Missouri Property Tax Credit Claim
Extracted from PDF file 2023-missouri-form-mo-ptc.pdf, last modified November 2023Property Tax Credit Claim
Form MO-PTC 2023 Property Tax Credit Claim Print in BLACK ink only and DO NOT STAPLE. For Privacy Notice, see Instructions. Select Here for Amended Claim Department of Social Services Application of Eligibility form attached Vendor Code Department Use Only 0 0 1 Deceased in 2023 Social Security Number - - - Birthdate (MM/DD/YYYY) Name Deceased in 2023 Spouse’s Social Security Number - Spouse’s Birthdate (MM/DD/YYYY) First Name M.I. Last Name Suffix Spouse’s First Name M.I. Spouse’s Last Name Suffix 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 Qualifications Select only one qualification. Copies of letters, forms, etc., must be included with claim. A. 65 years of age or older - You must be a full year resident. (Attach Form SSA-1099.) B. 100% Disabled Veteran as a result of military service (Attach letter from Department of Veterans Affairs - see instructions.) C. 100% Disabled (Attach letter from Social Security Administration or Form SSA-1099.) Filing Status D. 60 years of age or older and received surviving spouse benefits (Attach Form SSA-1099.) Select only one filing status. If married filing combined, you must report both incomes. Single Married - Filing Combined Married - Living Separate for Entire Year *23344010001* 23344010001 1 Failure to provide the following attachments will result in denial or delay of your claim: Verification of Rent Paid (Form 5674), Form(s) 1099, W-2, etc. Household Income 1. Enter the amount of social security benefits received by you, your spouse, and your minor children before any deductions and the amount of social security equivalent railroad retirement 1 benefits. Attach Form(s) SSA-1099 or RRB-1099 (TIER I) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2. Enter the total amount of wages, pensions, annuities, dividends, interest income, rental income, unemployment compensation, or other income. Attach Form(s) W-2, 1099, 1099-G, 1099-R, 2 1099-DIV, 1099-INT, 1099-MISC, etc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 00 . 00 3. Enter the amount of railroad retirement benefits (not included in Line 1) before any deductions. Attach Form RRB-1099-R (TIER II) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 . 00 4. Enter the amount of veteran’s payments or benefits before any deductions. Attach letter from Veterans Affairs (see instructions on page 5) . . . . . . . . . . . . . . . . . . . . . . . . . . 4 . 00 5. Enter the total amount received by you, your spouse, and your minor children from: public assistance, Supplemental Security Income (SSI), child support, or Temporary Assistance payments (TA and TANF). Attach a letter from the Social Security Administration that includes 5 the amount of assistance received if applicable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 00 6. Total household income - Add Lines 1 through 5 and enter the total here . . . . . . . . . . . . . . . . . . . . . 6 . 00 7. Enter the appropriate amount from the options below . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 . 00 8 . 00 If you owned your home, enter the total amount of property tax paid for your home, minus special assessments, or $1,100, whichever is less. Attach a copy of your 2023 paid real estate tax receipt(s). If your home is on more than five acres or you own a mobile home, attach the Assessor’s Certification (Form 948) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 . 00 10. If you rented, enter the total amount from Certification of Rent Paid (Form MO-CRP) Line 9 or $750, whichever is less. Attach a completed Verification of Rent Paid (Form 5674). NOTE: If you rent from a facility that does not pay property tax, you are not eligible for a Property Tax Credit . . 10 . 00 11. Enter the total of Lines 9 and 10, or $1,100, whichever is less . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 . 00 • Single or Married Living Separate - Enter $0 • Married and Filing Combined - rented or did not own your home for the entire year - Enter $2,000 • Married and Filing Combined - owned and occupied your home for the entire year - Enter $4,000 Real Estate Tax and Rent Paid 8. Net household income - Subtract Line 7 from Line 6 and enter the amount here . . . . . . . . . . . . . 9. • If you rented or did not own and occupy your home for the entire year and Line 8 is greater than $27,200, you are not eligible to file this claim. • If you owned and occupied your home for the entire year and Line 8 is greater than $30,000, you are not eligible to file this claim. *23344020001* 23344020001 2 12. Apply amounts from Lines 8 and 11 to chart on pages 14-16 to figure your Property Tax Credit. You must use the chart on pages 14-16 to see how much refund you are allowed. . . . . . . . . . . . . . 12 00 Reserved 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 any 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. I further affirm that I am aware of the reporting requirements of Section 135.805 and the penalty provisions of Section 135.810. Signature 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 claim and attachments with the preparer or any member of his or her firm, or if internally prepared, any member of the internal staff . . . . . . . . . . . . . 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 *23344030001* 23344030001 Department Use Only A K R U Form MO-PTC (Revised 12-2023) Mail to: Phone: Fax: TTY: Taxation Division P.O. Box 2800 Jefferson City, MO 65105-2800 (573) 751-3505 (573) 522-1762 (800) 735-2966 E-mail: [email protected] (Submit Property Tax Claim) E-mail: [email protected] (Inquiry and correspondence) Ever served on active duty in the United States Armed Forces? If yes, visit dor.mo.gov/military/ to see the services and benefits we offer to all eligible military individuals. A list of all state agency resources and benefits can be found at veteranbenefits.mo.gov/state-benefits/. 3 One Form MO-CRP must be provided for each rental location in which you resided. Failure to provide landlord information will result in denial or delay of your claim. Form MO-CRP 2023 Certification of Rent Paid Spouse’s Social Security Number 1. Social Security Number - - - - Select this box if related to your landlord. If so, explain. 2. Name (First, Last) Physical Address of Rental Unit (P.O. Box Not Allowed) Apartment Number City State ZIP Code 3. Landlord’s Name (First, Last) Landlord’s Street Address (Must be completed) Apartment Number City State 4. Landlord’s Phone Number (Must be completed) From: 5. Rental Period During Year (MM/DD/YY) ZIP Code To: (MM/DD/YY) 2023 2023 6. Enter your gross rent paid. Attach a completed Verification of Rent Paid (Form 5674). If you received housing assistance, enter the amount of rent you paid. Note: If you rent from a facility that does not pay property tax, you are not eligible for a Property Tax Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 . 7. Select the appropriate box below and enter the corresponding percentage on Line 7 . . . . . . . . . . . . . . . . . . . . . . . . 7 % A. Apartment, House, Mobile Home, or Duplex - 100% 00 F. Low Income Housing - 100% (Rent cannot exceed 40% of total household income.) B. Mobile Home Lot - 100% G. Shared Residence – If you shared your rent with relatives or friends (other than your spouse or children under 18), select the appropriate box based on the additional person(s) sharing rent: C. Boarding Home or Residential Care - 50% D. Skilled or Intermediate Care Nursing Home - 45% 1 (50%) 2 (33%) 3 (25%) E. Hotel - 100%; if meals are included - 50% 8. Net rent paid - Multiply Line 6 by the percentage on Line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. Multiply Line 8 by 20%. Enter amount here and on Line 10 of Form MO-PTC or Line 12 of Form MO-PTS . . . . . . . 8 . 00 9 . 00 *23315010001* 23315010001 For Privacy Notice, see instructions. Taxation Division Attach to Form MO-PTC or MO-PTS and mail to the Missouri Department of Revenue. Form MO-CRP (Revised 12-2023) Ever served on active duty in the United States Armed Forces? If yes, visit dor.mo.gov/military/ to see the services and benefits we offer to all eligible military individuals. A list of all state agency resources and benefits can be found at veteranbenefits.mo.gov/state-benefits/. One Form MO-CRP must be provided for each rental location in which you resided. Failure to provide landlord information will result in denial or delay of your claim. Form MO-CRP 2023 Certification of Rent Paid Spouse’s Social Security Number 1. Social Security Number - - - - Select this box if related to your landlord. If so, explain. 2. Name (First, Last) Physical Address of Rental Unit (P.O. Box Not Allowed) Apartment Number City State ZIP Code 3. Landlord’s Name (First, Last) Landlord’s Street Address (Must be completed) Apartment Number City State 4. Landlord’s Phone Number (Must be completed) From: 5. Rental Period During Year (MM/DD/YY) ZIP Code To: (MM/DD/YY) 2023 2023 6. Enter your gross rent paid. Attach a completed Verification of Rent Paid (Form 5674). If you received housing assistance, enter the amount of rent you paid. Note: If you rent from a facility that does not pay property tax, you are not eligible for a Property Tax Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 . 7. Select the appropriate box below and enter the corresponding percentage on Line 7 . . . . . . . . . . . . . . . . . . . . . . . . 7 % A. Apartment, House, Mobile Home, or Duplex - 100% 00 F. Low Income Housing - 100% (Rent cannot exceed 40% of total household income.) B. Mobile Home Lot - 100% G. Shared Residence – If you shared your rent with relatives or friends (other than your spouse or children under 18), select the appropriate box based on the additional person(s) sharing rent: C. Boarding Home or Residential Care - 50% D. Skilled or Intermediate Care Nursing Home - 45% 1 (50%) 2 (33%) 3 (25%) E. Hotel - 100%; if meals are included - 50% 8. Net rent paid - Multiply Line 6 by the percentage on Line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9. Multiply Line 8 by 20%. Enter amount here and on Line 10 of Form MO-PTC or Line 12 of Form MO-PTS . . . . . . . 8 . 00 9 . 00 *23315010001* 23315010001 For Privacy Notice, see instructions. Taxation Division Attach to Form MO-PTC or MO-PTS and mail to the Missouri Department of Revenue. Form MO-CRP (Revised 12-2023) Ever served on active duty in the United States Armed Forces? If yes, visit dor.mo.gov/military/ to see the services and benefits we offer to all eligible military individuals. A list of all state agency resources and benefits can be found at veteranbenefits.mo.gov/state-benefits/. Department Use Only (MM/DD/YY) Form 5674 Verification of Rent Paid Landlord must complete this form each year. Tax Year Tenant’s Name Social Security Number - - Tenant and Rental Information Rental Address State City Rental Begin Date (MM/DD/YYYY) ZIP Code Rental End Date (MM/DD/YYYY) . Gross Rent Paid for the Year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the tenant receive any housing assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes Did anyone reside at this dwelling with the above tenant? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . No . If yes, how much rent was the tenant responsible for? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes 00 00 No If yes, how many were over the age of 18? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Landlord Information Landlord’s Name Landlord’s Address City State Telephone Number (Home) Telephone Number (Cell) Telephone Number (Work) Landlord’s Signature ZIP Code Form 5674 (Revised 12-2023) Taxation Division Attach to Form MO-PTC or MO-PTS and mail to the Missouri Department of Revenue. Ever served on active duty in the United States Armed Forces? If yes, visit dor.mo.gov/military/ to see the services and benefits we offer to all eligible military individuals. A list of all state agency resources and benefits can be found at veteranbenefits.mo.gov/state-benefits/.
Form MO-PTC
More about the Missouri Form MO-PTC Individual Income Tax Tax Credit TY 2023
We last updated the Property Tax Credit Claim in January 2024, so this is the latest version of Form MO-PTC, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form MO-PTC directly from TaxFormFinder. You can print other Missouri tax forms here.
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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-PTC.
Form Code | Form Name |
---|---|
Form MO-PTC Claim Chart | Property Tax Credit Claim Chart for Determining Credits |
Form MO-PTC-INS | Information and forms to Complete MO-PTC (Property Tax Credit) |
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-PTC from the Department of Revenue in January 2024.
Form MO-PTC 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-PTC
We have a total of twelve past-year versions of Form MO-PTC in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
Form MO-PTC - 2022 Property Tax Credit Claim
MO-PTC 2021 Property Tax Credit Claim
MO-PTC 2020 Property Tax Credit Claim
MO-PTC - 2019 Property Tax Credit Claim
Form MO-PTC - 2018 Property Tax Credit Claim
2017 Property Tax Credit Claim (Form MO-PTC)
Property Tax Credit Claim MO-PTC
MO-PTC
MO-PTC
MO-PTC Property Tax Credit Claim Fillable Calculating
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