Tax Counseling for The Elderly (TCE) is a
a free tax preparation service for seniors 60 years and over provided by Southwest Missouri Office on Aging and the IRS

*If you dread rebate or tax filing paperwork.....

Great news!! Our Volunteer Tax Counselors are trained by the IRS and State of Missouri and are qualified to assist with filing state and federal income tax forms (free of charge.) Click here to download a listing of our current TCE sites.

*Understanding the MO-PTC Rebate

*What do I need to bring with me to a TCE site?

Understanding the MO-PTC Rebate

The State of Missouri provides a Maximum rebate of $750 (based on sliding scale) to qualifying individuals for:

• Missouri Real Estate Tax (paid on a primary residence)

• Nursing Home Expense (paid from you own resources)

• Rent for Primary Housing or for a Mobile Home Lot

Eligibility for MO-PTC Rebate:  By December 31, 2007 were you. . .
ü        65 or older
- Or-
ü        100% disabled     
-Or -
ü        A widow(er) 60 or older, receiving surviving
spouse Social Security benefits? 
 -And-
      Was your total 2007 income (Social Security, pensions, interest, etc.) less than $25,000 (single) or $27,000 (married)?
-And-  
      Were you a Missouri resident for the entire year of 2007?
-And-  
      Did you pay any housing or mobile home lot rent, real estate tax on your residence (or personal property tax on your mobile home), or did you pay any nursing home expense out of your own resources?

All of our TCE counselors are trained to tell you if you qualify, and will complete the forms to apply for your qualifying amount of rebate.  

If you file for the Homestead Preservation Credit you cannot file the PTC for the same year.

When you come in to one of our TCE sites for service, you will need to bring with you the following items for each year of filing:

·  Last year’s tax return (if available)

 ·  This year’s tax forms (if received)

 ·  Documentation for all income (i.e., 1099 Social Security statements, all other     1099's for pension/retirement fund statements, interest dividends,   W-2’s, etc.)

·  Paid real estate property tax receipt, or a statement of your entire rent for 2006 Rent receipts must be on business letterhead or include landlord's name, address and phone number.

  · If you are 100% disabled, bring your VA letter of proof or a Medicare card.

 ·  If your home is on more than 5 acres, bring a statement from your County Assessor showing the allowable homestead portion.  

·If you are filing federal forms, bring proof of identification, a copy of lasts years income taxes, along with receipts for all items you think may be deductible.  Also being all paperwork for each sole of securities or property (other than your personal residence.)

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