Earlier this week, the Virginia General Assembly approved and the governor signed into law an exemption for certain disabled veterans and their surviving spouses from local real estate tax on their principal residence. This legislation implements the Virginia Constitutional amendment approved by the voters in November 2010.
Certain requirements must be met in order to qualify for the exemption. Generally the application is a one-time process and does not need to be submitted annually, unless there is a change in circumstances — such as if the veteranâ€™s principal place of residence changes.
This exemption has no means test — in other words — it is not based on the applicantâ€™s income or assets. However, you must submit certain documentation in order to qualify. The exemption is retroactive to January 1, 2011. Taxes assessed for years prior to this date are not eligible for exemption.
To obtain required disability documentation from the U.S. Department of Veterans Affairs (VA), simply complete VA Form 21-4138, available here, and fax it to the VA at 540-597-1792; or mail to:
U.S. Department of Veterans Affairs
210 Franklin Rd SW
Roanoke, VA 24011
By law, disability documentation must come from the U.S. Department of Veterans Affairs. It is not sufficient just to submit a medical certification from your private physician.
After receiving the required VA documentation, simply download the Fairfax County Disabled Veteran Exemption Application and submit the application and documentation to the Fairfax County DTA at the address on the application.