How to apply for North Carolina Disabled Veteran Property Tax Homestead Exclusion ($45,000)

Who it's for

North Carolina excludes the first $45,000 of a home's appraised value from property tax for an honorably discharged veteran with a 100% permanent-and-total service-connected disability, or a veteran who receives specially adapted housing benefits from the VA. There is no income limit and no age limit. A surviving spouse who has not remarried keeps the exclusion, including when the veteran died from a service-connected condition. Apply once: a veterans service office certifies Form NCDVA-9, then Form AV-9 and the NCDVA-9 go to the county tax office by June 1. This is one of three North Carolina property-tax relief programs, and only one can be used per home.

What you'll need

• Form NCDVA-9 (Certification for Disabled Veteran's Property Tax Exclusion), Sections 1 and 2, certified by a county or state veterans service office
• Form AV-9 (Application for Property Tax Relief) filed with the county tax office
• VA disability certification (100% permanent-and-total service-connected) or evidence of specially adapted housing benefits under 38 U.S.C. §2101
• DD-214 or other proof of honorable or under-honorable-conditions discharge

Where to apply

What to say when you call

“Hello, I'm calling to ask about North Carolina Disabled Veteran Property Tax Homestead Exclusion ($45,000). I'd like to know whether I may qualify, what documents I need, and whether I can apply online, by mail, by phone, or in person. I understand I may need form ncdva-9 (certification for disabled veteran's property tax exclusion), sections 1 and 2, certified by a county or state veterans service office, form av-9 (application for property tax relief) filed with the county tax office, va disability certification (100% permanent-and-total service-connected) or evidence of specially adapted housing benefits under 38 u.s.c. §2101 — is anything else required? What is the best next step?”

Tip: have a pen ready, ask for the person's name, and write down any case or reference number they give you.

Renewals

one-time application; reapply only if the qualifying owner or residence changes