Frequently Asked Questions About Homestead

To claim a Homestead refund:

• you must have been a Kansas resident for all of 2024;
• you must have household income of $42,600 or less;
• you must have owned and occupied a home in Kansas during 2024; and
• your house cannot be valued at more than $350,000

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

• You must have been 55 years of age or older for the entire calendar year of 2024, which means you were born before January 1, 1969; OR
• You must have been blind or totally and permanently disabled all of 2024, regardless of your age; OR
• You must have a dependent child who lived with you the entire year who was born before January 1, 2024, and was under the age of 18 the entire calendar year of 2024; OR
• You must be a disabled veteran; OR
• You must be the surviving spouse of a deceased member of the armed forces who died in the line of duty during a period of active service. As a surviving spouse you are eligible to receive benefits until you remarry.

Yes, disabled veterans can claim a homestead refund. Veterans must be a Kansas resident who:

1. 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;
2. received a disability that was incurred or aggravated in the line of duty in the active military, naval, air or space service; and
3. 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 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 January 1, 2024 and percentage of permanent disability must be filed with the Homestead Refund Claim (K-40H).

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 Homestead purposes.

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.

Permanent Disability or Blindness: The Kansas Department of Revenue must have on file documentation of permanent disability or blindness for your homestead claim. If you do not have documentation you must enclose with Form K-40H either:

1. a copy of your Social Security certification of disability letter that shows you are receiving benefits based upon a total and permanent disability which prevented you from being engaged in any substantial gainful activity during the entire calendar year of 2024, or
2. Schedule DIS, Certificate of Disability must be completed by a duly licensed physician.

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-40H a copy of the original Veterans Disability Determination Letter or letter from your regional V.A. that includes the disability date prior to 2024 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:

1. If the estate is being probated, a copy of the Letters of Testamentary or letters of administration.
2. 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.

Complete and submit Form K-40H, Kansas Homestead Claim 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

You may check on the status of your current year Homestead 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. Normal processing time for a refund is 20 to 24 weeks.

Homestead refund information regarding prior year claims or amended claims is not available using this system.

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. Amended claims may be submitted through April 15, 2025. Original claims and amended claims filed after the due date 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.

This optional program provides eligible homeowners an opportunity to apply a portion of their anticipated 2024 homestead refund claim 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-40H. 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-40H, 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.

Yes. You may file a SAFESR (Form K-40PT) refund claim or Property Tax Relief Claim for Seniors and Disabled Veterans (Form K-40SVR) between January 1, 2026 and April 15, 2026, even though you elected on the 2024 Homestead return to receive an advancement to apply against the 1st half of the 2025 property tax. The Kansas Department of Revenue will reduce the 2025 SAFESR refund or 2025 Property Tax Relief Claim for Seniors and Disabled Veterans refund (filed between January 1, 2026 and April 15, 2026) by the amount of the 2024 Homestead Advancement. If the SAFESR refund or Property Tax Relief Claim for Seniors and Disabled Veterans refund is more than the amount owed the Kansas Department of Revenue for the Advancement, a refund check for the balance will be issued. If the SAFESR refund or Property Tax Relief Claim for Seniors and Disabled Veterans refund is less than the amount owed the Kansas Department of Revenue for the Advancement, a bill requesting payment will be issued.