Course materials
PowerPoint Presentation
Participant Handout with Notes
RCWs/WACs
RCW 84.36.379 – RCW 84.36.389: Property Tax Exemption Program for Senior Citizens and People with Disabilities
WAC 458-16A: Property Tax Exemption Program for Senior Citizens and People with Disabilities
RCW 84.38: Property Tax Deferral Program for Senior Citizens and People with Disabilities
WAC 458-18: Property Tax Deferral Program for Senior Citizens and People with Disabilities
RCW 84.37: Property Tax Deferral Program for Homeowners with Limited Income
WAC 458-18A: Property Tax Deferral Program for Homeowners with Limited Income
RCW 84.39: Property Tax Assistance Program for Widows or Widowers of Veterans
Forms / Publications
Property Tax Exemptions and Deferrals Manual
Property Tax Exemption for Senior Citizens and People with Disabilities Brochure
Property Tax Deferral for Senior Citizens and People with Disabilities Brochure
Property Tax Deferral for Homeowners with Limited Income Brochure
Property Tax Assistance Program for Widows or Widowers of Veterans
Combined Disposable Income Worksheet
Trusts- Step by Step
Websites
DOR PTRC – Exemptions and Deferrals
DOR Website
IRS Instructions for Forms 1099-R and 5498 – Distribution Codes begin on Page 16
IRS Training – Link and Learn Taxes
IRS Training – Link and Learn Taxes e-Learning
Social Security Administration – Sign up or Sign in to “My Social Security” – request benefits letter
Secretary of State - County Assessor Record Retention Schedule – Version 4.0
Secretary of State - Scan and Toss Checklist
Examples – Income
Example 1
Example 2
Example 3
Example 4
Example 5
Example 6
Example 7
Example 8
Example 9
Example 10
Example 11
Example 12
Examples – Trusts
Example 1
Example 2
Example 3
Example 4
Example 5
Example 6
Example 7
Example 8
Example 9
Example 10