Limited Income Seniors Exemption (Save Our Seniors)
Seniors that qualify receive a $50,000 exemption on county taxes, and a $25,000 exemption on city taxes for participating municipalities.
Do you qualify?
- Permanent Florida Resident
- Own and occupy property assessed as real estate
- 65 years or older as of January 1, 2013
- Total prior year ADJUSTED gross income of ALL PERSONS LIVING IN THE HOUSEHOLD as of January 1, 2013 cannot exceed $27,030.
If you qualify:
Each city or county in the State of Florida has the right to enact the Senior Citizens Exemption, thereby reducing the amount of tax that you pay to them. Your
tax bill will reflect the amount that you pay to the county and city if applicable.
Filing by Mail:
We are pleased to offer you the convenience of filing by mail for your senior citizen exemption. To make application for this exemption, the following is required:
- You must already be receiving or apply for homestead exemption.
- You must be age 65 or older as of January first of the year in which you make application.
- Your “household” adjusted gross income must be $27,030 or less (this amount is adjusted annually by the cost of living index).
“Household” means a person or group of persons living together in a housing unit, even if their name is not on the title to the property.
This exemption is not automatically renewed. You must file for it each year. The deadline to file is March 1st.
Filing by mail is accomplished by following these four steps:
- Senior Citizen Exemption Application Form (23 KB) : Download and print the application form.
- Senior Citizen Exemption Application Instructions : Fill out the form by following the step by step numbered instructions.
- Documentation : Review the requirements listed below in this section and obtain the appropriate documents.
- Submit Application : Your application, once completed, together with copies of the required documents, may be filed in person at one of our office locations or mailed by March 1st to the address on the right.
All applications submitted must include copies of the following required documentation for each adult person that lives in the home, even if that person’s name is not on the title to the property.
By March 1st:
- Copy of your driver’s license, Florida Identification or birth certificate
- Completed and signed Form 4506T
If the above information is not submitted to this office by March 1st, the senior citizen exemption can not be granted.
By June 1st (proof of income):
- Signed copy of your 5/23/2012 12:00:00 AM Federal Income Tax Return (IRS Form 1040)
- If you do not file an IRS Form 1040, proof of all income must be submitted (see Part E of application for a complete list):
- Social Security Statement
- Income from Pension
- Interest Statement
If proof of income is not submitted by June 1st, the senior citizen exemption can not be granted.
If you have any questions, please call (352) 253-2154.
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