Senior and Disabled Tax Relief
Application Period: Wednesday, February 1, 2017 to Monday, May 15, 2017
State and local laws provide real property tax relief programs for Fairfield residents who are age 65 and over or totally disabled and whose annual incomes and assets are within specified limits. These programs are designed to help seniors and the totally disabled remain in the homes and town they improved over the years. Town tax relief programs are defined in Section 95-15 of the Town Code and are administered by the Assessor's Office.
Do I Qualify?
To qualify for Fiscal Year 2017-18 tax relief:
- Persons must be at least 65 years of age or totally disabled (receiving total disability payments from Social Security or from any other government disability program) as of December 31, 2016
- See individual program levels below with income caps.
- The property for which the tax relief is claimed must be the legal residence of the resident and occupied by the resident more than 265 days of each year
- Persons must have a qualifying total asset value (QTAV) not exceeding $650,000. Qualifying total asset value consists of any and all assets of the applicant and spouse as of the date of application excluding the value of the applicant's primary legal residence and all tangible personal property contained therein
For qualification questions please contact the Assessor's Office.
When to Apply
The Filing Period for Fiscal Year 2017-18 Senior and Totally Disabled Tax Relief is Wednesday, February 1, 2017 through Monday, May 15, 2017. According to State Statute, all applications must be made during this period.
Extensions to this filing deadline are only granted for "extenuating circumstances due to illness or incapacitation as evidenced by a physician's certificate or other good cause." Requests for extensions must be made by application to the State of Connecticut Office of Policy and Management by August 15th of the application year.
Where to Apply
Application hours at the Assessors Office are 9:00-11:00 am and 2:00-4:00 pm, Monday through Friday during the Application Period.
Applications cannot be mailed out. They require a signature in person. If an applicant is unable to come in, they may send their information in with a family member or someone who can sign for them.
What to Bring
Applicants must bring proof of income for the previous calendar year. Applicants need to provide all information at filing time or will be asked to return.
Proof of income includes a copy of income tax form 1040 or 1040A, plus a copy of the social security form 1099 and any 1099 forms for tax exempt income. All income from all sources for the previous calendar year must be considered for any tax relief program.
For those who do not file an income tax form - copies of all 1099 forms both taxable and tax exempt are required.
Town Tax Relief Programs
The Town offers three Senior and Disabled Tax Relief Programs. The 2016 income requirements and program details are as follows:
| Credit Program
|| Persons will have a credit which varies (depending on income) applied to their tax bill for the coming year.
|| This credit is a grant with no lien or payback required.
||Gross taxes frozen at last year's level and will continue for six years; at the end of 6 years person must choose one of the other two programs; the freeze is a one-time option only
||The tax savings over the six years are a grant with no lien or payback required.
Ages 65 - 75: Gross taxes frozen at last year's level and will continue to be frozen until such time that the property is sold and/or no longer occupied by the applicant.
Age75+: May elect to defer up to 50% of the gross tax levied on their property.
|Tax savings over time must be paid back with an interest rate as set by the Fiscal Officer and a lien will be applied against the property.
Please consult Section 95-15 of the Town Code or contact the Assessor's Office for more details.
State Tax Relief
If an applicant's 2016 income is under $35,200 for a single person or $42,900 for a married couple, they are eligible for credit from the State as well as from the Town.