Real Estate Tax Relief for the Elderly and Disabled

Requirements for tax relief for the elderly and disabled:

• Must be 65 years old or older or permanently and totally disabled.
• Property must be in the name of the person applying and must be their only home.
• The annual household income must be under $50,000.
• Financial worth of the applicant and all other persons living in the home must be under $160,000 excluding the value of the dwelling and five acres of land.
• Tax relief is based on the prior year’s income and financial worth at prior year’s end.
• Applications are taken January 1st through March 15th of each year.

Real Estate Tax Relief for the Elderly and Disabled needs to be applied for annually and can either be done in person or by mail.  As part of the application, individuals are required to list their household income and net worth as of December 31st of the previous year.  A copy of all documentation showing household income and net worth will be needed in order to process your application.  This includes copies of Social Security statements, W-2's, bank statements, retirement accounts, etc.

For more information about this program please see Fluvanna Code Sec 20-3 (Real Estate Tax Exemptions for Certain Elderly and Disabled Persons).