 2021 estimated tax . . . . . . . . . . . . . . . . 20 . 00 13. Tax (See the tax chart on page 24 of the instructions) . . . . . . . 13Y 00 Refund 21. Enter the amount of your donation in the trust fund boxes below. See instructions for trust fund codes. 21a. Children’s Trust Fund . 00 21e. Workers’ Memorial Fund . 00 21i. Organ Donor Program Fund 21l. Additional Fund Code . 21b. Veterans Trust Fund . 00 21f. Childhood Lead Testing Fund . 00 Kansas City Regional Law Enforcement Memorial Foundation Fund . 00 21k. 00 21j. Additional Fund Amount . 00 21c. 21g. Additional Fund 21m. Code Elderly Home Delivered Meals Trust Fund Missouri Military Family Relief Fund Soldiers Memorial Military Museum in St. Louis Fund Additional Fund Amount . . 00 . 00 . 00 21d. Missouri National Guard Trust Fund . 00 21h. General Revenue Fund . 00 00 Total Donation - Add amounts from Boxes 21a through 21m and enter here . . . . . . . . . . . . . . . . 21 . 22. Amount from Line 19 to be deposited into a Missouri 529 Education Plan (MOST) account. Enter amount from Form 5632, Line E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 . 00 23. Refund- Subtract Lines 20, 21, and 22 from Line 19 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 . 00 24 . 00 Amount Due Reserved 24. Amount Due - If Line 18 is less than Line 14, enter the difference here. If you pay by check, you authorize the Department of Revenue to process the check electronically. Any returned check may be presented again electronically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . *20335030001* 20335030001 00 MO-1040P Page 3 Signature Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief it is true, correct, and complete. By signing or entering my name in the “Signature” field(s) below, I am providing the Department of Revenue with my signature as required under Section 143.561, RSMo. Declaration of preparer (other than taxpayer) is based on all information of which he or she has knowledge. As provided in Chapter 143, RSMo, a penalty of up to $500 shall be imposed on any individual who files a frivolous return. I also declare under penalties of perjury that I employ no illegal or unauthorized aliens as defined under federal law and that I am not eligible for any tax exemption, credit, or abatement if I employ such aliens. Signature Date (MM/DD/YY) Spouse’s Signature (If filing combined, BOTH must sign) Date (MM/DD/YY) E-mail Address Daytime Telephone Preparer’s Signature Date (MM/DD/YY) Preparer’s FEIN, SSN, or PTIN Preparer’s Telephone Preparer’s Address State ZIP Code I authorize the Director of Revenue or delegate to discuss my return and attachments with the preparer or any member of the preparer’s firm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No Did you pay a tax return preparer to complete your return, but the preparer failed to sign the return or provide an Internal Revenue Service preparer tax identification number? If you marked yes, please insert the preparer’s name, address, and phone number in the applicable sections of the signature block above . . . . . . Yes No Department Use Only A FA E10 DE . F (Revised 12-2020) Mail To: Balance Due: Refund or No Amount Due: Missouri Department of Revenue P.O. Box 3395 Jefferson City, MO 65105-3395 Missouri Department of Revenue P.O. Box 2800 Jefferson City, MO 65105-2800 Visit http://dor.mo.gov/personal/individual/ for additional information. Phone (Balance Due): (573) 751-7200 Phone (Refund or No Amount Due): (573) 751-3505 Fax: (573) 522-1762 E-mail: [email protected] *20335040001* 20335040001 MO-1040P Page 4 Section A Public Pension Calculation - Pensions received from any federal, state, or local government. 1. Missouri adjusted gross income from Form MO-1040P, Line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 . 00 2. Taxable social security benefits from Federal Form 1040 or 1040-SR, Line 6b 2 . 00 3. Subtract Line 2 from Line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 . 00 4. Select the appropriate filing status and enter amount on Line 4. • Married Filing Combined (joint federal) - $100,000 • Single, Head of Household, Married Filing Separate, and Qualifying Widow(er) - $85,000 . . 4 . 00 5. Subtract Line 4 from Line 3 and enter on Line 5. If Line 4 is greater than Line 3, enter $0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 . 00 6. Taxable pension for each spouse from public sources from Federal Form 1040 or Federal Form 1040-SR, Line 5b . . . . . 6Y . 00 6S . 00 7. Amount from Line 6 or $39,014 (maximum social security benefit), whichever is less . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Y . 00 7S . 00 8. If you received taxable social security complete Lines 1 through 8 of Section C and enter the amount(s) from Line(s) 6Y and 6S. 8Y See instructions if Line 3 of Section C is more than $0 . . . . . . . . 00 8S . 00 9. Subtract Line 8 from Line 7. If Line 8 is greater than Line 7, enter $0. 9Y . 00 9S . 00 10. Add amounts on Lines 9Y and 9S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 . 00 11. Total public pension - Subtract Line 5 from Line 10. If Line 5 is greater than Line 10, enter $0. 11 . 00 1. Missouri adjusted gross income from Form MO-1040P, Line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 . 00 2. Taxable social security benefits from Federal Form 1040 or 1040-SR, Line 6b . . . . . . . . . . . . . . . 2 . 00 3. Subtract Line 2 from Line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 . 00 4. Select the appropriate filing status and enter the amount on Line 4. • Married Filing Combined (joint federal) - $32,000 • Single, Head of Household, and Qualifying Widow(er) - $25,000 • Married Filing Separate - $16,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 . 00 5. Subtract Line 4 from Line 3. If Line 4 is greater than Line 3, enter $0 . . . . . . . . . . . . . . . . . . . . . . 5 . 00 Section B Private Pension Calculation - Annuities, pensions, IRAs, and 401(k) plans funded by a private source. 6. Taxable pension for each spouse from private sources from Federal Form 1040 or Federal Form 1040-SR, Line 4b and 5b 6Y . 00 6S . 00 7. Amounts from Line 6Y and 6S or $6,000, whichever is less . 7Y . 00 7S . 00 8. Add Lines 7Y and 7S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 . 00 9. Total private pension - Subtract Line 5 from Line 8. If Line 5 is greater than Line 8, enter $0 . . . 9 . 00 *20335050001* 20335050001 MO-1040P Page 5 Social Security or Social Security Disability Calculation - To be eligible for social security deduction you must be 62 years of age by December 31 and have selected the 62 and older box on page 1 of Form MO-1040P. Age limit does not apply to social security disability deduction. Section C 1. Missouri adjusted gross income from Form MO-1040P, Line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 . 00 2. Select the appropriate filing status and enter amount on Line 2. • Married Filing Combined (joint federal) - $100,000 • Single, Head of Household, Married Filing Separate, and Qualifying Widow(er) - $85,000 . . 2 . 00 3. Subtract Line 2 from Line 1 and enter on Line 3. If Line 2 is greater than Line 1, enter $0 . . . . . . 3 . 00 4. Taxable social security benefits for each spouse from Federal Form 1040 or 1040-SR, Line 6b . . . . . . . . . . . . . . . . . . . 4Y . 00 4S . 00 5. Taxable social security disability benefits for each spouse from Federal Form 1040 or 1040-SR, Line 6b . . . . . . . . . . . . . . . . . . . 5Y . 00 5S . 00 6. Amount from Line(s) 4Y or 5Y, and 4S or 5S . . . . . . . . . . . . . . . . 6Y . 00 6S . 00 7. Add Lines 6Y and 6S . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 . 00 8. Total social security/social security disability - Subtract Line 3 from Line 7. If Line 3 is greater than Line 7, enter $0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 . 00 1. Military retirement benefits included on Federal Form 1040 or 1040-SR, Line 5b . . . . . . . . . . . . . 1 . 00 2. Taxable public pension from Federal Form 1040 or 1040-SR, Line 5b . . . . . . . . . . . . . . . . . . . . . 2 . 00 3. Divide Line 1 by Line 2 (Round to whole number) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 % 4. Multiply Line 3 by Line 11 of Section A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 . 00 5. Total military pension - Subtract Line 4 from Line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 . 00 . 00 Section E Section D Military Pension Calculation Total Pension and Social Security/Social Security Disability/Military Exemption Add Line 11 (Section A), Line 9 (Section B), Line 8 (Section C), and Line 5 (Section D). Enter total amount here and on Form MO-1040P, Line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . *20335060001* 20335060001 MO-1040P Page 6 • Complete this section only if you itemized deductions on your federal return. (See the information on page 7). • Attach a copy of your Federal Form 1040 or 1040-SR (pages 1 and 2) and Federal Schedule A. • If you are subject to “additional Medicare tax”, attach a copy of Federal Form 8959. Missouri Itemized Deductions 1. Total federal itemized deductions from Federal Form 1040 or 1040-SR, Line 12 . . . . . . . . . . . . . 1 . 00 2. 2020 Social security tax (Yourself) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 . 00 3. 2020 Social security tax (Spouse) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 . 00 4. 2020 Railroad retirement tax - Tier I and Tier II (Yourself) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 . 00 5. 2020 Railroad retirement tax - Tier I and Tier II (Spouse) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 . 00 6. 2020 Medicare tax (see instructions on pages 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 . 00 7. 2020 Self-employment tax (see instructions on page 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 . 00 8. Total - Add Lines 1 through 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 . 00 11 . 00 . 00 9. State and local income taxes (from Federal Schedule A, Line 5 or enter $0 if completing worksheet below). . . . . . . . . . . . . . 9 . 00 10. Earnings taxes included in Line 9 (see instructions on page 12). . . 10 . 00 11. Net state income taxes. Subtract Line 10 from Line 9 or enter Line 7 from worksheet below . . . . Part 2 Worksheet - Net State Income Taxes, Line 11 12. Missouri Itemized Deductions - Subtract Line 11 from Line 8. Enter here and on Form MO-1040P, Line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Note: If Line 12 is less than your federal standard deduction, see information on page 7. Complete this worksheet only if your total state and local taxes included in your federal itemized deductions (Federal Schedule A, Line 5d) exceed $10,000 (or $5,000 for married filing separate filers). 1. Enter the sum of your state and local taxes on Federal Form 1040 or 1040-SR, Schedule A, Line 5d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 . 00 2. State and local income taxes from Federal Form 1040 or 1040-SR, Schedule A, Line 5a.. . . . . . . . . . . 2 . 00 3. Earnings taxes included on Federal Form 1040 or m 1040-SR, Schedule A, Line 5a.. . . . . . . . 3 . 00 4. Subtract Line 3 from Line 2.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 . 00 5. Divide Line 4 by Line 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 % 6. Enter $10,000 ($5,000 if married filing separately). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 . 00 7. Multiply Line 6 by percentage on Line 5. Enter here and on Missouri Itemized Deductions, Line 11, above. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 . 00 *20335070001* 20335070001 MO-1040P Page 7
MO-1040P 2020 Individual Income Tax Return and Property Tax Credit Claim/Pension Exemption - Short Form
More about the Missouri Form MO-1040P Individual Income Tax Tax Credit
If you paid property tax or need a pension tax exemption, file form MO-1040 along with your other tax forms.
We last updated the Property Tax Credit Claim/Pension Exemption in April 2022, and the latest form we have available is for tax year 2021. This means that we don't yet have the updated form for the current tax year. Please check this page regularly, as we will post the updated form as soon as it is released by the Missouri Department of Revenue. You can print other Missouri tax forms here.
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File Now with TurboTaxRelated Missouri Individual Income Tax Forms:
TaxFormFinder has an additional 61 Missouri income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Missouri Form MO-1040P.
| Form Code | Form Name |
|---|---|
| Form MO-1040P-INS | Information and forms to Complete MO-1040P |
View all 62 Missouri Income Tax Forms
Form Sources:
Missouri usually releases forms for the current tax year between January and April. We last updated Missouri Form MO-1040P from the Department of Revenue in April 2022.
Form MO-1040P is a Missouri Individual Income Tax form. States often have dozens of even hundreds of various tax credits, which, unlike deductions, provide a dollar-for-dollar reduction of tax liability. Some common tax credits apply to many taxpayers, while others only apply to extremely specific situations. In most cases, you will have to provide evidence to show that you are eligible for the tax credit, and calculate the amount of the credit to which you are entitled.
About the Individual Income Tax
The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.
Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!
Historical Past-Year Versions of Missouri Form MO-1040P
We have a total of ten past-year versions of Form MO-1040P in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2021 Form MO-1040P
MO-1040P 2020 Individual Income Tax Return and Property Tax Credit Claim/Pension Exemption - Short Form
2020 Form MO-1040P
MO-1040P 2020 Individual Income Tax Return and Property Tax Credit Claim/Pension Exemption - Short Form
2019 Form MO-1040P
2019 Individual Income Tax Return and Property Tax Credit Claim/Pension Exemption - Short Form
2018 Form MO-1040P
2018 Individual Income Tax Return and Property Tax Credit Claim/Pension Exemption - Short Form
2017 Form MO-1040P
2017 Individual Income Tax Return and Property Tax Credit Claim/Pension Exemption - Short Form (Form MO-1040P)
2016 Form MO-1040P
Property Tax Credit Claim/Pension Exemption Short Form MO-1040P
2015 Form MO-1040P
Missouri Individual Income Tax Return and Property Tax Credit Claim/Pension Exemption - Short Form
2014 Form MO-1040P
MO-1040P
2013 Form MO-1040P
MO-1040P
2012 Form MO-1040P
MO-1040P Fillable Calculating
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