The Nuts and Bolts of a VA OfferMany veterans need to be fully aware of their tax exemptions. This post’s attachments and links will be extremely helpful in spreading the word and bringing tangible value to the nation’s finest.

Click here to download a colorful marketing (pdf) flyer for your distribution.

The Disabled Veterans’ Exemption is available for qualified veterans OR the veteran’s unmarried surviving spouse to reduce property taxes.

The exemption amount is adjusted annually due to inflation.

Please take a look at the qualifications and how to apply below.

Disabled Veterans’ Exemption General Requirements

There are two levels of the Disabled Veterans’ Exemption:

A completed Disabled Veterans’ Exemption Claim, or by calling each county at the Assessor’s Office – Disabled Veterans’ Exemption Section.

For San Diego, it’s (619) 531-5773.

A copy of the veteran’s DD214 stating the character of service.

A copy of the veteran’s rating decision letter from the Veterans Administration indicating 100% service-connected disability 

OR 

Compensation is at 100% due to unemployability, along with the effective date of the rating.

The complete rating decision letter from the Veterans 

Administration indicating 100% service-connected disability and effective date of the rating.

Basic & Low-Income Levels Disabled Veterans’ Exemption  Household Income Worksheet

The basic exemption is available to a qualified veteran or the unmarried surviving spouse regardless of income.

IRS: Special Tax Considerations for Veterans

The low-income exemption depends upon the veteran’s annual household income or the unmarried surviving spouse.

Deadlines to file:

A qualified applicant must file by the end of the calendar year for the tax year they wish to seek relief.

For example, an applicant acquiring property in March 2023 must file an exemption claim by December 31, 2023, to be considered timely.

Claims received after that date are still eligible for exemption but will only receive 85% of the appropriate exemption for that year. Applicants will then receive 100% of the appropriate exemption annually after that.

Claims for the basic exemption require only a one-time filing. The exemption will be applied automatically every year after that until no longer eligible.

Claims for the low-income exemption – require an annual filing – with a yearly filing deadline is February 15.

Daniel Dobbs (.org)
Mutual Home Mortgage
500 S. Kraemer #165
Brea, Ca. 92821
Cell: 949 250-3981

Dandobbs6@gmail.com
DRE # 00986886 …..NMLS# 307631