Personal Property Tax Relief for Elderly and Disabled Persons (One Vehicle)
Personal Property Tax Relief for Elderly and Disabled Persons (One Vehicle)
Residents of the City of Alexandria who are at least 65 years of age or permanently and totally disabled by April 15, may be eligible for the City's Personal Property Tax Relief Program for Elderly and Disabled Persons.
NOTE: Please do not send any documents or messages that contain personal or confidential information to City email addresses. If you need to submit documents that contain personal or confidential information, please email or call 703.746.4800 to request a secure link that will allow secure transmission.
Program Requirements
- The vehicle for which tax relief is requested must be owned or partially owned and used by or for the applicant. Leased vehicles do not qualify for tax relief.
- The vehicle for which tax relief is requested must be currently assessed by the City at less than $30,000. Only one vehicle per household shall be granted tax relief.
- The applicant must be at least 65 years of age or permanently and totally disabled. The applicant must provide proof of age (such as a copy of a valid driver's license or birth certificate) or certificate of disability if the applicant is under 65.
- The total combined gross income of the applicant and his/her spouse shall not have exceeded $20,000 for the preceding calendar year.
- The net combined financial worth (all assets, including vehicles) of the applicant and his/her spouse, excluding the value of the principal residence and lot up to one acre in the City, shall not exceed $75,000 as of December 31 of the preceding calendar year.
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 and Assets
- All applicants must attach copies of documents to support income, e.g., Social Security (SSA-1099), Railroad Retirement (RRB-1099), pension statements (1099-R), wages (W-2), interest income (1099-INT), dividend income (1099-DIV), miscellaneous income (1099-MISC), etc. All applicants must attach copies of documents to support net worth as of December 31, 2021, e.g. all bank and/or financial institution statements for December 2021. These statements arrive by mail each January and indicate the total income received from the sender for the previous year. Other income might be verified by divorce agreements, leases, etc.
- All applicants that are required to file Federal Income Tax Returns must also provide a copy of the tax returns, with all income attachments (Schedules B, C, D and E), by April 20, 2022.
Filing and Application
Completed applications or annual certifications must normally be filed with the Department of Finance by April 15 of each year. Extensions may be granted for late applications for first-time filers or for hardship circumstances. Please contact taxrelief@alexandriava.gov to discuss late applications.
2024 Elderly and Disabled Tax Relief Application
Any resident wishing to receive an application by mail should contact:
Revenue Division
301 King Street, Room 1700
Alexandria, VA 22314
703.746.4800
Email: taxrelief@alexandriava.gov
Proration of Vehicle Tax Relief
An individual who changes vehicles during a year (such as trading in an old vehicle for a new one) may receive tax relief on the new vehicle for the remainder of the tax year during which the qualified participant meets the requirements of tax relief.
NOTE:
The City Code requires that applicants who qualify for tax relief notify Discovery & Collections in the event of any financial changes or the death of the applicant during 2021 that affects their eligibility status. Examples of changes that need to be reported include: (a) Change of residence; (b) Sale of the qualified vehicle; (c) The death of the applicant(s); or (d) Changes in income or assets.
Changes in income, financial worth, ownership of the qualified vehicle, 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.
Information and Assistance
Application assistance is available by phone or email at:
Revenue Division
703.746.4800
Email: taxrelief@alexandriava.gov
Application drop-off only available in office from 8 a.m. to 5 p.m., Monday through Friday, at:
Revenue Division
301 King Street, Room 1700
Alexandria, VA 22314