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 1 - Answer
Example 2
Example 2 - Answer
Example 3
Example 3 - Answer
Example 4
Example 4 - Answer
Example 5
Example 5 - Answer
Example 6
Example 6 - Answer
Example 7
Example 7 - Answer
Example 8
Example 8 - Answer
Example 9
Example 9 - Answer
Example 10
Example 10 - Answer
Example 11
Example 11 - Answer
Example 12
Example 12- Answer
Example 13
Example 13 - Answer
Example 14
Example 14 - Answer
Example 15
Example 15 - Answer
Example 16
Example 16 - Answer
Example 17
Example 17 - Answer
Example 18
Example 18 - Answer

Examples – Trusts

Example 1a
Example 1b
Example 1a & 1b - Answer
Example 2
Example 2 - Answer
Example 3
Example 3 - Answer
Example 4
Example 4 - Answer
Example 5
Example 5 - Answer
Example 6
Example 6 - Answer
Example 7
Example 7 - Answer
Example 8
Example 8 - Answer
Example 9
Example 9 - Answer
Example 10
Example 10 - Answer