2008 Homestead Rebate

2008 Homestead Rebate

Applications will be mailed in late July/early August to nonsenior/nondisabled homeowners.

What is the mailing schedule for the homestead rebate applications? My neighbor received one but I did not.

Applications are being mailed over a two-week period beginning July 27, to homeowners who were not mailed applications in May. (In the first mailing for the program in May, applications were mailed to homeowners the Division was able to identify as age 65 or older or disabled on December 31, 2008.)

A list of expected delivery dates by county for this second wave of applications appears below. Remember that it may take the Postal Service a few days to deliver all the applications in your county. Not everyone will receive their application the day delivery is expected to begin. (If you have moved to a new address, please allow additional time for your application to be forwarded by the Postal Service.)

Because this year’s State Budget limits eligibility for nonsenior/nondisabled homeowners to those with New Jersey gross income limit of $75,000 or less, some homeowners may not receive an application this year (see below). If your 2008 New Jersey gross income is over $75,000 but you did receive an application packet, you are not eligible for a rebate and do not need to file.

CountyExpected Delivery Date
Cape May, UnionMonday, July 27
Gloucester, Mercer, Middlesex, PassaicTuesday, July 28
Morris, OceanFriday, July 31
Bergen, Burlington, Cumberland, WarrenMonday, August 3
Camden, Hudson, Hunterdon, Salem, SomersetTuesday, August 4
Atlantic, Essex, Monmouth, SussexFriday, August 7

If you meet the eligibility requirements below, but have not received an application packet by August 11, call the Homestead Rebate Hotline at 1-888-238-1233 or e-mail us for assistance. The filing deadline is September 1, 2009.

When you send an e-mail, make sure you provide the name(s) and the location of the property which was your principal residence on October 1, 2008.

Applicants must meet the following conditions to be eligible for a rebate:

  • Own and occupy a home in New Jersey that was their principal residence on October 1, 2008;
  • Have New Jersey gross income for 2008 that does not exceed the threshold (for homeowners age 65 or older and/or disabled the threshold is $150,000 or less; for homeowners under age 65 and not disabled the threshold is $75,000 or less);
  • The home must be subject to local property taxes, and 2008 property taxes must have been paid.

How can I obtain a homestead rebate paper application? The instructions in my application packet tell me I cannot file by phone or online.

There are several ways to obtain a paper application:

  • Request a paper application online. Click on “File Your 2008 Homeowner Rebate Application.” Once you enter your Identification Number and PIN, you can request that a paper application be sent to you by mail. Or, you can view and print a copy of the paper application immediately.
  • Call the Homestead Rebate Automated Filing System at 1-877-658-2972. After you enter your Identification Number and PIN, you can indicate that the name preprinted on your application is incorrect. Once you do that, a paper application will be mailed to you. You will also have an opportunity to update your mailing address if necessary.
  • Call the Homestead Rebate Hotline at: 1-8… and speak directly to a representative, 8:30 a.m. to 4:30 p.m., Monday through Friday (except holidays), to request a paper application.

My spouse and I are both under age 65 and each earned income of less than $75,000 in 2008, but when combined our income is more than $75,000. Do we qualify? We maintain the same principal residence.

No. The $75,000 income limit applies to a single individual, a married/civil union couple living in the same residence, and a married/civil union partner maintaining a residence separate from their spouse/civil union partner.

If you are married or in a civil union and you maintained the same principal residence with your spouse/civil union partner on October 1, 2008, your combined New Jersey gross income will be taken into account to determine whether or not you are eligible for a rebate, whether you file joint or separate income tax returns and rebate applications.

My mailing address changed, how can I update this information?

Homeowners

You will have the option to change your mailing address when you file your homeowner rebate application online or by phone.

  • Online. When you reach the section of the 2008 homestead rebate online filing application where you review your mailing address, you will have the opportunity to provide your correct mailing address.
  • Phone. You will be asked if your mailing address has changed since October 1, 2008. If you indicate that your mailing address has changed, you will be prompted to provide the new information.

If you have already filed your application without changing your mailing address, you may e-mail us and request a change of address. You must provide your name(s), old mailing address, and new mailing address.

How can I file my homestead rebate application?

Most homeowners will file their applications either by phone or online. Both filing systems are available 24 hours a day, 7 days a week during the filing period.

  • To file by phone call 1-877-658-2972
  • To file online

I received a Homestead Rebate Application Packet for my property, but I need to change the name that was preprinted on the application. How can I obtain a paper application?

To obtain a paper application:

  • Request a paper application online. Click on “File Your 2008 Homeowner Rebate Application.” Once you enter your Identification Number and PIN, you can request that a paper application be sent to you by mail. Or, you can view and print a copy of the paper application immediately.
  • Call the Homestead Rebate Automated Filing System at 1-877-658-2972. After you enter your Identification Number and PIN, you can indicate that the name preprinted on your application is incorrect. Once you do that, a paper application will be mailed to you. You will also have an opportunity to update your mailing address if necessary.
  • Call the Homestead Rebate Hotline at: 1-8… and speak directly to a representative, 8:30 a.m. to 4:30 p.m., Monday through Friday (except holidays), to request a paper application.

I became a widow(er) recently and my deceased spouse’s name appears on the Homestead Rebate Application I received. How do I file for the rebate so that the check is issued in my name only?

When one spouse/civil union partner dies and both names appear on the personalized, preprinted Homestead Rebate Application Packet, the eligible widow(er)/surviving civil union partner must file a paper application and enclose a copy of his or her social security card and a copy of the deceased partner’s death certificate to have the rebate check issued in the survivor’s name only. If the application is filed online or by phone, both names will appear on the rebate check.

There are several ways to obtain a paper application:

  • Request a paper application online. Click on “File Your 2008 Homeowner Rebate Application.” Once you enter your Identification Number and PIN, you can request that a paper application be sent to you by mail. Or, you can view and print a copy of the paper application immediately.
  • Call the Homestead Rebate Automated Filing System at 1-877-658-2972. After you enter your Identification Number and PIN, you can indicate that the name preprinted on your application is incorrect. Once you do that, a paper application will be mailed to you. You will also have an opportunity to update your mailing address if necessary.
  • Call the Homestead Rebate Hotline at: 1-8… and speak directly to a representative, 8:30 a.m. to 4:30 p.m., Monday through Friday (except holidays), to request a paper application.
  • I am the executor of my aunt’s estate. Can I file the Homestead Rebate Application on her behalf and have the rebate check issued to her estate?

    Provided the deceased individual was alive on October 1, 2008, owned and occupied the home in New Jersey that was their principal residence on that date, the 2008 property taxes were paid, and the individual would otherwise be eligible for the rebate, the estate may file the homeowner rebate application. If the individual’s personal representative files the rebate application online or by phone, any rebate check will be issued in the deceased homeowner’s name. For the check to be issued to the estate, the homeowner’s personal representative must file a paper application and enclose a copy of the homeowner’s death certificate.

    If the homeowner died before October 1, 2008, the individual’s estate is not eligible for the 2008 homestead rebate because the property must have been owned and occupied as the deceased’s principal residence at 12:01 a.m. on October 1.

    My spouse has died. What filing status do I use on my 2008 Homestead Rebate Application?

    You must use the same filing status on your rebate applications as you used on your 2008 New Jersey resident income tax return. If you were not required to file a return, use the same filing status you would have used if you had filed the return. If you have not yet filed your 2008 New Jersey return, use the same filing status you will use when you do file. The filing status you use depends on your individual circumstances.

  • Married/CU Couple, Filing Joint Return. Use this filing status on your rebate application if your spouse/civil union partner died in 2008, and you filed (or would have filed) a joint New Jersey income tax return for the two of you.
  • Head of Household. You may use this filing status if you were unmarried or not a partner in a civil union on the last day of the tax year and you paid more than one-half of the cost of keeping up a home for yourself and a dependent. Certain unmarried individuals/civil union partners living apart may file as head of household if they meet the requirements to file as head of household for Federal income tax purposes.
  • Qualifying Widow(er)/Surviving CU Partner. You may be eligible to use this filing status for 2008 only if your spouse/civil union partner died either in 2006 or 2007 and you paid more than one-half of the cost of keeping up a home for yourself and at least one child, stepchild, adopted child, or foster child who qualifies as your dependent.
  • Single. Use this filing status if you were unmarried or not a partner in a civil union (or legally separated from your spouse/civil union partner under decree of divorce/dissolution) on the last day of the tax year, and you do not qualify for head of household or qualifying widow(er)/surviving civil union partner status.
  • If both your name and the name of your deceased spouse/civil union partner appear on the preprinted Homestead Rebate Application Packet, you must file a paper application and enclose a copy of the death certificate and your social security card to have the rebate check issued in your name only. If the application is filed online or by phone, both names will appear on the rebate check.

    My sister and I own a house together. How do we apply for the homestead rebate?

    If you owned your principal residence with someone other than your spouse/civil union partner and you meet the eligibility requirements, your homestead rebate will be based on your percentage of ownership in the property, even if your co-owner(s) are not eligible for the rebate. To be eligible for a 2008 homestead rebate a resident must meet the following conditions:

    • Own and occupy a home in New Jersey that was their principal residence on October 1, 2008;
    • Have gross income for 2008 that does not exceed the threshold (for homeowners age 65 or older and/or disabled the threshold is $150,000 or less; for homeowners under age 65 and not disabled the threshold is $75,000 or less);
    • The home must be subject to local property taxes, and 2008 property taxes must have been paid.

    If both you and your sister owned and occupied the house as your principal residence on October 1, 2008, and meet the other eligibility requirements, you must each file a separate rebate application. (A co-owner(s) who did not occupy the property as their principal residence on October 1, 2008, is not eligible for the rebate.) If you received a Homestead Rebate Application Packet that has the percentage of the property you owned preprinted on Line 3b, you can file your application online or by phone. If there is no percentage of ownership printed on the application, a paper application must be filed.

    I own a condo. How do I answer the question on my rebate application “Does the property have more than one unit”?

    Residents of condominiums are not considered to be living in multiple-unit dwellings and should answer “No” to this question.

    I own several houses in New Jersey. I live in one of the homes and the others are rental properties. Am I eligible for the homestead rebate on my principal residence and the rental properties too?

    You may only apply for the homestead rebate for the property that was your principal residence on October 1, 2008. Your principal residence is the home which you actually and continually occupy as your permanent residence. No rebate will be granted for your vacation home, your “second” home, or a property which you own and rent to someone else. In addition to owning and occupying their principal residence on October 1, 2008, applicants must meet the following conditions to be eligible for a rebate:

    • Have gross income for 2008 that does not exceed the threshold (for homeowners age 65 or older and/or disabled the threshold is $150,000 or less; for homeowners under age 65 and not disabled the threshold is $75,000 or less);
    • The home must be subject to local property taxes, and 2008 property taxes must have been paid.

    I live in another state but I received a Homestead Rebate Application Packet for a vacation home that I own at the New Jersey shore. Am I eligible for a homestead rebate?

    No. You are not eligible for a homestead rebate and you should not file an application. One of the eligibility requirements for the homestead rebate is that you must occupy the property as your principal residence on October 1, 2008. A principal residence is the home which you actually and continually occupy as your permanent residence. No rebate will be granted for your vacation home, your “second” home, or a property which you own and rent to someone else.

    Should I mail my Homestead Rebate Worksheet and/or confirmation number to the Division of Taxation?

    If you have already filed your 2008 homestead rebate application by phone or online and received a confirmation number, your application was successfully filed and no further action is necessary. Please do NOT mail your Homestead Rebate Worksheet to the Division of Taxation. Be sure to keep a copy for your records.

    When will I receive my homestead rebate check?

    Homeowners. Homestead rebate checks for senior and disabled homeowners are expected to be mailed on or about July 31, 2009. Checks for eligible nonsenior, nondisabled homeowners are expected to be mailed in October.

    Tenants. Homestead rebate checks for senior and disabled tenants are expected to be mailed on or about July 31, 2009.




    Andres Minaya
    AM Professional Services, INC
    66 Georges Road
    New Brunswick, NJ 08901
    Phone: 732-545-8580