We (Rutland) almost had a return go in with the HS-122 Homestead Declaration but without the Property Tax Adjustment claim. If this return had gone in, the taxpayer would not have received any PTA--possibly a loss of thousands of dollars. In TaxSlayer, on the Part B: Property Tax Adjustment Claim page, the first question (Will you be filing a Property Tax Adjustment Claim...now?) had either not been answered or it had reverted to "--Select--" (we have had some trouble with pull-down fields not "sticking" or changing value if the mouse/cursor passes over them).
To the casual QRer, the page looked OK. The three values (Housesite and taxes) were all correct and the ensuing three questions were all answered correctly. The clue that there is a problem is on the HS-122 PDF; the fields for the housesite and taxes will be blank. Quality Review Recommendations The QRer and/or ERO should always review the Vermont PDF as well as the input pages in TaxSlayer. For Homestead returns in particular, I always look at three things on the PDF. 1. 8879-VT, Part III. Is there a check in the box for "Check here if Property TaxAdjustment Claim filed"? 2. HS-122, Part B. Are the three questions B1,B2,B3 answered correctly (Yes,No,No)? 3. HS-122, Part B. Are there 'reasonable' values on Lines B4,B5,B6? If these lines are blank, there's a problem unless the taxpayer is not filing a PTA claim. and for mobile homes, is the Lot Rent shown on Line B10 or the allocated taxes shown on Lines B11 and B12 of the PDF?
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