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1. What are the requirements to be eligible for tax relief on real estate and mobile homes?

The main criteria for tax relief are as follows:

• All owners must live in the household.
• It must be owner’s primary residence.
• You must be 65 or older as of December 31^st of the preceding year or be totally and permanently disabled as of the same date.
• The total gross income of all occupants or the home must not exceed $52,000 from all sources, taxable or non-taxable.
• For property jointly owned by husband and wife or by a single taxpayer, the combined net worth of the owner(s) and spouse(s), excluding the value of the home and up to ten acres of land upon which the home is situated, must not exceed $350,000.
• For property jointly owned by co-owners (other than husband and wife), the combined net worth of the owners must not exceed $324,075, without any exclusion for the dwelling and land.

2. Where can I get an Elderly and Disabled Tax Relief Form?

An application can be obtained by:

• Downloading a Elderly and Disabled Tax Relief Form and Instructions (PDF)
• Calling the office at: 804-748-1281
• Stopping by the office

9901 Lori Road
Building 38, Room 165
Chesterfield, VA 23832

3. Is there assistance in preparing my application?

The Tax Relief Section of the office will help in preparing this application during normal working hours, Monday through Friday, 8:30 a.m. until 5 p.m.

4. Can my child fill out these forms for me and be the contact for tax relief?

Due to the Privacy Act, in order for the Office of the Commissioner of the Revenue to be able to discuss your application, we will need a copy of a filed Power of Attorney.

5. Do I need to attach anything to my application?

If renewing your application documents can be sent after the April 3 due date, but the application must be postmarked by April 3. When filing your application we will need all documentation of income and net worth.

Income

• Federal Income Tax Return
• interest and dividend statements
• SSA-1099s
• W-2s
• Any other income

Net Worth

• Annuities
• Bank statements showing the balances in checking and savings accounts
• Bonds
• Cash value of life insurance and burial plots as of December 31st of the preceding year
• Certificates of deposits
• IRAs
• Money market accounts
• Stocks