Kansas Property Tax Relief for Low Income Seniors - Frequently Asked Questions
SAFESR Spreadsheet - Automatically determine which claim results in the greater refund, Homestead or SAFESR. Spreadsheet is in Excel, and may not work with versions 2003 and older.
These questions and answers apply to the 2018 claim.
SAFESR is a property tax refund program that is administered under the provisions of the Kansas Homestead Act (property tax refund) by the Kansas Department of Revenue. SAFESR is also referred to as, "Kansas Property Tax Relief for Low Income Seniors".
Must the 1st half of the property taxes be "timely and actually" paid in order to receive a SAFESR refund?
Yes, the first half of the 2018 general property taxes must be timely and actually paid.
Income for SAFESR purposes is the same as "household income" for Homestead refund purposes. It is generally all income - taxable and nontaxable - received by all household members during 2018 - TO INCLUDE 100% of Social Security Benefits received.
"Household Income" DOES NOT INCLUDE:
- Social Security Disability payments,
- SSI Disability payments,
- Railroad Disability payments or,
- Veterans Disability payments.
"Household Income" DOES NOT INCLUDE: Social Security payments received by a person who, prior to attaining full retirement age (66 years) received social security disability payments. In other words - persons receiving social security disability payments prior to attaining full retirement age (age 66) will be able to continue to exclude all social security payments received after obtaining 66 years of age - from Household Income - for both Homestead and SAFESR purposes. For those individuals who filed a Homestead claim in prior years with the Kansas Department of Revenue on the basis of a disability, and received a Homestead refund, the department has on file all documentation with regard to the disability. Those claimants who are filing a Homestead or SAFESR refund for the first time and are wanting to exclude from Household Income Social Security payments will need to file Form DIS (which can be found in the Homestead Booklet or online on the Homestead page) or file a copy of their Social Security Disability Letter with their refund claim, establishing their disability with Kansas Department of Revenue.
If I qualify for a SAFESR refund, should I also complete a Homestead refund claim in order to determine which refund claim will give me the largest refund?
Yes, those who qualify for a SAFESR refund should also complete a Homestead refund claim in order to determine which refund claim will give them the largest refund. Once, it is determined which claim would provide the largest refund - FILE ONLY ONE REFUND CLAIM - either the SAFESR (K-40PT) or the Homestead (K-40H) - BUT NOT BOTH.
SAFESR claimants with a 2018 general property tax of $934 or more will receive a SAFESR refund in excess of $700 ( $934 X .75 = $701). Thus, those eligible for a SAFESR refund that have a property tax bill less than $934 should also complete a Homestead claim for refund comparison purposes.
Is there a worksheet or some other aid that will determine for me which refund claim (SAFESR or Homestead) would result in the largest refund?
Anyone wanting to file a Homestead OR SAFESR refund may use the Kansas Department of Revenue’s free software.
If you are filing a Kansas Homestead or SAFESR claim you must have a PIN (Personal Identification Number) or Access code. Your PIN/Access code is last year's refund amount or a seven digit number that can be found on the mailing label of the Kansas Homestead Booklet mailed to you this year. If you did not receive a Kansas Homestead Booklet, you may call 785-296-6993 to obtain a PIN.
If you are a first time filer for the Homestead or SAFESR claim, you may file electronically using the free software and no PIN/access code is needed.