tab a - uwwashtenaw.org · tab e: green intake form tax preparers: to determine if a property is...

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1. Select “Basic Information”

2. Make entries in the appropriate sections

Tab A

Deaf, blind, hemiplegic, paraplegic, quadriplegic, or totally and permanently disabled

Disabled Veteran

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1. Select “Subtractions from Income”

2. Select “Deductions for Taxpayers Born before 1953”

Tab B

Born before 1946 and retirement income other than social security

Born after 1952 and retired before 1/1/2013 from an SSA exempt government agency

*For married taxpayers, use the older of the two for retirement income subtractions.

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3. Select “Retirement Benefits that are Exempt from Michigan Income Tax”

4. Enter information in the appropriate sections and then select “BEGIN”

At least one of these must be marked “YES”

If payment is from an eligible deceased

spouse, enter information here

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5. Enter each income tax exempt retirement payment

Always press SAVE as you back out of this menu when given the option.

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1. Select “Credits” in Michigan Return

2. Select “Homestead Property Tax and Home Heating Credit…”


Tab C: Yellow Intake Form

Owns a Home or Condo*

*Notes: 1) If taxpayer owns a unit at a Co-Op, go to Tab E for Cooperative Housing Property instructions

2) If the taxpayer owns a Mobile Home, go to Tab F for Mobile Home instructions

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3. Make any appropriate additions to the Total Household Resources Section in

TaxSlayer

4. Select “Homestead Property Tax Credit Claim (MI-1040CR)”

In addition to medical premiums paid out-of-pocket by taxpayer

(NOT including SSA-1099 premiums or via paycheck deduction),

enter $130 for each auto insured by the taxpayer.

Federal SSI Amounts: Monthly

payment of $771/single; $1157/MFJ

State SSI Amounts: Quarterly

payment $42/single=$168 annually

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5. Complete questions and enter “Part 1: Complete if you are a Homeowner”

6. Complete the required sections for Homeowners with taxpayer’s information.


Property taxes LEVIED (not paid) for the

tax year, minus any special assessments.

Tip: If taxpayer did not bring Property Tax Statements but they are likely eligible for this credit, look up

information online (Property Tax lookup link at uwgive.org/vitaresources or use Google) or ask taxpayer to call

their Assessor’s office.

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Tab D: Green Intake Form

Rented an Apartment, House, Condo, etc. AND questions 3, 8, & 9 are all answered NO?

Note: Taxpayer’s name must be on the lease

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3. Make any appropriate additions to the Total Household Resources Section

in TaxSlayer









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5. Complete questions and enter “Part 2: Complete if you are a Renter”

6. Complete information required for rental address, landlord’s address, and

MONTHLY rent.


If more than one rental property in the year, add additional

Renter Information pages in TaxSlayer. Total cannot exceed

12 months.

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Tax Preparers: To determine if a property is Service Fee or tax exempt housingopen

Service Fee Housing spreadsheet on desktop and use “ctrl+F” function to search for

the taxpayer’s street name on the Service Fee and Tax Exempt tabs of the

spreadsheet.



Tab E: Green Intake Form

Rented an Apartment, House, Condo, etc. AND questions 3 OR 8 are answered YES? (i.e.

taxpayer lives in service fee, subsidized housing or has a section 8 voucher.)

Note: Taxpayer’s name must be on the lease

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in TaxSlayer









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5. Complete questions and enter “Part 3: Complete if you are an Occupant of

a Housing Facility”.

Tax Preparers: To determine if a property is Service Fee or tax exempt housing, open

Service Fee Housing spreadsheet on desktop and use “ctrl+F” function to search for

the taxpayer’s street name on the Service Fee and Tax Exempt tabs of the

spreadsheet.

Tax Preparers: To determine if a taxpayer has subsidized rent/housing, look at how

they responded to question 3 on the intake form and/or ask the taxpayer if they have

section 8 or a voucher or if a gov’t program pays part of their rent.

Key Definitions

Service Fee Housing is a program where there is

an agreement between a municipality and a

rental property owner to pay a service fee instead

of property taxes. Therefore, no matter how much

rent is paid, only 10% of the rent can be claimed

for the homestead property tax credit.

Subsidized Housing is a program where part of

the housing cost is paid by a government entity.

(Often known as “Section 8” or a “voucher”).

Taxpayers can only claim the rent THEY paid for

the homestead property tax credit-cannot include

amount paid by the government.

Public Housing/Tax Exempt: Certain kinds of

housing where the property owner pays no

property taxes, therefore residents do not

qualify for the homestead property tax credit.

Examples: campus apartments, low-income

housing communities

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6. Complete

the fields

based on

Taxpayer’s

information


Select Service Fee housing if property is on the Service Fee Housing List

(located on Desktop, Ctrl+F to search for specific street address.)

Select Subsidized Housing if taxpayer has a Section 8

voucher or receives assistance with paying rent.

Enter total rent paid by the taxpayer for the full year.

Only ONE

of these

can be

selected!

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Tab F: Pink Intake Form

Cooperative Housing Property, Nursing Home, Home of the Aged, Adult Foster Care Home

Note: A letter from the property manager must be provided by taxpayer.

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in TaxSlayer









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5. Complete questions and enter “Part 3: Complete if you are an Occupant of

a Housing Facility”.

6. Complete fields as below using taxpayer’s information.

Cooperative Housing/Special housing residents should bring a letter from

the property with the appropriate information. Check with Site Coordinator if

they did not bring.

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For Cooperative Housing: Calculated using the tax rate from

the letter provided by the facility multiplied by the monthly

rent/carrying charge multiplied by number of months paid.

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Tab G: Blue Intake Form

Owns a mobile home and paid lot rent.

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in TaxSlayer









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5. Complete questions and enter “Part 2: Complete if are a Renter”

6. Complete information from taxpayer in fields.


Mobile Home

Mobile home rental

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Taxpayer may qualify for a home heating credit if all of the following apply:

You own or were contracted to pay rent and occupied a Michigan homestead (i.e. your name was on the lease.)

You were NOT a full-time student who was claimed as a dependent on another person’s return You did NOT live in college or university operated housing for the entire year You did NOT live in a licensed care facility for the entire year Your income was within the limits in Table A or Table B (below)

1. Do a quick check of taxpayer’s income with the tables to see if they may

be within the range of eligibility before proceeding.


Tab H: Home Heating Credit

http://www.michigan.gov/taxes/0,4676,7-238-43513-376066--,00.html

http://www.michigan.gov/taxes/0,4676,7-238-43513-376069--,00.html

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in TaxSlayer








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5. Select “Home Heating Credit (MI-1040CR-7)”

6. Complete all fields, using either Standard Credit or Alternate Credit.

NEW for 2019

Heat Types: Electric, Fuel Oil, Natural Gas,

Other, Propane/LP Gas, Wood.

Heat Provider: Most of our clients will be

DTEnergy or Consumer’s Energy.

Citizenship: Required by the federal

government based on funding stream of the

HHC.

Standard Credit: If client does not have

heating costs/bill with them, leave this blank

and the software will automatically calculate

the standard credit based on Total

Household Resources of taxpayer.

Alternate Credit: Use if client does have

heating costs/bill, input heating costs only

for this time frame. (See screenshots of bills

below.)

*Either is acceptable!

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Examples of where to find heating costs on utility bills:

DTE: Usually found on Page 2 of November 2019-January 2020 bills

7. Check HHC amount (if any) by checking the MI-1040 CR-7 Form


How the payment of the Home Heating Credit works

The HHC is not provided to taxpayers as part of their regular refund. It is issued separately, depending upon

situation:

Heat Bill in taxpayer’s name: For our area’s utility providers the HHC is almost always credited directly to

taxpayer’s bill.

Heat Bill NOT in taxpayer’s name: Taxpayer may receive an “energy draft” in mail. If heat is included in

rent, or heat service is in someone else’s name, taxpayer can return the draft with a note of explanation and

a copy of your lease agreement(s) and/or property tax statements to: Michigan Department of Treasury, P O

Box 30757, Lansing, MI 48909. We will review your explanation and, if appropriate, reissue your credit in the

form of a check. If you are notified of an adjustment or denial and you disagree, you must submit your appeal

in writing.

If you receive FIP assistance or other MDHHS benefits or you are enrolled with MDHHS for direct

payment, the law requires your credit to be sent directly to your heat provider, who will then apply it to your

account.

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