Quick Facts on Florida Homestead Exemptions:
Every person who owns and resides on real property in Florida on January 1 and makes the property his or her permanent residence is eligible to receive a Florida homestead exemption, up to $50,000.
- Dates to Remember: JANUARY 1 and MARCH 1
- You must own and reside at the real property in Florida on JANUARY 1
- MARCH 1 -Homestead Exemption forms must be filed with your local county property appraiser’s office
- You must establish primary residence in Florida to receive the homestead exemption tax benefits.
- Go to Florida Department of Revenue – Homestead Exemption. Form DR-501 is the application to download.
In order to receive the Florida Homestead Exemption, the above bullets must be done first. After you have established your Flo
rida primary residence, your real property is eligible to Up to $50,000. The first $25,000 is applied to all property taxes, including the
district school tax. The additional $25,000 is applied to the assessed value between $50,000 and $75,000 and only to non-school taxes.
Below is a list of items you will need to have on hand to complete the Florida Homestead Exemption application for you, your spouse or any additional owner-resident. Your property appraiser may ask for any of the following to prove your residency:
- The names of the persons recorded on the title on January 1
- The street address of the property
- January 1st, were you residing at this property?
- Do you claim Homestead in any other county or state?
- Your Social Security Number and any other owner/resident’s
- Date of Occupancy
- Florida Driver’s License
- Florida Vehicle Registration Number
- Declaration of Domicile
- Date of Birth
- Current Employer
- Address shown on your IRS Return
- Voter Registration Number
- School location of dependent children
- Proof of Payment of utilities at the address applying for exemption
- Bank Statements and Checking Account mailing address
There are additional Florida Homestead Exemptions for your property taxes such as Widows /Widowers; Permanently and Total Disabled; local options for ages 65 and older; Disabled Veterans, Deployed Military and more. Simply click HERE to go to the different categories that may apply to you.
If you are moving from a previous Florida homestead to a new homestead in Florida, you may be able to transfer, or “port,” all or part of your homestead assessment difference. Read more on portability.