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City of Alexandria, VA City of Alexandria, VA
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Page updated Feb 24, 2014 8:07 AM
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2014 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, 2014, may be eligible for the City's Real Estate Tax Relief Program for Elderly and Disabled Persons. Tax relief may be prorated for persons who turn 65 or who become disabled between January 1 and November 15, 2014.

Program Requirements

City of Alexandria tax relief program requirements are subject to budget approval. Posted eligibility requirements are based on approved income and asset thresholds used for 2013 program participants,  this may not reflect requirements for 2014: 

  • To qualify for a full tax exemption in the current year, a household's gross combined income may not have exceeded $40,000 in the prior year.
  • To qualify for a partial exemption equal to 50 percent of the taxes owed for the current year, a household’s gross combined income may not have exceeded $55,000 in the prior year.
  • To qualify for a partial exemption equal to 25 percent of the taxes owed for the current year, a household’s gross combined income may not have exceeded $72,000 in the prior year.
  • To qualify for tax deferral, a household's gross combined income may not have exceeded $72,000 in the prior year.
  • The assets of the household may not exceed $540,000 (excluding the house and two acres of adjoining property).

Note: 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.

This exemption has no means test (it is not based on the applicant’s income or assets). However, certain documentation must be submitted in order to qualify. The exemption is effective beginning on and after January 1, 2011. Taxes assessed for years prior to this date are not eligible for exemption. 

 To obtain required disability documentation from the U.S. Department of Veterans Affairs (VA), simply complete VA Form 21-4138 and fax this to the VA at 540-597-1792; or mail this form to:

U.S. Department of Veterans Affairs
Regional Office
210 Franklin Rd SW
Roanoke, VA 24011
  

 www.vba.va.gov/ro/roanoke/rlc 

   By law, disability documentation must come from the U.S. Department of Veterans Affairs. It is not sufficient just to submit a medical certification from your private physician.  

  • After receiving the required VA documentation, simply download the City of Alexandria Elderly and Disabled Tax Relief application and documentation to the address on the application. 

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 (SSA1109), Railroad Retirement or Pension statements (1109R), wages (W-2), interest (1109Int) and dividend (1109Div) 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, 2014.

Filing an Application

2014 Elderly and Disabled Tax Relief Application (PDF)

Completed applications or annual certifications must be filed with the Department of Finance by April 15, 2014 

Late Application: In the event that hospitilization or medical illness prevents the applicant from submitting an application by the April 15 due date, late applications will be accepted up to the June 15 first half real estate tax due date. Applicants who apply after June 15 but before November 15 will either be denied or, if the applicant's circumstances warrant acceptance despite the missed deadline, will only qualify for prorated tax relief covering the second half real estate tax. No applications can be accepted after the November 15 second half real estate tax due date.

Please note each full application year is followed by two years where the participant needs only sign and return an annual certification. For example, if an applicant completes a full application in 2014, he or she will submit signed annual certifications in 2015 and 2016. He or she will then submit another full application in 2017.

 

Any resident wishing to receive an application by mail should contact one of the following offices:

Tax Services & Enforcement
301 King Street, Room 1700
Alexandria, VA 22314
703.746.3901, Option 6
Email: Email button(1)
Department of Human Services
Office of Aging and Adult Services
2525 Mt. Vernon Avenue
Alexandria, VA 22301
703.746.5999
Email: Email button(1)

Note

The City Code requires that applicants who qualify for tax relief notify Tax Services & Enforcement in the event of any financial changes or the death of the applicant during 2014 that affects their eligibility status. Examples of changes that need to be reported include: (a) Change of residence; (b) Sale of the residential property in the City; (c) The death of the applicant(s); or (d) Changes in income or assets.

Changes in income, financial worth, ownership of the qualified property, or other factors occurring during the year for which tax relief is sought that affect the applicant’s eligibility status may adjust or eliminate any tax relief for the remainder of the tax year. Tax relief granted up to the date of any change that has affected the taxpayer’s eligibility for this program is not affected.

Further Information

Application assistance is available by phone or email at:

Tax Services & Enforcement
703.746.3901, Option 6
Email: Email button(1)

In person application assistance is available from 9 a.m. to 2 p.m., Tuesdays and Thursdays, at:

Tax Services & Enforcement
301 King Street, Room 1700
Alexandria, VA 22314

301 King St.
Alexandria, VA 22314
703.746.3900
Fax: 703.838.4987
E-mail

Office Hours:
Monday - Friday
8 a.m. - 5 p.m.