Form LR-1123 "Full or Partial Refund Request for Real Property Transfer Tax for Affordable Housing Development" - New York City

What Is Form LR-1123?

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

Form Details:

  • Released on November 23, 2016;
  • The latest edition provided by the New York City Department of Finance;
  • 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 printable version of Form LR-1123 by clicking the link below or browse more documents and templates provided by the New York City Department of Finance.

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Download Form LR-1123 "Full or Partial Refund Request for Real Property Transfer Tax for Affordable Housing Development" - New York City

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NEW YORK CITY DEPARTMENT OF FINANCE
DIVISION OF LAND RECORDS
FULL OR PARTIAL REFUND REQUEST FOR REAL PROPERTY
l
TM
TRANSFER TAX FOR AFFORDABLE HOUSING DEVELOPMENT
Department of Finance
Mail to: Department of Finance, Division of Land Records, Administrative Support, 66 John Street, 13th Floor, New York, NY 10038
INSTRUCTIONS: Complete this application if you are requesting a full or partial refund of the Real Property Transfer Tax paid
for real property transferred to a Housing Development Fund Company, please read the instructions for further details before
completing this form and print all information.
SECTION I - GENERAL INFORMATION
1. City Register File Number: __________________ 2. Borough:_________________ Block: _________ Lot: _________
3. Amount of Refund Requested:
$ ______________________
4. a. Make refund check payable to: ____________________________________________________________________________
PRINT FIRST NAME
PRINT LAST NAME
b. Mail the refund check to this address:________________________________________________________________________
/
NUMBER AND STREET
APT
FLOOR
c. City: __________________________________________
State:_________________
Zip Code: ______________________
SECTION II - FILER INFORMATION
1. Filer’s Name: ______________________________________________________________________________________
2. Firm Name (if applicable): ____________________________________________________________________________
3. Telephone
Email
Number: (_______) __________________ Extension: _________ Address: __________________________________
4. Please state your
relationship to the property:
q
Owner
q
Title Company
q
Other
_____________________________
(please specify)
SECTION III - ORIGINAL PAYER INFORMATION:
1. Original Payer: __________________________________________ 2. Email: _________________________________
3. Address:__________________________________________________________________________________________
/
NUMBER AND STREET
APT
FLOOR
City: ____________________________________________ State:_________________ Zip Code: _________________
SECTION IV - CERTIFICATION
SIGN HERE IF YOU ARE THE ORIGINAL PAYER OF THE REAL PROPERTY TRANSFER TAX FOR WHICH YOU ARE A REQUESTING A REFUND
I am the payer of, or a duly authorized employee of, the corporation that paid the Real Property Transfer Tax upon which this request is based.
I certify that all statements made and information provided is true and correct. If the City of New York verifies that a credit exists for this trans-
action, I consent that the refund be paid to the above-named individual or entity. I also agree to release the City of New York from any claims
arising from this refund and to reimburse the City for any costs resulting from claims arising from this refund. Any refund paid is subject to
audit and recoupment. I understand that any willful false statements made herein may subject me to the penalties described in the Penal Law.
____________________________________
____________________________________
____________
Signature
Print Name
Date
SIGN HERE IF YOU DID NOT PAY THE REAL PROPERTY TRANSFER TAX FOR WHICH YOU ARE REQUESTING A REFUND
I certify that I have been properly authorized by the payer or entity responsible for payment of the recording fee upon which this claim is based.
Any refund paid is subject to audit and recoupment, and I have so advised the party for whom I am making this application. I certify that all state-
ments made and information provided on this application are true and correct to the best of my knowledge. I understand that any willful false
statements made herein may subject me to the penalties described in the Penal Law.
____________________________________
____________________________________
____________
Signature
Print Name
Date
Visit Finance at nyc.gov/finance
LR-1123 Rev. 11.23.2016
NEW YORK CITY DEPARTMENT OF FINANCE
DIVISION OF LAND RECORDS
FULL OR PARTIAL REFUND REQUEST FOR REAL PROPERTY
l
TM
TRANSFER TAX FOR AFFORDABLE HOUSING DEVELOPMENT
Department of Finance
Mail to: Department of Finance, Division of Land Records, Administrative Support, 66 John Street, 13th Floor, New York, NY 10038
INSTRUCTIONS: Complete this application if you are requesting a full or partial refund of the Real Property Transfer Tax paid
for real property transferred to a Housing Development Fund Company, please read the instructions for further details before
completing this form and print all information.
SECTION I - GENERAL INFORMATION
1. City Register File Number: __________________ 2. Borough:_________________ Block: _________ Lot: _________
3. Amount of Refund Requested:
$ ______________________
4. a. Make refund check payable to: ____________________________________________________________________________
PRINT FIRST NAME
PRINT LAST NAME
b. Mail the refund check to this address:________________________________________________________________________
/
NUMBER AND STREET
APT
FLOOR
c. City: __________________________________________
State:_________________
Zip Code: ______________________
SECTION II - FILER INFORMATION
1. Filer’s Name: ______________________________________________________________________________________
2. Firm Name (if applicable): ____________________________________________________________________________
3. Telephone
Email
Number: (_______) __________________ Extension: _________ Address: __________________________________
4. Please state your
relationship to the property:
q
Owner
q
Title Company
q
Other
_____________________________
(please specify)
SECTION III - ORIGINAL PAYER INFORMATION:
1. Original Payer: __________________________________________ 2. Email: _________________________________
3. Address:__________________________________________________________________________________________
/
NUMBER AND STREET
APT
FLOOR
City: ____________________________________________ State:_________________ Zip Code: _________________
SECTION IV - CERTIFICATION
SIGN HERE IF YOU ARE THE ORIGINAL PAYER OF THE REAL PROPERTY TRANSFER TAX FOR WHICH YOU ARE A REQUESTING A REFUND
I am the payer of, or a duly authorized employee of, the corporation that paid the Real Property Transfer Tax upon which this request is based.
I certify that all statements made and information provided is true and correct. If the City of New York verifies that a credit exists for this trans-
action, I consent that the refund be paid to the above-named individual or entity. I also agree to release the City of New York from any claims
arising from this refund and to reimburse the City for any costs resulting from claims arising from this refund. Any refund paid is subject to
audit and recoupment. I understand that any willful false statements made herein may subject me to the penalties described in the Penal Law.
____________________________________
____________________________________
____________
Signature
Print Name
Date
SIGN HERE IF YOU DID NOT PAY THE REAL PROPERTY TRANSFER TAX FOR WHICH YOU ARE REQUESTING A REFUND
I certify that I have been properly authorized by the payer or entity responsible for payment of the recording fee upon which this claim is based.
Any refund paid is subject to audit and recoupment, and I have so advised the party for whom I am making this application. I certify that all state-
ments made and information provided on this application are true and correct to the best of my knowledge. I understand that any willful false
statements made herein may subject me to the penalties described in the Penal Law.
____________________________________
____________________________________
____________
Signature
Print Name
Date
Visit Finance at nyc.gov/finance
LR-1123 Rev. 11.23.2016
Full or Partial Request for Real Property Transfer Tax for Affordable Housing Development
Page 2
GENERAL INFORMATION
WHO SHOULD FILE?
PLEASE COMPLETE THIS FORM ONLY IF:
You have filed and paid Real Property Transfer Tax on a property that was entitled to a full or partial exemption for an
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Affordable Housing Development.
DO NOT COMPLETE THIS FORM IF:
You believe you are entitled to a refund of an overpayment of NYC Real Property Transfer Tax (RPTT) for any other
n
reason. Please submit a written request, and include proof of payment (front and back of the cancelled check) to:
NYC Department of Finance
Business/Excise Tax Refund Unit
59 Maiden Lane, 20th floor
New York, NY 10038
INSTRUCTIONS
PLEASE READ CAREFULLY
Please provide one of the following as proof of payment: cancelled check, receipt, or payment cover page. Complete one
refund request form for each City Register File Number.
Section I General Information:
Enter City Register File Number found on the recording and endorsement cover page for the filed
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NYC Real Property Transfer Tax.
Provide the borough/block/lot found on the recording and endorsement cover page.
n
State the requested refund amount.
n
Print clearly the name or the person or entity to whom the check should be made payable.
n
Provide the party’s complete mailing address including apartment number and zip code.
Section II Filer Information:
Print all information clearly in ink.
n
Section III Original Payer:
THIS SECTION MUST BE COMPLETED IN ORDER TO PROCESS REFUND CLAIM.
Section IV: Sign the applicable certification
Mail your completed refund request along with requested documentation to:
NYC Department of Finance
Division of Land Records
Administrative Support
66 John Street, 13th Floor
New York, NY 10038
PLEASE DO NOT WRITE BELOW THIS LINE - FOR INTERNAL USE ONLY
_____________________
_______________________________________________
__________________
DATE RECEIVED
REVIEWED BY
DATE REVIEWED
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