How to apply for Virginia Age Deduction (State Income Tax)

Who it's for

Virginians born on or before January 1, 1960 may claim an age deduction of up to $12,000 each on the state income tax return. Taxpayers born on or before January 1, 1939 get the full $12,000 regardless of income. For those born between January 2, 1939 and January 1, 1960, the deduction shrinks $1 for every $1 of adjusted federal AGI over $50,000 (single) or $75,000 (married). The deduction is claimed on Form 760 — no separate application.

What you'll need

• Virginia Form 760 (claimed on the return — no separate application)

Where to apply

What to say when you call

“Hello, I'm calling to ask about Virginia Age Deduction (State Income Tax). 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 virginia form 760 (claimed on the return — no separate application) — 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