Rights & Benefits Information
Tax breaks for older adults 2023 There are three types of tax programs for which you may be eligible:
• Income limitations **
o $36,077 for applicant, including spouse’s income and/or income of children over the age of 18 who reside in the home o $43,733 for applicant with dependent children under the age of 18 residing in the home o $43,733 for applicant with a disabled son or daughter over the age of 18 residing in the home (must be certified by a licensed Arizona medical authority as totally and permanently disabled) *These amounts are taxable income (non-taxable Social Security and Railroad Retirement are not included as taxable income) • The Assessed Value limitation is $29,418 Residential Property for each owner. • Applicants must have owned the subject property as of January 1 of the year you are filing for exemptions. • Applications made after October 1st, 2023, may only be eligible for a reduction to the second half of 2023 property taxes. • Additional restrictions may apply. Additional Qualifications for widows/widowers: • Spouse must have been an Arizona resident. • Spouse must not be separated or divorced at the time of death. • If remarried, the applicant cannot claim an exemption. Applicants must file in person at the Pima County Assessor’s Office between the first Monday in January through March 1st. Applications submitted after March 1st must be accompanied by a request for Waiver redemption. (continued on next page)
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The Arizona Property Tax Refund Credit, also known as the 140PTC, may be filed if you meet the following criteria:
• Arizona resident for the entire year of 2022. • Age 65 by January 1, 2023 or a recipient of SSI. • Limited taxable household income (non-taxable Social Security and Railroad Retirement are not included as taxable income) • You paid property taxes and/or rent in 2022. Call PCOA Intake at (520) 790-7262 in Tucson for 140PTC forms, or to make an appointment for assistance in completing this form. THIS CREDIT IS PROVIDED BY THE ARIZONA STATE DEPARTMENT OF REVENUE. This program is open from January until the tax filing deadline in April 2023. PCOA will be providing telephone appointments for assistance beginning February 1, 2023.
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Qualifications for widow/widower and disability exemption applicants:
• The applicant must be a widow, widower, or 100% disabled. Veterans who are partially disabled can receive the percentage of the exemption for which they are determined to be disabled by the VA. • The applicant must be a permanent Arizona Resident. • The applicant must be over the age of 17.
April 2023, Never Too Late | Page 9
Pima Council on Aging
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