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​You Could be Eligible for Mecklenburg County Tax Benefits

1/24/2020

It's a new year, and the Mecklenburg County Assessor would like to remind homeowners of some important tax benefits that may be helpful to you.

North Carolina allows low-income homestead exclusions for qualifying individuals. Qualifying owners must apply with the Mecklenburg County Assessor's Office between Jan. 1 and June 1. If you qualify, you may receive an exclusion of the taxable value of your residence of either $25,000 or 50% (whichever is greater).

As of Jan. 1 of the year for which the exclusion is claimed, applicants will need to meet the following requirements:

1. The applicant's name must be on the deed or title to the residence.

2. The residence must be the applicant's primary residence.

3. The applicant must be a North Carolina resident.

4. The applicant must be at least 65 years of age or totally and permanently disabled. Total and permanent disability is a disability that substantially hinders a person from obtaining gainful employment.

5. If claiming disability, the applicant must provide proof of the disability in the form of a certificate from a physician licensed to practice medicine in North Carolina or governmental agency authorized to determine qualification for disability benefits.

6. The applicant must meet the combined spousal income eligibility limit, *whether or not both spouses are on the title. The income determination is described below.


Income Determination - For Low Income Homestead Exclusion or Property Tax Deferral
Documentation that shows the applicant's income is required. For married applicants living with their spouse, the income from both spouses must be included on the application even if the property is not in both names.

Income from all sources must be listed on the application, with the exception of gifts or inheritances received from a spouse, lineal (direct) ancestor or lineal descendant. Examples of income includes disability payments, IRA distributions, pensions and annuities, social security benefits, capital gains, and veteran benefits. This example does not include all sources of income. More information on reporting income is included in the cover letter sent with the Tax Relief Application Packets. The packets will be made available after Jan. 1, 2020 for the 2020 tax year.

*Annual Income Eligibility Limit
 is set every year by the NC Department of Revenue. The limit for this year is $31,000 for income received from all sources during the prior calendar year. This limit establishes the ceiling for the Low-Income Homestead Exclusion. It further establishes the ceiling for the Circuit Breaker deferral of taxes, where income cannot exceed 150% ($46,500 for 2020 tax year) of this limit. Please contact 980-314-4226 (4CAO) or visit us in our office if you have questions concerning how this applies to your situation.

Disabled Veterans Exemption:
Mecklenburg County also has a Disabled Veterans Exemption, which excludes the first $45,000 of assessed value for real property (homes) or manufactured home. The home must be occupied by the disabled veteran, and that veteran must be 100% totally and permanently disabled due to a service-connected related injury.

This exemption is also available to the surviving spouse (who has not remarried) of a disabled veteran, as described above. This does not apply to combat veterans, unless they have suffered a 100% total and permanent disability, which is service related.

Need more information? Here is the link to our website and the page on exemptions if you want to read further: https://www.MeckNC.gov/AssessorsOffice/Pages/Tax-Exclusions-Deferrals.aspx


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