How to receive your Income Tax Exemption for Veterans
Don’t forget! There is a new tax exemption in the Garden State!
All veterans who were honorably discharged are eligible to receive a $3,000 exemption, this year and following years, regardless of any other exemptions you may claim. Your spouse, or civil union partner, is also eligible for an exemption if they too are a veteran who was honorably discharged.
When completing your tax return, you must fill in the oval (resident return) or check the box (nonresident return) to indicate that you are claiming this exemption.
For the first time you claim this deduction, you must provide official documentation showing that you were honorably discharged or released under honorable circumstances from active duty. You do not need to complete these next steps in subsequent years.
Before you follow the next steps, it’s best to call the Division of Taxation at 609-292-6400. If you have ever collected other veteran benefits, the division may have your documentation on file, so you would not have to resubmit it.
The most common form of documentation provided to show you were honorably discharged is a copy of your Certificate of Release or Discharge from Active Duty, DD-214. The United States National Archives and Records Administration can assist you with obtaining a copy of your DD-214.
Certify the exemption by sending your documentation along with the Veteran Income Tax Exemption Submission Form. You can print out the form or fill it out online at New Jersey Division of Taxation. The form can be seen at the bottom of the page and found at state.nj.us/treasury/taxation/pdf/veteransexemptionform.pdf
If you plan to submit the form and you DD-214 by mail, you can mail it to-
New Jersey Division of Taxation, Veteran Exemption
PO Box 440
Trenton, NJ 08646-0440
You can also fax the documentation to 609-633-8427.
The Division of Taxation cannot approve your claim until it receives your documentation. You can submit the documentation while you file your taxes, but your return may be processed faster if it is submitted before.
Once your documentation is reviewed, you will receive a letter of receipt confirming your eligibility. The letter is proof that you qualify for the exemption should you ever be audited.
For more information, visit the New Jersey Division of Taxation or click here.
Sample Submission Form
Here is a sample of what the submission form looks like. The form can also be found here.