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YouTube – Straight Talk Lending – Daniel Dobbs
Hello Agents!
If you play golf, consider our tournament this October (first week). Tu to all the agents who supported the event.
13th Annual Golf Tourney at Camp Pendelton
1st Marine Division Headquarters Battalion
October, TBA 2024
Many veterans need to be fully aware of their tax exemptions – the attachment and links in this post will be extremely helpful in getting the word out and bringing tangible value to the nation’s finest.
This is courtesy of:A quick shout-out to Christy Coffey, Assistant V.P. at Pacific Coast Title, for sending me this flyer and bringing the issue to my attention.
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 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
