Screen RIH - Rhode Island Property Tax Relief Claim (1040)

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Overview

UltraTax CS uses the information on this screen to determine eligibility for the Property Tax Relief Claim. If you are filing Form RI-1040, the total credit allowed transfers to Form RI-1040, Page 1. If you are not filing Form RI-1040, then file this claim only.
note
Any Schedule A activity is reported on the Rhode Island Itemized Deductions Worksheet as an adjustment to miscellaneous deductions. RIH Screen pertains to Rhode Island residents only.

General Information

Home Address
Enter home address when PO Box or mailing address is used on return and they different than the physical home address.
Legal resident of Rhode Island all year / ... / Current for property taxes or rent due for this year and all prior years
All of the conditions associated with these fields must be met to make this claim. If any of the questions are answered No, then the taxpayer is not eligible for this credit and Form RI-1040H does not calculate.
note
Each of these fields automatically defaults to a
Yes
response.
Disabled and received social security disability payments for tax year
Enter
X
if the taxpayer or spouse was disabled and received Social Security disability payments during the tax year. This information is used to answer RI-1040H, Part 2, question E. In order to answer RI-1040H, Part 1, question D as Yes for disabled, enter
X
in the
Statement permanent & total disability
field on federal Cr Screen, in the Credits folder.
Persons in household under the age of 18 who are claimed as dependents (Force)
UltraTax CS defaults to the number of persons in the household under 18 who are claimed as dependents to the number of dependents claimed on the federal return who are under 18. Use this field to enter the number of dependents under 18 if different from that claimed on the federal return.
Bank account withdrawals made to pay rent, property taxes or other expenses
Bank account withdrawals are cash withdrawals made by any persons of a household from a bank account to pay rent, property taxes or other personal expenses during the year. Some individuals may use prior deposits to pay current year rent, property tax or other personal expenses.
note
Bank Account Withdrawals are not classified as additional taxable income. Therefore, Rhode Island property tax relief claim is not reduced by the amount of bank withdrawals. This is a new state requirement starting with tax year 2022.

Home Owners

Amount of property tax paid or will pay for tax year (Force)
If this field is blank, the amount of property taxes that were, or will be paid for the tax year are transferred from federal information on Schedule A. To force that amount, enter the amount to be used in this field.

Renters Information

Total rent paid
Enter 100 percent of the amount of rent the taxpayer paid for the occupancy of his residence for the current year. UltraTax CS automatically calculates the .20 percent allowable amount.

Worksheet for Household Income

Use this section to enter or force amounts for the calculation of household income when no federal return is filed. When there is federal data entry, these fields force amounts to Form RI-1040H, Part 5. When there is no federal data entry, these fields function as data entry fields for the completion of Part 5.

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