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The Iowa 54 130A form is a document provided by the Department of Revenue and Finance for individuals seeking rent reimbursement within the state of Iowa for the year 2002. It requires detailed information about the claimant, including social security number, birth date, residence details, and a comprehensive breakdown of household income and rent paid within the specified period to determine eligibility for reimbursement. Ensuring accurate and complete information on this form is crucial for timely processing and to potentially receive rent reimbursement.

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In an effort to support Iowa residents, the Iowa Department of Revenue and Finance provides a Rent Reimbursement Claim, known as form 54 130A, aimed at offering financial relief to eligible renters. This form caters specifically to individuals who are 65 years of age or older or those who are totally disabled and 18 years or older by the end of the tax year 2002. It serves residents who were living in Iowa during any part of 2002, including those residing in nursing homes or care facilities. By answering initial eligibility questions, claimants can proceed to detail their rental payments within the state for the year in question. The form requires claimants to provide comprehensive information about their household income, a crucial determining factor for the reimbursement rate. Additionally, it necessitates details about the claimant's landlord, the rental property, and a declaration verifying the truthfulness of the information provided. With a promise of processing claims within a range of 14 weeks, it underscores the importance of early filing to expedite reimbursement. The purpose behind this provision is not just to alleviate financial burdens but to systematically gather accurate data that ensures assistance reaches those in genuine need. For those requiring help in completing the form or inquiring about their refund status, contact details along with a specific mailing address for submissions are clearly provided, ensuring claimants are well-informed of the procedure every step of the way.

Preview - Iowa 54 130A Form

I OWA

department of Revenue and Finance IOWA RENT REIMBURSEMENT CLAIM www.state.ia.us/tax

2002 TO BE FILED IN 2003

File early to receive your rent reimbursement sooner.

Claimant’s Last Name

First Name

 

Claimant’s Social Security Number

Claimant’s Birth Date

 

County

 

 

 

/

/

/

/

 

Number

Spouse’s Last Name

First Name

 

Spouse’s Social Security Number

 

 

 

 

Month Day

Year

 

___

___

 

 

 

/

/

 

 

 

 

 

 

 

 

 

Mailing Address

 

Street Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Apt #, Lot #, Suite#, PO Box

 

Apt #, Lot #, Suite#

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, State, Zip Code

 

City, State, Zip Code

 

 

 

 

 

 

 

 

 

 

Do not write in this space.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ANSWER THESE QUESTIONS TO DETERMINE ELIGIBILITY:

 

 

YES

NO

 

1.Did you file a Rent Reimbursement claim last year? _____________________________________

2a. Were you 65 or older 12/31/02? __________________________________________________

2b. Were you totally disabled and 18 or older as of 12/31/02? Attach Proof of Disability _____________

3.Were you a resident of Iowa during any part of 2002? __________________________________

4.Do you presently live in Iowa? ____________________________________________________

5.Were you a resident of a nursing home or care facility during 2002? _________________________

COMPLETE THE WORKSHEET ON THE REVERSE SIDE

Use Whole Dollars Only

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

6.Total household income from line K side 2__________________________

 

 

 

,

 

 

 

 

 

.

0

 

0

 

 

 

 

 

 

 

 

 

 

 

 

 

7. Rental period in Iowa from ___________ , 2002, to ____________ , 2002

 

 

 

 

 

 

 

 

 

 

 

 

8. Total rent paid in Iowa for 2002 _________________________________

 

 

 

,

 

 

 

 

 

.

0

 

0

 

 

 

 

 

 

 

 

 

 

 

 

 

9.Allowable percentage _________________________________________________________ X .

2

 

3

 

 

 

 

 

 

 

 

 

 

 

 

 

10. Multiply line 8 by line 9 (NOT TO EXCEED $1,000) ____________________________

 

,

 

 

 

 

 

.

0

 

0

 

11. Reimbursement rate from table on reverse side 2 __________________________________ X

 

 

 

 

 

 

 

 

 

.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

12.This is yourreimbursement(multiplyline10 byline 11) ____________________

 

,

 

 

 

 

 

.

0

 

0

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

13.Name of apartment, nursing home or facility: ____________________________________________________

Landlord: Name _______________________________________ Telephone ( ______ ) ______________

Address: ______________________________________________________________________

City, State, Zip Code: ____________________________________________________________

14.I declare under penalty of perjury that I have reviewed this claim and to the best of my knowledge and belief, it is true, correct and complete.

________________________________________

_________

_________________________________

Claimant’sSignature

Date

Preparer’s Signature

( _________ ) ___________________________

 

( __________ ) ___________________

Claimant’sTelephoneNumber

 

Preparer’s Telephone Number

Review your claim for accuracy. Incomplete claims and errors will delay processing of your reimbursement check.

Side 1

IT MAY TAKE AS LONG AS 14 WEEKS TO PROCESS YOUR CLAIM.

54-130a (07/25/02)

Worksheet for line 6

2002 TOTAL YEARLY HOUSEHOLD INCOME

“Household income” includes the income of the claimant, the claimant’s spouse and monetary contributions received from other persons living with the claimant.

Use Whole DOLLARS Only

A. Wages, salaries, tips, etc. ________________________________________

B. Rent subsidy/utilities assistance____________________________________

C. Title 19 Benefits for housing only (see instructions) ____________________

D. Social Security income received in 2002 ____________________________

E. Disability income for 2002 _______________________________________

F.All pensions and annuities from 2002 _______________________________

G. Interest and dividend income from 2002 ____________________________

H. Profit from business and/or farming and capital gains

if less than zero, enter 0 (see instructions) ________________________

I.Actual money received from others living with you in 2002 (see instructions) _ J. Other income (read instructions before making this entry) _______________

K. ADD amounts on lines A-J, enter here and on Line 6 Side 1_____________

This is your total household income

,

.

0

0

,

.

0

0

,

.

0

0

,

.

0

0

,

.

0

0

,

.

0

0

,

.

0

0

,

.

0

0

,

.

0

0

,

.

0

0

 

 

 

 

,

.

0

0

REIMBURSEMENT RATE TABLE FOR LINE 11

If your total household income from Line K above is:

$ 0.00

-

9,060.99 ----------

enter 1.00 on Line 11, Side 1

9,061

-

10,126.99 ----------

enter 0.85 on Line 11, Side 1

10,127

-

11,192.99 ----------

enter 0.70 on Line 11, Side 1

11,193

-

13,324.99 ----------

enter 0.50 on Line 11, Side 1

13,325

-

15,456.99 ----------

enter 0.35 on Line 11, Side 1

15,457

-

17,588.99 ----------

enter 0.25 on Line 11, Side 1

17,589 or greater -------------------

no reimbursement allowed

 

 

 

 

For assistance in completing this form, call 1-800-367-3388 or 515/281-3114.

 

Where’s my refund check?

Call 1-800-572-3944 or 515/281-4966

 

 

 

You must provide claimant’s Social Security Number

 

 

 

and date of birth when calling

 

 

Mail this form to:

IOWA DEPARTMENT OF REVENUE AND FINANCE

 

 

 

RENT REIMBURSEMENT PROCESSING

 

 

 

PO BOX 10459

 

 

 

DES MOINES IA 50306-0459

 

 

Claims must be filed no later than June 1, 2003, unless the Director of Revenue and Finance

Side 2

has granted an extension of the time to file through December 31, 2004.

54-130b (06/04/02)

File Breakdown

Fact Name Description
Purpose of Form The Iowa 54-130A form is used for claiming rent reimbursement in the state of Iowa, specifically designed to assist residents in recouping some costs associated with their rent payments.
Eligibility Criteria To be eligible, claimants must either be 65 or older as of December 31 of the year prior to filing, or be totally disabled and 18 or older as of the same date. Additionally, residency within Iowa during any part of the year in question is required.
Governing Law This form and the process it entails are governed by Iowa state law, which mandates the conditions under which rent reimbursements are issued, including eligibility criteria and filing deadlines.
Filing Deadline Claims must be filed no later than June 1 following the year for which rent reimbursement is claimed. However, extensions until December 31 can be granted by the Director of Revenue and Finance.

How to Use Iowa 54 130A

Filling out the Iowa 54 130A form for rent reimbursement is a straightforward process but requires attention to detail to ensure it's completed accurately. This form is significant for those seeking rent reimbursement and must be filled out with precision. By following the steps outlined below, applicants can complete their forms correctly and submit them for processing. Remember to review your claim thoroughly before submission to avoid any potential delays in receiving your reimbursement.

  1. Start by entering the claimant's personal details: Last Name, First Name, Social Security Number, and Birth Date in the respective fields at the top of the form.
  2. Fill in the spouse's information if applicable: Last Name, First Name, and Social Security Number.
  3. Provide your mailing address, including Street Address, Apt #, Lot #, Suite#, PO Box, City, State, and Zip Code. Ensure you fill in both the mailing and physical addresses if they differ.
  4. Answer the eligibility questions in the section titled "ANSWER THESE QUESTIONS TO DETERMINE ELIGIBILITY." Mark "YES" or "NO" as applicable for each question.
  5. Complete the worksheet on the reverse side to calculate your total household income. This includes filling in wages, rent subsidy, Title 19 benefits, Social Security income, disability income, pensions, annuities, interest, dividend income, profit from business, and any other contributions.
  6. Enter the total household income calculated on the worksheet into box number 6 on the front side of the form.
  7. Fill in the rental period in Iowa for the year 2002 by specifying the start and end dates.
  8. Enter the total rent paid in Iowa for 2002.
  9. Calculate the allowable percentage as instructed and fill in the corresponding field.
  10. Multiply the total rent paid by the allowable percentage to determine the amount and fill it in the designated box (not to exceed $1,000).
  11. Refer to the reimbursement rate table on the reverse side to determine your reimbursement rate based on your household income and fill in the result.
  12. Calculate your reimbursement by multiplying the amount from step 10 by the reimbursement rate from step 11 and enter the result.
  13. Provide the name of your apartment, nursing home, or facility, along with the landlord's name, telephone number, address, city, state, and zip code.
  14. Sign and date the form in the designated area. If someone prepared the form on your behalf, ensure they also sign and provide their telephone number.
  15. Double-check all the information for accuracy and completeness to avoid any delays in the reimbursement processing.

Once completed, the form must be mailed to the IOWA DEPARTMENT OF REVENUE AND FINANCE, RENT REIMBURSEMENT PROCESSING, PO BOX 10459, DES MOINES, IA 50306-0459. The form should be submitted no later than June 1, 2003. It's critical to adhere to this deadline unless an extension has been granted by the Director of Revenue and Finance through December 31, 2004. Accuracy and timeliness in submitting this form are key factors in ensuring the process moves smoothly and you receive your reimbursement without unnecessary delay.

Key Details about Iowa 54 130A

What is the Iowa 54 130A form?

The Iowa 54 130A form is designed for individuals to claim rent reimbursement. It is used by residents of Iowa who meet certain eligibility criteria to apply for a partial refund on the rent they paid during the previous year. This form is provided by the Iowa Department of Revenue and Finance.

Who is eligible to file a claim using the Iowa 54 130A form?

To be eligible for rent reimbursement through the Iowa 54 130A form, claimants must have either been 65 years of age or older by December 31 of the claim year or totally disabled and at least 18 years old by the same date. Additionally, they must have been Iowa residents for part or all of the claim year, currently live in Iowa, and have lived in rental property, a nursing home, or care facility in Iowa during the claim year. They also need to meet specific income guidelines as stated on the form.

What is considered as "household income" for this form?

For the purposes of the Iowa 54 130A form, "household income" includes wages, salaries, tips, rent subsidies or utilities assistance, Title 19 Benefits for housing only, Social Security income, disability income, pensions, annuities, interest, dividend income, profits from business and/or farming, contributions from others living with the claimant, and any other forms of income received during the claim year.

How is the reimbursement rate determined?

Reimbursement rates are based on the total household income reported on the form. The Iowa Department of Revenue and Finance provides a table with specific income ranges and corresponding reimbursement rates. Claimants must refer to this table to determine their eligibility for reimbursement and the rate at which it will be calculated.

When must the Iowa 54 130A form be filed?

Claims must be filed no later than June 1 of the year following the claim year. However, an extension until December 31 may be granted by the Director of Revenue and Finance under certain circumstances.

How long does it take to process a claim?

It may take up to 14 weeks to process a claim filed using the Iowa 54 130A form. Delays can occur if the form is incomplete or contains errors, so claimants are encouraged to review their claims carefully for accuracy before submission.

What documents need to be attached when filing a claim?

Claimants who are filing due to disability must attach proof of disability when submitting their Iowa 54 130A form. No specific instructions are given for attachments for other claimants, but it's important to ensure all requested information is accurately provided on the form.

How can someone get assistance with completing the form?

For assistance with completing the Iowa 54 130A form, individuals can call the Iowa Department of Revenue and Finance at 1-800-367-3388 or 515/281-3114.

How can a claimant check the status of their reimbursement?

To check the status of a rent reimbursement claim, claimants can call 1-800-572-3944 or 515/281-4966. They will need to provide the claimant's Social Security Number and date of birth when calling.

Common mistakes

Filling out the Iowa 54 130A form, a document designed for rent reimbursement claims, requires attention to detail. Often, individuals can make common mistakes that may delay or impact the processing of their claim. Here are some of the most frequent errors to avoid:

  1. Incorrect Social Security Numbers: Mixing up digits or providing an incorrect Social Security Number for either the claimant or the spouse can lead to processing delays.
  2. Failure to Determine Eligibility: Some applicants skip the eligibility questions (1-5), not realizing that their answers are crucial for qualifying for reimbursement.
  3. Income Information Errors: When reporting household income, it's easy to overlook certain income types or miscalculate the total amount, which could lead to inaccuracies on lines A through K on the worksheet.
  4. Omitting Proof of Disability: If applicable, failing to attach Proof of Disability for claimants who were totally disabled and 18 or older as of 12/31/02 can result in an incomplete application.
  5. Inaccurate Rental Period: Inputting wrong dates or leaving the rental period section blank can affect the reimbursement calculation.
  6. Forgetting to Sign: The claim cannot be processed without the claimant’s signature and date at the bottom of the form. Similarly, if a preparer assisted with the form, their signature is also required.
  7. Not Reviewing for Accuracy: Applicants often send in the form without double-checking their information for accuracy, leading to preventable errors.
  8. Missing Deadline: Waiting too long to submit the form and missing the filing deadline prevents the claim from being processed.

By being mindful of these common oversights, claimants can enhance the accuracy of their submissions, facilitating a smoother process for rent reimbursement claims.

Documents used along the form

For those preparing or submitting the Iowa 54 130A form, which is central to claiming rent reimbursement, it's pertinent to be aware of other key documents that might be required or beneficial in conjunction. These additional documents support the main form by providing detailed personal, financial, and residency information which can be crucial for a successful claim.

  • Proof of Age or Disability: This might include government-issued identification such as a driver's license or a passport for proof of age, or official documentation from the Social Security Administration or a physician for proof of disability. These documents validate the eligibility criteria mentioned in the form.
  • Proof of Residency: Utility bills, a lease agreement, or an Iowa driver's license can serve as proof of residency, establishing that the claimant was an Iowa resident during the applicable tax year.
  • Income Documentation: Includes all forms of income verification such as W-2s, 1099 forms, Social Security benefits statements, and pension distribution statements. These documents are essential for calculating total household income.
  • Rental Agreement or Lease: This document confirms the rental arrangement, including the landlord's details and the rental period, crucial for verifying rent paid throughout the year.
  • Landlord’s Statement: Additional to the rental agreement, a statement by the landlord can provide detailed rent payment records, especially for claimants who pay in cash or where rent amounts varied throughout the year.
  • Bank Statements: May be used to substantiate rent payments, especially if direct debits or checks were used. These are often required if there's a need to verify the rent amounts listed in the claim.

While the Iowa 54 130A form is the cornerstone document for rent reimbursement claims, the completeness and accuracy of supplementary documents are equally critical. These additional forms corroborate the information provided in the main form, ensuring clarity and supporting a smoother processing experience. It's essential for claimants to gather and prepare these documents meticulously to facilitate a successful claim submission.

Similar forms

The 1040 federal income tax form, commonly used for individual income tax filing in the United States, shares similarities with the Iowa 54 130A form in terms of its purpose for financial declarations. Like the 54 130A, it requires detailed personal and financial information from the filer, including income, eligibility for specific tax credits or deductions, and a direct impact on the filer's financial obligations to the government. Both forms are critical in determining the financial benefits or liabilities for the individual based on their economic status.

State-specific homestead credit forms, which vary by state but essentially provide tax relief for homeowners, resemble the Iowa 54 130A form regarding their focus on reducing individuals’ financial burden. These forms assess eligibility based on personal circumstances and property details, similar to how the 54 130A evaluates rent reimbursement claims based on residency, age, or disability criteria and calculates financial relief for eligible citizens.

The FAFSA (Free Application for Federal Student Aid) form, crucial for students seeking financial aid for education, parallels the Iowa 54 130A form in its collection of financial data to determine eligibility for financial assistance. Both require detailed information on income and residency to calculate the potential financial aid or reimbursement, aiming to subsidize costs for eligible individuals, whether for housing in the case of the 54 130A or for education through FAFSA.

Medicare claim forms are required for individuals seeking reimbursement for medical expenses covered under Medicare. These forms are akin to the Iowa 54 130A form, as they both involve a process of claiming financial compensation from the government based on eligibility criteria, such as age or specific conditions, and necessitate detailed documentation of expenses (rent payments for 54 130A and medical expenses for Medicare).

Unemployment insurance claim forms, filed to receive unemployment benefits, share a common goal with the Iowa 54 130A form: providing financial assistance to eligible individuals. Both forms require personal and financial information to verify the claimant's eligibility based on their current situation, such as employment status or, in the case of the 54 130A, residency and income levels.

The SNAP (Supplemental Nutrition Assistance Program) application form, used to apply for food assistance benefits, is similar to the Iowa 54 130A form in its intent to offer financial relief to individuals and families who meet specific eligibility criteria, such as income and household size. Both forms evaluate financial need and aim to assist those in the community requiring support for essential needs.

Social Security Disability Insurance (SSDI) application forms, necessary for individuals unable to work due to a disability, are comparable to the Iowa 54 130A form in their focus on providing financial support based on disability status. Both forms demand detailed personal and medical or financial information to assess eligibility for benefits, reflecting a shared objective of aiding those who face significant barriers to economic stability.

The Low Income Home Energy Assistance Program (LIHEAP) application form, designed to help eligible households cover energy costs, and the Iowa 54 130A share similarities in targeting financial relief based on household income. Both forms are geared towards reducing the financial load on individuals and families by subsidizing essential expenses, thus requiring detailed income and residency information for eligibility determination.

Veterans’ benefits claim forms, utilized by veterans seeking various types of government-provided assistance, parallel the Iowa 54 130A form in their objective to offer financial or other support to eligible individuals based on service-related criteria. Information required on these forms pertains to personal service history, current status, and financial needs, mirroring the process of evaluating eligibility and benefits seen in rent reimbursement claims.

Dos and Don'ts

When completing the Iowa 54 130A form for rent reimbursement, ensuring its accuracy and completeness is crucial for the timely processing of your claim. Here are essential guidelines to follow and common pitfalls to avoid.

  • Do review the eligibility questions carefully and answer each one honestly to determine your qualification for rent reimbursement.
  • Do provide your complete and accurate Social Security Number and birth date, as these details are critical for the identification of your claim.
  • Do list the total household income using whole dollars only, as this will ensure the precision of calculations for your reimbursement.
  • Do clearly indicate the total rent paid in Iowa for the year 2002, as this amount is integral in calculating your potential reimbursement.
  • Do include the name, address, and telephone number of your landlord or the facility where you reside to aid in the verification of your claim.
  • Don't leave any required fields blank. Incomplete information can lead to processing delays or denial of your claim.
  • Don't estimate or round up income and rent figures. Accuracy is paramount in ensuring the correct calculation of your reimbursement amount.
  • Don't forget to sign and date the form before submission. An unsigned form is considered incomplete and will not be processed.

By adhering to these guidelines, you will help ensure that your Iowa Rent Reimbursement Claim is processed efficiently and accurately. Remember, the Department of Revenue and Finance is available to assist with any questions or concerns you may have regarding the completion of your form. Utilizing their resources can provide clarity and further guidance, ultimately facilitating a smoother submission process.

Misconceptions

Understanding the Iowa 54 130A form, which relates to rent reimbursement, is crucial for many residents but there are several misconceptions that need to be cleared up:

  • Misconception #1: The form is only for senior citizens.
  • While it's true that age is a significant factor (you need to be 65 or older by the end of the reporting year), individuals who are totally disabled and 18 or older are also eligible. This opens the doors for a wider demographic to benefit from rent reimbursement.

  • Misconception #2: You must have been an Iowa resident for the entire year to qualify.
  • The form requires that you were a resident of Iowa during any part of the reporting year, not necessarily for the whole year. This provides flexibility for people who might have moved in or out of Iowa within the year.

  • Misconception #3: If you live in a nursing home or care facility, you're automatically ineligible.
  • Being a resident of a nursing home or care facility does not disqualify you. In fact, the form has specific sections to be filled out by those in such living situations, ensuring they too can claim rent reimbursement if eligible.

  • Misconception #4: Everyone's reimbursement is the same.
  • The reimbursement rate varies based on your total household income, as evidenced by the reimbursement rate table on the form. This detailed structure ensures the benefit amount is aligned with the applicant's financial situation.

  • Misconception #5: You can claim any amount of rent paid.
  • The total rent paid that you can claim is subject to an allowable percentage and the reimbursement amount cannot exceed $1,000. This cap is in place to ensure fairness and manage the fund's distribution effectively.

  • Misconception #6: The submission deadline is flexible.
  • Claims must be filed no later than June 1, 2003, for the year in question, unless an extension is granted through December 31, 2004. Timeliness is crucial; missing the deadline could result in forfeiture of the reimbursement for that year.

  • Misconception #7: The process to file is overly complicated.
  • Although the form requires thorough information, assistance is readily available. The Iowa Department of Revenue provides contact numbers for help with filling out the form or checking on a refund's status, making the process more manageable for claimants.

Clarifying these misconceptions is key to ensuring eligible Iowa residents can successfully navigate the process of claiming their rent reimbursement.

Key takeaways

Filling out and using the Iowa 54 130A form, also known as the Iowa Rent Reimbursement Claim form, is an essential process for certain residents of Iowa. This form is designed to facilitate a reimbursement claim for rent paid within the state. Understanding the key takeaways of this form can ensure that eligible residents accurately complete their submission and potentially receive their reimbursement in a timely manner. Here are seven critical aspects to keep in mind:

  • Eligibility is determined by a combination of age, disability status, residency in Iowa, and whether the applicant lived in a nursing home or care facility in 2002. Specifically, applicants must have been either 65 years or older or totally disabled and 18 or older as of December 31, 2002, to qualify.
  • Applicants must have been residents of Iowa for some part of 2002 and must currently live in Iowa to be eligible for rent reimbursement.
  • It is crucial to provide the correct social security numbers for both the claimant and, if applicable, the spouse to ensure the processing of the claim.
  • The form requires detailed information about the rental period within Iowa for the year 2002, including total rent paid, to calculate the reimbursement amount accurately.
  • To complete the claim, applicants must also provide details about their household income, as this affects the reimbursement rate. The form includes a worksheet to assist in calculating total yearly household income, which encompasses various sources of income.
  • The reimbursement rate is determined by a table provided on the form, with the rate varying based on the applicant's total household income. However, there is a maximum reimbursement cap, which should not exceed $1,000.
  • Accuracy and completeness are vital when filling out the form. Incomplete claims or errors can significantly delay the processing time. As stated on the form, processing a claim may take as long as 14 weeks.

It's also important to note that the claim must be filed by a specific deadline, which was June 1, 2003, for the year stated on the form, with possible extensions granted until December 31, 2004. For future claims or more recent forms, applicants should verify the current deadline. Taking the time to review the claim for accuracy before submission, along with providing all the required documentation, can help facilitate a smoother processing experience.

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