The Montgomery County Collector’s Office will be accepting real estate tax credit applications from residents age 62 and older who own and occupy a primary residence in the county.
Applications will be accepted beginning April 1 and must be submitted by June 30. Any applications turned in after June 30 will be applied to the 2027 tax year.
Several county officials – including Assessor Jeff Porter, Collector Anita Sullivan, Treasurer Lori Stiers and County Clerk Carole Weeks – met with the Montgomery County Commission on March 9 to finalize the plans of implementation of the senior tax credit.
Sullivan said tax credit applications and documents such as a driver’s license and a proof of residency will be put in a folder that will be given to the commissioners. The commissioners will make the decision on whether the applicant will be eligible for the credit.
“The assessors are going to set the values and put the values on it,” Sullivan said. “We’re going to do the math and calculate the credit and get that signed up on by the commissioners and put that on the tax bills and will show up on their tax bills as a credit.”
Anyone who turned 62 in 2026 will have to apply for the 2027 credit. Only one owner of the property must be 62.
“We have 5,600 personal property tax accounts in the county,” Sullivan said. “Half of those are over 62 and own a house.”
According to the requirements, credit may be claimed on only one residence and in one county. The credit will not include the State Blind Pension Fund, any bonded indebtedness and any other tax protected under the Missouri Constitution. If the parcel has delinquent taxes, the credit will be denied. Residents whose property in a trust must show proof that they live in the home and are liable for the taxes.
For residents who turned 62 last year, their credit will be based on the increase from 2025 to 2026 on the house and up to one acre only. The credit will be applied only to the primary residence structure and up to one acre and will not accept any detached buildings or structures.
Deputy Collector Cherie Smith said the Collector’s Office has been getting plenty of inquiries from residents on the tax credit applications.
“We get calls everyday,” she said. “We gave out five or six (applications) at the counter already to bring back. I emailed a few to people. Some people got it off the website already. But we answered questions at least two or three times a day.”
Sullivan said Jacqueline Spinks, who works part-time at the collector’s office, will help out with the applications.
“We’re in the middle of a software change,” Sullivan said. “It’s going to be a very manual, laborious and intensive thing for us this year.”
Applications are available at www.mcmo.us. Residents who choose to mail the applications to the Collector’s Office must have them notarized.
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