Form RI-1040H "Rhode Island Property Tax Relief Claim" - Rhode Island

What Is Form RI-1040H?

This is a legal form that was released by the Rhode Island Department of Revenue - a government authority operating within Rhode Island. As of today, no separate filing guidelines for the form are provided by the issuing department.

Form Details:

  • Released on October 1, 2018;
  • The latest edition provided by the Rhode Island Department of Revenue;
  • Easy to use and ready to print;
  • Quick to customize;
  • Compatible with most PDF-viewing applications;
  • Fill out the form in our online filing application.

Download a fillable version of Form RI-1040H by clicking the link below or browse more documents and templates provided by the Rhode Island Department of Revenue.

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Download Form RI-1040H "Rhode Island Property Tax Relief Claim" - Rhode Island

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State of Rhode Island
Division of Taxation
2020 Form RI-1040H
20100299990101
Rhode Island Property Tax Relief Claim
First name
MI
Last name
Deceased?
Deceased?
Deceased?
Your social security number
Your social security number
Your social security number
Your first name
MI
Last name
Suffix
Yes
Yes
Spouse’s first name
MI
Last name
Suffix
Deceased?
Spouse’s social security number
Spouse’s social security number
Deceased?
Yes
Yes
Mailing address
Mailing address
New address?
New address?
Daytime telephone number
Daytime telephone number
Yes
Yes
City, town or post office
City, town or post office
State
State
ZIP code
ZIP code
ZIP code
City or town of legal residence
City or town of legal residence
City or town of legal residence
Home Address if using a PO Box or if your Mailing Address is different from Home Address
Home Address if using a PO Box or if your Mailing Address is different from Home Address
Home Address if using a PO Box or if your Mailing Address is different from Home Address
Home Address if using a PO Box or if your Mailing Address is different from Home Address
Email address
Email address
Email address
Email address
PART 1
ELIGIBILITY. IF YOU ANSWER NO TO ANY OF THESE QUESTIONS, YOU ARE NOT ELIGIBLE FOR THIS CREDIT.
STOP HERE.
DO NOT COMPLETE THE REST OF THIS FORM.
A
Were you domiciled in Rhode Island for all of 2020?..................................................................................
A
YES
NO
B
In 2020 did you live in a household or rent a dwelling that was subject to property tax?............................
B
YES
NO
C
Are you current for property taxes or rent due on the homestead for 2020 and all prior years?.................
C
YES
NO
D
Were you or your spouse 65 years of age or older and/or disabled as of December 31, 2020?................
D
YES
NO
E
Was your 2020 total household income from page 2, line 32 $30,000 or less?..........................................
E
YES
NO
PART 2
ADDITIONAL INFORMATION -
ATTACH A COPY OF YOUR 2020 SOCIAL SECURITY AWARD LETTER OR FORM 1099 TO 1040H FORM
1 a
Enter the total amount of public assistance received by all members of your household...........................
1a
b
Enter your total household income from page 2, line 32............................................................................. 1b
/
/
/
/
c
Enter your date of birth ............................
1d Enter spouse's date of birth .....................
e
Were you or your spouse disabled and receiving Social Security Disability payments during 2020
1e
YES
NO
Indicate the number of persons in your household .....................................................................................
1f
f
g
Enter the number of persons from 1f who are dependents under the age of 18........................................
1g
PART 3
TO BE COMPLETED BY HOMEOWNERS ONLY–
ATTACH A COPY OF YOUR 2020 PROPERTY TAX BILL TO 1040H FORM
2
Enter the amount of property taxes you paid or will pay for 2020...............................................................
2
Using your household income from line 1b enter percentage from the computation table located on pg 3
3
3
%
Multiply amount on line 1b by percentage on line 3....................................................................................
4
5
Tentative credit. Subtract line 4 from line 2. If line 4 is greater than line 2, enter zero..............................
5
6
6
PROPERTY TAX RELIEF. Line 5 or $400.00, whichever is LESS..............................................................
PART 4
TO BE COMPLETED BY RENTERS ONLY–
ATTACH A COPY OF YOUR 2020 LEASE OR 3 RENT RECEIPTS TO 1040H
LANDLORD INFORMATION (REQUIRED)
Name:
Address:
Telephone number:
7
Enter the amount of rent you paid in 2020..................................................................................................
7
8
Multiply the amount on line 7 by twenty (20) percent (0.2000) ....................................................................
8
9
Using your household income from line 1b enter percentage from the computation table located on pg 3
9
%
10
Multiply amount on line 1b by percentage on line 9.................................................................................... 10
11
Tentative credit. Subtract line 10 from line 8. If line 10 is greater than line 8, enter zero..........................
11
12
PROPERTY TAX RELIEF. Line 11 or $400.00, whichever is LESS............................................................ 12
CREDIT
13
PROPERTY TAX RELIEF. Line 6 or line 12, whichever applies. Enter here and on Form RI-1040, line 14c....... 13
RETURN MUST BE SIGNED - SIGNATURE IS LOCATED ON PAGE 2
Mailing address: RI Division of Taxation, One Capitol Hill, Providence, RI 02908-5806
State of Rhode Island
Division of Taxation
2020 Form RI-1040H
20100299990101
Rhode Island Property Tax Relief Claim
First name
MI
Last name
Deceased?
Deceased?
Deceased?
Your social security number
Your social security number
Your social security number
Your first name
MI
Last name
Suffix
Yes
Yes
Spouse’s first name
MI
Last name
Suffix
Deceased?
Spouse’s social security number
Spouse’s social security number
Deceased?
Yes
Yes
Mailing address
Mailing address
New address?
New address?
Daytime telephone number
Daytime telephone number
Yes
Yes
City, town or post office
City, town or post office
State
State
ZIP code
ZIP code
ZIP code
City or town of legal residence
City or town of legal residence
City or town of legal residence
Home Address if using a PO Box or if your Mailing Address is different from Home Address
Home Address if using a PO Box or if your Mailing Address is different from Home Address
Home Address if using a PO Box or if your Mailing Address is different from Home Address
Home Address if using a PO Box or if your Mailing Address is different from Home Address
Email address
Email address
Email address
Email address
PART 1
ELIGIBILITY. IF YOU ANSWER NO TO ANY OF THESE QUESTIONS, YOU ARE NOT ELIGIBLE FOR THIS CREDIT.
STOP HERE.
DO NOT COMPLETE THE REST OF THIS FORM.
A
Were you domiciled in Rhode Island for all of 2020?..................................................................................
A
YES
NO
B
In 2020 did you live in a household or rent a dwelling that was subject to property tax?............................
B
YES
NO
C
Are you current for property taxes or rent due on the homestead for 2020 and all prior years?.................
C
YES
NO
D
Were you or your spouse 65 years of age or older and/or disabled as of December 31, 2020?................
D
YES
NO
E
Was your 2020 total household income from page 2, line 32 $30,000 or less?..........................................
E
YES
NO
PART 2
ADDITIONAL INFORMATION -
ATTACH A COPY OF YOUR 2020 SOCIAL SECURITY AWARD LETTER OR FORM 1099 TO 1040H FORM
1 a
Enter the total amount of public assistance received by all members of your household...........................
1a
b
Enter your total household income from page 2, line 32............................................................................. 1b
/
/
/
/
c
Enter your date of birth ............................
1d Enter spouse's date of birth .....................
e
Were you or your spouse disabled and receiving Social Security Disability payments during 2020
1e
YES
NO
Indicate the number of persons in your household .....................................................................................
1f
f
g
Enter the number of persons from 1f who are dependents under the age of 18........................................
1g
PART 3
TO BE COMPLETED BY HOMEOWNERS ONLY–
ATTACH A COPY OF YOUR 2020 PROPERTY TAX BILL TO 1040H FORM
2
Enter the amount of property taxes you paid or will pay for 2020...............................................................
2
Using your household income from line 1b enter percentage from the computation table located on pg 3
3
3
%
Multiply amount on line 1b by percentage on line 3....................................................................................
4
5
Tentative credit. Subtract line 4 from line 2. If line 4 is greater than line 2, enter zero..............................
5
6
6
PROPERTY TAX RELIEF. Line 5 or $400.00, whichever is LESS..............................................................
PART 4
TO BE COMPLETED BY RENTERS ONLY–
ATTACH A COPY OF YOUR 2020 LEASE OR 3 RENT RECEIPTS TO 1040H
LANDLORD INFORMATION (REQUIRED)
Name:
Address:
Telephone number:
7
Enter the amount of rent you paid in 2020..................................................................................................
7
8
Multiply the amount on line 7 by twenty (20) percent (0.2000) ....................................................................
8
9
Using your household income from line 1b enter percentage from the computation table located on pg 3
9
%
10
Multiply amount on line 1b by percentage on line 9.................................................................................... 10
11
Tentative credit. Subtract line 10 from line 8. If line 10 is greater than line 8, enter zero..........................
11
12
PROPERTY TAX RELIEF. Line 11 or $400.00, whichever is LESS............................................................ 12
CREDIT
13
PROPERTY TAX RELIEF. Line 6 or line 12, whichever applies. Enter here and on Form RI-1040, line 14c....... 13
RETURN MUST BE SIGNED - SIGNATURE IS LOCATED ON PAGE 2
Mailing address: RI Division of Taxation, One Capitol Hill, Providence, RI 02908-5806
State of Rhode Island
Division of Taxation
2020 Form RI-1040H
20100299990102
Rhode Island Property Tax Relief Claim
Your name
Your name
Your social security number
Your social security number
PART 5
ENTER ALL INCOME RECEIVED BY YOU AND ALL OTHER PERSONS LIVING IN YOUR HOUSEHOLD
Enter the income amounts from your 2020 federal 1040 on the appropriate lines below. If you did not file a federal 1040, enter your income amounts on
.
the appropriate lines below
14
Wages, salaries, tips, etc. from Federal Form 1040 or 1040-SR, line 1............................................................. 14
15
Interest and dividends (taxable and nontaxable) from Federal Form 1040 or 1040-SR, lines 2a, 2b and 3b.........
15
Taxable refunds, credits or offsets of state and local income taxes from Federal Form 1040 or 1040-SR,
16
16
Sch 1, line 1.......................................................................................................................................................
17
Alimony received from Federal Form 1040 or 1040-SR, Schedule 1, line 2a..............................................
17
18
Business income (or loss) from Federal Form 1040 or 1040-SR, Schedule 1, line 3.................................. 18
19
Sale or exchange of property from Federal Form 1040 or 1040-SR line 7 or Federal Form 1040 or 1040-
19
SR Schedule 1, line 4..................................................................................................................................
IRA distributions, and pensions and annuities from Federal Form 1040 or 1040-SR, line 4a and 5a........
20
20
Rental real estate, royalties, S corps, trusts, etc. from Federal Form 1040 or 1040-SR, Sch 1, line 5........
21
21
22
Farm income or loss from Federal Form 1040 or 1040-SR, Schedule 1, line 6..........................................
22
23
Unemployment compensation from Federal Form 1040 or 1040-SR, Schedule 1, line 7...............................
23
24
Social security benefits (including Medicare premiums) taxable and nontaxable, and Railroad
24
Retirement Benefits from Federal Form 1040 or 1040-SR, line 6a.............................................................
25
Other income from Federal Form 1040 or 1040-SR, Schedule 1, line 8.....................................................
25
Total income from Federal 1040 or 1040-SR- taxable and nontaxable. Add lines 14 through 25....................
26
26
27
27
Deductions from Federal Form 1040 or 1040-SR, line 10c................................................................................
28
Adjusted income. Subtract line 27 from line 26..........................................................................................
28
29
Cash public assistance received. Enter here and on page 1, Part 2, line 1a.............................................
29
30
Other non-taxable income including child support, worker’s compensation and monetary gifts...............................................
30
31
Addback of rental losses, etc. from lines 18, 19, 21, 22 or 25 above..........................................................
31
32
32
TOTAL 2020 HOUSEHOLD INCOME. Add lines 28, 29, 30 and 31. Enter here and on page 1, line 1b .......
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and
belief, it is true, accurate and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Your signature
Spouse’s signature
Date
Telephone number
Paid preparer signature
Print name
Date
Telephone number
Paid preparer address
City, town or post office
State
ZIP code
PTIN
May the Division of Taxation contact your preparer? YES
Revised
09/2020
State of Rhode Island
Division of Taxation
2020 Form RI-1040H
Rhode Island Property Tax Relief Claim
GENERAL INSTRUCTIONS
WHEN AND WHERE TO FILE
IMPORTANT DEFINITIONS
Form RI-1040H must be filed by April 15, 2021.
What is meant by "disabled" - The term "disabled" means you are receiving a so-
cial security disability benefit.
Even if you are seeking a filing extension for your Rhode Island income tax return,
What is meant by "homestead" - The term "homestead" means your Rhode Island
RI-1040, Form RI-1040H must be filed by April 15, 2021. An extension of time
dwelling, whether owned or rented, and so much of the land around it as is
to file Form RI-1040, does NOT extend the time to file Form RI-1040H.
reasonably necessary for the use of the dwelling as a home, but not exceeding
one acre. It may consist of a part of a multi-dwelling, a multi-purpose building
If filing with Form RI-1040, your property tax relief credit will decrease any income
or another shelter in which people live. It may be an apartment, a houseboat,
tax due or increase any income tax refund.
a mobile home or a farm.
If you are not required to file a Rhode Island income tax return, Form RI-1040H may
be filed by itself without attaching it to a Rhode Island income tax return. However,
What is meant by a "household" - The term "household" means one or more per-
Form RI-1040H must be filed by April 15, 2021.
sons occupying a dwelling unit and living as a single nonprofit housekeeping
unit. Household does not mean bona fide lessees, tenants or roomers and
Your property tax relief claim should be filed as soon as possible after
borders on contract.
December 31, 2020. However, no claim for the year 2020 will be allowed un-
less such claim is filed by April 15, 2021. For additional filing instructions, see
What is meant by a “dependent” - The term “dependent” means any person living
RIGL §44-33. Mail your property tax relief claim to the Rhode Island Division
in the household who is under the age of 18 who can be claimed by someone
of Taxation - One Capitol Hill - Providence, RI 02908-5806.
else on their tax return.
WHO MAY QUALIFY
What is meant by "household income" - The term "household income" means all
income received both taxable and nontaxable by all persons of a household in
To qualify for the property tax relief credit you must meet all of the following con-
a calendar year while members of the household.
ditions:
a) You must be sixty-five (65) years of age or older and/or disabled.
What is meant by "rent paid for occupancy only" - The term "rent paid for occu-
b) You must have been domiciled in Rhode Island for the entire calendar year
pancy only" means the gross rent paid only for the right of occupying your
2020.
homestead. If you rented furnished quarters, or if utilities were furnished, such
c) Your household income must have been $30,000.00 or less.
as heat, electricity, etc., then you must reduce the amount of gross rent by the
d) You must have lived in a household or rented a dwelling that was subject to
reasonable rental value (not cost) of the furniture and the reasonable value of
property taxes.
such utilities as were furnished.
e) You must be current on property tax and rent payments due on your homestead
for all prior years and on any current installments.
What is meant by “public assistance” - The term “public assistance” means cash
assistance from government assistance programs informally known as welfare
WHO MAY CLAIM CREDIT
assistance, and more commonly known as “Temporary Assistance for Needy
If you meet all of the qualifications outlined above, you should complete Form RI-
Families (TANF)”. Under RIGL 44-33-16, a claim for property tax relief shall
1040H to determine if you are entitled to a credit.
exclude all taxes or rent paid with public assistance.
Only one person of a household may claim the credit. If there are multiple indi-
Note: Part 5, line 29 and Part 2, line 1a must be equal.
viduals within a household, the taxable and non-taxable income of all household
members must be included in part 5 of this return. If the household income of all
LIMITATIONS ON CREDIT
members is less than or equal to the $30,000 threshold, the credit may still be
Under the provisions of RIGL 44-33-16, a claim for relief shall exclude all taxes
claimed, but only by one member of the household.
or rent paid with public assistance funds. The maximum amount of credit allow-
able under Chapter 44-33, Property Tax Relief Act, for calendar year 2020 is
The right to file a claim does not survive a person's death; therefore a claim filed
$400.00. In event that more than one person owns the residence, the taxes will
on behalf of a deceased person cannot be allowed. If the claimant dies after hav-
be divided by the owner's share.
ing filed a timely claim, the amount thereof will be disbursed to another member
of the household as determined by the Tax Administrator.
RENTED LAND
ATTACHMENTS -
Keep your originals - send in copies
If you live on land that is rented and your home or trailer is subject to property
tax. Multiply the amount of rent you paid in 2020 by 20% and add the amount to
Attached to this claim shall be:
the property tax paid. Then enter the total on RI-1040H, line 2.
For homeowners: A copy of your 2020 property tax bill.
For renters: Copies of three (3) rent receipts for the year 2020, or a copy of your
Example:
2020 lease agreement. You should keep your original rent receipts and send
in photocopies printed on letter sized (8 1/2” x 11”) paper.
Rent ($3,600 X 20%)........................ ___________
If you lived in subsidized housing, attach a copy of your HUD statement.
Property Tax...................................... ___________
If you are a claimant under age 65, you MUST attach a copy of your social
security disability award letter or Form 1099-SSA for the year 2020.
Amount to be entered on line 2......... ___________
Household
Percentage of income
COMPUTATION TABLE INSTRUCTIONS
income
allowable as credit
Step 1
Read down the column titled household income until you find the income range
that includes the amount shown on line 32.
1 person
2 or more
Less than 6,001
3%
3%
Step 2
6,001 - 9,000
Read across from the income range line determined in step 1 to find the percent
4%
4%
9,001 - 12,000
5%
5%
of income allowed as a credit. Enter this percentage on line 3 or line 9,
12,001 - 15,000
6%
5%
whichever applies.
15,001 - 30,000
6%
6%
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