Kansas Property Tax Relief Claim

Property Tax Relief Claim
K-40PT Property Tax Relief Claim for Low Income Seniors Rev. 7-23K-40PT

2023

KANSAS PROPERTY TAX RELIEF CLAIM

(Rev. 7-23)

K-40PT
Page 1
135323

for Low Income Seniors

DO NOT STAPLE

FILE THIS CLAIM AFTER DECEMBER 31, 2023, BUT NO LATER THAN APRIL 15, 2024

Qualifications

Name and Address

Claimant’s
Social Security
Number

Claimant’s
Telephone
Number

First four letters of
claimant’s last name.
Use ALL CAPITAL letters.

Your First Name

Initial

Last Name

Mark this box if claimant is
deceased (See instructions) ...........
Date of Death _________________________

Mailing Address (Number and Street, including Rural Route)

City, Town, or Post Office

IMPORTANT: Mark this box if
name or address has changed .......
State

Zip Code

County Abbreviation

Mark this box if this is an
amended claim ...............................

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 2023;

NOTE: If you filed a Form K-40H or
K-40SVR for 2023, you DO NOT
qualify for this property tax refund.
MONTH

2. A home owner during 2023; and,

DAY

YEAR

3. Age 65 or over for the entire year. Enter your date of birth (must be prior to 1958).................................

Refund

Household Income

ENTER THE TOTAL RECEIVED IN 2023 FOR EACH TYPE OF INCOME. See instructions.
4. 2023 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 2023 (do not include
disability payments from Social Security or SSI). ............................................................................................
7. Railroad Retirement benefits and all other pensions, annuities, and veterans benefits (do not include
disability payments from Veterans and Railroad Retirement) .....................................................................

00
00

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 2023 .......................

10. TOTAL HOUSEHOLD INCOME (Add lines 4 through 9. If line 10 is more than $23,700 you do not qualify for a refund)

11. General property taxes paid timely in 2023, excluding specials. (Tax on property valued at more than $350,000 does
not qualify. See instructions on the back of this form.) ......................................................................................................

12. PROPERTY TAX REFUND. Multiply the amount on line 11 by 75% (.75). This is the amount of your refund .......................
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 2023 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.

Signature

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

Date

Signature of preparer other than claimant

Tax Preparer’s PTIN, EIN or SSN

IMPORTANT: Please allow 20 to 24 weeks to process your refund.
COMPLETE THE BACK OF THIS FORM

K-40PT
Page 2
135423

Excluded Income

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. ..... $
(g) Other (See instructions)

(f)

SSI, Social Security, Veterans or Railroad
Disability (enclose documentation) ......... $

Source _____________________________________________________________________________

Amount $

00
00

Members of Household

14. List the names of ALL persons who resided in your household at any time during 2023. 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 2023, 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, 1958), a resident of Kansas all of 2023 and a
home owner during 2023. If you meet these qualifications, 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 2023. Enter on line 9 the income of ALL other
persons who lived with you at any time during 2023.
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) benefits received by you and your spouse. Include amounts
deducted for Medicare, any Social Security death benefits, and any SSI
payments not shown on the annual benefit 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 benefits 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 benefit statement or
award letter with your claim.

If you do not have your statement of Social Security benefits, use the
method given for line 6 of Form K-40H to compute your total received in
2023. 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 total. If the amount is
negative, enter zero in the space provided. If more than $23,700 you do
not qualify for a homestead refund.
REFUND
Line 11: Enter the total 2023 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 filing on behalf of a claimant who died during 2023, 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 2023. 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

Extracted from PDF file 2023-kansas-form-k-40pt.pdf, last modified October 2022

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More about the Kansas Form K-40PT Individual Income Tax TY 2023

We last updated the Property Tax Relief Claim in January 2024, so this is the latest version of Form K-40PT, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form K-40PT directly from TaxFormFinder. You can print other Kansas tax forms here.

Other Kansas Individual Income Tax Forms:

TaxFormFinder has an additional 73 Kansas income tax forms that you may need, plus all federal income tax forms.

Form Code	Form Name
Schedule S	Individual Income Tax Supplemental Schedule
Form K-40	Individual Income Tax Return Tax Return
Form K-40V	Kansas Payment Voucher Voucher
Form K-40H	Homestead Claim Tax Credit
Form K-40ES	Individual Estimated Income Tax Vouchers Estimated

Download all KS tax forms View all 74 Kansas Income Tax Forms

Form Sources:

Kansas usually releases forms for the current tax year between January and April. We last updated Kansas Form K-40PT from the Department of Revenue in January 2024.

Show Sources >

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Kansas Form K-40PT

We have a total of ten past-year versions of Form K-40PT in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

2023 Form K-40PT

K-40PT Property Tax Relief Claim for Low Income Seniors Rev. 7-23

2022 Form K-40PT

K-40PT Property Tax Relief Claim for Low Income Seniors Rev. 7-22

2021 Form K-40PT

K-40PT Property Tax Relief Claim for Low Income Seniors Rev. 7-21

2020 Form K-40PT

K-40PT Property Tax Relief Claim for Low Income Seniors Rev. 7-20

2019 Form K-40PT

K-40PT Properrty Tax Relief Claim Rev. 7-19

2018 Form K-40PT

K-40PT Property Tax Relief Claim Rev. 7-18

2017 Form K-40PT

2017 Homestead or Property Tax Refund for Homeowners Forms and Instruction Booklet Rev. 10-17

2016 Form K-40PT

K-40PT Property Tax Relief Claim Rev. 7-16

2015 Form K-40PT

Property Tax Relief Claim K-40PT Rev. 7-15

2012 Form K-40PT

K-40PT Property Tax Relief Claim (Rev. 7-12)

TaxFormFinder Disclaimer:

While we do our best to keep our list of Kansas Income Tax Forms up to date and complete, we cannot be held liable for errors or omissions. Is the form on this page out-of-date or not working? Please let us know and we will fix it ASAP.