Who uses the Income Worksheet for Senior Citizens Exemption?

It is for individuals filing Form RP-467 or RP-467-Rnw who are not required to file a federal income tax return. Owners and their spouses provide income and property information.

Do I need a notary for the Income Worksheet?

No. All owners and their spouses sign and date the worksheet; the document does not state that a notary or notarized attachment is required.

How do I submit the Income Worksheet?

The worksheet does not provide a submission address or method. Submit it to the city department named on the form and check the city website for current contact details.

What income information and attachments does the worksheet request?

It asks for wages, interest and dividends, unemployment compensation, IRA distributions, pensions and annuities, Social Security benefits, and other income. It also calls for W-2s, Forms 1099-R, or Form SSA1099 for specified entries.

Ogdensburg, NY · St. Lawrence County

No notary required

Income Worksheet for Senior Citizens Exemption

This worksheet records income for owners and spouses filing senior citizens exemption forms who are not required to file a federal income tax return.

What this form is

Use this worksheet with Form RP-467 or RP-467-Rnw if you are not required to file a federal income tax return. It records wages, investment income, benefits, pensions, and other income for the applicable income tax year, and directs you to enter the total on the related exemption form. The worksheet also asks for property and owner information, supporting documents for certain income, and signatures and dates from all owners and their spouses.

Who needs it

Owners and their spouses filing Form RP-467 or RP-467-Rnw who are not required to file a federal income tax return need this worksheet.

How to submit it

Submit it to the city department named on the form; check the city website for current contact details.

About notarization

This document is signed without a notary; all owners and their spouses sign and date it, with no notarized attachment or related step stated.

How to submit this form

1
Download The Worksheet
Download the Income Worksheet for Senior Citizens Exemption.
2
Complete The Worksheet
Enter owner, spouse, property, income, and applicable income tax year information.
3
Gather Income Attachments
Attach W-2s for wages, Forms 1099-R for IRA distributions and other pensions or annuities, and Form SSA1099 for Social Security benefits.
4
Sign And Date
All owners and their spouses must sign and date the worksheet.
5
Submit The Worksheet
Submit it to the city department named on the form; check the city website for current contact details.

Frequently asked questions

Who uses the Income Worksheet for Senior Citizens Exemption?: It is for individuals filing Form RP-467 or RP-467-Rnw who are not required to file a federal income tax return. Owners and their spouses provide income and property information.
Do I need a notary for the Income Worksheet?: No. All owners and their spouses sign and date the worksheet; the document does not state that a notary or notarized attachment is required.
How do I submit the Income Worksheet?: The worksheet does not provide a submission address or method. Submit it to the city department named on the form and check the city website for current contact details.
What income information and attachments does the worksheet request?: It asks for wages, interest and dividends, unemployment compensation, IRA distributions, pensions and annuities, Social Security benefits, and other income. It also calls for W-2s, Forms 1099-R, or Form SSA1099 for specified entries.

Need something notarized?

This Income Worksheet for Senior Citizens Exemption doesn’t need a notary — but if you have another Ogdensburg form that does, a commissioned online notary can help.