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Michigan Homestead Property Tax Credit Claim Form

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2017 Michigan Homestead Property Tax Credit Claim MI-1040CR

Michigan Department of Treasury (Rev. 04-17), Page 1 of 3 — Amended Return

Issued under authority of Public Act 281 of 1967, as amended.

Type or print in blue or black ink. Print numbers like this: 0123456789 - NOT like this: 1 4 Attachment 05

1. Filer’s First Name M.I. Last Name

If a Joint Return, Spouse’s First Name M.I. Last Name

Home Address (Number, Street, P.O. Box)

City or Town State ZIP Code

2. Filer’s Full Social Security No.

3. Spouse’s Full Social Security No.

4. School District Code

5. Check the box(es) for which you or your spouse qualify (excluding dependents):

a. Age 65 or older; or an unremarried spouse of a person who was 65 or older at the time of death.

b. Deaf, blind, hemiplegic, paraplegic, quadriplegic, or totally and permanently disabled.

6. 2017 Filing Status:

a. Single

b. Married filing jointly

c. Married filing separately (Include Form 5049)

7. 2017 Residency Status:

a. Resident

b. Nonresident

c. Part-Year Resident

If filing part-year resident, enter dates of Michigan residency in 2017.

FILER FROM

TO

SPOUSE FROM

TO

8. Homestead Status Check here if the taxable value of your homestead includes unoccupied farmland classified as agricultural by your assessor.

9. Homeowners: Enter the 2017 taxable value of your homestead 10.00

10. Property Taxes levied on your home for 2017 11.00

11. Renters: Enter rent you paid for 2017 00

12. Multiply line 11 by 20% (0.20) 00

13. Total. Add lines 10 and 12 00

TOTAL HOUSEHOLD RESOURCES.

14. Wages, salaries, tips, sick, strike and SUB pay

15. All interest and dividend income

16. Net business income

17. Net royalty or rent income

18. Retirement pension, annuity, and IRA benefits

19. Capital gains less capital losses

20. Alimony and other taxable income

21. Social Security, SSI, and/or railroad retirement benefits

22. Child support and foster parent payments

23. Unemployment compensation

24. Gifts or expenses paid on your behalf

25. Other nontaxable income

26. Workers’/veterans’ disability compensation/pension benefits

27. FIP and other MDHHS benefits

28. SUBTOTAL 00

29. Enter subtotal from line 28

30. Other adjustments

31. Medical insurance/HMO premiums

32. Add lines 30 and 31

33. TOTAL HOUSEHOLD RESOURCES

34. Multiply line 33 by 3.5% or Table 2 percent

35. Subtract line 34 from line 13

PART 1: ALLOWABLE COMPUTATION

SECTION A: SENIOR CLAIMANTS

36. Enter amount from line 35

37. Percentage from Table A

38. Multiply line 36 by line 37

SECTION B: DISABLED CLAIMANTS

39. Enter amount from line 35

SECTION C: ALL OTHER CLAIMANTS

40. Enter amount from line 35

41. Multiply amount on line 40 by 60%

PART 2: PROPERTY TAX CREDIT CALCULATION

42. Enter amount from line 38, 39 or 41

43. Percentage from Table B

44. PROPERTY TAX CREDIT

Note: Seniors who pay rent complete Worksheet 4 and enter amount on line 44.

PART 3: HOMEOWNERS WHO MOVED IN 2017

45. Address where you lived on December 31, 2017 Taxable Value

46. Address of homestead sold (moved from) during 2017 Taxable Value

47. Number of days occupied

A. Moved Into

48. Divide line 47 by 365

49. Property taxes levied for calendar year 2017

50. Prorated property taxes

B. Moved From

48. Divide line 47 by 365

49. Property taxes levied for calendar year 2017

50. Prorated property taxes

51. Taxes eligible for credit

PART 4: RENTERS

52. Address of Homestead You Rented

Landowner’s Name and Address

# Months Rented Monthly Rent Total Rent Paid

53. Total rent you paid

PART 5: ALTERNATE HOUSING FACILITIES

54. If you lived in one of these types of facilities for all or part of 2017, check the appropriate box:

a. Subsidized Housing

b. Service Fee Housing

55. Enter the total rent you paid in 2017 while a resident of an Alternate Housing Facility

56. If you checked box 54b, multiply line 55 by 10%

57. Special Housing:

a. Cooperative Housing

b. Home for the Aged

c. Nursing Home

d. Adult Foster Care Home

e. Paid Room and Board

58. Name and Address of Housing Facility, Landowner, or Care Facility

DIRECT DEPOSIT

a. Routing Transit Number

b. Account Number

c. Type of Account

1. Checking

2. Savings

Deceased Taxpayer

Filer

Spouse

Taxpayer Certification

Filer’s Signature

Date

Spouse’s Signature

Date

By checking this box, I authorize Treasury to discuss my return with my preparer.

Preparer Certification

Preparer’s PTIN, FEIN or SSN

Preparer’s Name

Preparer’s Business Name, Address and Telephone Number

If you are also filing Form MI-1040, include this form behind it. If not, mail this form to: Michigan Department of Treasury, Lansing, MI 48956

2017 MI-1040CR, Page 2 of 3

Filer’s Full Social Security Number

29. Enter subtotal from line 28

30. Other adjustments

31. Medical insurance/HMO premiums you paid for you and your family

32. Add lines 30 and 31

33. TOTAL HOUSEHOLD RESOURCES

34. Multiply line 33 by 3.5% or Table 2 percent

35. Subtract line 34 from line 13

SECTION A: SENIOR CLAIMANTS

36. Enter amount from line 35

37. Percentage from Table A

38. Multiply line 36 by line 37

SECTION B: DISABLED CLAIMANTS

39. Enter amount from line 35

SECTION C: ALL OTHER CLAIMANTS

40. Enter amount from line 35

41. Multiply amount on line 40 by 60%

42. Enter amount from line 38, 39 or 41

43. Percentage from Table B

44. PROPERTY TAX CREDIT

2017 MI-1040CR, Page 3 of 3

Filer’s Full Social Security Number

PART 3: HOMEOWNERS WHO MOVED IN 2017

45. Address where you lived on December 31, 2017 Taxable Value

46. Address of homestead sold (moved from) during 2017 Taxable Value

47. Number of days occupied

A. Moved Into

48. Divide line 47 by 365

49. Property taxes levied for calendar year 2017

50. Prorated property taxes

B. Moved From

48. Divide line 47 by 365

49. Property taxes levied for calendar year 2017

50. Prorated property taxes

51. Taxes eligible for credit

PART 4: RENTERS

52. Address of Homestead You Rented

Landowner’s Name and Address

# Months Rented Monthly Rent Total Rent Paid

53. Total rent you paid

PART 5: ALTERNATE HOUSING FACILITIES

54. Check the appropriate box:

a. Subsidized Housing

b. Service Fee Housing

55. Enter the total rent you paid in 2017 while a resident of an Alternate Housing Facility

56. If you checked box 54b, multiply line 55 by 10%

57. Special Housing:

a. Cooperative Housing

b. Home for the Aged

c. Nursing Home

d. Adult Foster Care Home

e. Paid Room and Board

58. Name and Address of Housing Facility, Landowner, or Care Facility

DIRECT DEPOSIT

a. Routing Transit Number

b. Account Number

c. Type of Account

1. Checking

2. Savings

Deceased Taxpayer

Filer

Spouse

Taxpayer Certification

Filer’s Signature

Date

Spouse’s Signature

Date

By checking this box, I authorize Treasury to discuss my return with my preparer.

Preparer Certification

Preparer’s PTIN, FEIN or SSN

Preparer’s Name

Preparer’s Business Name, Address and Telephone Number

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What the Michigan Homestead Property Tax Credit Claim Form Is

The Michigan Homestead Property Tax Credit Claim Form is the state form used by qualifying Michigan residents to request a refundable credit for property taxes paid or for renters' property tax credits for the tax year. The form collects personal identification, household composition, income information, and documentation of taxes or rent paid so the Michigan Department of Treasury can determine eligibility. Properly completed claims include supporting receipts and signatures and are reviewed for acceptance, adjustment, or denial before any credit is applied or refunded to the filer.

Why Completing the Form Matters

Filing an accurate Michigan Homestead Property Tax Credit Claim Form ensures eligible households receive credit for property taxes or rent paid, documents eligibility for state benefits, and reduces administrative follow-up by the Treasury.

Why Completing the Form Matters

Who Typically Files This Claim

Typical filers include homeowners and renters whose income and residency meet Michigan eligibility thresholds for the homestead or renters' property tax credit.

  • Senior homeowners on fixed incomes claiming the homestead credit for their primary residence
  • Low-income renters seeking the renters' property tax credit with landlord or lease documentation
  • Authorized representatives or preparers filing on behalf of eligible residents with documentation

Tax preparers, community tax clinics, and authorized representatives commonly assist eligible claimants with completing and submitting the form accurately.

Step-by-Step: Complete and Submit Your Claim

Follow these straightforward steps to complete, verify, and submit the Michigan Homestead Property Tax Credit Claim Form correctly for timely processing.

  • 01
    Gather Documents: Collect tax bills, rent receipts, ID, and income statements.
  • 02
    Complete Form: Enter all required fields, double-check numbers and dates.
  • 03
    Attach Proof: Include copies of supporting bills and statements.
  • 04
    Submit: File per instructions and retain copies for your records.

Core Sections Found on a Professional Claim Form

A complete Michigan Homestead Property Tax Credit Claim Form contains distinct sections for identification, income, payments, residency, supporting documentation, and claimant certification to help reviewers evaluate eligibility efficiently.

Identification

Enter filer name, Social Security number or TIN, date of birth, and mailing address. Ensure the name matches government ID to avoid verification delays.

Household Income

Report total household income for the tax year including wages, Social Security, pensions, and other income. Attach schedules or statements that substantiate reported amounts.

Property Tax / Rent

Document property tax bills or rent statements showing amounts paid, dates, and payee details. For renters include landlord name and address when required.

Residency

Affirm Michigan residency status and list any dates you moved during the year. Residency periods can affect eligibility and credit amounts.

Supporting Documents

Attach copies of tax bills, lease agreements, canceled checks, receipts, or bank statements that prove payments claimed on the form.

Signature & Certification

All claimants must sign and date the form, certifying accuracy under penalty of law; preparer information is required if someone else completed the form.

Configure an Online Completion Workflow

When using an online form or e-filing workflow, set validation rules, required attachments, and signer authentication to reduce errors and speed processing.

Field Online Setting
Signature Field Required | Date stamp auto-recorded
Authentication Email verification | Optional SMS code
Conditional Fields Show rent section | If renter selected
Attachments Allow PDF/JPG uploads | Max 10MB

Where and How to Submit the Claim

Select the appropriate submission method — paper, in-person, electronic portal, or authorized preparer — and follow the Michigan Department of Treasury instructions for that path.

  • Paper Mail: Mail the completed form with supporting copies to the Department of Treasury address listed on the instructions.
  • In-Person: Deliver the completed form and attachments to an accepted local office if the Treasury allows drop-off.
  • Electronic Portal: Submit via the Michigan Treasury e-file portal if the Treasury accepts electronic homestead claims.
  • Authorized Preparer: An authorized tax preparer may file with signed authorization and must include preparer details on the form.

Digital Signing and eSubmission Requirements

Electronic submission and e-signature platforms must meet ESIGN and state evidence requirements and preserve an auditable trail of actions.

  • File Formats: PDF or scanned images accepted
  • Authentication: Email verification or SMS codes
  • Integrations: Works with major cloud storage and tax software

Key Filing and Documentation Timing

Observe state tax filing timelines and Treasury instructions; when in doubt file with your Michigan return by the annual income tax deadline and retain documents for inquiries.

Annual Filing Deadline:

Generally file by April 15 with your Michigan income tax return.

Extension Options:

If you obtain a federal extension, follow Michigan guidance for extended state filing deadlines.

Documentation Requirement:

Attach or retain supporting documents and provide them promptly if the Treasury requests verification.

Processing Time:

State review may take several weeks; complex claims require additional time.

Corrections and Appeals:

Respond quickly to requests; corrected claims can affect refund timing.

Penalties and Risks of Incorrect Claims

Claim Denial: Insufficient documentation leads to denial.
Refund Delay: Incomplete forms postpone refund processing.
Audit Trigger: Inconsistent income figures may prompt review.
Civil Penalty: False statements can lead to civil penalties.
Criminal Risk: Intentional fraud may result in prosecution.
Identity Mismatch: Mismatched SSN or name halts verification.

Accurate and Efficient Completion Tips

Practical steps and quality checks reduce errors, avoid delays, and improve the likelihood of an accurate credit determination.

Double-check Names and IDs
Confirm names, Social Security numbers, and dates of birth exactly match government ID and tax records; mismatches cause verification delays, possible denials, and require corrected filings which extend processing timelines.
Document Income Carefully
Provide complete household income details with supporting W-2s, 1099s, and benefit statements; accurate totals prevent recalculation, reduce follow-up, and minimize audit risk.
Provide Clear Proof of Payment
Attach legible property tax bills, rent receipts, canceled checks, or bank statements showing payment amounts and dates; annotate records to tie payments to the claimed period.
Keep Organized Copies
Retain complete copies of filed forms, attachments, and correspondence for at least three years; organized records simplify responses to Department inquiries.

Common Preparation Mistakes to Avoid

  • Submitting unsigned or undated forms forces rejection or requests for resubmission and delays refund processing.
  • Rounding income inconsistently or omitting wages, benefits, or pension income leads to recalculation and potential audit triggers.
  • Failing to attach legible bills or receipts results in requests for additional proof and slows review.
  • Using an incorrect Social Security number or misspelled name prevents identity verification and may trigger denial.

Required Information Snapshot

Full Name: Legal name as on ID
SSN/TIN: Nine digits, no dashes
Date of Birth: MM/DD/YYYY format
Address: Street, city, MI, ZIP
Income Totals: Rounded to whole dollars
Payment Proof: Tax bill or rent receipt

Real-World Examples of Typical Claims

Two representative scenarios show how different households document and submit Michigan homestead or renters' credit claims with supporting proof.

Senior Homeowner

A retired Michigan homeowner on fixed income used the claim form to request a refund of eligible property taxes paid during the year.

  • Provided tax bills and proof of payment.
  • With assistance from a community tax counselor the claimant attached property tax statements, bank withdrawals, and identification, signed the form, and received a confirmation after state review.

Low-Income Renter

A household renting an apartment documented monthly rent paid and landlord details to support a renters' property tax credit claim.

  • Submitted lease and rent receipts.
  • The claimant included W-2s and benefit statements, completed the signed claim form, and retained copies to respond to any Treasury inquiries following initial processing.

Comparing eSignature Vendors for Claim Submission

Key vendor features and starting prices relevant when selecting an eSignature solution for completing and submitting Michigan Homestead Property Tax Credit claim documents.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes (Business Premium) Varies by plan Varies by plan Varies by plan Varies by plan
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA available) Varies by plan Varies by plan Varies by plan Varies by plan
Envelope Cap No cap 100 envelopes/user/year Varies Varies Varies

Frequently Asked Questions and Troubleshooting

Answers to common questions about eligibility, documentation, electronic signing, representative filing, and what to do if issues arise during processing.


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