IF you ONLY have an SSA-1099 form and are not required to file a federal return, you may not have to file a federal and state return in order to file for the Missouri Property Tax Credit. See below.
This is a question received for Missouri state residents; see state link for details and filing forms.
https://dor.mo.gov/personal/ptc/documents/proptax.pdf
The Missouri Property Tax Credit Claim is a program that allows certain senior citizens and 100 percent disabled individuals to apply for a credit based on the real estate taxes or rent they have paid for the year. The credit is for a maximum of $750.00 for renters and $1,100.00 for owners. The actual credit is based on amount paid and total
household income, taxable and nontaxable.
If you need to file an income tax return, Form MO-1040 or Form MO-1040P, you must use Form MO-PTS to claim a property tax credit and attach it to the Form MO-1040 or Form MO-1040P.
Do not use Form MO-PTC if you are required to file an income tax return.
MO state credit requirement(s):
- Single status renters with income under $27,500 (married filing jointly $29,500).
- Single status owner-occupied home with income under $30,000 (married filing jointly $34,000).
- Property tax paid by owner of rental location or owner-occupied home; no illegal aliens employed
AND
- BOX A - Age 65 or older, at December 31, 2019 and a Missouri State resident the entire calendar year OR
- BOX B - 100% disabled as a result of military service
- OR
- BOX C - 100% disabled
- OR
- BOX D - Age 60 or older at December 31, 2019 and receiving surviving spouse social security benefits.
