New Jersey 2020 Senior Freeze PTR-1 (Property Tax Reimbursement) Application Place preprinted label below ONLY if the information is correct. You must enter your Social Security number below Otherwise print or type your name and address. Your Social Security Number Last Name, First Name, Initial (Joint Filers enter first name and middle initial of each. Enter spouse’s/CU partner’s last name ONLY if different.) - - Spouse’s/CU Partner’s SSN Home Address (Number and Street, including apartment number) - - County/Municipality Code (See instructions) City, Town, Post Office State ZIP Code For Privacy Act Notification, See Instructions This is a four-page application. You must complete all four pages. Fill in ovals completely. PROOF OF AGE OR DISABILITY FOR 2019 AND 2020 MUST BE SUBMITTED WITH APPLICATION Age 65 or Older: Copy of one – Birth Certificate, Driver’s License, Church Records Receiving Federal Social Security Disability Benefits: Copy of Social Security Award Letter See instructions for more information. Marital/Civil Union Status 1. Your Marital/Civil Union Status on December 31, 2019: Single Married/CU Couple 2. Your Marital/Civil Union Status on December 31, 2020: Single Married/CU Couple Age/Disability Status 3a. On December 31, 2019, were you age 65 or older? Yourself Yes No Spouse/CU Partner Yes No 3b. On or before December 31, 2019, were you actually Yourself Yes No receiving federal Social Security disability benefit Spouse/CU Partner Yes No payments? 4a. On December 31, 2020, were you age 65 or older? Yourself Yes No Spouse/CU Partner Yes No 4b. On or before December 31, 2020, were you actually Yourself Yes No receiving federal Social Security disability benefit Spouse/CU Partner Yes No payments? Applicant(s) must meet the age or disability requirements for both 2019 and 2020. If neither you nor your spouse/CU partner met the requirements, you are not eligible for the reimbursement, and you should not file this application. See “Eligibility Requirements” on page 1 of instructions. Residency Requirements 5. Have you lived in New Jersey continuously since December 31, 2009, or earlier as either a homeowner or a renter? Yes No If “No,” STOP. You are not eligible for the reimbursement, and you should not file this application. 6. Have you owned and lived in the same New Jersey home since December 31, 2016, or earlier? (Mobile Home Owners, see instructions) Yes No If “No,” STOP. You are not eligible for the reimbursement, and you should not file this application. |
Name(s) as shown on Form PTR-1 Your Social Security Number PTR-1 (2020) Page 2 Determining Total Income (Line 7): Enter your annual income for 2019. See “Income Standards” and “Determining Total Income” in the instructions for information on sources of income and how to determine the amount to report. If you had no income in a category, leave that line blank. Losses in one category of income cannot be used to reduce total income. If you have a net loss in any income category, leave that line blank. If you were married or in a civil union as of December 31 of 2019 and living in the same home, combine your incomes for that year. If you lived in separate homes, file as “Single.” 2019 Income a. Social Security Benefits (including Medicare Part B premiums) paid to or on behalf of applicant. Enter total amount from Box 5 of Form SSA-1099 or Form RRB-1099 .......a. , . b. Pension and Retirement Benefits (including IRA and annuity income) See instructions for calculating amount ..........b. , . c. Salaries, Wages, Bonuses, Commissions, and Fees ................ c. , . d. Unemployment Benefits .............................................................d. , . e. Disability Benefits, whether public or private (including veterans’ and black lung benefits) ..............................................e. , . f. Interest (taxable and exempt) ......................................................f. , . g. Dividends ....................................................................................g. , . h. Capital Gains ..............................................................................h. , . i. Net Rental Income ....................................................................... i. , . j. Net Profits From Business ........................................................... j. , . k. Net Distributive Share of Partnership Income ............................ k. , . l. Net Pro Rata Share of S Corporation Income ............................. l. , . m. Support Payments .....................................................................m. , . n. Inheritances, Bequests, and Death Benefits ..............................n. , . o. Royalties .....................................................................................o. , . p. Gambling and Lottery Winnings (including New Jersey Lottery) ............................................................................p. , . q. All Other Income .........................................................................q. , . 7. Enter total 2019 income on line 7. (Add lines a-q) .................. 7. , . Was your total 2019 income on line 7 $91,505 or less? Yes. See 2020 income eligibility. No. STOP. You are not eligible for the reimbursement, and you should not file this application. |
Name(s) as shown on Form PTR-1 Your Social Security Number PTR-1 (2020) Page 3 Determining Total Income (Line 8): Enter your annual income for 2020. See “Income Standards” and “Determining Total Income” in the instructions for information on sources of income and how to determine the amount to report. If you had no income in a category, leave that line blank. Losses in one category of income cannot be used to reduce total income. If you have a net loss in any income category, leave that line blank. If you were married or in a civil union as of December 31 of 2020 and living in the same home, com- bine your incomes for that year. If you lived in separate homes, file as “Single.” 2020 Income a. Social Security Benefits (including Medicare Part B premiums) paid to or on behalf of applicant. Enter total amount from Box 5 of Form SSA-1099 or Form RRB-1099 .......a. , . b. Pension and Retirement Benefits (including IRA and annuity income) See instructions for calculating amount ..........b. , . c. Salaries, Wages, Bonuses, Commissions, and Fees ................ c. , . d. Unemployment Benefits .............................................................d. , . e. Disability Benefits, whether public or private (including veterans’ and black lung benefits) ..............................................e. , . f. Interest (taxable and exempt) ......................................................f. , . g. Dividends ....................................................................................g. , . h. Capital Gains ..............................................................................h. , . i. Net Rental Income ....................................................................... i. , . j. Net Profits From Business ........................................................... j. , . k. Net Distributive Share of Partnership Income ............................ k. , . l. Net Pro Rata Share of S Corporation Income ............................. l. , . m. Support Payments .....................................................................m. , . n. Inheritances, Bequests, and Death Benefits ..............................n. , . o. Royalties .....................................................................................o. , . p. Gambling and Lottery Winnings (including New Jersey Lottery) ............................................................................p. , . q. All Other Income .........................................................................q. , . 8. Enter total 2020 income on line 8. (Add lines a-q) .................. 8. , . Was your total 2020 income on line 8 $92,969 or less? (See “Impact of State Budget” on page 1 of instructions, which explains how the state budget may reduce the income limit.) Yes. Go to page 4. No. STOP. You are not eligible for the reimbursement, and you should not file this application. |
Name(s) as shown on Form PTR-1 Your Social Security Number PTR-1 (2020) Page 4 Principal Residence (Main Home) 9. Status (fill in appropriate oval): Homeowner Mobile Home Owner 10. Homeowners: Enter the block and lot numbers of your 2020 main home. Block Lot Qualifier . . 2019 2020 11a. Did you share ownership of this property with anyone other than your spouse/CU Partner? (Mobile Home Owners, see instructions) .... Yes No Yes No 11b. If you answered “Yes,” indicate the share (percentage) of the property owned by you (and your spouse/CU partner) (Mobile Home Owners, % % see instructions) .......................................................................................... 12a. Did this property consist of multiple units? ................................................... Yes No Yes No 12b. If you answered “Yes,” indicate the share (percentage) of the property that you (and your spouse/CU partner) used as your main home. .............. % % If you answered “Yes” at line 11a or 12a, see instructions before completing lines 13 and 14. Property Taxes Proof of property taxes due and paid for 2019 and 2020 must be submitted with application. See instructions. If you are claiming property taxes for additional lots, check box. (See instructions) 13. Enter your total 2020 property taxes due and paid (including any credits/deductions) on your main home. See instructions. (Mobile Home Owners: Property taxes = total site fees paid 0.18) ......... 13. , . 14. Enter your total 2019 property taxes due and paid (including any credits/deductions) on your main home. See instructions. (Mobile Home Owners: Property taxes = total site fees paid 0.18) ......... 14. , . Reimbursement Amount (See “Impact of State Budget” on page 1 of instructions.) 15. Reimbursement. (Amount to be sent to you. Subtract line 14 from line 13) ................................................................................................ 15. , . If line 15 is zero or less, you are not eligible for a reimbursement, and you should not file this application. If enclosing copy of death certificate for deceased applicant, check box. (See instructions) Under penalties of perjury, I declare that I have examined this Senior Freeze (Property Tax Reimbursement) Application, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. If prepared by a person other than applicant, this declaration is based on all information of which the preparer has Due Date: November 1, 2021 any knowledge. Mail your completed application to : NJ Division of Taxation Your Signature Date Spouse’s/CU Partner’s Signature (if filing jointly, BOTH must sign) Revenue Processing Center Senior Freeze (PTR) Your daytime telephone number and/or email address (optional) PO Box 635 Trenton, NJ, 08646-0635 SIGN HERE Paid Preparer’s Signature Federal Identification Number Senior Freeze (PTR) Hotline: 1-800-882-6597 Firm’s name Firm’s Federal Employer Identification Number Division Use 1 2 3 4 5 6 7. . |