Utah grants
& benefits: Targeted Adult Medicaid, renter refunds and the Social Security credit.
Utah taxes Social Security benefits but offsets that tax with a credit below set income levels, so much of its help for older and disabled residents arrives through the tax system as refunds, credits and exemptions.
By Subha, Public Benefits Writer · Verified

State
Utah (UT)
Capital
Salt Lake City
Region
West
Two state departments share the work. Medicaid belongs to the Department of Health and Human Services (DHHS), but the Department of Workforce Services (DWS) decides who qualifies for it, and DWS also handles SNAP, cash aid and HEAT energy help. Most of those applications start in myCase at jobs.utah.gov.
Tax relief sits with other offices. The State Tax Commission pays the renter refund and processes income tax credits, while counties take homeowner credits, abatements and veteran exemptions. Homeowner credit applications are due to the county by September 1, and renter refunds close December 31.
Medicaid here: a 2020 work rule withdrawn, a federal one due January 2027
Adult Expansion Medicaid covers residents 19 through 64 who are citizens or legal residents and meet the income limit. DHHS lists a gross limit of $1,769 a month for one person and $3,658 for a household of four. Call DWS at 1-866-435-7414 to check eligibility or apply.
Utah has tried a work rule before. Its community engagement requirement began January 1, 2020, was suspended on April 1, 2020 during the COVID-19 emergency, and lost federal approval on August 10, 2021.
A federal law, H.R. 1, brings a new version on January 1, 2027. Adults in Adult Expansion or Targeted Adult Medicaid who are not excluded must show 80 hours a month of work, job training, school at least half time or volunteering, or earnings of at least $580. Some adults will also renew every 6 months instead of 12.
- Pregnant or receiving postpartum Medicaid
- Parent, guardian or caregiver of a child 13 or younger, or of a person with a disability
- Veteran with a 100% disability
- Medically frail or with special needs
- American Indian or Alaska Native, once that status is verified with DWS
- In a drug or alcohol treatment and rehabilitation program
For how the federal program works in every state, read our Medicaid program guide.
Source: Utah DHHS: Utah Medicaid rules are changing (H.R. 1)
Targeted Adult Medicaid, for chronically homeless and justice-involved adults
Targeted Adult Medicaid (TAM) was approved by CMS on November 1, 2017 for adults without dependent children whose household income is at or below 5% of the federal poverty level. It is far narrower than expansion coverage and is built around three groups.
Those groups are adults who are chronically homeless, adults involved in the justice system who need substance use or mental health treatment, and adults who need substance use or mental health treatment. DHHS says changes take effect July 1, 2027, when TAM members may move to Adult Expansion.
The renter refund pays up to $1,412 to renters 66 and older
The Tax Commission's renter refund returns part of the rent paid in 2025 to residents who were 66 or older by December 31, 2025, and to unmarried widows or widowers of any age. Household income must be $44,221 or less, you must have lived in Utah all year, and no one else can claim you as a dependent.
The refund is a share of rent, from 9.5% at the lowest incomes down to 2.5%. Filing online through Taxpayer Access Point (TAP) is fastest, and paper Form TC-90CB also works. The deadline for 2025 rent is December 31, 2026. Questions go to 801-297-6254.
Homeowners apply to the county instead. The homeowner's credit uses the same income scale, and Pub 36 lists age 67 or older, or an unmarried surviving spouse, for the 2026 credit. A low-income abatement can cut 50% of the year's tax, up to $1,412, for owners 67 or older or with a disability or extreme hardship.
- 2025 income $0 to $15,033: up to $1,412
- $15,034 to $20,048: up to $1,245
- $20,049 to $25,057: up to $1,082
- $25,058 to $30,069: up to $835
- $30,070 to $35,083: up to $674
- $35,084 to $39,796: up to $429
- $39,797 to $44,221: up to $262
Source: Utah State Tax Commission: Homeowner's or Renter's Relief
Disabled veterans can exempt up to $535,459 of a home's taxable value
Veterans with a disability incurred in the line of duty can exempt up to $535,459 of their residence's taxable value this year. The amount depends on the disability percentage and unemployability classification, and no exemption applies below a 10% rating. Unmarried surviving spouses and minor orphans can also qualify.
The application goes to the county where the home sits, with proof of military service and of disability or death. Active or reserve members who served outside Utah for 200 days in a continuous 365-day period have a separate exemption.
Blind owners can exempt up to $11,500 of taxable value. Owners 75 or older may defer property tax under the mandatory senior deferral if 2025 household income was $88,442 or less and other tests are met. Deferred tax builds interest, and you must reapply every year.
Source: Utah State Tax Commission: Pub 36, Property Tax Abatement
HEAT heating help, food stamps and General Assistance through DWS
HEAT is Utah's version of LIHEAP, for households up to 150% of the federal poverty level. Homes with someone 60 or older, a person with a disability or a child under 6 can apply from October 1. Everyone else can apply from November 1, through September 30 or until federal funds run out.
If a shut-off is close, your local HEAT office can look at crisis assistance. SNAP applications go through myCase, an employment center, or a mailed form you can request at 801-526-0950 or 866-435-7414.
General Assistance pays time-limited cash to single adults and couples with no children living with them half the time or more. You must verify an impairment that stops you from working any hours in any job for 60 days or longer, and you may be required to pursue SSI or SSDI.
Utah's 130% limit, the soft drink rule and deposit dates are in our Utah food stamps guide.
Federal rules behind HEAT, and what other states pay, are in our LIHEAP program guide.
For SSI rules that apply in every state, see our SSI program guide.
Source: Utah DWS: Home Energy Assistance Target (HEAT) Program
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Utah assistance questions
No. It started January 1, 2020, was suspended April 1, 2020, and CMS withdrew approval on August 10, 2021, so the state removed it from policy. A separate federal requirement of 80 hours a month begins January 1, 2027 for adults in Adult Expansion and Targeted Adult Medicaid who are not excluded.
You cannot take both. The retirement credit is $450 per person for those born on or before December 31, 1952, and it shrinks above $25,000 of income for single filers or $32,000 for joint filers. The Tax Commission notes the Social Security or military retirement credit may be larger.
Send DWS proof of your Federal Indian or AI/AN status by January 1, 2027, such as an ID or enrollment card, or a CDIB signed by the Bureau of Indian Affairs. Once verified, you are exempt from the work rule and keep 12-month renewals. Mail it to DWS Imaging Operations, P.O. Box 143245, Salt Lake City, UT 84114-3245.
Yes. Local aging offices help in many counties, including Salt Lake County Aging Services (385-468-3200), Weber Area Agency on Aging (801-625-3770) and Mountainland in Summit, Utah and Wasatch counties (801-229-3804). If you got a refund last year, a new form is mailed on the fourth Monday of April.
Call DWS at 1-866-435-7414 to apply or ask about eligibility. For questions about covered services or providers, call a Medicaid health program representative at 1-866-608-9422. Expansion members in Davis, Salt Lake, Utah, Washington and Weber counties enroll in a Utah Medicaid Integrated Care plan.
Sources
- Utah DHHS: Medicaid Expansion
- Utah DHHS: Utah Medicaid rules are changing (H.R. 1)
- Utah DHHS: Targeted Adult Medicaid Program
- Utah State Tax Commission: TC-40A supplemental schedule instructions
- Utah State Tax Commission: 2025 TC-40 instructions
- Utah State Tax Commission: Renter's Credit
- Utah State Tax Commission: Homeowner's or Renter's Relief
- Utah State Tax Commission: Pub 36, Property Tax Abatement
- Utah DWS: Home Energy Assistance Target (HEAT) Program
- Utah DWS: General Assistance
Independent information for your research
GrantsHubUSA is not a government agency and does not process benefit applications. Confirm requirements with the official Utah sources.
Social Security is taxable in Utah, but a credit cancels it below set incomes
The 2025 Legislature cut the flat income tax rate to 4.5% through HB 106. The Social Security benefits credit offsets that tax on taxable retirement, disability and survivor benefits reported on your return.
The credit starts shrinking once income passes $54,000 for single filers, $90,000 for joint returns, heads of household and qualifying surviving spouses, or $45,000 for married filing separately. It drops by 2.5 cents for each dollar above those amounts.
Military retirees can claim a credit equal to 4.5% of taxable military retirement pay. Anyone born on or before December 31, 1952 may take the older retirement credit of up to $450 instead, but it cannot be combined with the Social Security or military credit.
Workers get a Utah earned income tax credit worth 20% of the federal credit. You must qualify for and claim the federal credit in the same year and have Utah income reported on a W-2.
The federal credit that sets the state amount is explained in our EITC program guide.
Source: Utah State Tax Commission: TC-40A supplemental schedule instructions