Fill - Free fillable 2020 Homestead Or Property Tax Refund For Homeowners Instruction Booklet Rev. 8-20 (Kansas Department of Revenue) PDF form

2020

Homestead or

Property Tax

Refund for

Homeowners

For a fast refund,

le electronically!

See back cover for details.

ksrevenue.org

Page 2

GENERAL INFORMATION

Qualications

A person owning a

homestead with an

appraised valuation for

property tax purposes

that exceeds $350,000

does NOT qualify for a

homestead refund.

Filing a Claim

Homestead refunds

are not available to

renters. You must own

your home to qualify.

Denition of

a Household

and Household

Income

Net operating losses

and net capital losses

cannot be used to

reduce total household

income. DO NOT

subtract these losses

from the income

amounts.

The Homestead claim (K-40H) allows a rebate of a portion of the property taxes paid on a Kansas resident’s

homestead. A homestead is the house, mobile or manufactured home, or other dwelling subject to property tax

that you own and occupy as a residence. Your refund percentage is based on your total household income and the

refund is a percentage of your general property tax. The maximum refund is $700.

The Property Tax Relief claim (K-40PT) allows a refund of property tax for low income senior citizens that own

their home. The refund is 75% of the property taxes actually and timely paid on real or personal property used as

their principal residence. Claimants that receive this refund cannot claim a Homestead refund.

The large purple boxes on Form K-40H and K-40PT allow us to process your refund claim faster and with fewer

errors. Please follow these important instructions when completing your form:

• Use only black or dark blue ink.

• Do not use dollar signs, lines, dashes, or other symbols. If a line does not apply to you, leave it blank.

• All entries must be rounded. If less than $.50 cents, round down. Round $.50 to $.99 to next higher dollar.

• Send the original claim form. Do not send a photocopy.

• If you are using an approved computer software program to prepare your claim, send the original form printed from your

printer. Do not send a photocopy.

A homestead claim (K-40H) is for homeowners who own and occupy their homestead and were residents of

Kansas all of 2020. This refund program is not available to renters. As an owner your name is on the deed for

the homestead. As a resident the entire year and a homeowner, you are eligible if your total household income is

$36,300 or less and you: 1) were born before January 1, 1965, or 2) were blind or totally and permanently disabled

all of 2020, or 3) have a dependent child who lived with you the entire year who was born before January 1, 2020,

and was under the age of 18 all of 2020.

The property tax relief claim (K-40PT) is for homeowners that were 65 years of age or older, with a household

income of $20,700 or less, and a resident of Kansas all of 2020.







If you owe any delinquent property taxes on your home your homestead refund will be used to pay those delinquent

taxes. The Kansas Department of Revenue will send your entire refund to the County Treasurer.

If you moved during 2020, you may claim the general property tax paid for the period of time you lived in each

residence. Homeowners who rent out part of their homestead or use a portion of it for business may claim only the

general property tax paid for the part in which they live.

A household is you, or you and your spouse who occupy a homestead, or you and one or more individuals

not related through marriage who together occupy a homestead. Household income is generally all taxable and

nontaxable income received by all household members during 2020. If a household member lived with you only part

of the year, you must include the income they received during the months they lived with you.

Household income includes, but is not limited to:

• Taxable and nontaxable wages, salaries, and self-employment income.

• Federal earned income tax credit (EITC).

• Taxable and nontaxable interest and dividends.

• 

K-40H

K-40PT

• 

• 

• Welfare and Temporary Assistance to Family (TAF) payments.

• Unemployment, worker’s compensation and disability income.

• Alimony received.

• Business and farm income.

• Gain from business or investment property sales and any long-term capital gains included in federal adjusted gross income.

• 

• Foster home care payments, senior companion stipends, and foster grandparent payments.

• School grants and scholarships (unless paid directly to the school).

• Gambling winnings, jury duty payments, and other miscellaneous income.

• ALL OTHER INCOME received in 2020lly excluded (as follows).

Excluded Income — DO NOT include these items as household income:

• 50% of Social Security and S

will report 100% of Social Security and SSI payments.

• Social Security disability payments.

• Social Security and SSI payments that were Social Security “disability or SSI disability” payments prior to a recipient

reaching full retirement age. These Social Security payments, that were once Social Security disability (or SSI disability)

payments, are NOT included in household income.

Page 3

If the amount on line 10, Enter on

Form, K-40H is: line 14:

If the amount on line 10, Enter on

Form, K-40H is: line 14:

If the amount on line 10, Enter on

Form, K-40H is: line 14:

$ 0 to $ 6,000 ...............100%

$ 6,001 to $ 7,000 ................ 96%

$ 7,001 to $ 8,000 ................ 92%

$ 8,001 to $ 9,000 ................ 88%

$ 9,001 to $10,000 ................. 84%

$ 10,001 to $11,000 ................. 80%

$ 11,001 to $12,000 ................ 76%

$ 12,001 to $13,000 ................. 72%

$ 13,001 to $14,000 ................. 68%

$ 14,001 to $15,000 ................. 64%

$ 15,001 to $16,000 ................. 60%

$ 16,001 to $17,000 ................. 55%

$ 17,001 to $18,000 ................. 50%

$ 18,001 to $19,000 ................. 45%

$ 19,001 to $20,000 ................. 40%

$ 20,001 to $21,000 ................ 35%

$ 21,001 to $22,000 ................. 30%

$ 22,001 to $23,000 ................. 25%

$ 23,001 to $24,000 ................. 20%

$ 24,001 to $25,000 ................. 15%

$ 25,001 to $26,000 ................. 10%

$ 26,001 to $36,300 ................... 5%

$ 36,301 and over .......................... 0%

File your claim after December 31, 2020 but no later than April 15, 2021. Mail your claim to the address shown

on the back of your K-40H or K-40PT.







a late claim, enclose an explanation with documentation as to why it is late. If your claim will be late because you



NOTE: Kansas does not have a separate extension of time form.

WebFile is a simple, secure, fast and free Kansas electronic ling option. See back cover for details!

This optional program provides eligible homeowners an opportunity to apply a portion of their anticipated 2020

2020 property taxes. The amount of the

advancement is based on the 2019 refund amount.

You may participate in this program by marking the Refund Advancement Program check box on your 2020

Form K-40H (or Form K-40PT). See instructions on page 6 for additional information.

If a claimant is incapable of signing the claim, the claimant’s legal guardian, conservator, or attorney-in-fact may





be denied and may result in criminal prosecution.





not necessary.

If a member of the decedent’s household (such as a surviving spouse) does NOT qualify to be the claimant, or



decedent was a resident of Kansas all of 20202019) or died during

2020 and was a Kansas resident the entire portion of the year he or she was alive.

Required Enclosures for Decedent Claims

notice, or obituary statement with a decedent’s claim, AND one of the following:

1) If the estate is being probated, a copy of the Letters of Testamentary or letters of administration.

2) If the estate is not being probated, a completed Form RF-9, Decedent Refund Claim.

Signature on a Decedent’s Claim. A decedent’s claim should be signed by the surviving spouse; executor or

executrix; administrator; or other authorized person.



after

or Form K-40PT, and mark the “amended” box located to the right of the county abbreviation. Enter the information

on the claim as it should have been, and enclose an explanation of the changes. If an additional refund is due you

will receive it in 10 to 12 weeks.

If the refund on the amended claim is LESS than the refund you received from the original claim, enclose a

Kansas Department of Revenue. Write Homestead

Repayment - Amended Claim and include the last 4 digits of your Social Security number (example: XXX-XX-1234).

When and

Where to File

Refund

Advancement

Program

Signature and

Fraudulent

Claims

Deceased

Claimant

Use the steps in the

worksheet on page 6

to compute a refund for

a deceased claimant.

Amending

a Claim

REFUND PERCENTAGE TABLE

(For use in computing your refund on line 14 of Form K-40H)

Page 4

LINE-BY-LINE INSTRUCTIONS

CLAIMANT INFORMATION

Social security number, name validation, and telephone

number. Enter your Social Security number in the boxes above the

name and address. (Do not enter the Social Security number under





in the boxes provided. If your last name has fewer than four letters,

leave the remaining boxes empty.

Enter the telephone number where you can be reached during





Name and address. PRINT or TYPE your name and complete

address – the physical location of your residence (not a P.O. Box),

including apartment number or lot number.

Deceased claimant.         

who is deceased, mark an “X” in the box, and enter the date of the

claimant’s death. Use the worksheet for Deceased Claimants on page



documents required (see page 3).

Name or address change.

and your name or address has changed, place an “X” in the box to

the right of the address so we may update our records.

Amended claim.

mark an “X” in the box. See further instructions on page 3.

QUALIFICATIONS — LINES 1 THROUGH 3



2020. Next you must own and occupy your home – meaning that

your name must be on the deed to the home. Contract for deed

does qualify as ownership; however, a “rent to own” contract does

not qualify as ownership. If you were a Kansas resident all year and



that applies to your situation (i.e., if you are age 60 and also blind,

enter your birthdate in the boxes on line 1 and skip lines 2 and 3).

Line 1 (Age qualication): If you were born before January 1,

1965, enter the month, day, and year of your birth. Add a preceding

“0” for months and days with only one digit.

Line 2 (Disabled or blind qualication): If you are blind or

totally and permanently disabled, enter the month, day, and year you

became blind or disabled. (Veterans disability includes veterans

50% or more permanently disabled.) The Kansas Department of

Revenue must

blindness for your homestead claim. If you do not have documentation

you must enclose with Form K-40H either 1) a copy of your Social

Security statement showing that your disability began prior to 2020,

or 2) Schedule DIS (from page 11) completed by your doctor.

Line 3 (Dependent child qualication): If you have at least one

dependent child, enter their name and date of birth (must be prior

to January 1, 2020) in the spaces provided. NOTE: The child must

have resided solely with the claimant the entire calendar year, be

under age 18 all of 2020, AND is or may be claimed as a dependent

by the claimant for income tax purposes.

Surviving spouse:     

(and not remarried) of a disabled veteran or an active duty service

member who died in the line of duty. The disabled veteran must meet



original Veterans Disability Determination Letter or letter from your

regional V.A. that includes the disability date prior to 2020 and the

percentage of permanent disability being 50% or greater.

If you are not a Kansas resident and homeowner and do not meet one



HOUSEHOLD INCOME — LINES 4 THROUGH 10

Lines 4 through 8 will contain the total annual income amounts

received by you and your spouse during 2020. The income of ALL

other persons who lived with you at any time during 2020 will be

entered on line 9, All Other Income. If a minor child or incapacitated

person holds legal title to the property, the income (wages, child

support, etc.) will also be entered on line 9.

If the income amounts requested on lines 5 through 8 were

included on line 4, do not include them again on lines 5 through 8.

Line 4 (2020 Wages OR Kansas Adjusted Gross Income AND

Federal Earned Income Tax Credit):



salaries, commissions, fees, bonuses, and tips received by you and

your spouse during 2020. If the amount of 2020 wages or Kansas

Adjusted Gross Income is negative, enter zero in the space provided.

Enter this same amount in the purple boxes.



Kansas Adjusted Gross Income (KAGI) from line 3 of your Form

K-40, adding back net operating losses or net capital losses. Enter

in the second space, any federal Earned Income Tax Credit (EITC)

received during 2020. This is generally the amount shown on your

2019 federal tax return, but could also include an EITC for a prior

year that was received in 2020. Add your KAGI and EITC together

and enter the total in the purple boxes. Important—If line 4 is your

KAGI plus EITC, enter on lines 5 through 8 only the income amounts

that are not already included in your KAGI on line 4.

Line 5 (All taxable income other than wages and pensions

not included in Line 4): Enter all taxable interest and dividend

income, unemployment, self-employment income, business or farm

income, alimony received, rental or partnership income, the gain

from business or investment property sales, and any long term

capital gains that were included in federal adjusted gross income.

A net operating loss or net capital loss may not be used to reduce

household income. If you have nontaxable interest or dividends,

enter them on line 9, All Other Income.

If you used a portion of your homestead for rental or business

income, enter the net rental or business income on line 5. Note:

Also complete the worksheet on page 5 to determine the property

tax amount to enter on line 12.

Line 6 (Total Social Security and SSI benets, including

Medicare deductions):

  

received by you and your spouse. Include amounts deducted for



Do not

include Social Security or SSI “disability” payments.

Enter the annual amount of any Social Security or SSI disability

Excluded Income section on the back of Form K-40H.

First time lers:

award letter with their claim to verify that the Social Security income

is excludable. If you are not required to enclose a copy, be sure to

keep one for your records as the Department reserves the right to

request it at a later date.



use the following method to compute the total received for 2020. Add

the amount of your December 2020 check, plus the 2020 Medicare

deduction of $144.60 (if applicable), and multiply by 12.

EXAMPLE: Your December, 2020 social security check is $771.00

You are covered by Medicare. Compute your benets as follows:

$771.00 + $144.60 = $915.60. $915.60 X 12 months = $10,987,20.

(enter $10,987.20 in the rst space on line 6.)

2020

by 50% (.50) and enter result in the purple boxes on line 6.

Page 5

Line 7 (Railroad Retirement benets and all other pensions,

annuities, and veterans benets): Enter the amounts received

during 2020



DO NOT include veteran or railroad retirement “disability” payments.

Note: Veterans disability includes veterans 50% or more permanently

disabled and surviving spouses of deceased disabled veterans.

Also include on line 7 the total of all other taxable and nontaxable

pensions and annuities received by you or your spouse that is not

already entered on line 4 or line 6, except Veterans’ and Railroad

Retirement “disability” payments.

Line 8 (TAF payments, general assistance, workers’

compensation and grants and scholarships): Enter the

amounts received during 2020 in the form of: TAF (Temporary

Assistance to Families); welfare or general assistance payments;

workers’ compensation; disability payments (excluding disability

payments received from Social Security, SSI, Veterans and Railroad

Retirement, or pensions that you entered on line 4 or line 7); and

grants, scholarships, and foster grandparent payments.

Line 9 (All other income. Enter the total amounts from the

following list): Enclose with your claim a list showing the recipient(s),

source(s), and amount(s) for the income entered on line 9.

• All income (regardless of source) received by adult individuals

other than you and your spouse who lived in the homestead at

any time during 2020. For those who lived with you less than 12

months, include only the income they received during the months

they lived with you. Also list these individuals in the Members of

Household section on the back of the claim.

• The income (child support, SSI, wages, etc.) of a minor child

or incapacitated person, when that person is an owner of the

homestead or is on the rental agreement.

• Any other income outlined as “household income” on page 2

that is not already entered on lines 4 through 8.

Line 10 (Total Household Income): Add lines 4 through 9 and

enter total. If the amount is negative, enter zero in the space provided.

If more than $36,300 you do not qualify for a homestead refund.

Important: To expedite your refund, enclose a copy of pages 1 and

2 of your federal Form 1040, statements from DCF (formerly SRS)

and Social Security; and other documentation for income amounts

shown on lines 4 through 9.

REFUND — LINES 11 THROUGH 15

Line 11 (Percent of property for rental or business use): If

part of your homestead was rented to others or used for business

purposes during 2020, you may claim only the property taxes paid

on the portion that was used for personal purposes. Complete the

following worksheet to determine the percent of rental or business

use to enter on line 11 and property tax amount to enter on line 12,

Form K-40H. Note: Include the income received from the rental or

business use of your homestead on lines 4 or 5 of Form K-40H.

WORKSHEET for RENTAL or BUSINESS USE of HOME



1. Total number of rooms in your homestead ......................

_____________

2. Number of rooms rented or used for business ................ _____________

3. Rental/business use percentage. Divide line 2 by

line 1. Enter result here and line 11 of Form K-40H ........ ____________ %

4. Total 2020 general property tax ....................................... _____________

5. Multiply line 4 by line 3 (also include any property tax



This is the rental/business portion of the property taxes. ... _____________

6. Subtract line 5 from line 4. This is the general

property tax on the nonbusiness portion of your

homestead. Enter result on line 12, Form K-40H ............ _____________

Line 12 (2020 general property taxes): Enter the total 2020

general property tax you have paid or will pay, as shown on your real

estate tax statement (taxes on property valued at $350,000 or more

does not qualify). Do not include special assessment taxes, such as

those levied for streets, sewers, or utilities; charges for services, such

as sewer services; interest or late charges; or taxes on agricultural

or commercial land. NOTE: The 2020 property tax is payable in two

2020 and the second is

due May 10, 2021. It is the total of both installments (whether paid

or not) that is entered on line 12.

   2020,

the property tax must be prorated based on the date of death. To

determine the property tax amount to enter here, use the steps for

computing a decedent’s refund on the next page.

If you have delinquent property tax, mark the box on line 12.

Your entire homestead refund will be sent to your county treasurer

to pay the delinquent property tax.

2020 Property Tax Statement

You are not required to send a copy of your 2020 property tax

statement with your completed K-40H; however, you may be asked

to provide it at a later date. If requested, submit a copy of your

2020 statement – NOT a basic receipt – to verify the property

tax entered on line 12. The copy will not be returned. A property

tax receipt that contains a breakdown of property tax among the

general tax, special tax, fees, etc. (such as a receipt that is an exact

copy of the statement) is acceptable. The annual statement from

your mortgage company and property tax receipts are NOT

acceptable. If you need a copy of your property tax statement, you



Mobile and Manufactured Homeowners

If you own your mobile home/manufactured home, enter on line 12

the personal property taxes you paid on your home, and the general

property tax paid on the land. If you own your mobile home, but rent

the land or lot on which it sits, enter on line 12 the personal property

tax you paid on the mobile home. You may not claim the general

property tax paid on the rented property.

Farm Owners

If your homestead is part of a farm covered by a single property

tax statement, you may use only the general property tax paid on

the HOMESITE.

Line 13 (Amount of property tax allowed; cannot exceed

$700): Enter amount reported on line 12 or $700, whichever is less.

Line 14 (Homestead refund percentage): Your refund

percentage is based on your total household income on line 10.



the corresponding percentage on line 14. If the percentage is less



Line 15 (Homestead Refund): Multiply line 13 by the percentage

on line 14 and enter the result. If the amount is less than $5, it will

not be refunded. You will receive a refund in the amount shown

on line 15 if there are no corrections made to your claim; you did

not participate in the optional refund advancement program (see

page 3); you have no delinquent property taxes due to your County

Treasurer; and you owe no other debt to the State of Kansas (see

Debtor Set-O that follows).

IMPORTANT: Instructions for the back of your claim are on page

6. Before mailing it be sure to complete all sections, sign the claim,

and enclose all required documentation.

Debtor Set-O

If you owe a delinquent debt to the State of Kansas (such as child

support, student loan, medical bills, or income tax), your refund will





12 weeks for any remaining refund.

Page 6

Deceased Claimants

2020, the refund

amount is prorated based on the decedent’s date of death. The taxes

(line 12) are also prorated based on the decedent’s date of death.

Use the following steps to compute a refund on behalf of a decedent.

See page 3 for required enclosures.

REFUND COMPUTATION FOR DECEASED CLAIMANT

1. Complete lines 1 through 11 of K-40H or 1 through 10 of K-40PT.

2. Compute allowable property tax paid by decedent to date of death.

Using the table below, multiply the total 2020 property taxes by the

applicable percentage for the month of the decedent’s death. Enter

result on line 12 of K-40H or line 11 of K-40PT.

EXAMPLE: If claimant died in August 2020 and the 2020 taxes were $645, the

property tax paid to date of death is 8/12ths (.667) of $645 for a result of $430

($645 X .667 = $430).

3. Complete lines 13 and 14 of the K-40H; then continue by completing

      

though 6 and follow the instructions for K-40PT below.

4. Multiply line 13 of K-40H by line 14 of K-40H. Enter result _____________ .

5. Enter percent from table below for month of decedent’s death _________ .

6. Multiply the result from line 4 by the percent in line 5. Enter the result

here _________________ and on line 15 of K-40H.

K-40PT: Multiply amount on line 11 of K-40PT by 75% (.75). Multiply

the result by the percentage from the following table for the month of the

decedent’s death. Enter this amount on line 12 of K-40PT.

     

January .083 May .417 September .750

February .167 June .500 October .833

March .250 July .583 November .917

April .333 August .667 December 1.000

2021 Refund Advancement Program Box

(See additional information about this program on page 3)

By checking this box, you are requesting that the Department

of Revenue electronically transfer your 2021 advancement



of your property taxes. If you do not check this box, you cannot

participate in the 2021 advancement program, in which case none

of your 2021 refund will be used to pay your 2021 property taxes.

As a participant in this program, your 2020 refund will be used

to pay back the amount the Department of Revenue advanced the

county for your property taxes in December 2020. If there is a refund

amount left over, it will be sent to you in a check. To determine the

amount of your refund check, complete the following worksheet.

REFUND ADVANCEMENT WORKSHEET

1. 2020 refund from line 15 of Form K-40H or line 12

of Form K-40PT .......................................................... $

_________________

2. 2020 refund advancement amount from your

advancement letter ..................................................... $ _________________

3. Subtract line 2 from line 1 ........................................... $ _________________

You will receive the amount on line 3 in a check from the Department of

Revenue if you have no other delinquent debts due the state of Kansas

(see Debtor Set-O).

If your 2020 refund (line 15, K-40H or line 12, K-40PT) is LESS

than the advancement amount (line 2 of the Refund Advancement

2020

K-40H or K-40PT. Make your check or money order payable to the

Department of Revenue and include the tax year and last 4 digits of

your Social Security number (example: XXX-XX-1234).

EXCLUDED INCOME (BACK OF CLAIM FORM)

Enter in this section the total received during 2020 by all household

members (including minor children) from each of the sources listed

in (a) through (f).

On line (g), enter wages received by a minor child and any other

income not considered “household income” as outlined on page 2.

First time lers

award letter with their claim to verify that the Social Security income

is excludable. Previous lers should keep a copy for their records

as the Department reserves the right to request it at a later date.

MEMBERS OF HOUSEHOLD (BACK OF CLAIM FORM)

All claimants must complete this section. As the claimant, enter



and other requested information for EACH PERSON (adults and

children) who lived with you at any time during 2020.

If the person lived with you all year, enter “12” in the Number of

months resided in household column and indicate whether their

income is included as part of the Household Income reported on lines

4 through 9 of K-40H. NOTE: For a child born during 2020, enter only

the number of months from the date of birth to the end of the year.

For example, enter “6” for a child born July 10, 2020.

Signature: You, as the claimant, MUST sign the claim. If the claim

was prepared by another, the preparer should also sign in the space

provided, and supply a daytime phone number.

Preparer authorization box: It may be necessary that we contact

you about your claim. By marking the box above the signature line,

you are authorizing the department’s director or their designee to

discuss your claim and any enclosures with your preparer.



spouse or executor/executrix must sign it. See Deceased Claimants

on page 3 for additional information and required enclosures.

If the claimant is incapable of signing the claim, the person

authorized to sign MUST sign and enclose a copy of the appointing

documentation (i.e., guardian, conservator, power of attorney).

MAILING YOUR CLAIM: To prevent a delay in your receiving your

refund, be sure that you have a correct and complete claim. Before

mailing it, please be sure you have:

√ written your numbers clearly in each box;

√

completed all required information and signed the claim;

√ kept a complete copy of your claim for your records;

√ enclosed, with Form K-40H, a copy of your Social Security

disability award letter or Schedule DIS completed by your physician

indicating date the disability began (disabled or blind claimants);

√

placed all forms loosely in the envelope. DO NOT staple,

tape or use any type of fastening device on documents.

AFTER YOU FILE: Keep a copy of your claim and all supporting

documents. If you have a problem later and need to contact the

Department of Revenue, it will save time if you have a copy of your

claim with you. Keep copies of all documents for at least four years.

Processing Refund Claims

Normal processing time for an error-free and complete paper-



correspondence will take longer. Information for checking the status

of your refund can be found on the back cover of this booklet.

If you have a refund due on the K-40H (or K-40PT) and K-40

forms, wait until both returns are processed before expecting a



delinquent debts owed to the State of Kansas or County Treasurer.

Correspondence from the Department of Revenue

Should you receive a letter from the Department of Revenue

about your claim, please respond to it immediately. Processing

time necessary for a typical refund claim starts the day the missing

information is received by the department. If you have questions

about the letter or wish to discuss your claim in person, contact our

Taxpayer Assistance Center (see back cover).

2020

KANSAS HOMESTEAD CLAIM

K-40H

(Rev. 7-20)

DO NOT STAPLE

FILE THIS CLAIM AFTER DECEMBER 31, 2020, BUT NO LATER THAN APRIL 15, 2021

Claimant’s

Social Security

Number

First four letters of

claimant’s last name.

Use ALL CAPITAL letters.

Claimant’s

elephone

Number

Your First Name Initial Last Name

Mailing Address (Number and Street, including Rural Route)

City, Town, or Post Oce State Zip Code County Abbreviation

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

TO QUALIFY YOU MUST HAVE BEEN A RESIDENT OF KANSAS THE ENTIRE YEAR OF 2020 AND OWN YOUR HOME.

Answer ONLY the questions that apply to you:

MONTH DAY YEAR

1. Age 55 or over for the entire year? Enter date of birth (must be prior to 1965)

2. Disabled or blind for the entire year? Enter the date

disability began. See instructions

ENCLOSE Social Security Benet

Verication Statement or Schedule DIS

3. Dependent child who resided with you and was under 18 years of age for the entire year?

Child’s name Enter date of birth (must be prior to 2020)

Mark this box if you are ling as surviving spouse of a disabled veteran OR of an active duty service

member who died in the line of duty (see instructions for this qualication and for required enclosures).

ENTER THE TOTAL RECEIVED IN 2020 FOR EACH TYPE OF INCOME. See instructions.

4. 2020 Wages OR Kansas Adjusted Gross Income (if negative, enter zero) $ plus Federal

Earned Income Credit $ Enter the total

5. All taxable income other than wages and pensions not included in Line 4. Do not subtract net operating losses

and capital losses

6. Total Social Security and SSI benefits, including Medicare deductions, received in 2020 (do not include

disability payments from Social Security or SSI) $ Enter 50% of this total

7. Railroad Retirement benets and all other pensions, annuities, and veterans benets (do not include

disability payments from Veterans and Railroad Retirement)

8. TAF payments, general assistance, worker’s compensation, grants and scholarships

9. All other income, including the income of others who resided with you at any time during 2020

10.

TOTAL HOUSEHOLD INCOME

(Add lines 4 through 9. If line 10 is more than $36,300 you do not qualify for a refund)

11. Percent of the homestead property that was rented or used for business in 2020 (see instructions)

12. 2020 general property taxes, excluding specials. (Tax on property valued at

more than $350,000 does not qualify. See instructions.)

Mark this box if you have

delinquent property tax.

13. Amount of property tax allowed. Enter amount from line 12 or $700, whichever is less

14. Using your total household income on line 10 and the Refund Percentage Table, enter your refund percentage

15. HOMESTEAD REFUND (Multiply line 13 by percentage on line 14)

Important:

If you led Form ELG with your county, your refund will be reduced by the ELG amount applied to the rst half of your 2020 property tax.

Mark this box if you wish to participate in the Refund Advancement Program (see instructions)

I authorize the Director of Taxation or the Director’s designee to discuss my K-40H and enclosures with my preparer.

I declare under the penalties of perjury that to the best of my knowledge and belief, this is a true, correct and complete claim.

Claimant’s signature Date Signature of preparer other than claimant Preparer’s phone number

COMPLETE THE BACK OF THIS FORM

..........................................

........................................

__________________________________ . ......................

134120

...........

Qualications

Household Income

...............................

Name and Address

.......................................

..............................

...........................................................

....................

........................................................................................

...........................

Refund

Signature

_____________________

_____________________ . .................................................................................

.....................................................................................................................................................

___________________ . ............................

............................................................................

.....................................

......................

_______________________

.......

134220

Providing this information should speed the processing of your claim. Income reported here should not be included on line 10 of this form.

Enter in the spaces provided the annual amount of all other income not included as household income on line 10:

(a) Food Stamps (b) Nongovernmental Gifts

(e) Personal and Student Loans

(f) SSI, Social Security, Veterans or Railroad

Disability (enclose documentation)

(g) Other

(See instructions) AmountSource

Complete the information below for ALL persons (including yourself) who resided in your household at any time during 2020. Indicate the number

of months they lived with you and whether or not their income is included on lines 4 through 9 of Form K-40H.

Name

Date of Birth

Relationship

Number of

months resided

in household

Income

included on

lines 4-9,

Yes/No

Social Security Number

MAIL TO: Homestead Claim, Kansas Department of Revenue, PO Box 750260, Topeka KS 66699-0260

Members of Household

Excluded Income

.............................. $

...... $

......................... $

........................ $

............ $

_____________________________________________________________________ $

12312022

2020

KANSAS PROPERTY TAX RELIEF CLAIM

for Low Income Seniors

K-40PT

(Rev. 7-20)

DO NOT STAPLE

FILE THIS CLAIM AFTER DECEMBER 31, 2020, BUT NO LATER THAN APRIL 15, 2021

Claimant’s

Social Security

Number

First four letters of

claimant’s last name.

Use ALL CAPITAL letters.

Claimant’s

Telephone

Number

Your First Name Initial Last Name

Mailing Address (Number and Street, including Rural Route)

City, Town, or Post Oce State Zip Code County Abbreviation

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

NOTE: If you filed a Form K-40H for

2020, you DO NOT qualify for this

property tax refund.

To qualify for this property tax refund you must meet the household income

limitation and you must have been:

1. A resident of Kansas during the entire year of 2020;

2. A home owner during 2020; and,

3. Age 65 or over for the entire year. Enter your date of birth (must be prior to 1955)

MONTH DAY YEAR

ENTER THE TOTAL RECEIVED IN 2020 FOR EACH TYPE OF INCOME. See instructions.

4. 2020 Wages OR Kansas Adjusted Gross Income (if negative, enter zero) $ plus Federal

Earned Income Credit $ Enter the total

5. All taxable income other than wages and pensions not included in Line 4. Do not subtract net operating losses

and capital losses

6. Total Social Security and SSI benets, including Medicare deductions, received in 2020 (do not include

disability payments from Social Security or SSI)

7. Railroad Retirement benets and all other pensions, annuities, and veterans benets (do not include

disability payments from Veterans and Railroad Retirement)

8. TAF payments, general assistance, worker’s compensation, grants and scholarships

9. All other income, including the income of others who resided with you at any time during 2020

10.

TOTAL HOUSEHOLD INCOME (Add lines 4 through 9. If line 10 is more than $20,700, you do not qualify for a refund)

11. General property taxes paid timely in 2020, excluding specials. (Tax on property valued at more than $350,000 does

not qualify. See instructions on the back of this form.)

12. PROPERTY T

AX REFUND. Multiply the amount on line 11 by 75% (.75). This is the amount of your refund

Important: If you led Form ELG with your county, your refund will be reduced by the ELG amount applied to the

rst half of your 2020 property tax.

Mark this box if you wish to participate in the Refund Advancement Program (see instructions)

I authorize the Director of Taxation or the Director’s designee to discuss my K-40PT and enclosures with my preparer.

I declare under the penalties of perjury that to the best of my knowledge and belief, this is a true, correct and complete claim.

Claimant’s signature Date Signature of preparer other than claimant Preparer’s phone number

IMPORTANT: Please allow 20 to 24 weeks to process your refund.

COMPLETE THE BACK OF THIS FORM

135320

Qualications

.................................

Household Income

Name and Address

......................................................................................................

.......................

...........................................

Refund

Signature

...........

_______________

.......

...............................

________________________

________________________ . ..............................................................................

......................................................................................................................................................

. ............................................................................................

.....................................................................

......................................

.......................

Members of Household

Excluded Income

135420

.............................. $

...... $

......................... $

........................ $

....... $

(See instructions)

____________________________________________________________________ $

Providing this information should speed the processing of your claim. Income reported here should not be included on line 10 of this form.

13. Enter in the spaces provided the annual amount of all other income not included as household income on line 10:

(a) Food Stamps

(b) Nongovernmental Gifts

(d) Settlements (lump sum)

(e) Personal and Student Loans

(f) SSI, Social Security, Veterans or Railroad

Disability (enclose documentation)

(g) Other

Amount

Source

14. List the names of ALL persons who resided in your household at any time during 2020. Specify the number of months they lived with you and

report their portion of income that is included in total household income on line 10 of this form.

Name

Number of

months resided

in household

Their portion of income that is

included on line 10

Social Security Number

FORM K-40PT LINE-BY-LINE INSTRUCTIONS

If you filed a Form K-40H for 2020, you cannot claim this refund.

NAME AND ADDRESS

Use the instructions for Form K-40H on page 4 to complete the personal

information at the top of Form K-40PT.

QUALIFICATIONS

Lines 1 through 3: You must have been 65 years of age or older (born

before January 1, 1955), a resident of Kansas all of 2020 and a home

owner during 2020. If you meet these qualications, enter your date of birth

on line 3.

HOUSEHOLD INCOME

Enter on lines 4 through 8 the annual income amounts received by you and

your spouse during 2020. Enter on line 9 the income of ALL other persons

who lived with you at any time during 2020.

Lines 4 and 5: Use the instructions for lines 4 and 5 of Form K-40H that

begin on page 4 to complete lines 4 and 5 of Form K-40PT.

Line 6: Enter the total Social Security and Supplemental Security Income

(SSI) benets received by you and your spouse. Include amounts deducted

for Medicare, any Social Security

death benets, and any SSI payments not

shown on the annual benet statement. Do not include Social Security

or SSI “disability” payments. (NOTE: Social Security disability or SSI

payments become regular Social Security payments when a recipient reaches

full retirement age. These Social Security disability payments, that were once

Social Security disability or SSI payments, are NOT included in household

income.) Enter the annual amount of any Social Security disability benets

and Social Security payments of a person who has reached full retirement

age who had previously been receiving Social Security disability payments,

in the Excluded Income section on the back of Form K-40PT and enclose a

benet statement or award letter with your claim.

If you do not have

your statement of Social Security benets, use the

method given for line 6 of Form K-40H to compute your total received in

2020. Instructions are on page 4.

Lines 7 through 9: Use the instructions for lines 7 through 9 of Form K-40H

on page 5 to complete these lines on Form K-40PT.

Line 10: Add lines 4 through 9 and enter the result. If line 10 is more than

$20,700, you do not qualify for a refund.

REFUND

Line 11: Enter the total 2020 general property

tax you paid as shown on

your real estate tax statement. Enter only timely paid tax amounts. For a list of

items that you cannot include see the instructions for line 12 of Form K-40H

on page 5.

If you are ling on behalf of a claimant who died during 2020, the property

tax must be prorated based on the date of death. To determine the property

tax amount to enter here, follow the instructions for deceased claimants on

page 6.

Line 12: Multiply the amount on line 11 by 75% (.75). This is the amount

of your property tax refund.

EXCLUDED INCOME

Line 13: To speed the processing of your refund, list in items (a) through

(g) all other income that you did not include on line 10. For more information

on what to include here, see Excluded Income on page 6.

Line 14: List all persons who resided in your household at any time during

2020. Complete all requested information for each person. If more space is

needed, enclose a separate sheet.

SIGNATURE

You, as the claimant, MUST sign the claim. See the instructions for

Signature on page 6.

MAIL TO: Homestead Claim, Kansas Department of Revenue, PO Box 750260, Topeka KS 66699-0260

Page 11

2020 KANSAS

CERTIFICATE OF DISABILITY



enclosed with your Homestead Claim, Form K-40H. Instead of this schedule, you may enclose a copy of your Social Security



you from being engaged in any substantial gainful activity during the entire calendar year of 2020. You may enclose a copy of

your original Veterans Disability Statement or request a letter from your regional Veterans Administration that includes your

disability date and percentage of permanent disability. Annual income derived from any substantial gainful activity during 2020

must not exceed the limits set by the Social Security Administration for 2020: $15,120 if the impairment is other than blindness;

$25,320 if the individual is blind.



NAME OF PERSON EXAMINED __________________________________________________________________________________________________________________________________________________

SOCIAL SECURITY NUMBER ______________________________________________________________________________________________________________________________________________________

ADDRESS

Street or RR (Include apartment number or lot number)

_____________________________________________________________________________________________________________________________________________________________________________________

______________________________________________________________________________________________________________________________________________________________________________________________________

  

1. Does the individual qualify as having a disability preventing them from engaging in any substantial gainful activity by reason

of any medically determinable physical or mental impairment which can be expected to result in death and/or has lasted

for the entire year of 2020?

o YES o NO

2. Nature of disability __________________________________________________________________________________________________________________________________________________________________

_______________________________________________________________________________________________________________________________________________________________________________________________

3. When was the condition originally diagnosed? _______________________________________________________________________________________________________________________

CERTIFICATION OF PHYSICIAN

I, , certify that I have personally examined the physical

and mental condition of the above named individual.

______________________________________________________________________________________________________________

I declare under the penalties of perjury that to the best of my knowledge and belief, this is a true, correct and complete statement.

SIGNATURE OF PHYSICIAN ______________________________________________________________________________________________________________________________________________________

PHYSICIAN’S NAME

Please type or print

____________________________________________________________________________________________________________________________________________________________________

BUSINESS ADDRESS

Street or RR

_________________________________________________________________________________________________________________________________________________________________

______________________________________________________________________________________________________________________________________________________________________________________________________

  

PHONE __________________________________________________________________________________________ DATE _________________________________________________________________

DIS

(Rev. 7-20)

130318

Filing. If you need help completing your claim, contact our Taxpayer Assistance Center. If you are

eligible, free tax preparation is available through programs such as VITA (oered by the IRS), AARP-

Tax Aide, and TCE. These programs have sites throughout the state of Kansas. To nd a site near you,

call 1-800-829-1040 or visit a local IRS oce. To nd an AARP site, call 1-888-227-7669 or visit their

website at aarp.org/money/taxes/aarp_taxaide.

Taxpayer Assistance Centers

Topeka Oce Overland Park Oce

120 SE 10th Avenue - 1st Floor 7600 W. 119th St., Suite A

Topeka, KS 66612-1103 Overland Park, KS 66213-1128

Hours: 8 a.m. to 4:45 p.m. (M-F)

Phone: 785-368-8222

Fax: 785-291-3614

Refunds. You can check the status of your refund from our website or by phone. You will need the

Social Security Number and the expected amount of your refund. When you have this information, go

to ksrevenue.org and click on Refund Status or call 785-368-8222.

Forms. If you choose to le paper, FILE the ORIGINAL form from this booklet, not a copy or a form

from an approved software package. For a list of approved vendors go to: https://www.ksrevenue.org/

softwaredevelopers.html

WebFile is a simple, secure, fast and free Kansas electronic ling option. It does require internet

access and you must have led a 2019 claim. You will need to enter your last year’s refund amount to

verify your identity. Go to our website to get started. If you need assistance signing into the system,

contact our oce by email at kdor_TAC@ks.gov or call 785-368-8222.

Forms K-40H and K-40PT may be led electronically using Kansas WebFile or through IRS e-File.

Both ling options are safe and secure and you will get your refund faster if you use direct deposit.

IRS e-File is a fast, accurate, and safe way to le your claim online using an authorized IRS e-File

provider. Ask your tax preparer about e-File or visit our website for a list of authorized e-File providers

and software products. Join the 1.3 million taxpayers that used IRS e-File last year!

Taxpayer

Assistance

ksrevenue.org

Electronic

Filing

ksrevenue.org

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2020 Homestead Or Property Tax Refund For Homeowners Instruction Booklet Rev. 8-20 (Kansas Department of Revenue)

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