Intangible Tax

All claims for a refund of Intangible Tax must include a copy of the tax return, a copy of your cancelled check (front and back) and other additional documents. 

(Click on the description of your refund claim to see what additional documentation must be included with your application.)

1.Non-Florida resident claiming a refund due to paying intangible tax.

• Copy of a federal or state income tax return
• Copy of voter registration card

2.Intangible taxpayer claiming a refund because tax was paid on receivables secured by real property.

• Copy of the recorded mortgage and amortization schedule

3. Corporate Intangible taxpayer claiming a refund because tax was paid on overstated receivables.

• Breakdown of all accounts receivables
   

4. Intangible taxpayer claiming a refund because tax was paid on overstated or overvalued assets.

Copy of complete brokers' statement, showing the correct valuation of the assets reported not the 1099 - Interest form.
 

5.   Intangible taxpayer claiming a refund because tax was paid on exempt investments.

• Bank statements for exempt bank accounts
• Documentation showing registration of a retirement plan (for example: IRA designation)
• Prospectus and annual report for mutual funds
• Prospectus, notice of offering or partnership agreement for limited partnerships

6.   Intangible taxpayer claiming a refund because tax was paid on an exempt trust.

• Copy of the trust agreement
• List of names and addresses of trustee and beneficiaries
• Trust statement (lists of assets held in trust)

7.   Corporate intangible taxpayer is claiming a refund because tax was paid by an exempt organization.

• Copies of federal registration as a 5019c)3 organization