Frequently Asked Questions About Property Tax Relief for Seniors and Disabled Veterans (Form K-40SVR)

What is the Property Tax Relief Claim for Seniors and Disabled Veterans (K-40SVR)?

The Property Tax Relief claim form (K-40SVR) allows a refund of property tax for seniors, disabled veterans and the surviving spouse of a claimant who was either a disabled veteran or person 65 years of age or older. The refund will be the difference between the claimant’s homestead property tax amount for a base year and the claimants homestead property tax amount for the current year.

What are the qualifications for the Property Tax Relief Claim for Seniors and Disabled Veterans (form K-40SVR)?

To claim a Property Tax Relief Claim for Seniors and Disabled Veterans refund: you must have been a resident of Kansas the entire year of 2024;

you must have household income of $56,450 or less for 2024;
you must have owned and occupied a home in Kansas during 2024; and
your house cannot be valued at more than $350,000 in the base year.

In addition, you must also meet one of the following three requirements:

You must have been age 65 or over for the entire base year; OR
A disabled veteran for the entire base year.; OR
The surviving spouse of a claimant who was receiving K-40SVR benefits as a senior or disabled veteran at the time of his or her death.

The base year is the calendar year prior to the year for which you will first be able to claim benefits. For any individual whose base year would otherwise be prior to 2021, such base year shall be deemed to be 2021.

Example: Claimant turns 65 on May 21, 2024. Claimant has owned and occupied a home in Kansas since 2023. The claimant’s base year is 2025, as this is the first year that the claimant has been 65 for the entire year. The first time this claimant will be eligible to file for K-40SVR will be for the 2026 claim year (filed January 1, 2027 through April 15, 2027), using a base year of 2025. This is assumes that all other qualifications have been met (household income in claim year and valuation of home in base year).

Are disabled veterans eligible for the Property Tax Relief Claim for Seniors and Disabled Veterans?

Yes, disabled veterans can claim a Property Tax Relief Claim for Seniors and Disabled Veterans refund. Veterans must be a Kansas resident who:

Served in the active military, naval, air or space service and who was discharged or released therefrom under an honorable discharge or a general discharge under honorable conditions;
received a disability that was incurred or aggravated in the line of duty in the active military, naval, air or space service; and
has a service-connected evaluation percentage equal to or greater than 50%, pursuant to 38 U.S.C. § 1101 et seq. or 10 U.S.C. § 1201 et seq.

Surviving spouses of deceased disabled veterans are also eligible to claim a Property Tax Relief Claim for Seniors and Disabled Veterans 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 January 1, 2023 and percentage of permanent disability must be filed with the Property Tax Relief Claim for Seniors and Disabled Veterans (K-40SVR).

May I receive a Property Tax Relief Claim for Seniors and Disabled Veterans refund if the appraised value of my home exceeds $350,000 in the base year?

No. To receive a Property Tax Relief Claim for Seniors and Disabled Veterans refund, the appraised value of the home cannot exceed $350,000 in the base year.

What if I have delinquent property tax?

If you file Form K-40SVR, Property Tax Relief Claim for Seniors and Disabled Veterans, the refund will be applied first to any delinquent property tax.

Are my entire Social Security benefits included as income on my Property Tax Relief Claim for Seniors and Disabled Veterans?

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. "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 based on their date of birth from age 65 – 67, received social security disability payments. In other words - persons receiving social security disability payments prior to attaining their full retirement age will be able to exclude or continue to exclude all social security payments received after obtaining full retirement age - from Household Income - for both the Homestead claim (K-40H), Property Tax Relief for Low Income Seniors-SAFESR (K-40PT), and Property Tax Relief Claim for Seniors and Disabled Veterans (Form K-40SVR) purposes.

How much is the refund?

The amount of any claim shall be computed by subtracting the claimant's base year ad valorem tax amount for the homestead from the claimant's homestead ad valorem tax amount for the current tax year for which the refund is sought.

Is there a worksheet or some other aid that will determine for me which refund claim (Homestead (K-40H), Property Tax Relief for Low Income Seniors-SAFESR (K-40PT), or Property Tax Relief for Seniors and Disabled Veterans (K-40SVR) would result in the largest refund?

Yes, the Kansas Department of Revenue’s free software found at https://www.kansas.gov/webfile/ will automatically generate the largest refund from the three different homestead programs.

Can I receive a Homestead refund, a SAFESR refund and a Property Tax Relief refund?

No, a claimant may receive only one refund. It is in your best interest to review each homestead program’s qualifications to determine which is the most advantageous to you.

Can my Property Tax Relief refund be directly deposited to my bank account?

Yes, Property Tax Relief refund claims which are electronically filed may be directly deposited to the claimant's bank account.

Am I required to submit copies of my 2024 property tax statements when filing for a Property Tax Relief Claim for Seniors and Disabled Veterans?

No. Do not submit copies of your property tax statements to the Kansas Department of Revenue. Keep a copy in your records, as the department reserves the right to request a copy of the property tax statement at a later date - if needed.

Must I include any documentation when submitting Form K-40SVR?

All Claimants: To expedite your refund, enclose a copy of pages 1 and 2 of your federal Form 1040, statements from DCF (formerly SRS) and Social Security; and other documentation for income amounts shown on lines 4 through 9.

All Claimants: DO NOT submit copies of your property tax statements to the Kansas Department of Revenue. Keep a copy in your records, as the Department reserves the right to request a copy of the property tax statement at a later date - if needed.

Claimants Reporting on Line 9-All other income including the income of others who resided with you at any time during 2024: Enclose with your claim a list showing the recipient(s), source(s), and amount(s) for the income entered on line 9.

Disabled Veteran: You must enclose a copy of your original Veterans Disability Statement or letter with all required information, including your disability date and percentage of permanent disability, from the V.A. when claiming a Disabled Veterans disability for homestead and SVR.

Surviving Spouse of a Disabled Veteran: Enclose with your K-40SVR a copy of the original Veterans Disability Determination Letter or letter from your regional V.A. that includes the disability date prior to 2023 and the percentage of permanent disability being 50% or greater.

First time filers: must enclose a copy of their social security or Supplemental Security Income (SSI) benefit statement or award letter with their claim to verify that the Social Security income is excludable. If you are not required to enclose a copy, be sure to keep one for your records as the Department reserves the right to request it at a later date.

Claimant Incapable of Signing: If the claimant is incapable of signing the claim, the person authorized to sign MUST sign and enclose a copy of the appointing documentation (i.e., guardian, conservator, power of attorney).

Decedent Claims: You must enclose a copy of the death certificate, funeral home notice, or obituary statement with a decedent’s claim, AND one of the following:

If the estate is being probated, a copy of the Letters of Testamentary or letters of administration.
If the estate is not being probated, a completed Form RF-9, Decedent Refund Claim.

Late Claims: enclose an explanation with documentation as to why it is late. If your claim will be late because you have an extension of time to file your income tax return, enclose a copy of that federal extension with your claim. Late Claims filed after the due date, April 15, 2025, may be accepted whenever good cause exists, provided the claim is filed within four years of the original due date. Examples of good cause include, but are not limited to, absence of the claimant from the state or country or temporary illness of the claimant at the time the claim was due.

How do I request a Property Tax Relief Claim for Seniors and Disabled Veterans refund?

Complete and submit form K-40SVR, Property Tax Relief Claim for Seniors and Disabled Veterans to the Department of Revenue through Kansas WebFile or by paper. Paper claims may be mailed to:

Homestead Claim
Kansas Department of Revenue
P O Box 750260 Topeka, KS 66699-0260

Can Form K-40SVR, Property Tax Relief Claim for Seniors and Disabled Veterans be filed electronically?

Yes, the refund claim may be filed electronically at Kansas Department of Revenue - Homestead Refund or by either a paid practitioner, through an approved software vendor, or a volunteer using Kansas WebFile. These filing options are safe and secure, and you will receive your refund faster if you use direct deposit. File your Homestead claim now by clicking here.

How do I check on my current year Property Tax Relief Claim for Seniors and Disabled Veterans refund?

Normal processing time for a refund is 20 to 24 weeks.

You may check on the status of your current year Property Tax Relief Claim for Seniors and Disabled Veterans refund claim at Kansas Department of Revenue - Home page and click Check My Refund. You may also visit the refund status application directly by clicking here. 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. Lastly, indicate the type of return you are inquiring about.

May I participate in the "Refund Advancement Program" on Form K-40SVR?

Yes, Form K-40SVR allows the claimant to check a "Refund Advancement Program" box.

What is the "Refund Advancement Program"?

This optional program provides eligible homeowners an opportunity to apply a portion of their anticipated 2024 Property Tax Relief Claim for Seniors and Disabled Veterans refund to help pay the first half of their 2025 property taxes. The amount of the advancement is based on the 2024 refund amount. You may participate in this program by marking the Refund Advancement Program check box on your 2024 Form K-40SVR. See instructions in the 2024 Homestead or Property Tax Refund for Homeowners booklet for additional information.

When a claimant checks the "Refund Advancement Program" box on the Form K-40SVR, it authorizes the Kansas Department of Revenue to advise the County Treasurer of the county where the claimant resides that the claimant is eligible for an advancement.