7/2024 I rcvd 100% disability rating from VA but was retroactive to 3/2023. I received partial refund of CA property tax for 2022/23/24/25. Do I just amend my 2023 taxes?

Forum|Forum|1 year ago
January 27, 2025
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Since property taxes are paid April and December of each year, I believe since my disability rating did not start until March of 2023, that i would not need to amend my 2022 taxes, and i would not have to amend 2024 as those changes were already implemented. I only received 2 checks of partial refund from the County Tax Assessor, which aligns to my theory i stated above. Just trying to see if my thinking process is correct. Hoping anyone can assist.

SabrinaD2

Do I Need to Amend My Taxes?

2022 Taxes

No. Your VA disability rating was retroactive to March 2023, so the exemption does not apply to property taxes paid in 2022. No amendment should be needed.

2023 Taxes

Yes. Amend your 2023 tax return to reflect the partial property tax refund you received. Update Schedule A (Itemized Deductions) to show the reduced property tax amount.

2024 Taxes