Senior Exemption

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Some city or county governments have enacted a local ordinance allowing an added Homestead Exemption up to $50,000 (Senior Exemption). To qualify you must be 65 or older, submit a statement of income and meet the income limit and have legal or equitable title to a home you make your permanent residence.  Currently, only the Board of County Commissioners, and the Cities of Auburndale, Davenport, Lake Wales, Lakeland, and Winter Haven have authorized this additional exemption by ordinance.


Click here for the current income limitation rate


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Exemption Details


Amount:

up to $50,000


How to Apply:

Apply using the Online Exemption Filing Application.  You may also apply in person or by mail / fax / email.


Eligibility:

The applicant must:

1) qualify for and receive Homestead Exemption

2) be 65 years old on January 1st

3) meet income limitation


Documentation:

Proof of age


Proof of income:  The household income limit is adjusted each year on January 1st, according to changes in the consumer price index (CPI).  See the current income limit for this exemption and more information on the CPI.)


If you filed an Income Tax Return, submit the following: IRS Form 1040 series

-OR- IRS Form 4868 -AND- Wage and Income Statement(s) (W-2)


If you DID NOT file an Income Tax Return, submit the following: Social Security Statement (SSA 1099) if applicable -AND- one of: IRS Form(s) 4506-T, 8821, or any 4506 series



How to Renew:

If approved, this exemption will renew automatically every year as long as the  use of the property and/or the ownership status does not change


Florida Statute(s):

FS 196.075



DOR Form(s):

If submitted by mail/fax or in person submit a statement of income (Department of Revenue Form DR-501SC)


PA Code(s):

SX


Note(s):

N/A