Homestead Exclusion

Residents that qualify for this program receive an exclusion of the greater $25,000 or 50% of the qualifying, assessed value of their permanent residence. The permanent residence includes the dwelling, the dwelling site (not to exceed one acre), and the related improvements.

Qualifications:

  • Minimum age 65 years; or
  • Totally and permanently disabled (no minimum age)
  • Combined income limit $33,800 (applicant and spouse)
  • Permanent residence
  • Must meet qualifications January 1
  • One-time application required
  • Application deadline is June 1

To apply, complete and submit FORM AV9 and required income statements with the tax office by June 1. For disabled applicants, you must also complete FORM AV9-A signed by a physician licensed to practice medicine in North Carolina.