Homestead or Property Tax Refund for Homeowners - 2023

For a fast refund, file electronically!
You can find the pdf version of this publication here.

Table of Contents

General Information

Filing a Claim

Homestead refunds are not available to renters. You must own your home to qualify.

The Homestead claim (K-40H) allows a rebate of a portion of the property taxes paid on a Kansas resident’s homestead. A homestead is the house, mobile or manufactured home, or other dwelling subject to property tax that you own and occupy as a residence. Your refund percentage is based on your total household income and the refund is a percentage of your general property tax. The maximum refund is $700.

The Property Tax Relief claim (K-40PT) allows a refund of property tax for low income senior citizens that own their home. The refund is 75% of the property taxes actually and timely paid on real or personal property used as their principal residence. Claimants that receive this refund cannot claim a Homestead refund.

The Property Tax Relief claim (K-40SVR) allows a refund of property tax for an individual that is 65 years of age or older, is a disabled veteran or a spouse of a person 65 years of age or older or a disabled veteran.

The large purple boxes on Form K-40H and K-40PT allow us to process your refund claim faster and with fewer errors. Please follow these important instructions when completing your form:

  • Use only black or dark blue ink.
  • Do not use dollar signs, lines, dashes, or other symbols. If a line does not apply to you, leave it blank.
  • All entries must be rounded. If less than $.50 cents, round down. Round $.50 to $.99 to next higher dollar.
  • Send the original claim form. Do not send a photocopy.
  • If you are using an approved computer software program to prepare your claim, send the original form printed from your printer. Do not send a photocopy.

Qualifications

A homestead claim (K-40H) is for homeowners who own and occupy their homestead and were residents of Kansas all of 2023. This refund program is not available to renters. As an owner your name is on the deed for the homestead. As a resident the entire year and a homeowner, you are eligible if your total household income is $40,500 or less and you: 1) were born before January 1, 1968, or 2) were blind or totally and permanently disabled all of 2023, or 3) have a dependent child who lived with you the entire year who was born before January 1, 2023, and was under the age of 18 all of 2023.

The property tax relief claim (K-40PT) is for homeowners that were 65 years of age or older, with a household income of $23,700 or less, and a resident of Kansas all of 2023.

The property tax relief claim (K-40SVR) is for homeowners that are 65 years of age or older, a disabled veteran or a surviving spouse of a person 65 years of age or older or a disabled veteran with household income of not more than $53,600.

Only one refund claim (K-40H, K-40PTor K-40SVR) may be filed for each household. A married couple OR two or more individuals who together occupy the same household may only file one claim. A married couple who own and occupy separate households may file separate claims and include only their individual income.

If you owe any delinquent property taxes on your home your homestead refund will be used to pay those delinquent taxes. The Kansas Department of Revenue will send your entire refund to the County Treasurer.

If you moved during 2023, you may claim the general property tax paid for the period of time you lived in each residence. Homeowners who rent out part of their homestead or use a portion of it for business may claim only the general property tax paid for the part in which they live.

Definition of a Household and Household Income

Net operating losses and net capital losses cannot be used to reduce total household income. DO NOT subtract these losses from the income amounts.

A household is you, or you and your spouse who occupy a homestead, or you and one or more individuals not related through marriage who together occupy a homestead. Household income is generally all taxable and nontaxable income received by all household members during 2023. If a household member lived with you only part of the year, you must include the income they received during the months they lived with you.

Household income includes, but is not limited to:

  • Taxable and nontaxable wages, salaries, and self-employment income.
  • Federal earned income tax credit (EITC).
  • Taxable and nontaxable interest and dividends.
  • Social Security and SSI benefits. The amount included depends on which refund claim you file:
    • K-40H – 50% of Social Security and SSI benefits (except disability payments – see Excluded Income).
    • K-40PT – 100% of Social Security and SSI benefits (except disability payments – see Excluded Income).
    • K-40SVR - 50% of Social Security and SSI benefits (except disability payments – see Excluded Income).
  • Railroad Retirement benefits (except disability payments).
  • Veterans’ benefits and all other pensions and annuities (except disability payments).
  • Welfare and Temporary Assistance to Family (TAF) payments.
  • Unemployment, worker’s compensation and disability income.
  • Alimony received.
  • Business and farm income.
  • Gain from business or investment property sales and any long-term capital gains included in federal adjusted gross income.
  • Net rents and partnerships (cannot be a negative figure).
  • Foster home care payments, senior companion stipends, and foster grandparent payments.
  • School grants and scholarships (unless paid directly to the school).
  • Gambling winnings, jury duty payments, and other miscellaneous income.
  • ALL OTHER INCOME received in 2023 not specifically excluded (as follows).

Excluded Income — DO NOT include these items as household income:

  • 50% of Social Security and SSI payments. This exclusion applies only to the Form K-40H and K-40SVR. K-40PT filers will report 100% of Social Security and SSI payments.
  • Social Security disability payments.
  • Social Security and SSI payments that were Social Security “disability or SSI disability” payments prior to a recipient reaching full retirement age. These Social Security payments, that were once Social Security disability (or SSI disability) payments, are NOT included in household income.

When and Where to File

File your claim after December 31, 2023 but no later than April 15, 2024. Mail your claim to the address shown on the back of your K-40H, K-40PT or K-40SVR.

Late Claims – 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. When filing a late claim, 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. NOTE: Kansas does not have a separate extension of time to file form.

WebFile is a simple, secure, fast and free Kansas electronic filing option. Click here for details!

Refund Advancement Program

This optional program provides eligible homeowners an opportunity to apply a portion of their anticipated 2023 Homestead or Property Tax Relief refund to help pay the first half of their 2023 property taxes. The amount of the advancement is based on the 2022 refund amount.

You may participate in this program by marking the Refund Advancement Program check box on your 2023 Form K-40H, form K-40PT or form K-40SVR. See instructions further down for additional information.

Signature and Fraudulent Claims

If a claimant is incapable of signing the claim, the claimant’s legal guardian, conservator, or attorney-in-fact may file the claim. When filing on behalf of an eligible claimant, a copy of your legal authority is required.

These refund programs are designed to provide tax relief only to those that qualify. Fraudulent claims filed will be denied and may result in criminal prosecution.

Deceased Claimant

Use the steps in the worksheet on page 6 of the booklet to compute a refund for a deceased claimant.

When the person who has been the claimant for a household dies, another member of the household who qualifies as a claimant should file Form K-40H, K-40PT or K-40SVR for the household. A separate claim on behalf of the decedent is not necessary.

If a member of the decedent’s household (such as a surviving spouse) does NOT qualify to be the claimant, or when there are no other members of a decedent’s household, a claim may be filed for a deceased claimant if the decedent was a resident of Kansas all of 2023 but died before filing a claim (after December 31, 2022) or died during 2023 and was a Kansas resident the entire portion of the year he or she was alive.

Required Enclosures for 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.

Signature on a Decedent’s Claim.

A decedent’s claim should be signed by the surviving spouse; executor or executrix; administrator; or other authorized person.

Amending a Claim

If, after mailing your claim, you find there is an error that will affect your refund amount, file an amended claim after you receive your refund from the original filing. To file an amended claim, obtain another copy of Form K-40H, Form K-40PT or Form K-40SVR and mark the “amended” box located to the right of the county abbreviation. Enter the information on the claim as it should have been, and enclose an explanation of the changes. If an additional refund is due you will receive it in 10 to 12 weeks.

If the refund on the amended claim is LESS than the refund you received from the original claim, enclose a check or money order for the difference, made payable to the Kansas Department of Revenue. Write Homestead Repayment - Amended Claim and include the last 4 digits of your Social Security number (example: XXX-XX-1234).

Refund Percentage Table

(For use in computing your refund percentage on line 14 of Form K-40H)

If the amount on line 10, Form, K-40H is: Enter on line 44:
0 to $6,000 100%
$6,001 to $7,000 96%
$7,001 to $8,000 92%
$8,001 to $9,000 88%
$9,001 to $10,00084%
$10,001 to $11,000 80%
$11,001 to $12,000 76%
$12,001 to $13,000 72%
$13,001 to $14,000 68%
$14,001 to $15,000 64%
$15,001 to $16,000 60%
$16,001 to $17,000 55%
$17,001 to $18,000 50%
$18,001 to $19,00045%
$19,001 to $20,000 40%
$20,001 to $21,000 35%
$21,001 to $22,000 30%
$22,001 to $23,000 25%
$23,001 to $24,000 20%
$24,001 to $25,000 15%
$25,001 to $26,000 10%
$26,001 to $40,500 5%
$40,501 and over 0%

Line-By-Line Instructions

CLAIMANT INFORMATION

Social security number, name validation, and telephone number. Enter your Social Security number in the boxes above the name and address. (Do not enter the Social Security number under which you are receiving benefits if not your own).

Using CAPITAL letters, enter the first four letters of your last name in the boxes provided. If your last name has fewer than four letters, leave the remaining boxes empty.

Enter the telephone number where you can be reached during our office hours so that we may contact you if a problem arises while processing your claim. The number will be kept confidential.

Name and address. PRINT or TYPE your name and complete address – the physical location of your residence (not a P.O. Box), including apartment number or lot number.

Deceased claimant. If you are filing on behalf of a claimant who is deceased, mark an “X” in the box, and enter the date of the claimant’s death. Use the worksheet for Deceased Claimants on page 6 to figure the decedent’s refund. Be sure to enclose the additional documents required (see page 3).

Name or address change. If you filed a refund claim last year and your name or address has changed, place an “X” in the box to the right of the address so we may update our records.

Amended claim. If you are filing an amended (corrected) claim, mark an “X” in the box. See further instructions here.

QUALIFICATIONS — LINES 1 THROUGH 3

To qualify, you must first have been a resident of Kansas all of 2023. Next you must own and occupy your home – meaning that your name must be on the deed to the home. Contract for deed does qualify as ownership; however, a “rent to own” contract does not qualify as ownership. If you were a Kansas resident all year and owned and occupied your home, complete ONLY the qualification line that applies to your situation (i.e., if you are age 60 and also blind, enter your birthdate in the boxes on line 1 and skip lines 2 and 3).

Line 1 (Age qualification): If you were born before January 1, 1968, enter the month, day, and year of your birth. Add a preceding “0” for months and days with only one digit.

Line 2 (Disabled or blind qualification): If you are blind or totally and permanently disabled, enter the month, day, and year you became blind or disabled. (Veterans disability includes veterans 50% or more permanently disabled.) 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 statement showing that your disability began prior to 2023, or 2) Schedule DIS (from page 11) completed by your doctor.

Line 3 (Dependent child qualification): If you have at least one dependent child, enter their name and date of birth (must be prior to January 1, 2023) in the spaces provided. NOTE: The child must have resided solely with the claimant the entire calendar year, be under age 18 all of 2023, AND is or may be claimed as a dependent by the claimant for income tax purposes.

Surviving spouse: Mark this box if filing as surviving spouse (and not remarried) of a disabled veteran or an active duty service member who died in the line of duty. The disabled veteran must meet the qualifications in line 2. 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 2023 and the percentage of permanent disability being 50% or greater.

HOUSEHOLD INCOME — LINES 4 THROUGH 10

Lines 4 through 8 will contain the total annual income amounts received by you and your spouse during 2023. The income of ALL other persons who lived with you at any time during 2023 will be entered on line 9, All Other Income. If a minor child or incapacitated person holds legal title to the property, the income (wages, child support, etc.) will also be entered on line 9.

If the income amounts requested on lines 5 through 8 were included on line 4, do not include them again on lines 5 through 8.

Line 4 (2023 Wages OR Kansas Adjusted Gross Income AND Federal Earned Income Tax Credit): If you are not required to file an income tax return, enter in the first space the total of all wages, salaries, commissions, fees, bonuses, and tips received by you and your spouse during 2023. If the amount of 2023 wages or Kansas Adjusted Gross Income is negative, enter zero in the space provided. Enter this same amount in the purple boxes.

If you file a Kansas income tax return, enter in the first space your Kansas Adjusted Gross Income (KAGI) from line 3 of your Form K-40, adding back net operating losses or net capital losses. Enter in the second space, any federal Earned Income Tax Credit (EITC) received during 2023. This is generally the amount shown on your 2022 federal tax return, but could also include an EITC for a prior year that was received in 2023. Add your KAGI and EITC together and enter the total in the purple boxes. Important — If line 4 is your KAGI plus EITC, enter on lines 5 through 8 only the income amounts that are not already included in your KAGI on line 4.

Line 5 (All taxable income other than wages and pensions not included in Line 4): Enter all taxable interest and dividend income, unemployment, self-employment income, business or farm income, alimony received, rental or partnership income, the gain from business or investment property sales, and any long term capital gains that were included in federal adjusted gross income. A net operating loss or net capital loss may not be used to reduce household income. If you have nontaxable interest or dividends, enter them on line 9, All Other Income.

If you used a portion of your homestead for rental or business income, enter the net rental or business income on line 5. Note: Also complete the worksheet on page 5 to determine the property tax amount to enter on line 12.

Line 6 (Total Social Security and SSI benefits, including Medicare deductions): Enter in the first space of line 6 the total Social Security and Supplemental Security Income (SSI) benefits received by you and your spouse. Include amounts deducted for Medicare, any Social Security death benefits, and any SSI payments not shown on the annual Social Security benefit statement. Do not include Social Security or SSI “disability” payments.

Enter the annual amount of any Social Security or SSI disability benefits in the Excluded Income section on the back of Form K-40H. First time filers: must enclose a copy of their 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.

If you do not have your annual Social Security benefits statement, use the following method to compute the total received for 2023. Add the amount of your December 2023 check, plus the 2023 Medicare deduction of $226.00 (if applicable), and multiply by 12.

EXAMPLE: Your December, 2023 social security check is $914.00 You are covered by Medicare. Your part B premiums are $226.00 month ($2,712 per year). Compute your benefits as follows:

$914.00 + 226.00 = $1140.00. $1140.00 X 12 months = $13,680. (enter $13,680 in the first space on line 6.)

Multiply the total Social Security and SSI benefits received in 2023 by 50% (.50) and enter result in the purple boxes on line 6.

Line 7 (Railroad Retirement benefits and all other pensions, annuities, and veterans benefits): Enter the amounts received during 2023 from railroad retirement benefits (including Tier I— Social Security equivalent benefits) and veterans’ pensions and benefits. DO NOT include veteran or railroad retirement “disability” payments. Note: Veterans disability includes veterans 50% or more permanently disabled and surviving spouses of deceased disabled veterans. Also include on line 7 the total of all other taxable and nontaxable pensions and annuities received by you or your spouse that is not already entered on line 4 or line 6, except Veterans’ and Railroad Retirement “disability” payments.

Line 8 (TAF payments, general assistance, workers’ compensation and grants and scholarships): Enter the amounts received during 2023 in the form of: TAF (Temporary Assistance to Families); welfare or general assistance payments; workers’ compensation; disability payments (excluding disability payments received from Social Security, SSI, Veterans and Railroad Retirement, or pensions that you entered on line 4 or line 7); and grants, scholarships, and foster grandparent payments.

Line 9 (All other income. Enter the total amounts from the following list): Enclose with your claim a list showing the recipient(s), source(s), and amount(s) for the income entered on line 9.

  • All income (regardless of source) received by adult individuals other than you and your spouse who lived in the homestead at any time during 2023. For those who lived with you less than 12 months, include only the income they received during the months they lived with you. Also list these individuals in the Members of Household section on the back of the claim.
  • The income (child support, SSI, wages, etc.) of a minor child or incapacitated person, when that person is an owner of the homestead or is on the rental agreement.
  • Any other income outlined as “household income” on page 2 that is not already entered on lines 4 through 8.

Line 10 (Total Household Income): Add lines 4 through 9 and enter total. If the amount is negative, enter zero in the space provided. If more than $40,500 you do not qualify for a homestead refund. Important: 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.

REFUND — LINES 11 THROUGH 15

Line 11 (Percent of property for rental or business use): If part of your homestead was rented to others or used for business purposes during 2023, you may claim only the property taxes paid on the portion that was used for personal purposes. Complete the following worksheet to determine the percent of rental or business use to enter on line 11 and property tax amount to enter on line 12, Form K-40H. Note: Include the income received from the rental or business use of your homestead on lines 4 or 5 of Form K-40H.

WORKSHEET for RENTAL or BUSINESS USE of HOME

If you filed Schedule C or C-EZ, Form 1040, complete only lines 4, 5 and 6.

1. Total number of rooms in your homestead ____
2. Number of rooms rented or used for business ____
3. Rental/business use percentage. Divide line 2 by line 1. Enter result here and line 11 of Form K-40H ____%
4. Total 2023 general property tax ____
5. Multiply line 4 by line 3 (also include any property tax deduction claimed on federal Schedule C or C-EZ) This is the rental/business portion of the property taxes ____
6. Subtract line 5 from line 4. This is the general property tax on the nonbusiness portion of your homestead. Enter result on line 12, Form K-40H ____

Line 12 (2023 general property taxes): Enter the total 2023 general property tax you have paid or will pay, as shown on your real estate tax statement (taxes on property valued at $350,000 or more does not qualify). Do not include special assessment taxes, such as those levied for streets, sewers, or utilities; charges for services, such as sewer services; interest or late charges; or taxes on agricultural or commercial land. NOTE: The 2023 property tax is payable in two installments – the first is due December 20, 2023 and the second is due May 10, 2024. It is the total of both installments (whether paid or not) that is entered on line 12.

If you are filing on behalf of a claimant who died during 2023, the property tax must be prorated based on the date of death. To determine the property tax amount to enter here, use the steps for computing a decedent’s refund on the next page.

If you have delinquent property tax, mark the box on line 12. Your entire homestead refund will be sent to your county treasurer to pay the delinquent property tax.

2023 Property Tax Statement

You are not required to send a copy of your 2023 property tax statement with your completed K-40H; however, you may be asked to provide it at a later date. If requested, submit a copy of your 2023 statement – NOT a basic receipt – to verify the property tax entered on line 12. The copy will not be returned. A property tax receipt that contains a breakdown of property tax among the general tax, special tax, fees, etc. (such as a receipt that is an exact copy of the statement) is acceptable. The annual statement from your mortgage company and property tax receipts are NOT acceptable. If you need a copy of your property tax statement, you may request one through the office of your county clerk.

Mobile and Manufactured Homeowners

If you own your mobile home/manufactured home, enter on line 12 the personal property taxes you paid on your home, and the general property tax paid on the land. If you own your mobile home, but rent the land or lot on which it sits, enter on line 12 the personal property tax you paid on the mobile home. You may not claim the general property tax paid on the rented property.

Farm Owners

If your homestead is part of a farm covered by a single property tax statement, you may use only the general property tax paid on the HOMESITE.

Line 13 (Amount of property tax allowed; cannot exceed $700): Enter amount reported on line 12 or $700, whichever is less.

Line 14 (Homestead refund percentage): Your refund percentage is based on your total household income on line 10. Using the table at the bottom of page 3, find your income and enter the corresponding percentage on line 14. If the percentage is less than 100%, leave the first box blank.

Line 15 (Homestead Refund): Multiply line 13 by the percentage on line 14 and enter the result. If the amount is less than $5, it will not be refunded. You will receive a refund in the amount shown on line 15 if there are no corrections made to your claim; you did not participate in the optional refund advancement program (see page 3); you have no delinquent property taxes due to your County Treasurer; and you owe no other debt to the State of Kansas (see Debtor Set-Off that follows).

IMPORTANT: Instructions for the back of your claim are on page 6. Before mailing it be sure to complete all sections, sign the claim, and enclose all required documentation.

Debtor Set-Off

If you owe a delinquent debt to the State of Kansas (such as child support, student loan, medical bills, or income tax), your refund will be applied to that debt first and any remaining refund will be sent to you. Be advised that the set-off process will cause a delay of up to 12 weeks for any remaining refund.

Deceased Claimants

If filing on behalf of a claimant who died during 2023, the refund amount is prorated based on the decedent’s date of death. The taxes (line 12) are also prorated based on the decedent’s date of death. Use the following steps to compute a refund on behalf of a decedent. See page 3 for required enclosures.

REFUND COMPUTATION FOR DECEASED CLAIMANT

1. Complete lines 1 through 11 of K-40H or 1 through 10 of K-40PT or K-40SVR.
2. Compute allowable property tax paid by decedent to date of death. Using the table below, multiply the total 2023 property taxes by the applicable percentage for the month of the decedent’s death. Enter result on line 12 of K-40H or line 11 of K-40PT or K-40SVR.
EXAMPLE: If claimant died in August 2023 and the 2023 taxes were $645, the property tax paid to date of death is 8/12ths (.667) of $645 for a result of $430 ($645 X .667 = $430).
3. Complete lines 13 and 14 of the K-40H; then continue by completing lines 4 through 6 of this worksheet. If filing a K-40PT or K-40SVR, skip lines 4 through 6 and follow the instructions for K-40PT or K-40SVR below.
4. Multiply line 13 of K-40H by line 14 of K-40H. Enter result______________.
5. Enter percent from table below for month of decedent’s death__________.
6. Multiply the result from line 4 by the percent in line 5. Enter the result here__________________ and on line 15 of K-40H.

K-40PT: Multiply amount on line 11 of K-40PT by 75% (.75). Multiply the result by the percentage from the following table for the month of the decedent’s death. Enter this amount on line 12 of K-40PT.

K-40SVR: Multiply the general property taxes paid timely in 2023 by the percentage from the following table from the month of the decedent’s death. Enter this amount on line 11 of K-40SVR.

Month - Percent
January - .083
February - .167
March - .250
April - .333
May - .417
June - .500
July - .583
August - .667
September - .750
October - .833
November - .917
December - 1.000

2024 Refund Advancement Program Box

(See additional information about this program here)

By checking this box, you are requesting that the Department of Revenue electronically transfer your 2024 advancement information directly to the County Treasurer to help pay the first half of your property taxes. If you do not check this box, you cannot participate in the 2024 advancement program, in which case none of your 2024 refund will be used to pay your 2024 property taxes.

As a participant in this program, your 2023 refund will be used to pay back the amount the Department of Revenue advanced the county for your property taxes in December 2023. If there is a refund amount left over, it will be sent to you in a check. To determine the amount of your refund check, complete the following worksheet.

REFUND ADVANCEMENT WORKSHEET

1. 2023 refund from line 15 of Form K-40H or line 12 of Form K-40PT or line 13 of form K-40SVR $_______
2. 2023 refund advancement amount from your advancement letter $_______
3. Subtract line 2 from line 1 $_______

You will receive the amount on line 3 in a check from the Department of Revenue if you have no other delinquent debts due the state of Kansas (see Debtor Set-Off).

If your 2023 refund (line 15, K-40H or line 12, K-40PT or line 13 K-40SVR) is LESS than the advancement amount (line 2 of the Refund Advancement Worksheet), you should pay the difference when you file your 2023 K-40H, K-40PTor K-40SVR. Make your check or money order payable to the Department of Revenue and include the tax year and last 4 digits of your Social Security number (example: XXX-XX-1234).

EXCLUDED INCOME (BACK OF CLAIM FORM)

Enter in this section the total received during 2023 by all household members (including minor children) from each of the sources listed in (a) through (f). On line (g), enter wages received by a minor child and any other income not considered “household income” as outlined on page 2. First time filers must enclose a copy of their benefit statement or award letter with their claim to verify that the Social Security income is excludable. Previous filers should keep a copy for their records as the Department reserves the right to request it at a later date.

MEMBERS OF HOUSEHOLD (BACK OF CLAIM FORM)

All claimants must complete this section. As the claimant, enter your information on the first line. Then enter the name, date of birth, and other requested information for EACH PERSON (adults and children) who lived with you at any time during 2023.

If the person lived with you all year, enter “12” in the Number of months resided in household column and indicate whether their income is included as part of the Household Income reported on lines 4 through 9 of K-40H. NOTE: For a child born during 2023, enter only the number of months from the date of birth to the end of the year. For example, enter “6” for a child born July 10, 2023.

Signature: You, as the claimant, MUST sign the claim. If the claim was prepared by another, the preparer should also sign in the space provided, and supply a daytime phone number.

Preparer authorization box: It may be necessary that we contact you about your claim. By marking the box above the signature line, you are authorizing the department’s director or their designee to discuss your claim and any enclosures with your preparer. If a paid preparer is completing your return, they must sign and provide their preparer tax identification number (PTIN).

If the claim is being filed on behalf of a decedent, the surviving spouse or executor/executrix must sign it. See Deceased Claimants on page 3 for additional information and required enclosures.

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).

MAILING YOUR CLAIM: To prevent a delay in your receiving your refund, be sure that you have a correct and complete claim. Before mailing it, please be sure you have:

  • written your numbers clearly in each box;
  • completed all required information and signed the claim;
  • kept a complete copy of your claim for your records;
  • enclosed, with Form K-40H, a copy of your Social Security disability award letter or Schedule DIS completed by your physician indicating date the disability began (disabled or blind claimants);
  • placed all forms loosely in the envelope. DO NOT staple, tape or use any type of fastening device on documents.

AFTER YOU FILE: Keep a copy of your claim and all supporting documents. If you have a problem later and need to contact the Department of Revenue, it will save time if you have a copy of your claim with you. Keep copies of all documents for at least four years.

Processing Refund Claims

Normal processing time for an error-free and complete paper- filed homestead refund claim is 20 to 24 weeks. Claims requiring correspondence will take longer. Information for checking the status of your refund can be found on the back cover of this booklet.

If you have a refund due on the K-40H, K-40PT or K-40SVR and K-40 forms, wait until both returns are processed before expecting a refund check. Your refund(s) are subject to debtor set-off for other delinquent debts owed to the State of Kansas or County Treasurer.

Correspondence from the Department of Revenue

Should you receive a letter from the Department of Revenue about your claim, please respond to it immediately. Processing time necessary for a typical refund claim starts the day the missing information is received by the department. If you have questions about the letter or wish to discuss your claim in person, contact our Taxpayer Assistance Center (see below).

Taxpayer Assistance

Filing.

For questions about Kansas taxes, contact our Taxpayer Assistance Center. If you are eligible, free tax preparation is available through programs such as VITA (offered by the IRS), AARP-Tax Aide, and TCE. These programs have sites throughout the state of Kansas. To find a site near you, call 1-800-829-1040 or visit a local IRS office. To find an AARP site, call 1-888-227-7669 or visit their website ataarp.org/money/taxes/aarp_taxaide.

Taxpayer Assistance Centers are available by appointment only

To set up an appointment at the Topeka or Overland Park office, use the Appointment Scheduler.

Topeka Office
120 SE 10th Avenue - 1st Floor
Topeka, KS 66612-1103

Overland Park Office
7600 W. 119th St., Suite A
Overland Park, KS 66213-1128

Hours: 8 a.m. to 4:45 p.m. (M-F)
Phone: 785-368-8222
Fax: 785-291-3614

Refunds.

You may check the status of your current year tax refund from our website or by phone.You will need your Social Security number(s) and the expected amount of your refund. When you have this information, visit our Refund Status page or call 785-368-8222.

Forms.

If you choose to file paper, FILE the ORIGINAL form from this booklet, not a copy or aform from an approved software package. For a list of approved vendors go to: https://www.ksrevenue.gov/softwaredevelopers.html

Electronic File & Pay Options

WebFile

WebFile is a simple, secure, fast and free Kansas electronic filing option. It does require internet access. You will need to enter your last year’s refund amount to verify your identity. Go to our website to get started. If you need assistance signing into the system, contact our office by email at KDOR_IncomeEServ@ks.gov or call 785-368-8222.

Forms K-40H, K-40PT and K-40SVR may be filed electronically using Kansas WebFile or through IRS e-File. Both filing options are safe and secure and you will get your refund faster if you use direct deposit.

IRS e-File

IRS e-File is a fast, accurate, and safe way to file a federal and Kansas income tax return. Ask yourpreparer about e-File or visit our e-file page for a list of authorized e-File providers and software products. Join the 1.3 million taxpayers that used IRS e-File last year!