The Disabled Veterans Low Income Worksheet (printed as the Disabled Veterans' Household Income Worksheet) is the Sacramento County Assessor's Office worksheet that totals household income for the low-income level of the disabled veterans' property tax exemption. It is one of the Sacramento County property tax forms and is attached to the Claim for Disabled Veterans' Property Tax Exemption. On this page you can fill out the worksheet online on FillingPDF and download or print the completed PDF; the Assessor publishes the original PDF and the exemption information on its own website.
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What is Disabled Veterans Low Income Worksheet – Sacramento County, CA?
The Disabled Veterans Low Income Worksheet is the Sacramento County Assessor's Office worksheet on which a claimant adds up household income and subtracts allowed adjustments to reach total household income for the low-income disabled veterans' property tax exemption.
The form states that it is attached to the Claim for Disabled Veterans' Property Tax Exemption and is printed for the 2026-2027 tax year. It uses the definition of "Household Income" in Section 20504: all income received by all persons of a household while they were members of it. Only income from the calendar year before the year of the claim counts. For a 2026-2027 claim, that is calendar year 2025.
The worksheet works in steps. Step A asks for your name and Assessor's Parcel Number. Lines 1 through 17 list income types, line 18 covers other household members, and line 19 gives the subtotal. Lines 21 through 26 apply adjustments under Revenue and Taxation Code Section 17072 and following sections. Line 27 gives total household income. A signature under penalty of perjury follows.
California offers two exemption levels. The basic exemption does not depend on income and is a one-time filing. The low-income exemption depends on household income, and this worksheet supports it.
Who needs to file Disabled Veterans Low Income Worksheet – Sacramento County, CA?
Claimants applying for the low-income level of the disabled veterans' property tax exemption use this worksheet. The Assessor's page lists it as required for low-income applicants only. It is not needed for the basic exemption, which does not depend on income.
The exemption covers the primary residence of:
- a U.S. military veteran rated 100% disabled or 100% unemployable due to a service-connected injury or disease;
- an unmarried surviving spouse of a deceased veteran who qualified for the exemption, or whose death was service-connected;
- an unmarried surviving spouse of a qualifying veteran who died on active duty due to a service-connected injury or disease.
For the worksheet, the household includes the claimant and all other persons, except bona fide renters, minors or students. Line 18 tells you not to include the income of minors, students, renters, your spouse or yourself. The form carries a declaration signed under penalty of perjury, and the claimant signs it.
When to file Disabled Veterans Low Income Worksheet – Sacramento County, CA
Low-income exemption claims must be filed every year by February 15. If that date falls on a Saturday, Sunday or legal holiday, mail postmarked the next business day is deemed on time. The worksheet goes with each of these annual claims, and the income it reports is for the calendar year before the claim year (2025 for the 2026-2027 tax year).
The basic exemption is a one-time filing with no annual claims afterward. The Assessor's page sets its own timing for the initial claim: file by the end of the calendar year for the tax year in which you want relief. Late claims remain eligible but at a reduced amount for the initial filing. California law allows retroactive filings in some cases, up to eight years in total.
Documents you need
- Completed Claim for Disabled Veterans' Property Tax Exemption (BOE-261-G), which the worksheet is attached to.
- Veteran's Rating Decision Letter from the Department of Veterans' Affairs showing the effective date.
- Copy of the veteran's DD-214 showing a discharge under other than dishonorable conditions.
- Surviving spouses only: a copy of the Marriage Certificate.
- Surviving spouses only: a copy of the Death Certificate, or Report of Casualty if the veteran died in active service.
- Surviving spouses only: a Dependency and Indemnity Compensation (DIC) Letter with an effective date may be sent instead of the Veterans' Rating Decision Letter.
How to fill out Disabled Veterans Low Income Worksheet – Sacramento County, CA
Confirm the claim and income year
The worksheet is printed for the 2026-2027 tax year. Report only income received in the calendar year before the claim year, which is 2025 for that claim.
Enter your name and parcel number
In Step A, write your name and the Assessor's Parcel Number of the residence.
Report earned and benefit income
Enter amounts on lines 1 through 6: wages and tips, Social Security (including Medicare premiums deducted), railroad retirement, interest and dividends, pensions and disability retirement, and SSI/SSP, AB, ATD, AFDC and APSB payments.
Report other income types
Complete lines 7 through 17: rental income (or loss), business net income (or loss), capital asset sales, life insurance proceeds above expenses, Veterans Administration benefits, gifts and inheritances above the amount printed on line 12, unemployment, temporary-disability workers compensation, tax-sheltered plan contributions, sick leave and nontaxable gain on sale of a residence.
Add other household members' income
In Step C, line 18, enter income of other household members. Do not include income of minors, students, renters, your spouse or yourself.
Total lines 1 through 18
On line 19, add lines 1 through 18. On the back, copy that subtotal to line 20.
Enter adjustments to income
In Step E, complete lines 21 through 25 if they apply: forfeited interest penalty, alimony paid, IRA, Keogh or SEP contributions, employee business expenses, and moving or income-production expenses tied to lines 7, 8 and 9.
Total the adjustments
On line 26, add lines 21 through 25.
Figure total household income
In Step G, line 27, subtract line 26 from line 20. This is your total household income.
Sign, date and add a phone number
Sign and date the declaration, which is made under penalty of perjury under California law, and enter a daytime telephone number.
Review and download the completed PDF
Check every line and the totals, then download or print the completed PDF from FillingPDF. Attach it to your claim package as described under How to submit.
How to submit Disabled Veterans Low Income Worksheet – Sacramento County, CA
The worksheet is not filed alone: it goes by mail with the claim package. The Sacramento County Assessor's page says to mail the completed claim form and supporting documents to the address printed on the claim form.
- By mail: Attach the signed worksheet to the Claim for Disabled Veterans' Property Tax Exemption (BOE-261-G), add the supporting documents, and send everything to the address on the claim form. For the February 15 deadline, the postmark counts.
- Questions: The Assessor's Exemptions Section answers questions at (916) 875-0720 (8am-4pm) or at [email protected].
- Help with benefits: Sacramento County's Veterans Services Office assists with many programs and benefits.
- Missing VA papers: If you do not have your rating letter or discharge, call the U.S. Department of Veterans Affairs at 1-800-827-1000.
FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Reporting income for the wrong year; the worksheet counts the calendar year before the claim year, which is 2025 for a 2026-2027 claim.
- Including on line 18 the income of minors, students, renters, your spouse or yourself, which the line says to leave out.
- Entering workers compensation for permanent disability on line 14, which is for temporary disability only.
- Leaving out the name or Assessor's Parcel Number requested in Step A.
- Signing without dating the worksheet or omitting the daytime telephone number printed beside the signature.
- Sending the worksheet without the claim form (BOE-261-G) and the supporting documents the Assessor lists.
- Mailing a low-income claim after February 15 without regard to the postmark rule for weekends and legal holidays.
- Subtracting the adjustments from the wrong total; line 27 is line 26 subtracted from line 20.
Frequently asked questions
What is the Disabled Veterans Low Income Worksheet?
It is the Sacramento County Assessor's worksheet that totals household income for the low-income disabled veterans' property tax exemption. It is attached to the Claim for Disabled Veterans' Property Tax Exemption and ends with a signed declaration under penalty of perjury.
Do I need this worksheet for the basic disabled veterans' exemption?
No. The Assessor lists the worksheet for low-income applicants only. The basic exemption applies regardless of total annual income and is a one-time filing.
What is the deadline for the low-income exemption claim?
Low-income claims must be filed every year by February 15. If that date falls on a Saturday, Sunday or legal holiday, mail postmarked the next business day is deemed on time.
Which year's income do I report on the worksheet?
Report income from the calendar year before the year of the claim. For a 2026-2027 claim, the form says the income is for calendar year 2025.
Who counts as part of the household on this worksheet?
The household is the claimant and all other persons, except bona fide renters, minors or students. Line 18 repeats this: do not include income of minors, students, renters, your spouse or yourself.
What other documents go with the worksheet?
Attach the BOE-261-G claim, the VA Veteran's Rating Decision Letter with its effective date, and the DD-214 showing a discharge under other than dishonorable conditions. Surviving spouses also add the marriage certificate and death certificate or Report of Casualty.
Where do I mail the worksheet?
Mail it with the completed claim form and supporting documents to the address printed on the claim form. For questions, call the Assessor's Exemptions Section at (916) 875-0720 (8am-4pm).
Can I fill out the worksheet online on FillingPDF?
Yes. You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service that does not file anything with the Sacramento County Assessor, so you still mail the completed package yourself.
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