Click here to request an application for Tax Relief.
Regina Morrison Newman, Shelby County Trustee administers a State funded Tax
Relief Program to help taxpayers 65 or older and disabled citizens pay their
property taxes. For qualifying applicants, the State will pay all or part of
the property taxes on their home, depending on the maximum amount of Tax Relief
credit given in relation to the taxes due.
The Tax Relief Credit is a grant, and never has to be paid
back by the property owner.
For 2009, the maximum tax relief is:
Inside Memphis : $251.25 elderly and disabled. $1,758.75 disabled
vet, widow(er) of disabled vet, or spouse of a soldier killed in action.
Outside Memphis : $253.75 elderly and disabled. $1,776.25
disabled vet, widow(er) of disabled vet, or spouse of a soldier killed in
action.
You may be eligible for Tax Relief if you are:
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Age 65 or older with combined annual income for you, *your spouse and all other
owners of the property not
exceeding $25,360 in 2008; or
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Totally and permanently disabled with a combined annual income
for you, *your spouse and all other owners of the property not exceeding $25,360 in 2008; or
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A disabled veteran or widow(er) of a disabled veteran who meets
additional state requirements.
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A spouse of a soldier killed in action.
*New legislation for 2009 requires the income of the applicant's spouse to be included, regardless of ownership and regardless of whether or not the spouse is living on the property.
Applicants must live on and use the property (for which they are
applying for Tax Relief) as their primary residence. Only one place
of residence may receive Tax Relief assistance per year.
To request an application for Tax
Relief, click here
or contact Customer
Service at (901) 521-1829. Signed applications must be received in
our office before April 5, 2010.
To ensure prompt processing, it is recommended that
applications be returned to Trustee Customer Service prior to December 31, 2009.
TAX FREEZE
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If you are a new applicant: this year, the Tax Freeze Program freezes the 2010
tax amount on residential property taxes based on the tax amount from 2009. If
you were approved for the Tax Freeze Program in the previous year, your 2010
taxes can remain frozen for the base year in which you were approved.
Improvements to the Primary residence (such as adding a room, carport, or
garage) will result in a "proportional increase" to the frozen base tax. Certain
land use restrictions may make a portion of the property ineligible.
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You may be eligible for Tax Freeze if you are:
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- Age 65 or older
- Own your Primary Residence
- Combined Household annual income
for you, *your spouse and all other owners of the property did not exceed $33,340 in 2008
- APPLICATION MUST BE MADE EVERY YEAR
*New legislation for 2009 requires the income of the applicant's spouse to be included, regardless of ownership and regardless of whether or not the spouse is living on the property.
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To ensure prompt processing, it is recommended that applications be returned
to Trustee Customer Service prior to December 31, 2009
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Be sure to:
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Attach a copy of your social security card (new applicants only).
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Attach a copy of your driver's license (new applicants only).
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Attach a copy of your 2008 income tax return (all applicants). If you were not
required to file a tax
return for 2008, download a Tax Freeze affidavit from this website, then
complete it in front of a
notary, and have notarized.
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Mail completed applications and supporting documentation to:
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Regina Morrison Newman, Shelby County Trustee
P.O.Box 2751
Memphis, TN 38101-2751
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- Click here to download
the Application Form(Front) for Tax Freeze.
- Click here to download
the Application Form(Back) for Tax Freeze.
- Click here to download a Tax Freeze Affidavit.
- Click here for Frequently Asked Questions
on the Tax Freeze Program.
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