5766: First-Time Home Buyers Bank Worksheet (Revision 2024-12)
Missouri · Missouri DOR · Used for tax years 2024, 2025, 2026
Missouri Form 5766, First-Time Home Buyers Bank Worksheet, records account holder and beneficiary information, account balances, deposits, withdrawals, interest earned, and expenses. It also lists a contribution deduction and accrued interest to enter on Form MO-1040, Line 22.
What you'll need
Have the information requested on the worksheet ready:
- Account holder’s name, Social Security number, address, and account number, plus the spouse’s name and Social Security number fields.
- Beneficiary’s name, Social Security number, and address.
- Financial institution’s name.
- Account balances on January 1 and December 31, total deposits, total withdrawals, and interest earned.
- Expense dates, descriptions, and amounts.
- Address of the residence purchased.
- Contribution deduction and accrued interest amounts.
The form does not provide a list of required supporting documents.
How to file
Complete the worksheet’s account holder, beneficiary, financial institution, expense, and deduction fields.
The form directs you to enter both the Line A contribution deduction amount and the Line B accrued interest amount on Form MO-1040, Line 22.
The supplied form does not give mailing, e-filing, or submission-address instructions.
Questions people ask
What account balances does the worksheet ask for?
It asks for the account balance on January 1 and December 31, along with total deposits, total withdrawals, and interest earned.
What beneficiary information do I need to enter?
The worksheet has fields for the beneficiary’s name, Social Security number, and address, including city, state, and ZIP code.
Where do the deduction amounts go on my tax return?
The worksheet directs you to enter the Line A contribution deduction and Line B accrued interest amounts on Form MO-1040, Line 22.
Is there a military-related field?
Yes. The form includes a checkbox for a military service member whose home of record is outside Missouri. It also directs people who have served on active duty in the United States Armed Forces to dor.mo.gov/military/ for information about services and benefits.