Assessor

Property Tax Relief for Southbury Seniors, Totally Disabled and Veterans

Town of Southbury and State of Connecticut offer tax credit programs for totally disabled homeowners or seniors who have been 65 years of age as of December 31st, 2024. Qualifying applicants may receive tax relief from both programs. Tax-relief credits are good for two (2) years, after which, the recipient must re-apply.

PROOF OF INCOME for 2024 MUST be included with ALL applications.

Required Documents:

• Completed APPLICATION(S) - see below.
• A copy of SOCIAL SECURITY EARNINGS FOR 2024 (form SSA-1099). If married, both statements must be submitted.
• A copy of 2024 TAX RETURN (If filed, a copy must be submitted.)
• If not required to file a tax return, please provide COPIES OF OTHER PROOFS OF INCOME for 2024, including but not limited to:
  • W-2s
  • pension statement(s)
  • bank/IRAs interest statement(s)
  • lottery winnings
  • taxable pensions
  • rental income

HOMEOWNERS – Exemptions and Requirements for Elderly and Totally Disabled

State Program:

1. Homeowners on or before October 1, 2024
2. 65 years of age by December 31, 2024
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 $45,200 if unmarried; $55,100 if married
6. Application: State Homeowners Application

Town Program:

1. One year Town of Southbury residency. (Homeowners on or before October 1, 2023)
2. 65 years of age by December 31, 2024
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 $53,400 if unmarried; $61,800 if married
6. Application: Local Homeowners Application

The applications may be returned by mail, up until April 15, 2025. After April 15, the application must be returned to Assessor's office in person. The deadline to file the application(s) is MAY 15, 2025.

ADDITIONAL VETERANS - Exemptions and Requirements for Veterans

Any veteran who is eligible for the above mentioned benefits, and whose income meets certain guidelines, is eligible for an additional exemption.

• Filing period is from February 1 to September 30.
• 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 $53,400 unmarried and $61,800 married.  
• Application: State Additional Veterans Application
  
• Application: Local Additional Veterans Application