2009 Real Estate Tax Relief and Assistance Program for Elderly and Disabled Persons

Residents of the City of Alexandria who are either 65 years of age or older or permanently and totally disabled by November 15, 2009, may be eligible for the City's Real Estate Tax Relief Program for Elderly and Disabled Persons.

Program Requirements

• To qualify for a full tax exemption in 2009, a household's gross combined income may not have exceeded $40,000 in 2008.
  
• To qualify for a partial exemption equal to 50 percent of the taxes owed for the year, a household’s gross combined income may not have exceeded $55,000 in 2008.
  
• To qualify for a partial exemption equal to 25 percent of the taxes owed for the year, a household’s gross combined income may not have exceeded $72,000 in 2008.
  
• To qualify for tax deferral, a household's gross combined income may not have exceeded $72,000 in 2008. Gross combined income includes the income of both spouses as well as any income in excess of $10,000 per year of other relatives living in the home.
  
• The assets of the household may not exceed $540,000 (excluding the house and two acres of adjoining property).

Disabled Persons

Permanently and totally disabled persons must attach to the application or affidavit form, certification of their disability from the Social Security Administration Office, the Department of Veterans Affairs or the Railroad Retirement Board, or a sworn affidavit by two medical doctors licensed to practice in the Commonwealth of Virginia. The certification or affidavit must state that the applicant is unable to engage in any substantial gainful activity by reason of any medically determinable physical or mental impairment or deformity which can be expected to last for the duration of the applicant’s life.

Verification of Income

All applicants must attach copies of documents to support income, e.g., Social Security statements (SSA1099), Railroad Retirement or Pension statements (1099R), wages (W-2), interest (1099Int) and dividend (1099Div) income, divorce agreements, leases, etc. Applicants filing Federal Income Tax Returns must provide a copy of the tax returns (with all attachments) by April 20, 2009.

Filing an Application

2009 Tax Relief Application and Instructions (PDF)

Requires Adobe Acrobat Reader

To have an application mailed to you, contact one of the following offices or agencies:

Tax Services

301 King Street, Room 1700
Alexandria, VA 22314
703.746.3901
Email:  

Department of Human Services
Office of Aging and Adult Services
2525 Mt. Vernon Avenue
Alexandria, VA 22301
703.838.0920
Email:  

Further Information

For more information or to get assistance with your application by phone or email, please contact:

Tax Services

703.746.3901
Email:  

Tax Services

301 King Street, Room 1700
Alexandria, VA 22314
Monday through Thursday

9 a.m. to 2:30 p.m.