Benefits · Tax Relief
How to apply for Real Estate Tax Relief for the Elderly & Disabled — Montgomery
Montgomery County Commissioner of the Revenue / assessment office
Who it's for
Montgomery County offers real estate tax relief (exemption) for homeowners who are 65 or older or permanently disabled. Total household income must be $72,000 or less, and net worth (not counting the home) must be $210,000 or less. Relief ranges from 40 percent to 100 percent depending on total household income; covers real estate and mobile homes. Repeat applicants file by March 1; first-time applicants may file through Dec. 31. Apply through the local commissioner of the revenue or assessment office.
Limits shown are Montgomery County's current published figures; relief brackets, filing windows, and exclusions are set by local ordinance and the locality makes the final determination, so this shows as a may-qualify result.
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 Montgomery County
Where to apply
Apply online: official application
By phone: 1-540-382-5710
What to say when you call
“Hello, I'm calling to ask about Real Estate Tax Relief for the Elderly & Disabled — Montgomery. 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
Not sure if you qualify? Run a free check first.
Find my benefitsNot legal or financial advice. The agency makes the final eligibility decision.