Tax Relief / Exemptions

Below is a list of available tax relief and exemption programs.  Questions regarding these programs may be directed to the Assessor’s Office at (203) 563-0121.

Tax Relief Programs:

Name of Program:

Frequency of Filing:

Based on:

State Elderly and Disabled Homeowners Program

Biannual Filing

Income

Town Elderly and Disabled Homeowners Program

Annual Filing

Income

Elderly and Disabled Renters Rebate Program

Annual Filing

Income vs. Rent/Utility Expenses

Exemptions:

Name of Exemption:

Frequency of Filing:

Based on:

Veterans Exemption

One Time Filing

Dates of Service

State Additional Veterans Exemption

Biannual Filing

Income

Active Duty Military Exemption

Annual Filing

Member of the United States Armed Forces as of 10/1

State Disability Exemption

One Time Filing

Disability Status

State Blind Exemption

One Time Filing

Diagnosis of legal blindness

Tax Relief Programs

State Elderly and Disabled Homeowners Program: Applicants may be eligible for this program if they meet the following requirements:

  • Applicant(s) must own the property for which tax relief is sought AND must reside at said property as their principle residence.
  • Applicant must be over the age of 65 years old by the end of the calendar year preceding the filing period OR applicant must be totally disabled (regardless of age). *Current proof of disability will be required at the time of application.
  • Applicant(s) must meet the income requirements for the year in which they are filing.

State Elderly & Disabled Homeowners Program

Income Limits for the 2018 Grand List

Marital Status

Maximum Income Limit

Married

$43,900

Single

$36,000

The filing period is between February 1st and May 15th. Applicants must file every other year in order to maintain eligibility. In order to apply, applicants must provide the following documentation.

  • Federal Income Tax Return.  If you are not required to file a tax return, you will need to provide documentation of all income.
  • Social Security 1099 form
  • If under age 65 years old and social security disabled, you will also need current proof of disability from social security.

Eligible applicants who file between February 1st, 2019 and May 15th, 2019 will receive the tax credit on their real estate tax bill in July 2019.

Town Elderly and Disabled Homeowners Program: Applicants may be eligible for this program if they meet the following requirements:

  • Resided in the Town of Wilton for at least one year prior to his or her application.
  • Has been a taxpayer of the Town of Wilton for at least one year immediately preceding the receipt of tax relief.
  • The real property for which the tax relief is being claimed MUST be the principal residence of the applicant.
  • Applicant must be over the age of 65 years old by the end of the calendar year preceding the filing period OR applicant must be totally disabled (regardless of age). Current proof of disability will be required at the time of application.

Applicant(s) must meet the income requirements for the year in which they are filing.

Town Elderly and Disabled Homeowners Program

Income Limits for the 2018 Grand List

Marital StatusMaximum Income Limit

Married & Single

$83,400

The filing period is between February 1st and May 15th. Applicants must file annually in order to maintain eligibility. In order to apply applicants must provide the following documentation:

  • Federal Income Tax Return.  If you are not required to file a tax return, you will need to provide documentation of all income.
  • Social Security 1099 form
  • If under age 65 years old and social security disabled, you will also need current proof of disability from social security.
  • Schedule A from Federal Tax Return, if applicable
  • Copy of any other income not included in the above documentation

Applicants have the option of applying for a tax credit and/or a deferral.  Eligible applicants who file between February 1st, 2019 and May 15th, 2019 will receive the tax credit on their real estate tax bill in July 2019.  

Please refer to the Elderly & Disabled Tax Relief-Ordinance for more information.

Elderly and Disabled Renters Rebate Program: Applicants may be eligible for this program if they meet the following requirements:

  • Applicant(s) are currently renting within the Town of Wilton.
  • Applicant must be over the age of 65 years old by the end of the calendar year preceding the filing period OR applicant must be totally disabled (regardless of age). Current proof of disability will be required at the time of application.
  • Applicant(s) must meet the income requirements for the year in which they are filing.

Elderly & Disabled Renters Rebate Program

Income Limits for the 2019 Filing Year

Marital Status

Maximum Income Limit

Married

$43,900

Single

$36,000

The filing period is between April 1st and October 1st. Applicants must file annually and provide the following documentation:

  • Federal Income Tax Return.  If you are not required to file a tax return, you will need to provide documentation of all income.
  • Social Security 1099 form
  • Current proof of disability (If under age 65 years old)
  • Proof of all other income not included in the above documentation
  • Proof of rent and utility payments made for the calendar year prior to the filing year

Eligible applicants who apply between April 1st, 2019 and October 1st, 2019 will receive a check sent from the State of Connecticut. Typically these checks arrive by the end of the year.

Exemption Programs

Veterans Exemption Program: Veterans who have served at least 90 days active duty within one of the State mandated war periods may be eligible for the Veterans Exemption Program. In order to be eligible, applicants must have filed their discharge paperwork (DD-214) with the Town Clerk by September 30th of the grand list year and have met the service requirements. If eligible, applicants will receive an exemption of 3,000 off of their assessment. Applicants are not required to re-file their discharge paperwork, however, if an applicant sells their home and moves to another municipality they should file their discharge paperwork in their new town.

State Additional Veterans Exemption Program: Veterans who have been deemed eligible for the Veterans Exemption Program may also be eligible for the State Additional Veterans Program. This program is income based and if eligible will increase the veterans’ exemption amount. The income limits are as follows:

State Additional Veterans Exemption Program

Income Limits for the 2019 Grand List Year

Marital Status

Maximum Income Limit

Married

$43,900

Single

$36,000

The filing period is between February 1st and October 1st. Applicants are required to file every other year and provide the following documentation:

  • Federal Income Tax Return
  • Schedule A from Federal Tax Return
  • Social Security 1099 form
  • If under age 65 years old and social security disabled you will also need current proof of disability from social security.
  • Copy of all other income not included in the above documentation

Eligible applicants who file between February 1st, 2019 and October 1st, 2019 will receive the Additional Veterans Exemption on the October 1, 2019 Grand List (billed in July 2020).

Active Duty Servicemen Exemption: Residents who were members of the United States Armed Forces on October 1st of the grand list year may be eligible to have one of their vehicles exempt for that grand list year. Applicants must file an Active Duty Exemption Application with the Assessor’s Office annually to maintain their exemption.

State Disability Exemption: Residents who have been deemed disabled are eligible for an exemption of 1,000 off of their assessment. This program requires a onetime Disability Exemption Application with the Assessor along with their award letter showing the date they were deemed disabled. Applications are due no later than October 1st of the grand list year.

State Blind Exemption: Residents who have been deemed legally blind are eligible for an exemption of 3,000 off of their assessment. This program requires a onetime filing with the Assessor of documentation deeming the applicant legally blind. Paperwork is due no later than October 1st of the grand list year.