Military veterans, or their unmarried surviving spouses, may be eligible for the Disabled Veterans’ Property Tax Exemption for their principal residence.

This exemption is reserved for veterans who, because of injury or disease incurred in military service, are blind in both eyes, have lost the use of two or more limbs, or are totally disabled. Totally disabled means that the United States Veterans Administration or the military service from which discharged has rated the disability at 100% or has rated the disability compensation at 100% by reason of being unable to secure or follow a substantially gainful occupation.

This exemption is also available to any unmarried surviving spouse of a person who, as a result of service-connected injury or disease, died while on active duty in the military service or after being honorably discharged.

Basic and Low-Income Exemption

There are two levels for the Disabled Veterans’ Property Tax Exemption: Basic and Low-Income. Both are adjusted annually for inflation. In San Diego County, the Basic Exemption for 2017 is $130,841, and the Low-Income Exemption is $196,262. To qualify for the Low-Income Exemption, the Household Income Limit is $58,754.

When Do I File for the Disabled Veterans’ Property Tax Exemption?

You only need to file for the Basic Exemption once, when you first move in. For the Low-Income Exemption, you need to file annually, before February 15 of each year. If you miss that deadline, but file before 5 pm on December 10 of that year, you are eligible for 90% of that exemption.

Can I File Late for a Refund?

You can file retroactively and get a refund for previous years, going back as far as eight years. Late filings will grant you 85% of the exemption. For example, if  you were eligible for a $100,000 exemption back in 2010, you can file now and receive a refund based on an $85,000 exemption.

For More Information

Here are links to more information and the claim form. You can also call the San Diego County Assessor’s Office at (619) 531-5773.

You can also read my Property Tax Calculation article to learn about how property taxes are calculated and billed.

Property Tax Postponement

Do you qualify for the State of California’s Property Tax Postponement program? Read my article about Property Tax Postponement to check your eligibility.

As always, contact me with any questions.

Mylene Merlo is a licensed REALTOR® with Allison James Estates & Homes in Carlsbad, California. As a Carlsbad Real Estate Agent, I specialize in residential North County San Diego real estate. I have earned the Green designation and the Short Sales and Foreclosure Resource certification from the National Association of REALTORS®. If you have any questions about real estate in Carlsbad, Cardiff-by-the-Sea, Encinitas, Escondido, Oceanside, San Marcos, Solana Beach, or Vista, call or text me at (760) 637-7231 or send me a message.

Leave a Reply