Tax Freeze for the Elderly

State

Connecticut

Year

2018

Variations in Receipt of Benefit

No Variation in Receipt of Benefits

Benefit Type

Other

Benefit

This program was started in 1967, but no new applicants have been allowed since 1979. Eligible taxpayers receive a cap on their property tax liability. They never pay any more than their tax liability from their first year enrolled in the program. If their tax liability falls below this amount, they may pay the lesser value. The maximum annual benefit is $2,000.

How is Benefit Disbursed

Other

Eligible Property Type

Residential

Characteristics of Eligible Property

Only residential property is eligible for this program.

Eligibility Criteria

Age

Homeowner

Income Ceiling

Principal Residence

Surviving Spouse

Description of Eligibility Criteria

This program was started in 1967, but no new applicants have been allowed since 1979. Eligible applicants must be at least 65 years or older and have an adjusted gross income under $6,000. Unremarried surviving spouses of taxpayers who qualified at the time of their death are eligible if they are at least 50 years old. In addition, they must also occupy the eligible property as their primary home and have lived in the state for at least one year.

Local Option in Adoption of Program

Local government is unable to exercise an option

Local Option Regarding Program Features

No local option regarding program features

State Funding for Local Tax Loss

State reimburses all of the local government tax loss

Description of State Funding for Tax Loss

The state reimburses municipalities for the revenue loss associated with the liability cap.

Enrollment Data

As of 2016, there are 51 program participants.

Record ID

CT102_RR18

Footnotes

To remain eligible for this program, applicants must file a new application biannually. Taxable income is as defined as the federal adjusted gross income. Railroad pensions and postal system pensions are excluded from income.

Sources

Conn. Gen. Stat. § 12-129b ~ § 12-129d;
Conn. Gen. Stat. § 12-129p (in effect for 2018)
Form M-36, Office of Policy and Management
[http://www.ct.gov/opm/lib/opm/igp/grants/taxrel/m36(freezeclaimform07).pdf accessed 04/02/2019]
View Archived Source
Property Tax Relief for Seniors
[http://www.ct.gov/opm/cwp/view.asp?a=2985&q=383144 accessed 04/02/2019]
View Archived Source

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