Hi all, So back in Sept of 2016 we bought the apt next door. Let's call my existing home unit A and next door B. Fast forward to April of 2017, we started renovation and got approval from board and DOB earlier in the year. Just yesterday, we received the bill for June and while apt A has the tax abatement, apt B did not have it. However, B still was assessed. So I ended up paying about 1500 more... [more]
Hi all,
So back in Sept of 2016 we bought the apt next door. Let's call my existing home unit A and next door B.
Fast forward to April of 2017, we started renovation and got approval from board and DOB earlier in the year.
Just yesterday, we received the bill for June and while apt A has the tax abatement, apt B did not have it. However, B still was assessed. So I ended up paying about 1500 more this month than usual due to the extra assessment and no abatement.
I think I know the reason because only the PRIMARY unit can get the abatement and in 2016, this unit was not combined.
However, what are the steps I should take to make sure that I get this for next year, since both A and B will be combined legally (we expect to get a letter of completion in Aug) and that both will be used as PRIMARY residence?
Any help would be greatly appreciated. The management office is never smart, so I would like to leverage the help of this discussion board first.
Thanks in advance!
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Response by 300_mercer
over 8 years ago
Posts: 10570
Member since: Feb 2007
The management office gets a letter from DOF finance year asking them "primary" residence usage of each apartment. If they completed the form appropriately (believe the deadline is early in the year, you are likely to get abatement for 2017-2018. Some time, DOF is sloppy and do not update the results. In that case you have to keep calling 311. I would call 311 now and file a request just in case.
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Response by KAS61
over 8 years ago
Posts: 126
Member since: Mar 2012
We moved into our coop in February 2012. We missed the filing deadline for that year. When we filed we told we were also ineligible for the following year and so didn't receive the abatement until 2014. Is the filing deadline perhaps for the year following? I can't remember all the details but I do remember that it was a bit of a headache. Each year we were assessed the amount of the abatement by our building.
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Response by theUESider
over 8 years ago
Posts: 14
Member since: Sep 2009
Hi Mercer - I called 311 multiple times and each time they tell me there's nothing they can do to check that. So can you think of any other options to get this done? The Managing Agent just tells me that I have to wait and see if this get corrected... since they submitted saying it's primary...
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Response by 300_mercer
over 8 years ago
Posts: 10570
Member since: Feb 2007
Guessing you to wait till the managing agent gets abatement letter which believe is Q3.
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Response by KAS61
over 8 years ago
Posts: 126
Member since: Mar 2012
Try emailing the DOF at this email address: CoopabaT@finance.nyc.gov
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Response by jelj13
over 8 years ago
Posts: 821
Member since: Sep 2011
We filed immediately after we bought our coop for STAR, Veteran's, and Primary Residence. It took us 3 years of repeated filings to get all 3. One problem was that the managing agent was slow verifying the primary residence paperwork. The STAR wen through right away. The Veterans Benefit was the biggest problem since they kept ignoring it. Calling them and writing letters/emails did no good. The cooperative takes back the rebates as an "assessment". If you don't get the rebate for primary residence, you get billed for the taxes on your monthly maintenance.
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Response by front_porch
over 8 years ago
Posts: 5316
Member since: Mar 2008
AFAIK, filing deadline is mid-February (sometimes I've seen it extended until March) for the July 1 year, but it's based on status as of early January.
So KAS filed in Feb 2012, but in reality the first year of his/her eligibility would be, I would think, as of Jan 2013 for the tax year that ran from July 1 2013 to June 30 2014, which I would consider the 2014 tax year.
Similarly, UES, if you are primary in Apartment B as of August 2017, I'm not sure the city will accept your eligibility until January 2018 for the tax year July 1 2018 - June 30 2019. {Insert disclaimer that this is not legal advice here]
ali r.
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Response by SharkSandwich
over 8 years ago
Posts: 8
Member since: Feb 2014
I've been doing this song & dance for the past three years as well. Our original apartment was, in itself, a combo unit (although we were issued one stock & lease at purchase). We purchased the apartment next door, so now we have three apartments (according to the DOF) and two apartments (according to the co-op and stock & lease). Around once every couple of months, I just keep refiling with the DOF and keep re-submitting the single stock & lease. I hope the DOF eventually figures it out. They're pretty slow and frequently clueless.
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Response by theUESider
over 8 years ago
Posts: 14
Member since: Sep 2009
Shark - this makes me depressed. Our managing agent says that they clearly submitted this to say that this is for primary use. Also, I guess my ultimate solution would be to apply to the Managing agent to combine so that it shows up as one unit and get revised stock certificate. That way, it will have to be fixed...
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Response by SharkSandwich
over 8 years ago
Posts: 8
Member since: Feb 2014
theUES, correction on my post above: According to our new stock & lease, we have just one apartment, with all shares of all three apartments in total, but the DOF still has us down as three apartments. My managing agent as well has told me many times they've submitted the paperwork. It is the DOF that slows things down. It's infuriating, I know.
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The management office gets a letter from DOF finance year asking them "primary" residence usage of each apartment. If they completed the form appropriately (believe the deadline is early in the year, you are likely to get abatement for 2017-2018. Some time, DOF is sloppy and do not update the results. In that case you have to keep calling 311. I would call 311 now and file a request just in case.
We moved into our coop in February 2012. We missed the filing deadline for that year. When we filed we told we were also ineligible for the following year and so didn't receive the abatement until 2014. Is the filing deadline perhaps for the year following? I can't remember all the details but I do remember that it was a bit of a headache. Each year we were assessed the amount of the abatement by our building.
Hi Mercer - I called 311 multiple times and each time they tell me there's nothing they can do to check that. So can you think of any other options to get this done? The Managing Agent just tells me that I have to wait and see if this get corrected... since they submitted saying it's primary...
Guessing you to wait till the managing agent gets abatement letter which believe is Q3.
Try emailing the DOF at this email address: CoopabaT@finance.nyc.gov
We filed immediately after we bought our coop for STAR, Veteran's, and Primary Residence. It took us 3 years of repeated filings to get all 3. One problem was that the managing agent was slow verifying the primary residence paperwork. The STAR wen through right away. The Veterans Benefit was the biggest problem since they kept ignoring it. Calling them and writing letters/emails did no good. The cooperative takes back the rebates as an "assessment". If you don't get the rebate for primary residence, you get billed for the taxes on your monthly maintenance.
AFAIK, filing deadline is mid-February (sometimes I've seen it extended until March) for the July 1 year, but it's based on status as of early January.
So KAS filed in Feb 2012, but in reality the first year of his/her eligibility would be, I would think, as of Jan 2013 for the tax year that ran from July 1 2013 to June 30 2014, which I would consider the 2014 tax year.
Similarly, UES, if you are primary in Apartment B as of August 2017, I'm not sure the city will accept your eligibility until January 2018 for the tax year July 1 2018 - June 30 2019. {Insert disclaimer that this is not legal advice here]
ali r.
I've been doing this song & dance for the past three years as well. Our original apartment was, in itself, a combo unit (although we were issued one stock & lease at purchase). We purchased the apartment next door, so now we have three apartments (according to the DOF) and two apartments (according to the co-op and stock & lease). Around once every couple of months, I just keep refiling with the DOF and keep re-submitting the single stock & lease. I hope the DOF eventually figures it out. They're pretty slow and frequently clueless.
Shark - this makes me depressed. Our managing agent says that they clearly submitted this to say that this is for primary use. Also, I guess my ultimate solution would be to apply to the Managing agent to combine so that it shows up as one unit and get revised stock certificate. That way, it will have to be fixed...
theUES, correction on my post above: According to our new stock & lease, we have just one apartment, with all shares of all three apartments in total, but the DOF still has us down as three apartments. My managing agent as well has told me many times they've submitted the paperwork. It is the DOF that slows things down. It's infuriating, I know.