The Montgomery County Clerk’s office would like to notify the citizens of Montgomery County, that their staff will be available to assist in processing the Homestead or Safe Senior Property Tax Refund for Low-Income Seniors starting on Friday, January 15.

 

The Deadline for processing the returns will be Thursday, April 15. Renting does not qualify for the Homestead refund. You must be a homeowner and pay the property taxes to qualify. You must file a Federal Income tax return before calculating the food sales. 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 through Friday 9:00am to 4:00pm. They will not be able to process these claims unless all necessary paperwork is brought in at the time of preparing your claim.

 

The list of information that you will need to bring with you can be found below.

 

SRS Food Stamp payments for all of 2020

Cash Assistant payments for all of 2020

 

Social Security (1099) Benefit Verification form that includes your “Date of Disability Onset” (if receiving disability payments)

Income letter for all of 2020

1099 (Interest and Income)

 

Children Birthdates

Social Security numbers

 

Homeowners Statement for 2020 Property Taxes-Applicants name must

be on the Deed.

 

Income All income for any household member over the age of 18

2020 Unless Income is Social Security/Disability – 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.