Cómo solicitar Minnesota Age 65 or Older or Disabled Subtraction (State Income Tax)

Para quién es

Minnesotans who are 65 or older, or who have a permanent and total disability and get taxable disability income, may be able to subtract up to $9,600 ($12,000 for a married couple filing jointly) from their Minnesota taxable income. It is for people with lower incomes: for a single filer, adjusted gross income must be under $33,700 and nontaxable Social Security plus Railroad Retirement benefits under $9,600. For a married couple filing jointly, the limits are $42,000 (both 65+ or disabled) or $38,500 (one spouse), with benefits under $12,000. Claim it on Schedule M1R with the Minnesota income tax return — there is no separate application.

Qué necesitará

• Schedule M1R, filed with Form M1 and Schedule M1M (no separate application)
• Form SSA-1099 and any RRB-1099 (Social Security and Railroad Retirement benefits)
• Disability path: a physician's signed statement (federal Schedule R instructions) or a VA certification of permanent and total disability, kept with tax records

Dónde solicitar

Qué decir cuando llame

"Hola, llamo para preguntar sobre Minnesota Age 65 or Older or Disabled Subtraction (State Income Tax). Quisiera saber si puedo calificar, qué documentos necesito y si puedo solicitar en línea, por correo, por teléfono o en persona. Entiendo que podría necesitar Schedule M1R, filed with Form M1 and Schedule M1M (no separate application), Form SSA-1099 and any RRB-1099 (Social Security and Railroad Retirement benefits), Disability path: a physician's signed statement (federal Schedule R instructions) or a VA certification of permanent and total disability, kept with tax records — ¿se requiere algo más? ¿Cuál es el mejor paso a seguir?"

Consejo: tenga un bolígrafo a mano, pida el nombre de la persona y anote cualquier número de caso o de referencia que le den.

Renovaciones

annual