Low-Income Housing Tax Credit Restrictions on Rent & Utilities
2 Alternative Tests:
- 20-50 Test – Requires that 20% of the units must be set aside for persons and families at or below 50% of area median gross income. This test must be satisfied for the 15 year compliance period to continue to earn the full credit.
- 40-60 Test – Requires that 40% of the units must be set aside for persons and families at or below 60% of area median gross income. This test must be satisfied for the 15 year compliance period to continue to earn the full credit.
- The area median gross income test is based on a family size of 4 with adjustments for family size.
- Persons or families meeting the gross income tests will be deemed to continue to meet such tests until gross income exceeds 140% of the applicable income limitation detailed below:
|
APPLICABLE INCOME LIMITATION (MARICOPA COUNTY FY 2009 MEDIAN INCOME $65,900) |
| |
1 Person |
2 Person |
3 Person |
4 Person |
5 Person |
6 Person |
7 Person |
8 Person |
| 60% |
27,660 |
31,620 |
35,580 |
39,540 |
42,720 |
45,840 |
49,020 |
52,200 |
| 50% |
23,050 |
26,350 |
29,650 |
32,950 |
35,600 |
38,200 |
40,850 |
43,500 |
|
140% LIMITATION ON APPLICABLE INCOME LIMITS |
| |
1 Person |
2 Person |
3 Person |
4 Person |
5 Person |
6 Person |
7 Person |
8 Person |
| 50% |
32,270 |
36,890 |
41,510 |
46,130 |
49,840 |
53,480 |
57,190 |
60,900 |
| 60% |
38,724 |
44,268 |
49,812 |
55,356 |
59,808 |
64,176 |
68,628 |
73,080 |
- Rents for the units meeting the 20-50 test (or 40-60 test) must be equal to or less than 30% of either 50% or 60% of area median gross income.
- Gross rent typically includes utility allowances.
- For HUD regulated buildings use HUD determined utility allowance.
- For non-regulated buildings use the utility allowance prescribed by the local public housing authority or utility company
*Utility allowances must be subtracted from allowable rents.
|