Elderly and Totally Disabled Tax Relief Program:

  • The qualifying income guidelines for the Elderly and Totally Disabled Tax
    Relief Program application to be filed for the 2021 Benefit year are $38,100 for
    unmarried individuals and $46,400.00 for married persons. Application filing
    deadline for the Homeowner Program is May 15, 2022.
    You will need to provide proof of all sources of income including but not
    limited to Social Security, pensions, interest statements, employment, Etc. If you
    filed Income Tax, a copy of the signed and dated document, including supporting
    documentation is necessary to provide. It is extremely important that you bring
    all necessary documentation regarding proof of your income when you arrive for
    your appointment. Items to be included as part of qualifying income are as
    follows:
    *Wages, bonuses, commissions, gratuities and fees, self-employment net income
    (do not include depreciation expense)
    *Net Social Security (Box 5 from SSA-1099), Federal Supplemental Security
    Income, payment for jury duty (excluding travel allowance)
    *Dividends and interest
    *IRA include only “taxable” amount, NOT “total distribution”
    *Black Lung payments
    *Green Thumb payments
    *Interest or proceeds resulting from gifts received
  • *Lottery winnings
    *Net income from sale or rental of real or personal property (do not include
    depreciation, receipts for expenses required when no tax return has been filed)
    *Pensions and annuities-include only “Taxable” amount
    *Veteran’s pension and veteran’s disability payments
    *Railroad retirement
    *Severance pay; UNEMPLOYMENT compensation
    *Worker’s compensation
    *Alimony
    *DSS cash assistance (SAGAP)
    Legal Settlements-Net Proceeds
    *Dependency and Indemnity Compensation from Dept. of Veterans Affairs
    *Cancellation of Debt
    *If property is owned in trust any distributions received from the trust (verified
    with a copy of the trust federal tax return)
    *Capital gains total from previous year only (a capital loss carryover from a
    previous year should be excluded from qualifying income calculations)
    Persons already receiving the Elderly and Totally Disabled Tax Relief
    Program benefits will receive correspondence from the Preston Assessor’s Office
    indicating that this is the year in which you need to reapply for your benefits.
    Please contact the Senior Affairs Office at 860-887-5581 extension 6 after January
    31
    st
    to schedule an appointment.