Personal Property Tax Relief for Elderly and Disabled Persons

Residents of the City of Alexandria who are at least 65 years of age or permanently and totally disabled by April 15, 2009, may be eligible for the City's Personal Property Tax Relief Program for Elderly and Disabled Persons.

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 provide proof of age (such as a copy of a valid driver’s license or birth certificate) or certification of disability if the applicant is under 65.
The total combined income of the applicant and his/her spouse shall not have exceeded $20,000* for calendar year 2008.
The net combined financial worth (all assets, including vehicles) of the applicant and his/her spouse, excluding the value of the principle residence and lot up to one acre in the City, shall not exceed $75,000* as of December 31, 2008.

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

Completed applications or annual certifications must be filed with the Department of Finance by April 15, 2009.

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 you complete a full application in 2009, you will submit signed annual certifications in 2010 and 2011. You will then sumbit another full application in 2012.

2009 Tax Relief Application and Instructions (PDF)

Note: These documents require Acrobat Reader.

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

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:

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 the Tax Services Office in the event of any financial changes or the death of the applicant during 2009 which affects their eligibility status. Examples of changes that need to be reported - (a) Change of residence, (b) Sale of the residential property in the City, (c) 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.