Enlarge image | 2023 NJ-1040-HW State of New Jersey Property Tax Credit Application Wounded Warrior Caregivers Credit Application Your Social Security Number (required) 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 (if filing jointly) Home Address (Number and Street, including apartment number) - - County/Municipality Code (See Table page 52) City, Town, Post Office State ZIP Code 1. Single Fill in if your address has changed 2. Married/CU Couple, filing joint return 3. Married/CU Partner, filing separate return NJ RESIDENCY STATUS From: M M / D D /32 6. Part-year residents, provide months/days 4. Head of Household you were a New Jersey resident during 2023: To: M M / D D /32 5 Qualifying Widow(er)/Surviving CU Partner Do Not File This Application If: • You file a 2023 New Jersey resident return, Form NJ-1040; or • Your income is more than $20,000, excluding Social Security income ($10,000 if filing status is single or married/CU partner, filing separate return). You must file Form NJ-1040. You can use Form NJ-1040-HW even if you are eligible for only ONE of the credits. If you are applying for the Property Tax Credit, complete Part I. If you are applying for the Wounded Warrior Caregivers Credit, complete Part II. If you are applying for both credits, complete both Parts I and II. Part I — Property Tax Credit 7. Indicate whether at any time during 2023 you either owned a home or rented a dwelling in New Jersey as your principal residence (main home) on which property taxes (or rent) were paid. Fill in the appropriate oval. If you were both a homeowner and a tenant during the year, fill in “Both.” Homeowner Tenant Both None (Fill in only one) If “Homeowner” or “Tenant” or “Both,” you may be asked to provide proof of property taxes or rent paid on your main home. If “None,” you are not eligible for a Property Tax Credit. 8a. On December 31, 2023, were you age 65 or older? Yourself Yes No Spouse/CU Partner Yes No 8b. On December 31, 2023, were you blind or disabled? Yourself Yes No Spouse/CU Partner Yes No If you (and your spouse/CU partner) answered “No,” to all the questions at lines 8a and 8b, you are not eligible for the Property Tax Credit. 9. On October 1, 2023, did you own and occupy a home in New Jersey as your main home? Yes No Division 1 2 3 4 5 6 7 use |
Enlarge image | Your Social Security Number Name(s) as shown on Form NJ-1040-HW Page 2 Part II — Wounded Warrior Caregivers Credit 10. Did you provide care for a relative who was a qualifying armed services member (see instructions)? Yes No If “Yes,” enter the name and Social Security number of the qualifying service member. - - Last Name, First Name, Middle Initial Enter your relationship to the qualifying service member. You may be asked to provide proof to substantiate your claim. If “No,” you are not eligible for a Wounded Warrior Caregivers Credit. Do not complete Part II. 11a. Enter the 2023 federal disability compensation of the armed services member ......................... 675 11b. Maximum credit allowed ................................... 11c. Enter the lesser of line 11a or line 11b .................................................................11c. . 12. Were you the only caregiver for this service member during the tax year? Yes No If “No,” enter your share (percentage) of the total care expenses for the year % 13. If you answered “Yes” at line 12, enter the amount from line 11c. If you answered “No” at line 12, multiply the amount from line 11c x % from line 12. ..................................................13. . Signature Under penalties of perjury, I declare that I have examined this 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 the taxpayer, this declaration is based on all information of which the preparer has any knowledge. (N.J.S.A. 2C:28-1) Your Signature Date Spouse’s/CU Partner’s Signature (required if filing jointly) Date Fill in if death certificate is enclosed. Fill in if you do not want a paper form next year. I authorize the Division of Taxation to discuss my return and enclosures with my preparer (below). Paid Preparer’s Signature Federal Identification Number Mail your NJ-1040-HW to: NJ Division of Taxation Revenue Processing Center Firm’s Name Federal Employer Identification Number PO Box 555 Trenton, NJ 08647-0555 |