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I'm looking into some of the tax exemptions for my mother. She pays a ton in local and school taxes, so much she can barely afford it. I was reading about the disability exemption described here:

https://www.tax.ny.gov/pit/property/exemption/disablexempt.htm

She gets Social Security, and not disability, but she does have a heart condition, and it's difficult for her to get around due to a bad knee. I'm wondering if she would qualify for this exemption, and if so, how I would go about getting her on it?

  • What's her annual income? – Joe Sep 7 '16 at 20:51
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According to the NY page on Exemptions for Persons with Disabilities, she must either qualify for SSDI or SSI, or one of a few other programs. She must be able to submit one of these forms:

  • Award letter from the Social Security Administration certifying the applicant's eligibility to receive Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI)
  • Award letter from the Railroad Retirement Board certifying the applicant's eligibility to receive railroad retirement disability benefits
  • Certificate from the State Commission for the Blind and Visually Handicapped stating that the applicant is legally blind
  • Award letter from the United States Postal Service stating that the applicant is certified to receive a United States Postal Service disability pension
  • Award letter from the United States Department of Veterans Affairs stating that the applicant is entitled to a veterans disability pension

She must also have an income less than $29,000 per year, including her social security income. Different municipalities may have other restrictions (including a lower income limit), or may expand a smaller break to people above the limit, but you'd have to check with your local revenue authority for their specific rules.

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