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North Carolina

You may be eligible to receive money back

Homeowners and renters may be missing out on millions of dollars in tax relief. AARP Foundation Property Tax-Aide is a free program that helps eligible homeowners and renters apply for property tax relief.

AARP Foundation Property Tax-Aide is...

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North Carolina Program Overview

We’re sorry, we’re unable to provide assistance at this time. Keep reading to learn more about eligibility requirements and deadlines for property tax refunds and credits in your state. You can find more resources here.

There are three ways to apply for property tax relief: Elderly or Disabled Exclusion, the Disabled Veteran Exclusion, or the Circuit Breaker Property Tax Deferment. Each owner is eligible to receive only one program. Each owner (other than husband and wife) must file a separate application.

Elderly or Disabled Exclusion

The Elderly or Disabled Exclusion excludes from taxation the first $25,000 or 50 percent (whichever is greater) of assessed value for the permanent residence.

Eligibility

  • A qualifying owner must either be at least 65 years of age or be totally and permanently disabled
  • The owner cannot have an income amount for the previous year that exceeds the income eligibility limit for the current year, which for the 2021 tax year is $31,500

Application Deadline

All applications must be submitted by June 1.

Required Documentation

  • ID or driver's license
  • Social Security number
  • Property ID number
  • Federal Income Tax Return for the previous calendar year (If you do not file a Federal Income Tax Return, you must attach documentation of the income that you report below (W-2, SSA-1099, 1099-R, 1099-INT, 1099-DIV, financial institution statements, etc.)
  • Form AV-9A Certification of Disability (if applicable)
  • Form NCDVA-9 Certification for Disabled Veteran’s Property Tax Exclusion (if applicable)

Disabled Veteran Exclusion

The Disabled Veteran Exclusion excludes up to the first $45,000 of the appraised value of the permanent residence of a disabled veteran.

Eligibility

  • There is no age or income limitation for this program
  • A disabled veteran is defined as a veteran whose character of service at separation was honorable or under honorable conditions and who has a total and permanent service-connected disability or who received benefits for specially adapted housing under 38 U.S.C. 2101
  • The applicant must have been disabled as of January 1 of the year in which the benefit is requested. There is no age or income limitation for this program
  • This benefit is also available to a surviving spouse (who has not remarried) of either (1) a disabled veteran as defined above, (2) a veteran who died as a result of a service-connected condition whose character of service at separation was honorable or under honorable conditions, or (3) a servicemember who died from a service-connected condition in the line of duty and not as a result of willful misconduct

Application Deadline

All applications must be submitted by June 1.

Required Documentation

  • ID or driver's license
  • Social Security number
  • Property ID number
  • Federal Income Tax Return for the previous calendar year (If you do not file a Federal Income Tax Return, you must attach documentation of the income that you report below (W-2, SSA-1099, 1099-R, 1099-INT, 1099-DIV, financial institution statements, etc.)
  • Form AV-9A Certification of Disability (if applicable)
  • Form NCDVA-9 Certification for Disabled Veteran’s Property Tax Exclusion (if applicable)

Circuit Breaker Property Tax Deferment

Under the Circuit Breaker Property Tax Deferment, taxes for each year are limited to a percentage of the qualifying owner’s income.

Eligibility

  • A qualifying owner must either be at least 65 years of age or be totally and permanently disabled
  • For an owner whose income amount for the previous year does not exceed the income eligibility limit for the current year, which for the 2021 tax year is $31,500, the owner’s taxes will be limited to four percent (4%) of the owner’s income
  • For an owner whose income exceeds the income eligibility limit ($31,500) but does not exceed 150% of the income eligibility limit, which for the 2021 tax year is $47,250, the owner’s taxes will be limited to five percent (5%) of the owner’s income

Application Deadline

All applications must be submitted by June 1.

Required Documentation

  • ID or driver's license
  • Social Security number
  • Property ID number
  • Federal Income Tax Return for the previous calendar year (If you do not file a Federal Income Tax Return, you must attach documentation of the income that you report below (W-2, SSA-1099, 1099-R, 1099-INT, 1099-DIV, financial institution statements, etc.)
  • Form AV-9A Certification of Disability (if applicable)
  • Form NCDVA-9 Certification for Disabled Veteran’s Property Tax Exclusion (if applicable)

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