HOMESTEAD EXEMPTION up to $50,000: Section 196.031, F.S.
All applicants must file an application in-office for homestead exemption.
A person who, on January 1, has legal title or beneficial title in equity to real property in the State of Florida and who in good faith makes the property his or her permanent residence is eligible. The deed or instrument granting ownership to the property must be recorded in the official records of Okaloosa County. Property owners must apply for the Homestead and other selected tax exemptions in person.
Once the deed or contract has been recorded with the Clerk of Court, the following documentation is required, along with the in-office Homestead application:
- Proof of social security numbers for all owners, e.g. social security card, W-2, tax return
- Valid Florida Driver’s License or Florida Identification Card with updated address
- All current State of Florida Vehicle Registrations with updated address
If you have no vehicles registered in the state of Florida, a Voter Registration Card or Declaration of Domicile can be used as proof of residency.
In addition to the information above, be prepared to answer and provide proof for the following:
- What is the physical address of the property?
- Did you have legal or beneficial title to the property on January 1?
- What date did you begin to claim the property as your primary residence?
- Do you have a valid Florida Driver’s License or Florida Identification Card and an additional proof of residency with the property address?
- What is your Citizenship status? Are you a US Citizen? If you are not a US Citizen, please provide a copy of your Permanent Resident Card.
- What is your social security number? What is your spouse’s social security number?
- Did you have a homestead exemption, in the State of Florida, anytime during the 3 previous tax years?
Renting of your Homestead Property:
Per FS 196.061, the rental of all or substantially all of a dwelling previously claimed to be a homestead for tax purposes shall constitute the abandonment of such dwelling as a homestead, and the abandonment continues until the dwelling is physically occupied by the owner. However, such abandonment of the homestead after January 1 of any year does not affect the homestead exemption for tax purposes for that particular year unless the property is rented for more than 30 days per calendar year for 2 consecutive years.
In the event that only a portion of your homesteaded property is rented, only the portion used as your primary residence is entitled to receive the homestead exemption.