Form Ptax 343 R PDF Details

In November of each year, the California Franchise Tax Board (FTB) releases its Form Ptax 343 R - California Resident Income Tax Return. This form is for state income tax purposes only and must be filed by residents who have income from any source within or outside of California. The deadline to file this return is April 15th of the following year. If you are required to file a state return, please use Form Ptax 343 R to report your taxable income. Thank you for your attention to this matter.

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Form NameForm Ptax 343 R
Form Length2 pages
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Avg. time to fill out30 sec
Other namesptax 343 r form, ptax 343 r, 343-A, ptax

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PTAX-343-R Annual Verification of Eligibility for Disabled Persons’ Homestead Exemption

Last date to apply:

Read this first

To continue to receive the Disabled Persons’ Homestead Exemption (DPHE), you must file Form PTAX-343-R each year with your Chief County Assessment Officer (CCAO) by your county’s due date. Failure to do so may result in the termination of the exemption.

Step 1: Complete the following information

1________________________________________________

Property owner’s name

________________________________________________

Street address of homestead property

2Your date of birth:___ ___/___ ___/___ ___ ___ ___

3Assessment year for which you are requesting the

Disabled Persons’ Homestead Exemption: ___ ___ ___ ___

Year

 

IL

City

State ZIP

(_____)______-___________ _______________________

Daytime phone

Email address

4Write the property index number (PIN) of the property for which you receive the exemption listed on your property tax bill. You may obtain it from your CCAO. If you are unable to obtain your PIN, attach a copy of the legal description.

a PIN _________________________________________

Step 2: Complete your affidavit

Part 1: Check either “yes” or “no” as it applies to the property and assessment year you identified in Step 1.

5 Is this the only property for which you have applied for this exemption?

 

Yes

6On January 1, were you the owner of record, or have a legal or equitable interest,

 

or have a life care contract with a facility under the Life Care Facilities Act?

 

Yes

7

Are you liable for the payment of real estate taxes?

 

 

Yes

 

 

8

 

 

 

On January 1, did you occupy this property as your primary residence?

 

Yes

9On January 1, were you a resident of a facility licensed under the ID/DD (intellectually disabled/developmentally

disabled) Community Care Act, Nursing Home Care Act, or Specialized Mental Health Rehabilitation Act?

 

Yes

If Yes,

awrite the name and address of the facility.

_____________________________________________

_____________________________________________

b was this property occupied by your spouse or did it remain unoccupied?

 

Yes

No

No

No

No

No

No

Part 2: Mark the statement to identify the proof of disability that qualifies you for the DPHE

If your proof of disability benefits has expired, terminated or switched to retirement from the prior assessment year, your CCAO may require additional documentation. If you check “e” below, you must attach your completed Form PTAX-343-A. See instructions.

10a _______ Valid Class 2 or 2A Illinois Disabled Person Identification Card issued from the Illinois Secretary of State.

ID card number: _____________________________

Issue date: __ __/__ __/__ __ __ __

Class: _____________________________________

Expiration date: __ __/__ __/__ __ __ __

b _______ Social Security Administration (SSA) disability benefits — Claim no.: _____________________

c _______ Veterans Administration (VA) pension for a non-service connected disability — Claim/file no.: ___________________

d _______ Railroad or Civil Service disability benefits for total (100%) disability — Claim/file no.: ___________________

e _______ Form PTAX-343-A, Physician’s Statement for Disabled Persons’ Homestead Exemption.

Step 3: Sign below

I state under penalties of perjury that to the best of my knowledge, the information contained in this application is true, correct, and complete.

____________________________________________________ ___ ___/___ ___/___ ___ ___ ___

Property owner’s or authorized representative’s signature

Date

Form PTAX-343-R General Information

What is the Disabled Persons’ Homestead Exemption?

The Disabled Persons’ Homestead Exemption (DPHE) (35 ILCS 200/15-168) provides an annual $2,000 reduction in the equal- ized assessed value (EAV) of the property owned and occupied as the primary residence on January 1 of the assessment year by a disabled person who is liable for the payment of property taxes.

Who is eligible?

To qualify for the DPHE you must

be disabled or have become disabled during the assessment year (i.e., cannot participate in any “substantial gainful activity by reason of a medically determinable physical or mental impairment” which will result in the person’s death or that will last for at least 12 continuous months),

own or have a legal or equitable interest in the property on which a single-family residence is occupied as your primary residence on January 1 of the assessment year, and

be liable for the payment of the property taxes.

If you previously received the DPHE and now reside in a facility licensed under the ID/DD (intellectually disabled/developmentally disabled) Community Care Act, Nursing Home Care Act, or Spe- cialized Mental Health Rehabilitation Act, you are still eligible to receive the DPHE provided your property

is occupied by your spouse; or

remains unoccupied during the assessment year.

If you are a resident of a cooperative apartment building or life care facility as defined under Section 2 of the Life Care Facilities Act (210 ILCS 40/1 et. seq.) you are still eligible to receive the DPHE provided you occupy the property as your primary residence and you are

liable by contract with the owner(s) of record for the payment of the apportioned property taxes on the property; and

an owner of record of a legal or equitable interest in the cooperative apartment building. Leasehold interest does not qualify for this exemption.

2Proof of Social Security Administration disability benefits which includes an award letter, verification letter or annual Cost of Living Adjustment (COLA) letter (only COLA Form SSA-4926- SM-DI). If you are under full retirement age and receiving Supplemental Security Income (SSI) disability benefits, proof includes a letter indicating SSI payments (COLA

Forms SSA-L8151, SSA-L8155, or SSA-L8156).

3Proof of Veterans Administration disability benefits which includes an award letter or verification letter indicating you are receiving a pension for a non-service connected disability.

4Proof of Railroad or Civil Service disability benefits which includes an award letter or verification letter of total (100%) disability.

When will I receive my exemption?

The year you apply (renew) for this exemption is referred to as the assessment year. The County Board of Review while in session for the assessment year has the final authority to grant your exemp- tion. If your exemption is granted, it will be applied to the property tax bill paid the year following the assessment year.

When and where must I file Form PTAX-343-R?

To continue to receive this exemption, you must file

Form PTAX-343-R, each year with your CCAO. Failure to do so may result in termination of the exemption. Contact your CCAO at the telephone number or address below for assistance and to verify your county’s due date.

File or mail your completed Form PTAX-343-R:

Madison County, CCAO

157 N Main St Room 229

 

 

____________________________________________________

Mailing address

 

 

Edwardsville

IL

62025

City

 

ZIP

618

692

6270

If you have any questions, call: (_____)______-___________

What documentation is required?

Your Chief County Assessment Officer (CCAO) may request you to provide documentation as proof of your disability to continue to qualify for the DPHE. You must provide documentation if your proof of disability has changed or expired from the prior year, including Social Security Administration’s disability benefits that switched over to retirement benefits. The proof of disability must be for the assessment year shown on Line 3 of this application.

If you are unable to provide any of the items listed below as proof of your disability, you must resubmit Form PTAX 343-A, Physi- cian’s Statement for Disabled Persons’ Homestead Exemption, each year to your CCAO. This form must be completed by a physician. You are responsible for any physicians’ costs.

1A Class 2 Illinois Disabled Person Identification Card from the Illinois Secretary of State’s Office. Class 2 or Class 2A qualifies for this exemption. Class 1 or 1A does not qualify.

Can I designate another person to receive a property tax delinquency notice for my property?

Yes. Contact your CCAO for information on how to designate an- other person to receive a duplicate of a property tax delinquency notice for your property.

Are there other homestead exemptions available for disabled persons or disabled veterans?

Yes. However, only one of the following disabled homestead exemp- tions may be claimed on your property for a single assessment year

Disabled Veterans’ Homestead Exemption

Disabled Persons’ Homestead Exemption

Disabled Veterans’ Standard Homestead Exemption

 

 

 

 

Official use. Do not write in this space.

 

Date received:___ ___/___ ___/___ ___ ___ ___

 

 

Board of review action date: ___ ___/___ ___/___ ___ ___ ___

Verify Proof of Disability:

1

2

3

4

343-A

Approved

Denied

Expiration date:___ ___/___ ___/___ ___ ___ ___

 

 

Reason for denial ________________________________________

Comments:______________________________________________

_______________________________________________________

_______________________________________________________

_______________________________________________________

PTAX-343-R (R-2/12)