Form PA-1000: Property Tax or Rent Rebate Claim - Pennsylvania

Hayley Marsh September 1, 2021 Real Esate

This form was officially released on May 1,2020 by the Department of Revenue in the state of Pennsylvania.

What Is Form PA-1000?

This is a legal document that is specifically issued to residents of Pennsylvania who wish to make a partial refund of the payment taxes of property ownership or even property lease.

This PA-1000 form is used for filing a claim when you own or rent a property where the tenant or even property owner has fulfilled the obligation to pay property tax in the previous year.

Who Qualifies For PA Property Tax Rebate?

You are entitled to apply for this property tax rebate if you meet the following requirements:

You and/ or your spouse are 65 years or older and occupy the same property.
You are a widow/ widower with an age range from 50 to 64 years old.
Individual with permanent disabilities with age range from 18 to 64 years old.
For property owners,you are required to have an annual income of $35,000 or less.
If you are a tenant,your annual income must be $15,000 or less.

Form PA-1000 Instructions

Basically,filling out the Form PA-1000 must contain several statements,with the following details:

1. Include complete data about you and your partner,including:

Social security number,
Full name and address,
Telephone number that can be contacted / active,
Date of birth.
If one of the spouses has died,they must complete the oval form.

2. State the reason for filing the claim and fill in a statement why you are eligible to file a claim. The filing of a claim on behalf of a deceased person is also permitted.

3. Fill in the nominal income of you and your spouse during the previous year in detail,which may include:

Amount of social security benefits,
Retirement benefits,
Annuity Amount.

4. Include the amount of interest and dividends,such as:

Total salary/wages,
Legacy,
Amounts received during the reporting year.

5. If you have insurance benefits or cash prizes totaling more than $300,report them as well.

6. Report the nominal amount of your positive income,accompanied by proof of income.

7. If you are a property owner,please include:

Total property tax in the previous year,
Property tax deduction,
Attachment of photocopy of tax bill.

8. If you are a tenant,please specify:

The amount of rent paid,
Nominal rental discount.

9. Maximum amount of rebate.

10. Also add:

Checking account details,
Savings details for direct deposit receipts.

11. In the table contained in the form:

Write down the total amount of income,
Circle the most appropriate rebate amount.

12. Print the form,state the date of filling out the form,and put your and your partner’s signatures followed by two witnesses.

In addition to the main points above,you also need to prove your claim by attaching several photocopies of documents,such as the following:

Proof of you and your partner’s age,
Death certificate if one has died,
proof of permanent disability,
Proof of reported income,
Proof of property tax payment.

PA-1000 Related Forms

The following are some important documents that can be used as supporting attachments for your claim,as well as general guidelines relating to the Pennsylvania Property Tax/Lease Rebate program that you should study more deeply;

1. Form PA-1000 Schedule A,is intended for those of you who own the property for less than a full year,or if the claim is filed on behalf of the owner who is proven to have died.

2. Form PA-1000 Schedule F/G,must be filled if there are many owners in the deed. This form is also to accommodate filling in household income derived from calculating the total annual income.

3. Form PA-1000 Schedule B/D/E,specifically to be filled out by:

Widows and widowers,
Tenants who receive public cash assistance within a part of the reporting year,
Claimants who use part of the house for other purposes,not only as a private residence.

4. PA-1000 PS,used by individuals with disabilities by using a doctor’s certificate as proof of having permanent disability.

5. Form PA-1000 RC,this is a document in the form of a PA Rental Certificate which must be signed by the owner as proof of having paid the rent.

6. Form DEX-41,this is a document that must be filled out by a representative of a deceased person to request a refund/rebate of the insured.

7. Form DFO-03,a document containing guidelines for preparing property/rent tax rebates that was officially issued as an additional guide in filling out Form PA-1000 for potential claimants.