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Returning Member
posted Feb 5, 2022 2:10:20 PM

Do i need to fill out this co-occupant income form for my girlfriend who co-owns the house with me?

0 5 3434
5 Replies
Level 15
Feb 5, 2022 2:25:57 PM

Is that some state form?  If so, which state?

Returning Member
Feb 5, 2022 3:09:41 PM

Minnesota

Returning Member
Feb 5, 2022 3:44:31 PM

I'm not sure how to fill this out if it needs AGI info off the M1 form that I am still working on...

 

 

Employee Tax Expert
Feb 6, 2022 6:10:09 AM

Perhaps.  It depends upon your housing situation.

 

See Minnesota instructions line 14 page

 

2021 Homestead Credit Refund (for Homeowners) and Renter’s Property Tax Refund Forms and Instructions

  • Renters: Do not complete this line.
  • Homeowners: Use Worksheet 5 on page 31 to determine the total income for each co-occupant living with you.
  • If the total co-occupant income is a negative number, enter the total as a negative.
  • If you had multiple co-occupants, have each of them complete a worksheet. Include the worksheet(s) with your return.

 

New Member
Feb 20, 2022 4:07:03 PM

Sounds like co owner must provide co occupant worksheet, but also says only one of the owners can apply for the refund.