Basic Star (School Taxes Only)
New STAR applicants must now register directly with the New York State Dept. of Taxation and Finance for the STAR check program. To qualify, the property must be your primary residence (1 to 3-family). Partial exemptions may be available for 4-family or mixed-used properties, limited to the portion that is your primary residence. Total combined household income cannot exceed $500,000 for the current year. NYS will require proof of residency.
Please visit the website link on left: NYS Tax Dept. Exemption Info & Forms.
Enhanced Star (School Taxes Only)
If you are 65 and meet the income requirement, but purchased your home after 2014, you cannot get the enhanced STAR exemption. Instead, you must apply directly with the New York State Dept. of Taxation and Finance (see link on left: NYS Tax Dept. Exemption Info & Forms).
If you already have a Basic STAR, are turning 65 years of age in the current year and meet the income requirement, you may apply with this office. Even if your birthday occurs after the May 1st deadline, you can still apply for the current year. In addition to the signed and dated application (2019 Application), you must submit proof of residency, age and income with a copy of your utility bill, driver's license or birth certificate and the first two pages of your 2017 federal tax return. The combined adjusted gross income of ALL owners/spouses cannot exceed $86,300 (See instructions on back of application). In most cases, the savings in taxes is approximately twice that of Basic STAR. Once granted, this exemption needs to be renewed every year because of the income requirement. This office sends renewal forms by early February.
Senior Citizens With Limited Income (City, County, School Taxes)
You must own your primary residence for at least 1 year and must be 65 years of age on or before May 1st. If you turn 65 after May 1st, you will have to apply for the following year. In addition to the signed and dated application (see link on left: NYS Tax Dept. Exemption Info. & Forms), you must submit proof of residency, age and income with a copy of your utility bill, driver's license or birth certificate and a copy of your 2018 federal tax return (including Schedules). If you do not have to file a tax return, we will need copies of all income statements including your 2018 End of Year Social Security Statement. The combined 2018 TOTAL GROSS income (including social security) of all owners/spouses cannot exceed $37,399 (Veterans Disability Compensation is also included). If you apply by May 1st and are approved, you will see a reduction in your 2020 city/county tax bill.
Once granted, this exemption needs to be renewed every year because of the income requirement. This office sends renewal forms by the end of January.
Please visit the website link on left: (NYS Tax Dept. Exemption Info & Forms) for all of the specific details and requirements.
Veterans Exemptions (City and County Taxes Only)
Requirements for both the Alternative Veterans and Cold War Veterans Exemptions are similar. Property must be your primary residence. Eligible to veterans and un-remarried surviving spouses of veterans. You need to provide a copy of your DD-214. If you cannot locate, write to: National Personnel Records Center / Military Personnel Records / 9700 Page Avenue / St. Louis, MO 63132-5100. Active military personnel and reservists are not eligible. Alternative Veterans: Served during and honorably discharged from a designated time of war or during a Congressional approved combat conflict (received a medal of honor). Cold War: Served and honorably discharged during the defined Cold War Period (9/2/1945 to 12/26/1991).
Please refer to the application form on left (or see the link for NYS Tax Dept. Exemption Info & Forms) for all of the specific details and requirements.
Information and the most recent applications for additional exemptions, including Persons with Disabilities & Limited Income, Clergy, and Nonprofit, and others, can be found at the New York State Department of Taxation and Finance website (link on left: NYS Tax Dept. Exemption Info & Forms).