Seniors Can Now Apply for Tax Freeze Through Rutherford County Trustee’s Office

0
616

A new tax freeze is available to La Vergne’s senior residents for their 2019 property taxes.

The Tax Freeze program offered through Rutherford County allows qualified homeowners over the age of 65 to “freeze” the tax amount on their property the year they qualify. Applicants must be 65 or older on or before December 31, 2019 to be eligible and the income limit for the applicant, spouse and all others on the deed cannot exceed $42,450 for 2018.

Important Information

The program’s income limit will be recalculated every year so homeowners will have to reapply for the program every year. Homeowners can only “freeze” the taxes on their primary residence,

The maximum land area that can be frozen is five (5) acres. The income limit will be recalculated every year. The property can be taxed at the current value and rate if a property is sold or if the homeowner becomes no longer eligible for the program. The frozen amount can also increase if any improvements are made to the property, such as remodeling or upgrading, causing the property value to go up.

To Apply

All applications are being handled by the Rutherford County Trustee’s office. To apply you must schedule an appointment by contacting the office at (615) 898-7705. Their office hours are 8:00 a.m. – 4:30 p.m. Monday-Thursday. The office is located in the Historic Courthouse in the center of the Murfreesboro Square, room 102.

Deadline

Applications must be made before April 5th, 2020 to qualify for the 2019 property tax freeze.

Required Documents

  • 2018 Federal Income Tax Return
  • W-2’s and 1099’s from all sources of income. The same forms used to prepare your tax return. Pensions, Retirement Income, Veterans Benefits, Dividends, etc.
  • 2018 Social Security Benefit Statement
  • Medicare Card or Drivers License
  • Voter registration card or current utility bill
  • Trust (if applicable)
  • Title or Bill of Sale for Mobile Home. Only applies if your primary residence is a mobile home.
  • Death Certificate for Deceased Spouse
  • Once you have these documents call and schedule an appointment.
  • Please contact the Rutherford County Trustee’s Office at (615) 898-7705 with any questions.

Additional Info Here.