Frequently Asked Questions About Homestead
These questions and answers apply to the 2015 claim.
Do I qualify for a Homestead refund?
To claim a homestead refund you must have been a Kansas resident all of last year and had an income of $34,000 or less. You must also meet one of the following three requirements:
- You were born before Jan. 1, 1960; OR
- You must have been totally and permanently disabled or blind during the entire year, regardless of your age; OR
- You must have had a dependent child living with you all of last year who was born before Jan. 1, 2015, and was under the age of 18 the entire year.
How do I claim a Homestead refund?
Complete a Kansas Homestead Claim (K-40H) between Jan. 1 through April 15. Do not file your homestead claim prior to Jan. 1. You can file your claim electronically at www.webtax.org.
If any due date falls on a Saturday, Sunday, or legal holiday, substitute the next regular workday.
Are my entire Social Security benefits included as income on my Homestead claim?
Claimants are to include only 50 percent of Social Security and Supplemental Security Income (SSI) payments they receive during the year in their Household Income.
Social Security DISABILITY, Supplemental Security Income (SSI) DISABILITY, Railroad DISABILITY and Veterans DISABILITY are not included in “Household Income”. Only 50 percent of the regular Social Security and Supplemental Security benefits are to be included in Household Income.
Is income reported on federal income tax return Schedule C, E, or F included as income on my Homestead claim?
Yes. Although income reported on federal Schedule C, E, or F can be claimed as a subtraction modification for Kansas income tax purposes, thereby making this income exempt from Kanas income tax, there is no such adjustment for Homestead purposes. Income reported on federal income tax return Schedule C, E, or F must be included as income on your Homestead claim.
Are disabled veterans eligible for a Homestead refund?
Yes, starting in 2009 disabled veterans can claim a homestead refund. Veterans must be Kansas residents, honorably discharged, and certified to have 50 percent or more permanent disability sustained through military actions. Surviving spouses of deceased disabled veterans are also eligible to claim a Homestead refund and remain eligible until such time as they remarry. An original Veterans Disability Determination Letter or Letter from a Regional V.A. that includes the disability date verifying the disability occurred prior to Jan. 1, 2009 and percentage of permanent disability must be filed with the Homestead Refund Claim (K-40H).
Surviving spouse of active duty service members who died in the line of duty are also eligible to claim a Homestead refund and remain eligible until such time as they remarry.
How do I check on
my current year Homestead claim refund?
Normal processing time for a refund is 20 weeks.
You may check on the status of your current year homestead claim refund by accessing the Web Refund Status application. You will need to provide the Social Security number shown on your claim as well as the exact amount of your refund, in whole dollars only.
You may also get this information by calling 1-800-894-0318 using a touch-tone telephone. You will need to provide the Social Security number shown on your claim as well as the exact amount of your refund, in whole dollars only.
Refund information regarding prior year claims or amended claims is not available using these systems.
Can net operating losses and net
capital losses be used to reduce my income on my Homestead claim?
No. Do not subtract any net operating losses or net capital losses from the income amounts.
How do I amend a Homestead claim?
To file an amended claim, obtain another copy of Kansas Homestead Claim (K-40H) and mark the "amended" box. Enter the information on the claim as it should have been, and enclose an explanation of the changes. If the refund shown on the amended claim is less than the refund you received from the original claim, enclose a check or money order for the difference with your amended claim. Make your check payable to "Kansas Department of Revenue." Write "Homestead Repayment-Amended Claim" and your Social Security number on the face of your payment.
Where can I get help with my Homestead
Customers who need help are encouraged to visit the various sections of our website or call the Kansas Taxline at 785-368-8222.
The Kansas Department of Revenue also provides free assistance in Topeka, on the first floor of the Docking State Office Building at 915 SW Harrison Street*. Our hours in Topeka are 8 a.m. to 4:45 p.m., Monday through Friday.
IMPORTANT: Be sure to bring all pertinent documentation with you.
The following list of documentation is required for all claims:
- Birth dates and verification of Social Security numbers (SSNs) for the claimant and all household members born on or before Dec. 31, 2015. SSN verification can be a social security card or an official government document containing the FULL social security number. ***No copies****
- Photo ID for the claimant.
- Current tax year real estate tax assessment statement from the county treasurer and/or current tax year property tax form (for mobile homes or modular homes).
This list of documentation will be required if it applies to your situation:
- Claimants that qualify by disability will need to show documented proof of their disability date.
- A copy of your current tax year federal and/or state income tax return, if you have one.
- A copy of your prior year federal and/or state income tax return, if you have one.
- Proof of all income (taxable and nontaxable) for all household members which may include, but is not limited to, the following: W2 forms and tax documents for pensions, social security income, SSI payments, and food stamps.
- VOIDED check or deposit slip with bank routing and account number for direct deposit.
*NOTE: The Taxpayer Assistance Center will be moving in June, 2016 to a new location. They will be located on the first floor of the Scott Office Building at 120 SE 10th Ave. in Topeka.