星期三, 7月 01, 2026

吳弭市長簽署市政命令 2027年7/1起調整耆英房地產稅減免額

波士頓市議員Ruthzee Louijeune(左四),Brian Worrell (右二),以及耆英們
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波士頓市長吳弭(前中)簽署命令。(市府提供)

 (Boston Orange編譯)波士頓市長吳弭(Michelle Wu)6月29日簽署一項市政命令,容許市府依照聯邦消費者物價指數的通貨膨脹率,每年調整耆英房地產稅減免額。新措施預計於2027年7月1日正式生效。

吳弭市長和波士頓市議員Ruthzee Louijeune,以及麻州耆英行動(Mass Senior Action),本地民選官員等人一起出席簽署儀式。

波士頓市目前藉由「41C項目」,以耆英的年紀,收入及資產為門檻標準,為耆英提供房地產稅減免。除非是麻州各地的許多市鎮,因為通貨膨脹,或居民及家庭的生活成本上漲等因素,認為這些門檻已經過時了,從而採取行動,提高了門檻。

41D條款,容許波士頓市政府每年根據聯邦消費者物價指出,調整「41C計畫」中的年收入和總資產限額,針對年滿65歲以上,持有住宅已達一定年數的耆英們,為他們提供1000到2000美元的房地產稅減免。

這條例由波士頓市議員Ruthzee Louijeune領頭遞交,市議員Brian Worrell 和Ben Weber連署。

吳弭市長表示,「幫助長者在熟悉的社區安度晚年,意味著讓他們能留在自己的家園,得到社區支持」。推動該法案的市議員Ruthzee Louijeune則指出,這項變革雖不能解決所有問題,但確實能保護那些面臨被「無聲驅離」風險的長者,不會因儲蓄或收入增加了一點,而失去稅務救濟。

根據市政府數據,波士頓有近半數的高齡屋主屬於「嚴重房貸負擔族」,每月將超過一半的收入用於住房成本。麻州年長者行動委員會波士頓分會會長Lillie Bryan指出,若這項措施能在過去幾年實施,她自己很可能就會符合資格。她同時呼籲州議會應進一步通過波士頓提出的「地方自治請願案」,擴大減免範圍。

除本次調整外,吳弭政府也持續推動其他房產稅改革,包括今年稍早提出的「轉讓費地方自治請願案」,擬對超過200萬美元的房產交易徵收最高2%的費用,作為可負擔住房的資金來源。

MAYOR MICHELLE WU SIGNS CITY ORDER TO EXPAND PROPERTY TAX RELIEF FOR OLDER HOMEOWNERS



Order updates senior property tax exemption limits each year to provide relief for low-income older homeowners

BOSTON - Tuesday, June 30, 2026 - Mayor Michelle Wu yesterday joined City Councilor Ruthzee Louijeune, Mass Senior Action, local elected officials, and residents to sign a city order that lets Boston adjust the senior property tax break each year to keep up with the cost of living. Under this change, the income and assets limits for the senior exemption will rise annually with inflation, based on the federal Consumer Price Index. The new limits will allow more older homeowners to qualify starting on July 1, 2026.


“Helping seniors age in place means keeping them connected to homes, neighborhoods, families, and support networks, and this order provides real relief to older homeowners at a time when costs keep rising,” said Mayor Michelle Wu. “I’m grateful to Councilor Louijeune for championing this effort and to the entire City Council for their partnership in supporting our older homeowners.”


The City of Boston currently offers a senior property tax exemption under the 41C program, which provides property tax relief for older adults based on age, income and asset thresholds. These thresholds are fixed unless increased by local action and have become outdated for many municipalities across the state due to inflation and rising costs for residents and families. 


“Investing in our seniors is more than a debt of gratitude, it’s a commitment to Boston’s future,” said City Councilor Ruthzee Louijeune. “I am proud to have led the effort to adopt Clause 41D, helping protect older homeowners today while strengthening the promise that future generations will also be able to age in place, remain rooted, and continue shaping the neighborhoods they call home.”


Adopting Clause 41D will help preserve property tax relief for Boston’s older adult homeowners who are at risk of losing eligibility as inflation affects their income and savings. This order was led and filed by City Councilor Ruthzee Louijeune, co‑sponsored by City Councilors Brian Worrell and Ben Weber, and unanimously approved by the Boston City Council. This announcement builds on Mayor Wu and the City’s work to address affordability, protect residents and families from rising costs, and provide much-needed relief and assistance to older residents across neighborhoods.


“Adding an annual cost of living increase will help people stay eligible for the 41C exemption as their Social Security adjusts with inflation,” said Emily Shea, Boston’s Age Strong Commissioner. “This is important because our older residents deserve the opportunity to age with dignity in the communities they helped build.”


This new order will take effect on July 1, 2027 and applicants can begin to apply with the Taxpayer Referral Assistance Center. Income limits for residents will be posted on the City’s Assessing Department website on July 1, 2027. Nearly half of Boston's senior homeowners are severely housing cost-burdened, paying more than 50 percent of their income to housing costs. Ultimately, the City of Boston will have the ability to determine the final rate for the fee, collection method, and any exemptions that may exist. 


Specifically, this order would:


  • Increase the fixed income with social security amounts from $25,980 to $26,687 if single and from $38,970 to $40,031 if married and increase total assets from $40,000 to $41,080 if single and $55,000 to $56,485 if married; and broaden eligibility by replacing the fixed limits with a percentage increase of the CPI.


Since 2022, the City has also included an expansion of the senior tax exemption in multiple filed home rule petitions to improve quality of life and protect older Boston residents. Through these efforts, the City has worked to secure expanded property tax relief for low-income seniors by modifying the eligibility criteria for the 41C program and increasing the exemption. These changes, if they were implemented by the State, would provide the City with flexibility to modernize the criteria and provide much-needed and sustainable financial assistance to a vulnerable population. 


“Far too many seniors across Boston struggle with rising property taxes. We deeply appreciate Mayor Wu, Councilor Louijeune, and the City Council for doing all they can to expand relief,” said Lillie Bryan, President of the Boston Chapter of the Massachusetts Senior Action Council. “Clause 41D will protect seniors from losing access to the help they need by raising the income and asset limits each year to reflect the cost of living. We must now build on this victory to reach more seniors who need help, and we call on the legislature to pass Boston’s Home Rule petitions.”


This action also builds on Mayor Wu and the City’s long-standing efforts to amend state laws to address the housing crisis and provide predictability for residents. Earlier this year, Mayor Wu signed the City’s Transfer Fee Home Rule Petition, a proposal to create a new local funding source for affordable housing. Passed by the Boston City Council on April 15, 2026, the petition is with the State Legislature for consideration. The proposal would allow Boston to apply a fee of up to 2% on real estate transactions over $2 million, with the first $2 million exempt to limit impacts on middle-class homeowners. The Mayor has advanced similar proposals in 2021 and 2023 and continues to pursue the transfer fee as a tool to help build more affordable housing across Boston. Last year, the City also refiled an expanded residential tax relief package that aimed at providing financial assistance to Boston residents impacted by sharp increases in their property tax bills.


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