The Montgomery County Clerk’s office has announced that they will be available to assist in processing the Homestead or Safe Senior Property Tax Refund for Low-Income Seniors starting on Monday, January 17, 2022.
For the Homestead refund, you must be a homeowner and pay the property taxes to qualify. Renting does not qualify.
For the Food Sales Tax Credit, you must file a Federal Income tax return before calculating the food sales tax credit. If you do not file a federal income tax return then you do not qualify for the food sales tax credit.
The Clerk’s Office will be available to assist applicants Monday thru Friday from 9 am to 4 pm. The Deadline for processing the returns will be April 15, 2022.
Below is the information that you will need to bring with you:
SRS Food Stamp payments for all of 2021
Cash Assistant payments for all of 2021
Social Security (1099) Benefit Verification form that includes your “Date of Disability Onset” (if
receiving disability payments)
Income letter for all of 2021
1099 (Interest and Income)
Social Security numbers
Homeowners Statement for 2021 Property Taxes-Applicants names must be on the Deed.
Income All income for any household member over the age of 18
For 2021. – If you file a Federal or State income tax return you must have your tax preparer complete your homestead as well. County Clerk’s office will no longer be able to calculate the homestead on citizens who file a Federal and/or State income tax.
The county will not be able to process your claims unless all necessary paperwork is brought in at the time of preparing your claim. If you have any questions, you can contact the County Clerk’s office at (620) 330-1200.