The Kansas K-40PT form, formally recognized as the Kansas Property Tax Relief Claim for Low Income Seniors, stands as a vital financial lifeline for many elderly residents within the state. Designed to alleviate the property tax burden for qualifying senior citizens, this form captures essential information ranging from personal details to comprehensive income reports, aiming to assess eligibility for tax relief. Intricately structured, the form demands attention to every detail - from asserting one's residence in Kansas throughout the entire preceding year to meticulously documenting various income types received in 2008. Applicants must not only have owned a home during the specified duration but also have surpassed the age of 65 throughout the entirety of 2008 to be considered. The inclusion of income caps ensures that this relief targets those most in need, with the form requiring a detailed breakdown of wages, pensions, Social Security benefits, among other sources, to calculate total household income. Adding another layer of complexity, the form stipulates deadlines for submission and includes provisions for amended claims, acknowledging the dynamic circumstances of applicants. At its core, the K-40PT embodies Kansas' commitment to supporting its senior population through targeted tax relief, emphasizing meticulous compliance and thorough documentation as pathways to potential financial reprieve.
| Question | Answer |
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| Form Name | Kansas Form K 40Pt |
| Form Length | 2 pages |
| Fillable? | No |
| Fillable fields | 0 |
| Avg. time to fill out | 30 sec |
| Other names | K-40H, k 40pt, K-40PT, 1943 |
2 0 0 8 |
135308 |
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(Rev. 7/08) |
KANSAS PROPERTY TAX RELIEF CLAIM |
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DO NOT STAPLE |
for Low Income Seniors |
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FILE THIS CLAIM AFTER DECEMBER 31, 2008, BUT NO LATER THAN APRIL 15, 2009 |
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Claimant's |
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First four letters of |
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Claimant's |
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Social Security |
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claimant's last name. |
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Telephone |
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Number |
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USE ALL CAPITAL LETTERS. |
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Number |
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Name and Address
First Name of Claimant |
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Last Name |
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Home Address (number and street or rural route)
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State |
Zip Code |
County Abbreviation |
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Mark this box if claimant is deceased (See instructions) . . . . .
Date of Death _____/_____/_____
IMPORTANT: Mark this box if name or address has changed . . .
Mark this box if this is an amended claim . . . . . . . . . . . . . . .
Qualifications |
To qualify for this property tax refund you must meet the household income |
NOTE: If you filed a Form |
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limitation AND you must have been: |
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for 2008, you DO NOTqualify for |
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1. A resident of Kansas during the entire year of 2008; |
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this property tax refund. |
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2. |
A home owner during 2008; and, |
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YEAR |
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. . . . . . . . . .3. Age 65 or over for the entire year. Enter your date of birth (must be prior to 1943) |
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Enter the total received in 2008 for each type of income. See instructions on the back of this form. |
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4. |
2008 Wages OR Kansas Adjusted Gross Income $ _______________ plus Federal Earned Income Credit |
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.$ _____________. Enter the total |
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Income |
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All taxable income other than wages and pensions not included in Line 4. |
Do not subtract net operating |
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losses and capital losses |
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6. |
Total Social Security and SSI benefits, including Medicare deductions, received in 2008 (do not include |
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Household |
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disability payments from Social Security or SSI) |
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7. |
Railroad Retirement benefits and all other pensions, annuities, and veterans benefits (do not include |
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disability payments from Veterans and Railroad Retirement) |
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8. |
TAF payments, general assistance, worker's compensation, grants and scholarships |
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9. |
All other income, including the income of others who resided with you at any time during 2008. . . |
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.00 |
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10. |
TOTAL HOUSEHOLD INCOME. Add lines 4 through 9. If line 10 is more than $16,800, you do not qualify for a refund. |
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.00 |
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Refund
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General property taxes paid timely in 2008 (see instructions on the back of this form) |
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11. |
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12. |
PROPERTY TAX REFUND. Multiply the amount on line 11 by 45% (.45). This is the amount of your refund |
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Important: If you filed Form ELG with your county, your refund will be reduced by the ELG amount applied to the first half of your 2008 property tax. See page 23.
Mark this box if you wish to participate in the Refund Advancement Program (see instructions on page 24) . . . . . . . . . .
Signature
I authorize the Director of Taxation or the Director's designee to discuss my
I declare under the penalties of perjury that to the best of my knowledge and belief, this is a true, correct and complete claim.
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_______________________ |
Claimant's signature |
Date |
Signature of preparer other than claimant |
Preparer's phone number |
IMPORTANT: Please allow 10 to 12 weeks to process your refund.
PLEASE COMPLETE THE BACK OF THIS FORM
135408
Providing this information should speed the processing of your claim. Income reported here should not be included on line 8 of this form.
13. Enter in the spaces provided the annual amount of all other income not included as household income on line 8:
Excluded Income
(a) |
Food Stamps . . . . . . . . . . . . . . $ |
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(c) |
Child Support . . . . . . . . . . . . . . $ |
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.00 |
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(e) |
Personal and Student Loans . . $ |
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(g) |
Other (See instructions on page 17): |
Source |
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(b) Nongovernmental Gifts. . . . . . . . $
(d) Settlements (lump sum) . . . . . . . $
( f) SSI, Social Security, Veterans
or Railroad Disability . . . . . . . . . $ (enclose documentation)
Amount $
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.00
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14. List the names of ALL persons who resided in your household at any time during 2008. Specify the number of months they lived with |
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you and report their portion of income that is included in total household income on line 10 of this form. |
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ofHousehold |
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Number of |
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Name |
months resided |
Their portion of income that |
Social Security Number |
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in household |
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is included on line 10 |
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$ |
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Members |
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INSTRUCTIONS-
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MAIL TO: Homestead Claim, Kansas Department of Revenue, 915 SW Harrison Street, Topeka KS