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Missouri Property Tax Credit Claim Form

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2020 Property Tax Credit Claim - MO-PTC

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Name

Social Security Number in 2020

Birthdate (MM/DD/YYYY)

Spouse Information

Spouse’s Social Security Number in 2020

Spouse’s Birthdate (MM/DD/YYYY)

In Care Of Name (Attorney, Executor, Personal Representative, etc.)

Present Address (Include Apartment Number or Rural Route)

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.

B. 100% Disabled Veteran as a result of military service.

C. 100% Disabled.

D. 60 years of age or older and received surviving spouse benefits.

Filing Status

Select only one filing status. If married filing combined, you must report both incomes.

Single

Married - Filing Combined

Married - Living Separate for Entire Year

Household Income, Real Estate Tax, and Rent Paid

1. Enter the amount of social security benefits received by you, your spouse, and your minor children before any deductions.

2. Enter the total amount of wages, pensions, annuities, dividends, interest income, rental income, or other income.

3. Enter the amount of railroad retirement benefits (not included in Line 1) before any deductions.

4. Enter the amount of veteran’s payments or benefits before any deductions.

5. Enter the total amount received from public assistance, SSI, child support, or Temporary Assistance payments.

6. Total household income

7. Enter the appropriate amount from the options below

8. Net household income

Real Estate Tax and Rent Paid

9. If you owned your home, enter the total amount of property tax paid.

10. If you rented, enter the total amount from Certification of Rent Paid (Form MO-CRP).

11. Enter the total of Lines 9 and 10, or $1,100, whichever is less.

Credit

12. Apply amounts from Lines 8 and 11 to chart on pages 17-19 to figure your Property Tax Credit.

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

Yes No 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.

Yes No Did you pay a tax return preparer to complete your return, but the preparer failed or was unwilling to sign the return or provide an IRS PTIN?

2020 Certification of Rent Paid - MO-CRP

Social Security Number

Spouse’s Social Security Number

Name (First, Last)

Physical Address of Rental Unit (P.O. Box Not Allowed)

Landlord’s Name (First, Last)

Landlord’s Street Address

Landlord’s Phone Number

Rental Period During Year

Gross Rent Paid

Amount of utilities included in monthly payment

Did the tenant receive any housing assistance?

Yes No

If yes, how much rent was the tenant responsible for?

Did anyone reside at this dwelling with the above tenant?

Yes No

If yes, how many were over the age of 18?

Signature Section

Landlord’s Signature

Tax Year

Verification of Rent Paid - Form 5674

Landlord must complete this form each year.

Tenant’s Name

Social Security Number

Tax Year

Rental Address

Rental Begin Date

Rental End Date

Gross Rent Paid for the Year

Amount of utilities included in monthly payment

Did the tenant receive any housing assistance?

Yes No

If yes, how much rent was the tenant responsible for?

Did anyone reside at this dwelling with the above tenant?

Yes No

If yes, how many were over the age of 18?

Landlord’s Name

Landlord’s Address

Telephone Number (Home)

Telephone Number (Cell)

Telephone Number (Work)

Landlord’s Signature

Any person intentionally filing a fraudulent Property Tax Credit Claim may be prosecuted.

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What the Missouri Property Tax Credit Claim Form Is

The Missouri Property Tax Credit Claim Form is a state-level document used to request a reduction or credit against property tax liability when a taxpayer meets the eligibility criteria described on the form. It collects property identifiers, owner information, income and residency attestations, and calculations used to determine the credit amount. Submission instructions vary by county; the form is typically filed with the county collector or treasurer or with the state tax authority when the program is administered at the state level. Accurate completion preserves eligibility and speeds processing.

Why completing this form correctly matters

Filing the Missouri Property Tax Credit Claim Form correctly ensures an eligible taxpayer receives the intended reduction in property tax bills, avoids delays and denials, and creates an audit trail documenting the claim and supporting information.

Why completing this form correctly matters

Who typically prepares and files the form

Property owners and their authorized agents commonly prepare this claim when they believe they qualify under Missouri law.

  • Owner-occupants seeking tax relief for age, disability, or income-based credits
  • Tax preparers and accountants filing on behalf of clients
  • County collectors, treasurers, or municipal staff who accept and process claims

Agents must have written authorization where required and should attach documentation proving eligibility to reduce processing time.

Core sections to expect on the form

A professional Missouri Property Tax Credit Claim Form contains distinct sections to capture identity, property, eligibility, financial details, calculations, and certifications for signatures.

Owner and Contact

Full legal name, mailing and physical addresses, telephone and email contact information, and preferred mailing address for any refund or correspondence.

Property Identification

Parcel number, street address, assessor account number, and county of record. Accurate identifiers link the claim to the correct tax bill and avoid misapplied credits.

Eligibility Details

Questions on residency status, age, disability, veteran status, or income thresholds and required checkboxes or declarations to certify eligibility under the program rules.

Income and Financial Data

Fields to report gross household income, deductions, and supporting attachments such as benefit statements or tax returns used to calculate eligibility and the credit amount.

Calculation Worksheet

Step-by-step area for computing the credit: assessed value, applicable percentage or cap, prorations, and the final credit amount claimed against the tax bill.

Certification and Signature

Signature block for owner or authorized agent, date, and a declaration that the information is true and complete under penalty of law; may include notary or witness lines if required.

Required form fields at a glance

Parcel ID: County parcel identifier
Owner Name: Full legal name
Property Address: Street, city, state, ZIP
Income: Annual household amount
Claim Type: Credit reason or program
Signature: Signer and date required

Step-by-step: completing and submitting the claim

Follow these steps in order to prepare a complete Missouri Property Tax Credit Claim and reduce the chance of administrative rejection.

  • 01
    Gather documents: Collect tax bills, ID, and income proof
  • 02
    Complete form: Fill required fields per instructions
  • 03
    Attach evidence: Include supporting statements and copies
  • 04
    Submit: File with county or state office

Where to file and typical routing

Routes vary; use the address or electronic filing option specified on the form to ensure delivery to the correct processing office.

  • County Collector: Most local claims are filed here
  • County Treasurer: Alternate local filing location
  • State Tax Authority: Used when the state administers the program
  • Electronic Submission: Accepted where the county or state permits

Configuring an online fill-and-submit workflow

If you complete the form digitally, set fields and validations to mirror the paper form and collect evidence in organized attachments.

Field Configuration
Parcel Number Field Required, numeric validation
Income Field Required, currency format
Attachment Field Accept PDF/JPG up to county limit
Signature Field Electronic signature with timestamp

Digital signing and platform considerations

Use an eSignature platform that supports legal acceptance, secure storage, and the authentication level required by the filing authority.

  • File formats: PDF and DOCX accepted
  • Authentication: Email or SMS code options
  • Integrations: Works with common document systems

Choose a provider that documents an audit trail and meets any HIPAA or state security requirements if the claim includes protected information.

Timing and typical deadlines to track

Deadlines for filing the Missouri Property Tax Credit Claim Form vary by program and county; plan ahead to meet local cutoffs and appeal windows.

Annual Filing Deadline:

Varies by county; some align with property tax due dates

Federal Tax Coordination:

Coordinate with Form 1040 filings due April 15 where income documentation is required

Late Filing Window:

Some jurisdictions allow late claims with reason; timing varies

Correction Period:

Counties may allow corrections within a set number of days

Appeal Deadline:

Appeal periods for denials are county-specific

Consequences of incorrect or late claims

Denial of Credit: Claim rejected
Interest Adjustments: May alter tax balance
Loss of Refund: Refunds may be forfeited
Audit Follow-up: Request for additional records
Penalties: Possible fines per local code
Processing Delays: Extended resolution time

Common mistakes to avoid

  • Incomplete owner or parcel information that prevents matching to the tax account and triggers a return for completion
  • Using inconsistent names or addresses compared with the county assessor’s records, causing verification mismatches and delays
  • Failing to include required supporting documentation such as proof of income, residency, or disability, which leads to denial
  • Missing or incorrect signature dates or unsigned attestations that render the claim incomplete under administrative rules

eSignature vendor comparison for form completion

Basic pricing and feature differences among representative eSignature providers. Use this for high-level comparison only; confirm current plans with each vendor.

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 free trial Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Real-world examples of digital filing in property workflows

These case examples show how eSignature and online forms streamline property-related documents and claims.

Tim Martin — Martin Properties

In a high-volume rental portfolio, moving forms online reduced turnaround and paper handling.

  • He emphasized mobile-friendly signing.
  • I can process and execute all of these documents online with 100% compliance and built-in security, enabling faster returns and less manual follow-up for my tenants and staff.

Brian Fitzgibbons — Optica Ventures LLC

A small real estate firm centralized filings to ensure consistency and record retention.

  • The focus was reliability and audit trails.
  • The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.

Frequently asked questions and quick answers

Answers to common practical and legal questions about filing the Missouri Property Tax Credit Claim Form.


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