Assessor

Property Tax Relief for Southbury Seniors, Totally Disabled and Veterans

HOMEOWNERS – Exemptions and Benefits

Elderly, Totally Disabled, Additional Veterans

Please review the requirements below:

State Homeowners Program / State Additional Veterans:

1. Homeowners on or before October 1, 2022
2. 65 years of age by December 31, 2022
3. Tax relief must be sought for the principal address
4. Persons who are totally disabled, receiving Social Security Disability benefits, regardless of age are also eligible (proof of disability required)
5. Income limits are $40,300 if unmarried; $49,100 if married
6. Applications:
   • State Homeowners Application
     
   • State Additional Veterans Application
     

Town Homeowner Program / Local Additional Veterans:

1. One year Town of Southbury residency. (Homeowners on or before October 1, 2021)
2. 65 years of age by December 31, 2022
3. Tax relief must be sought for the principal address
4. Persons who are totally disabled, receiving Social Security Disability benefits, regardless of age are also eligible (proof of disability required)
5. The income limits for the Town Program are $49,100 if unmarried; $59,100 if married
6. Applications:
   • Local Homeowners Application
     
   • Local Additional Veterans Application
     

You may return this application by mail, up until April 17th, 2023. After April 17th, you must return the application to our office in person. The deadline to file the application(s) is MAY 15, 2023.

ALL APPLICATIONS MUST INCLUDE PROOF OF INCOME FOR THE YEAR 2022.

PROOF INCLUDES 2022 TAX RETURN ALONG WITH PROOF OF ALL INCOME WHICH INCLUDES, BUT IS NOT LIMITED TO, SOCIAL SECURITY STATEMENT (SSA-1099), W-2’S, PENSION, ANNUITIES, BANK INTEREST, RENTAL INCOME, ETC. IF YOU DO NOT FILE A TAX RETURN, PLEASE PROVIDE ALL PROOF OF INCOME FOR THE YEAR 2022 WHICH INCLUDES, BUT IS NOT LIMITED TO, SOCIAL SECURITY STATEMENT (SSA-1099), W-2’S, PENSION, ANNUITIES, BANK INTEREST, RENTAL INCOME, ETC.

ADDITIONAL VETERANS 2022 Grand List

• Filing period is from February 1st to September 30th.
• Must have DD214 filed with the Town Clerk by September 30th of the Grand List year in which you are applying.
• Served during eligible war period and Honorably Discharged.
• Income must not exceed $49,100 unmarried and $59,100 married. "Income" is defined as total income from 1040 PLUS Social Security and tax exempt income.