Senior Tax Credit Application

Christine L. Kelly, Treasurer
P.O. Box 642, Leonardtown, MD 20650
(301) 475-4200 ext. 3300
Located at: 23150 Leonard Hall Drive, Leonardtown, MD

DUE DATE 9/1/2020

Approved applications received before
May 1st are eligible to have their credit showing on their tax bill.

Required Documents

  • Proof of income. ALL APPLICANTS: Attach a copy of your 2019 Maryland Income Tax Return or your 2019 Federal Income Tax Return. If you don't file either return provide Social Security for SSA-1099, retirement, annuities, etc. as proof of annual income.
  • Proof of age. Copy of your driver's license, birth certificate or state ID card. (For first time applicants only)
  • Proof of Military Retirement. Copy of your DD214 stating you are retired and military ID. (For first time applicants only)
  • If you are a 40 year resident, we will locate your deed from Maryland Land Records.


MD

ATTENTION SENIORS: Answer all 9 questions below and submit the required documentation.

St. Mary's County offers three SENIOR TAX CREDIT programs. The Treasurer's Office will evaluate each application and determine the most valuable credit available based on your answers and the required documentation. Once approved only one of the credits will be applied to your account.

1. Are you 65 years of age on or before 7/1/20?
2. Are you 70 years of age on or before 7/1/20?
3. Is the assessment on this property less than 400,000?
4. Is your taxable income less than $80,000?
5. Is this your principal residence?
6. Has your name been on the deed of trust for at least 40 years?
7. Are you a Retired Active Duty Military Member?
8. Are you going to complete the Maryland Homeowner's Tax Credit Application for this year? *

St. Mary's County Cares about our Seniors


ST. MARY'S COUNTY SENIOR MATCHING TAX CREDIT: St. Mary’s County will match the credit you receive from the state. To qualify you must receive the Maryland State Homeowners’ Tax Credit and you must be a Senior Citizen 70 years old or older as of July 1st of the tax year in which the application is submitted. For more information on how to apply for the Maryland State Homeowners’ Tax Credit please visit: https://dat.maryland.gov/realproperty/Pages/Homeowners%27-Property-Tax-Credit-Program.aspx

ST. MARY'S COUNTY SENIOR “CAP” TAX CREDIT: St. Mary’s County will freeze your County Tax Liability at the same amount from the year you turn 70 years old or the first year you apply for the credit after the age of 70. This is considered your “base year”. To qualify you must be a Senior Citizen 70 years old or older as of July 1st of the tax year in which the application is submitted, have your principal residence in St. Mary’s County and have a taxable net income equal to or less than $80,000. The deadline is September 1, each tax year.

ST. MARY'S COUNTY 65-10 SENIOR TAX CREDIT: St. Mary’s County offers a 10% credit off your County Tax Liability for up to 5 years with annual submission of application. To qualify you must be at least 65 years of age as of July 1st, have your principal residence in St. Mary’s County with an assessed value less than $400,000, have a taxable net income equal to or less than $80,000 and be a retired active duty military member or have had your name on the deed to the residence for at least 40 years as of July 1st. The deadline is September 1, each tax year.

APPLICATION FOR A CREDIT MUST BE SUBMITTED ANNUALLY


Printable Applications are available online at www.stmarysmd.com/treasurer

Assistance with these applications is available at St. Mary's County Department of Aging & Human Services 301-475-4200 ext. *1064

Only one senior tax credit is applied to an account each tax year

Frequently Asked Question: I have been given the Credit. Does this mean my total tax bill will not increase? The short answer is no. Each tax bill is comprised of fees and taxes for County, State, and Emergency Services. These credits may apply to only your County Tax Liability.

Approved applications submitted before May 1st may have the Senior Tax Credit on their tax bill.