Homestead Credit

  1. Why do I need a rent certificate or property tax bill?
  2. Why is my homestead credit being reviewed?
  3. How long does the review take?
  4. Tips for completing the review
  5. Why was my homestead credit adjusted or denied?

  1. Why do I need a rent certificate or property tax bill?

    A rent certificate or property tax bill is used to verify the amount of rent or property tax you are claiming for purposes of homestead credit.

    If a copy of the property tax bill is not available, you may use a printout from the county or municipal treasurer or their website. The property tax bill or printout must show the year, owner name(s), assessed value of the land and improvements, legal description or property address and taxes before and after state aids and credits. It must also have lines for special assessments and the lottery and gaming credit.

    Your rent certificate must be signed by your landlord. Do not change any of the information on the rent certificate after it is signed. Use a separate rent certificate for each home for which you are claiming homestead credit. If your landlord won't sign your rent certificate, fill in the fields above line 1, as well as lines 1-8b, and attach canceled checks or money order receipts for each month to verify your rent. Any portion not verified will not be allowed.

  2. Why is my homestead credit being reviewed?

    We review many tax returns and credit claims to determine whether the homestead tax credit is correct. Being selected for review does not necessarily mean that something is wrong with the credit claimed. All income tax returns and claims, including e-filed and paper, may be selected for additional review.

  3. How long does the review take?

    In general, processing of your claim will take approximately three to four weeks after we receive all of the requested information. If you don't provide all of the information or if more information is needed, we may contact you again which could delay processing your return.

  4. Tips for completing the review
    • Provide all of the information we are asking for in the letter
    • Send everything at the same time
    • Send the information by the deadline in the letter
    • Mail or fax information as shown on the letter - we cannot take the information over the phone or email
    • If you can't meet the deadline, contact us to ask for more time
    • Make a copy of what you send for your records
    • After sending the information, allow up to four weeks for the review to be completed before contacting us
  5. Why was my homestead credit adjusted or denied?

    If your homestead credit was adjusted or denied, read the notice you received from the department for an explanation. Credits may be adjusted or denied for many reasons, including that you do not qualify for the credit and you did not provide information we asked for. If you disagree with the adjustment or denial, you must appeal within 60 days of receiving the notice.

December 16, 2014