Class 2, 3, and 4 Railroad Schedules
Required attachments to the Railroad Property Tax Return for Class 2, 3, and 4 Railroad Schedules:
- Forms PTAX-501 through PTAX-513 (excludes PTAX-511)
- Forms PTAX-520-A through PTAX-523
- Forms PTAX-531 through PTAX-537 (two copies of each)
- A copy of:
- Your most recent annual report to stockholders for each railroad included in this return.
- Any subsidiaries' most recent annual report to stockholders, if applicable.
- Any leased lines' most recent annual report to stockholders, if applicable.
- The most recent annual report of the parent corporation if stock is owned by another company.
Name | Description |
---|---|
PTAX-500 | Instructions for Forms PTAX-501 through 513 |
PTAX-501 | Illinois Railroad Property Tax Return |
PTAX-502 | Itemized Expense & Income Accounts |
PTAX-503 | Comparative Statement of Financial Position Assets, Liabilities, and Shareholders' Equity |
PTAX-504 | Market Value of Stock and Debt |
PTAX-505 | Short Term Indebtedness |
PTAX-506 | Non-operating Intangible Property |
PTAX-507 | Non-operating Tangible Property |
PTAX-508 | Non-capitalized Equipment Leases Only |
PTAX-509 | Theoretical Net Unmatured Debt of Leased Equipment |
PTAX-510 | Book Value of Transportation Properties |
PTAX-512 | Obsolescence Computation Data |
PTAX-513 | Allocation Factors |
Name | Description |
---|---|
PTAX-520 | Instructions for Forms PTAX-520-A through 523 |
PTAX-520-A | Results of Operations |
PTAX-520-B | Results of Operations |
PTAX-521 | Detailed Information for Joint Facilities and Depreciation Expenses |
PTAX-522 | Road and Equipment Property |
PTAX-523 | Railroad Operating Statistics |
Note: Attach 2 copies of each form listed below.
Name | Description |
---|---|
PTAX-530 | Instructions for Forms PTAX-531 through 537 |
PTAX-531 | Summary by Counties |
PTAX-532 | Location of Right of Way and Improvements |
PTAX-533 | Continuation of Location of Right of Way and Improvements |
PTAX-534 | Operating Property Off the Right of Way |
PTAX-535 | Recapitulation of State Assessed Property |
PTAX-536 | Non-carrier Real Estate |
PTAX-537 | Non-carrier Real Estate Improvements Owned by Lessee |