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federalUnited StatesLow-Income Housing Tax Creditincome_eligibility

Household income at initial occupancy must not exceed the applicable limit

lihtc.income.initial_eligibility · v1.0.0

A unit qualifies as a low-income unit only if the household's annual income, determined at initial occupancy under the Section 8 income definition, is at or below the income limitation applicable to that unit's designation for the household's actual size.

LIHTC eligibility uses ANNUAL income, not adjusted income. Applying the Section 8 deductions here is a common and material error.
Confidence
high
Effective from
1990-01-01
Last reviewed
2026-08-22

Evidence required

  • Tenant Income Certification(exactly_one)
  • Third-party employment verification(one_per_income_source)
  • Asset verification(one_per_asset)
  • Published income and rent limit schedule in effect(exactly_one)

Citations

All sources verified within 1 day
  • Internal Revenue Code Section 42 - Low-income housing credit
    42(g)(1), 42(g)(4)
    statuteSource ↗verified 1d ago
  • Section 8 and Public Housing - Occupancy Requirements, Income and Family Payment
    5.609
    regulationSource ↗verified 1d ago
  • Guide for Completing Form 8823, Low-Income Housing Credit Agencies Report of Noncompliance or Building Disposition
    Chapter IV, 11a - Household Income Above Income Limit Upon Initial Occupancy, section A. Definition, printed p. 48
    persuasive_agency_guidanceSource ↗verified 1d ago