Senior income level report (report #9) instructions

Overview

The Senior Income Level Report lists properties whose owners may be eligible for the senior citizens (467) 
exemption. To be listed on the report, the owners would typically:

•  meet the age requirements for the Enhanced STAR benefit in the upcoming year, and
• have reported Federal Adjusted Gross Income (FAGI) below $58,400 on their income tax return(s).

What to do next

The report is for your information; you are not required to take action based on the report.

Eligibility for the senior citizens exemption is based on FAGI with five possible adjustments. This report will not 
guarantee eligibility, but it may be helpful to assessors who wish to reach out to lower-income seniors and
advise them of the availability of the senior citizens exemption. 

The report is not intended to include all properties with incomes under $58,400. For instance, if we are unable 
to determine the income for a particular property, it would not be listed on the report.

Note: For manufactured home and co-op properties that are not separately assessed, the Received 467 on 
recent roll field will be blank.