Are You Missing the Senior Homestead Exemption? Don't Wait Until October 15

File your Senior Homestead Exemption by October 15 to freeze your taxable property values and lower your annual tax bill.

Marcus Hale, an enrolled agent, walks through the eligibility requirements for this state-backed discount. You will learn the specific filing steps to secure this property tax reduction before the cutoff date. This is for homeowners looking to freeze their home's taxable value and keep more cash in their retirement budget.

The homestead exemption deadline of October 15 is approaching quickly. This session clarifies what forms you need to submit and how to avoid the common errors that often disqualify applicants. By taking action now, you can reduce property taxes significantly and prevent unnecessary overpayments on your primary residence.

Property taxes are local, not IRS. Rules, income limits, deadlines, and form names change by state and county. Use this as a checklist, then verify on your county assessor or treasurer site before you file.

Chapters
0:00 The $2,400 → $800 example
0:15 Who I am and what the exemption does
0:32 How the exemption cut taxable value
0:48 2026 qualification basics
1:10 October 15 renewal vs closed appeal window
1:30 Notice of Value and the 15% “smoking gun”
1:47 Get the real county form — skip fee scams
2:02 Recap and next step

What to do after you watch
1. Search your county assessor or treasurer site for “Senior Homestead Exemption” or “age 65 homestead.”
2. Pull your Notice of Value / assessment notice and compare nearby sales.
3. Never pay a third party for a “federal freeze” form. The IRS does not run property tax.

Official places to verify (start here)
• Find your local government / assessor: https://www.usa.gov/local-governments
• USA.gov property taxes overview: https://www.usa.gov/property-taxes
• Confirm someone is an Enrolled Agent: https://irs.treasury.gov/rpo/rpo.jsf
• IRS: report phishing / fake tax emails: https://www.irs.gov/privacy-disclosure/report-phishing
• IRS home (property tax is not an IRS program): https://www.irs.gov/
• FTC scam reporting: https://reportfraud.ftc.gov/
• FBI IC3 (if you sent money or data): https://www.ic3.gov/

State examples (only if you live there — still confirm with your county)
• Florida DOR additional senior homestead exemptions: https://floridarevenue.com/property/Documents/AdditionalHomesteadExemptions.pdf
• Illinois property tax relief / senior freeze: https://tax.illinois.gov/localgovernments/property/taxrelief.html
• Texas Comptroller — residence homestead / age 65: https://comptroller.texas.gov/taxes/property-tax/exemptions/
• Ohio homestead exemption info (county pages vary): search your county auditor + “homestead exemption”

Disclaimer
This video is general education, not legal, tax, or filing advice and not an offer to represent you. Eligibility, income tests, freeze vs exemption, and deadlines differ by jurisdiction. The $2,400-to-$800 and $200k-to-$50k figures are an example, not a guaranteed result. If a site asks for a fee to “unlock” a federal senior freeze, close it.

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#PropertyTax #SeniorExemption #HomesteadExemption #TaxRelief #ScamAlert