Adjustments and Denials

You Received a Notice

Treasury determines your allowable credit based on tax data and public information. If you did not receive the homestead property tax or home heating credit you claimed, Treasury mailed a letter of explanation notifying you of a refund adjustment or denial.

Next Steps

If you agree with the adjustments, you don't need to do anything further. However, If you now owe, pay electronically, or mail the payment to the address on your letter.

If you disagree with the adjustments, exercise your appeal rights by responding timely to the mailed letter. If you have additional questions or need to submit documentation to support your original claim visit the Individual Income Tax (IIT) eService and submit an account-specific inquiry. For help using the IIT eService, visit the help center. See the documentation lists below for additional guidance.

How to Disagree with Treasury if the Credit was Adjusted or Denied

Submit Supporting Documentation

If you need to submit supporting documentation use the partial list below to determine what could be accepted:

Income Type list in THR	Supporting Documentation
Wages, salaries, tips, etc.	W-2(s), 1099s
Business income	Business records used to prepare your return or 1099
Interest/Dividends	1099-INT, 1099-DIV
Capital gains	U.S. Schedule D
Social Security, SSI, RSDI	Statement from Social Security Administration showing amounts for all members in household including claimed dependents
Pension benefits	1099-R
Railroad retirement benefits	1099-R
Veteran's benefits	Letter from regional Veteran's Affairs office
Worker's Compensation	1099-R, W-2
Child Support/Alimony	Statement showing support received for the year
Foster care payments	w-2, 1099, or other statement from MDHHS
Adoption subsidy payments	Annual statement
Cancelled debt	1099-A, 1099-C
Nontaxable gain from primary residence	See IRS Publication 523
Student grants/scholarships	1098-T
FIP/MDHHS payments (not food assistance)	Annual statement
Rent/Bills paid on your behalf	Statement of each person who gave assistance: the name, dollar amount, signature, date, and contact information
Gifts of cash over $300	Statement of each person who gave assistance; the name, dollar amount, signature, date and contact information
Gambling over $300	W2Gs
Unemployment	1099-G
Structured Settlements	1099-MISC
Personal Loans (from relatives/friends)*	Signed statement showing original amount of the loan and terms of repayment
Inheritance or life insurance proceeds from someone other than spouse	Statement showing amount received for the year
Inheritance of life insurance proceeds from deceased spouse*	Statement showing amount received for the year
Food assistance*	Statement showing amount of assistance received for the year
Credit credit*	Statement (from beginning, middle and end of the year) from financial institution indicating dates and amounts
Savings account*	Statement (from beginning, middle, and end of the year) from financial institution indicating dates and amounts
Student Loans*	Statement from financial institution/lender indicating dates and amounts of disbursement
Refunds*	Bank statement with deposit
Chore Service*	W2
Death benefits

*used to show how expenses were covered, not included as income

List Other Financial Resources
You may need to send in additional information if your credit was denied or adjusted and you rely on financial resources that were not originally listed in your first credit claim. Common sources include:

Payments from the foster grandparent or senior companion program

Energy assistance grants of tax credits

Alimony paid if deductible on your federal return

Personal Loans (from relatives and friends)

Inheritance or life insurance policy from the death of a spouse

Food Assistance

Credit cards

Savings

Student Loans

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How Do I...

Adjustments and Denials

You Received a Notice

Next Steps

How to Disagree with Treasury if the Credit was Adjusted or Denied