How to apply for Real Estate Tax Relief for the Elderly & Disabled — Augusta

Who it's for

Augusta County offers real estate tax relief (exemption) for homeowners who are 65 or older or permanently disabled. Total household income must be $55,000 or less, and net worth (not counting the home) must be $125,000 or less. Tax Relief for the Elderly & Disabled (TRE), adopted 1992 under Ordinance 22-12 per Va. Code 58.1-3210. Apply January 1 - April 1 with the Commissioner of the Revenue, 18 Government Center Lane, Verona. Since January 2025 net worth is calculated as assets minus liabilities (mortgages, car loans, credit card debt) and defined-contribution retirement accounts are valued like pensions. TRE application PDF is linked on the page (https://www.co.augusta.va.us/home/showpublisheddocument/19778/639032162533330000). Site returns 403 to non-browser clients (Akamai); page verified via headless Chrome with standard UA. Apply through the local commissioner of the revenue or assessment office.

What you'll need

• Proof of age or permanent disability
• Income documentation for all household members
• Statement of assets/net worth (excluding the home)
• Proof the home is the primary residence in Augusta County

Where to apply

What to say when you call

“Hello, I'm calling to ask about Real Estate Tax Relief for the Elderly & Disabled — Augusta. 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 proof of age or permanent disability, income documentation for all household members, statement of assets/net worth (excluding the home) — 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

annual