On Tuesday, May 15, 2012, the Assessor’s Office will be accepting applications for the elderly renter’s program through Friday, September 14, 2012.
In order to be eligible for a refund, a person or their spouse, if living with him/her, must have been 65 years old or over at the close of the preceding year.
Persons receiving social security disability benefits are also entitled to receive benefits, providing they meet the requirements of this program. The only exception is that they do not have to be 65 years of age. However, the TPQY form from the social security department must be presented when applying.
Also to qualify, a person must rent the house, condo or apartment he/she lives in or share rent payment. They must have been a resident of the state for at least 1 year before filing a claim.
Unmarried income must not exceed $32,300 or $39,500 if married. Qualifying income is defined as an adjusted gross income. The income of husband and wife must be combined with any social security benefits.
A refund will be made by the state if 35% of rent and utilities exceed 5% of income. Telephone and cable T.V. are not considered as utilities. However, rent, water, gas, electricity and heating bills must be presented. Applicants must present proof of income for the year 2011 including a copy of their income tax return, if filed, or statements regarding pensions, interest, non-taxable interest, dividends, annuities, taxable portion of veteran’s benefits or any other income. Also needed is a statement from the social security department with 2011 figures.
Applicants have until September 15, 2012 to file. Any questions may be directed to the Assessor’s Office at 203-720-7016.
For additional information, please call the Assessor’s Office at 203-720-7016.