Property Tax Relief Eligibility – Tax Department (TEST)

NC Property Tax Relief Eligibility Tool

Use this tool to determine whether you qualify for the Elderly/Disabled Homestead Exclusion, Disabled Veteran Property Tax Exclusion, or the Property Tax Homestead Circuit Breaker Program.

Tax Year Age (must be 65+ as of January 1, 2026 to qualify as elderly) Totally & Permanently Disabled? Disabled Veteran (100% service‑connected or receiving benefits at the 100% rate)? Do you own AND live in the home as your permanent residence? Total Household Income (ALL sources) Appraised Value of Your Home

Documentation Required

Age Verification (Elderly)

Driver’s license
State ID card
Birth certificate
Passport

Disability Verification

SSA Disability Award Letter
SSI Disability Determination
Physician’s certification
State or federal disability benefit documentation

Disabled Veteran Verification

VA Award Letter showing 100% permanent & total disability
VA Benefits Summary Letter (VBA)

For unmarried surviving spouses:

Veteran’s disability documentation
Death certificate
Proof of marriage
Proof spouse has not remarried

Income Documentation (ALL sources)

Applicants must:

Report ALL income using their IRS Federal Tax Return (Form 1040)
If no tax return was filed, provide the most recent Social Security SSA‑1099 statement

Additional accepted income documents:

W‑2 wage forms
1099s (Social Security, pensions, retirement, interest, dividends)
Pension/retirement income statements
Interest/dividend/investment income
Business or rental income
Any other documents showing ALL sources of income