Tax Relief and Assistance Program for Elderly and Disabled Person

Page updated on Apr 5, 2019 at 3:30 PM

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, 2019, 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, 2019.

Program Requirements

Income Requirements for 2019: 

  • The total combined household gross income of the applicant and his/her spouse shall not have exceeded $100,000 for the calendar year 2018.
    Total combined household cross income includes the income of the applicant and, if living in the home, the applicant's spouse, as well as that of any other owners or relatives of the applicant or spouse living in the home.
  • 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 $100,000 in the prior year. Taxes exempted under this program do not have to be repaid at a later date. Taxes deferred under this program must be repaid when the property changes ownership.

 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.

Asset Requirements 

  • The assets of the household may not exceed $430,000 (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 and Assets

All applicants must attach copies of documents to support income, e.g., Social Security statements (SSA-1099), Railroad Retirement (RRB-1099), pension statements (1009-R), wages (W-2), interest income (1099-INT), dividend income (1099-DIV), divorce agreements, leases, and year-end financial statements, etc. Applicants required to file a Federal Income Tax Returns must provide a copy of the tax returns (with all attachments) by April 20, 2019.

Filing an Application

2019 Elderly and/or Disabled Tax Relief Application

Completed applications or annual certifications must be filed with the Department of Finance by April 15, 2019. 

Late Application: Late applications can be accepted before November 15 of the current tax year, provided the delay was due to good cause, such as hospitalization, medical illness, or being a first-time applicant.  No late applications will be accepted for any reason after November 14  (Section 3-2-165(c), Code of the City of Alexandria).   

Any resident wishing to receive an application by mail should contact:

Discovery & Collections
301 King Street, Room 1700
Alexandria, VA 22314
703.746.3901, Option 4      
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 2019 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:

Discovery & Collections
703.746.3901, Option 4      
Email: Email button(1)

In-person application assistance is available, by appointment, from 9 a.m. to 2 p.m., Monday through Friday, at:

Discovery & Collections
301 King Street, Room 1700
Alexandria, VA 22314
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