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 2007 MEDIAN INCOME $59,100) |
| |
1 Person |
2 Person |
3 Person |
4 Person |
5 Person |
6 Person |
7 Person |
8 Person |
| 60% |
25,260 |
28,860 |
32,460 |
36,060 |
38,940 |
41,820 |
44,700 |
47,580 |
| 50% |
21,050 |
24,050 |
27,050 |
30,050 |
32,450 |
34,850 |
37,250 |
39,650 |
|
140% LIMITATION ON APPLICABLE INCOME LIMITS |
| |
1 Person |
2 Person |
3 Person |
4 Person |
5 Person |
6 Person |
7 Person |
8 Person |
| 50% |
29,470 |
33,670 |
37,870 |
42,070 |
45,430 |
48,790 |
52,150 |
55,510 |
| 60% |
35,364 |
40,404 |
45,444 |
50,484 |
540,516 |
58,548 |
62,580 |
66,612 |
- 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
|
ALLOWABLE RENTS * |
| |
0 Bdrm Rent |
1 Bdrm Rent |
2 Bdrm Rent |
3 Bdrm Rent |
4 Bdrm Rent |
| 60% |
631 |
676 |
811 |
937 |
1,045 |
| 50% |
526 |
563 |
676 |
781 |
871 | *Utility allowances must be subtracted from allowable rents.
|