Clarification to the Florida Homestead Tax Exemption Deadlines

As you may know, in December we published a blog on the homestead tax exemption and outlined the deadlines as they are presented in Florida Statutes, Chapter 196. Following up on that blog, we were contacted by Sarasota County Property Appraiser, Bill Furst, this week with some clarification on the deadlines.

In both Sarasota and Manatee County, March 1st is the date by which a homestead application must be filed in order to be considered timely. In Sarasota County, the Property Appraiser may approve an application from an applicant who is qualified for the exemption even if the application is received after March 1st.  Mr. Furst was able to offer the following additional clarification:

“As far as the filing dates of January 1st to March 1st. My statutory authority allows me to accept homestead applications up to 25 days after the mailing of the TRIM notice. So if someone owned a home on January 1, 2018 they can file for homestead until sometime in September 2018 and receive it, as the TRIM notice usually mails late August.”

Similarly, in Manatee County, if you are unable to meet the March 1st deadline, you may still submit your application for review by the Property Appraiser who will review it to make a determination based on your specific circumstances. Again, to qualify you must own the property on January 1st of the year in which you are applying and have the bona fide intention of occupying the property as your primary residence.

The Property Appraiser in both counties has the discretion to accept applications that are late up until the 25th day following the mailing of the TRIM notice if the delayed application is submitted with sufficient evidence showing that the applicant was unable to submit the application timely.

We strongly recommend that you file your application by March 1st so that it is received timely by the Property Appraiser to ensure you secure the homestead tax exemption for that year, since any applications received after that deadline will be processed at the discretion of the Property Appraiser.

In both counties you may file your application online and if you file by March 1st you should receive a notice of denial (if your application is denied for any reason) in July prior to receiving your TRIM notice for that year. Below are some additional resources regarding the exemption for each county:

Sarasota County:

Important Dates – http://www.sc-pa.com/about-value/important-dates/

General information – http://www.sc-pa.com/homestead/

Online application – https://beta.sc-pa.com/DR501/ApplyOnline/WebForm1.aspx

Manatee County:

Important Dates –  http://www.manateepao.com/dnn/General-Info/Important-Dates

Online application – https://ofa.manateepao.com/ApplyOnline/WebForm1.aspx

If you are not sure if you qualify for the homestead tax exemption or meet the deadline contact your local real estate attorney or the Property Appraiser’s office for additional guidance.

Sincerely,

Berlin Patten Ebling, PLLC
Article Authored by Natasha Selvaraj, Esq. nselvaraj@berlinpatten.com

This communication is not intended to establish an attorney client relationship, and to the extent anything contained herein could be construed as legal advice or guidance, you are strongly encouraged to consult with your own attorney before relying upon any information contained herein.

All rights reserved. This copyrighted material may not be re-published without permission. Links are encouraged. 

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