This video will show you how to fill out your homestead tax exemption in Texas. If your county is not listed here, reach out to me via the comments line and I will find this out for you. Thank you for watching.

@mzladyblessed1043

3 жыл бұрын

Hi Jennifer, I'm going to send you a screenshot of what I received in the mail. Would you be able to tell me if this is the correct Homestead request form?

@mzladyblessed1043

3 жыл бұрын

For some reason I'm having issues finding you a screenshot is there a site or email address I may send it to you?

@HoustonSuburb

3 жыл бұрын

@@mzladyblessed1043 Hello, check the description below the video. I have indicated my email address there. Thanks!

@JamalHale12345

3 жыл бұрын

Thank you for the information I plan on relocating to TX Harris Co next year so thank you so much for the information

@HoustonSuburb

3 жыл бұрын

@@JamalHale12345 you’re most welcome. Happy to help!

This was great information!! I was about to fill out a form I received in the mail that was charging $35 to process. I decided to research for more information and saw your video that mentioned I should not have to pay to file. Thanks so much for this video!!

@HoustonSuburb

3 жыл бұрын

You're most welcome and thanks for sharing your feedback. You did the right thing. It is free to file and all those mailers you received asking for payment are solicitations. Have a great day and thanks for watching!

I love your direct answers and educational format. This is awesome to help people with exemptions.

@HoustonSuburb

4 жыл бұрын

Thanks so much for watching, much appreciated.

Very helpful to have the demo on the form to see that it is not too hard to do - and keep you from paying someone a fee to help you with it. Sometimes those mailers can be very deceptive. Thanks Jennifer!

@HoustonSuburb

4 жыл бұрын

John Hamilton thanks so much for watching John. Much appreciated.

Finally! A simple and easy-to-understand guide. Thank you, Jennifer. :)

@HoustonSuburb

4 жыл бұрын

Lisa Sabala thanks so much for watching!

Very informative and excellent explanation on this topic. I did not realize how complicated the homestead exemption was in other states.

@HoustonSuburb

4 жыл бұрын

Thanks so much for watching!

First time home owner and 1 year later I had to file this. Thank you for this helpful video it's clear and simple!

@HoustonSuburb

2 жыл бұрын

Glad it helped you. This particular video is older. You can also check out my latest video about filing homestead. It is in my channel too. Thanks for the feedback and thank you for watching!

So great, especially for those who've never done it before. Not every state does this, so new transplants / homeowners will appreciate this

@HoustonSuburb

4 жыл бұрын

Thanks so much for the feedback Alyson. Much appreciated and happy new year!

This is so important..If they don't file..it could mean they'll get a huge surprise when that bill comes...Ouch! Thank you for valuable education!

@HoustonSuburb

4 жыл бұрын

Lisa Kelly - Your Greater Lakeland Area Resource thanks so much for watching and for your feedback Lisa!

You are so nice to explain this! And save your clients money!

@HoustonSuburb

4 жыл бұрын

Thanks so much for watching!

Interesting info, thanks for sharing, a great resource for buyers in Texas

@HoustonSuburb

4 жыл бұрын

Thanks so much for watching Paul!

Great info and going through the eligibility requirements is very helpful!

@HoustonSuburb

4 жыл бұрын

Kara Baretich thanks so much for watching Kara. Happy New Year!!

Thanks for covering this Jennifer

@HoustonSuburb

4 жыл бұрын

Thanks so much for watching John!

Great reminders for the new home owners. Homestead exemption is a great benefit, and people shot not miss on it.

@HoustonSuburb

4 жыл бұрын

Hollywood FL Realtor Kate Smith thanks so much for watching!

This is very helpful. You explained this really well. Thank you 🙏 Jennifer.

@HoustonSuburb

4 жыл бұрын

Eastside Homes by Ade Juwono thanks so much for watching Ade!

Great info & very well explained! Thank you for sharing!

@HoustonSuburb

4 жыл бұрын

Thanks so much for watching!

Great info! A lot of people they don't know they can save on property taxes. You should do another one on disable and people over 65, since they get EVEN more exemption~!

@HoustonSuburb

4 жыл бұрын

New Parents in Training that is a great idea!!👍👍. Thanks so much for watching and happy new year!

Great information here, Jennifer tells you how to do it right.

@HoustonSuburb

4 жыл бұрын

Living in Utah now thanks so much😍

Wow! Thanks for a detailed explanation of this. It's such a confusing process.

@HoustonSuburb

4 жыл бұрын

Thanks so much for watching!

Great information here. Homestead is also complicated here in Florida.

@HoustonSuburb

4 жыл бұрын

Raymond Fernandez Realtor thanks so much for watching!

thank you very much! very clear information

@HoustonSuburb

3 жыл бұрын

You're most welcome. Glad it helped. Thanks for the feedback and for watching!

Great point about watching out for mail that looks like it's issued by the government, when it isn't.

@HoustonSuburb

4 жыл бұрын

Thanks so much for watching!

Good information to know. Thanks for the video.

@HoustonSuburb

4 жыл бұрын

Thanks so much for watching, much appreciated.

Great information! TY.

@HoustonSuburb

4 жыл бұрын

Thanks so much for watching!

Such helpful info

@HoustonSuburb

4 жыл бұрын

Thanks so much for your feedback Shira!

thank you!

@HoustonSuburb

3 жыл бұрын

You're most welcome!

Thank you.

@HoustonSuburb

3 жыл бұрын

You’re welcome and happy New Year!

Great Video

@HoustonSuburb

4 жыл бұрын

Thank you so much for watching Zupah💜

@zupah5918

4 жыл бұрын

Jennifer Yoingco, Texas REALTOR Your welcome. Can I ask you a question related to homestead?

Great info. We don't have this in Ontario.

@HoustonSuburb

4 жыл бұрын

Thanks so much for watching Sushma!

Hi Jen, thank you so much for sharing great info. I have a question. I have bought a house last year in September, but I have known about the homestead exemption, but I didn't know the deadline is Apr 30th. Is it late for me now to fill out this application. I thought I could do it later because the pandemic :(( Thank you!

@HoustonSuburb

4 жыл бұрын

Hi Thao, great question and you’re most welcome. Since missing the deadline is common, I suggest to call your county, example if you are in Harris, call Harris county, “ask nicely” that you miss the deadline in filing homestead because of personal crisis/ emergency, etc. they will most likely give you instructions or maybe have you pay a non-refundable late fee. For sure, they will be able to assist. Hope it helps.

Hello, thank you for explaining. I have a question. If my driver’s license corresponds with the home address, do I need to check on the last box of Section 4?

@HoustonSuburb

3 жыл бұрын

You're most welcome. No need to check in the waiver since you already have a drivers license. Just provide a copy of that drivers license and attach it together with your application. Hope it helps. Thank you for watching.

I have another property on the same lot a small garage apartment above. They are saying I need a form that needs to be notarized and signed different from this from. I can not seem to find it

@HoustonSuburb

2 жыл бұрын

Sorry I am not familiar with the form. Did they say what the form is? Did you contact the county appraisal district?

What do I fill out in the "title/authorization" field in the signature section of the application?

@HoustonSuburb

2 жыл бұрын

What we did if it is husband and wife, we put husband and wife; or property owner or resident owner. It is not clear on what to put so this is what we indicated. Hope it helps.

Cutting my grass is free too but i pay someone because it takes to much time.

Thank you for this video. Quick question, for tax year do we put the tax year we are filing for, ie currently 2022 and will file 2021, so am I putting 2021? Sorry this is first time I've heard of homestead tax exemption. Thank you.

@HoustonSuburb

2 жыл бұрын

You’re welcome! It is year 2022 today, so put year 2022.

question about sections 3. you talked about the manufactured name and make and model. how would we know if we need to file out that part or not. is it best to ask the realtor about it.

@HoustonSuburb

3 жыл бұрын

If your home is a manufactured home than the traditional single family home, then you need to fill out that part. Hope it helps.

Hi Jennifer! Your video was so helpful and informative! Question, if two people have 50% ownership of a property, reside together, one is over 65, one is under 65, can they claim the additional homestead tax exemption for persons over 65?

@HoustonSuburb

4 жыл бұрын

Hi Peter, not sure why I did not get your message in my inbox. I am replying using another software. This is a great question. Disclaimer- I am not a licensed tax professional, seek legal advice if needed.*. Since one of you is over 65, I believe you are eligible to claim for homestead. I also suggest to call the county. Hope it helps.

Hi Jennifer, Great info lot of my question is already answered in the comments below. I got 2 additional question. #1 question: should I indicate N/A to question not applicable to me or I can just leave it blank? #2 question. This actually a follow up question made by SCVdad. in my case, We are married when we bought the house but it is loaned on my name ONLY. Should I indicate as married and indicate I owned 100% ? Thanks in advance for your answer

@HoustonSuburb

3 жыл бұрын

Thanks for watching and for the feedback. Great question. #1- it is better to put N/A. #2- since you are married, indicate married. Since Texas is a community property state, and if your deed shows both you and your wife, then 50/50. This is my suggestion only. To make sure, you can also contact your respective county appraisal districts. They will be able to guide you on the process. Hope it helps. *Disclaimer- I am not an attorney nor a licensed tax advisor, this response is for informational purposes only. Please consult your attorney for legal advise. Thank you.*

Thanks for that information, you awesome... I'm also have a question 🤔, on the ownership of the house, I do have a wife, but I got a co-signer that is not my wife, who I gotta put in the form, as 50/50 ownership, my wife or the co coborrower

@HoustonSuburb

2 жыл бұрын

You're welcome and thanks for your feedback. As to your question, maybe this link will help. I also suggest to call your county appraisal district. Disclaimer - I am not a licensed attorney, seek legal advice if needed. www.justanswer.com/real-estate-law/85w67-homestead-home-texas-cosigner-mortgage.html

Besides a copy of your drivers license what other documents I must provide with the applications?

@HoustonSuburb

2 жыл бұрын

So far that’s the only item. Now, you can file it online or using your mobile phone. Hope it helps

Great Info! I have a question regarding section 6 the area that's asks "Property Owner/Authorized Representative Name / Title/Authorization" who signs there? thank you in advance.

@HoustonSuburb

4 жыл бұрын

SCVdad thanks so much for watching. For section 6, if for example you are the property owner, you can indicate your name, and for the title/authorization, you will indicate “property owner”. Hope it helps.

@scvd5010

4 жыл бұрын

@@HoustonSuburb thank you so much!

@HoustonSuburb

4 жыл бұрын

SCVD50 you are most welcome. Feel free to subscribe to my channel as I provide more educational videos every Tuesday. Have a blessed day and a happy new year!

Question, should I proceed on filing the homestead exemption form even though I didn't own the house as of Jan 1st? Realtor said yes but the Title place where I signed for the house said I shouldn't because the previous owner qualified for the 65 and over exemption and that exemption should carry over for the entire year? Not sure who is right?

@HoustonSuburb

4 жыл бұрын

HI Maria, great question. If you did not own the home as of January 1, 2020, the earliest you can file is January 1, 2021. The title company has a more accurate response. Once the previous owner files next year, the exemption in your home will drop off, this is the reason why you need to file your own homestead next year. Hope it helps. *Disclaimer- I am not an attorney nor a licensed tax advisor, this response is for informational purposes only. Please consult your attorney for legal advise. Thank you. *

Thank you for your video it was very helpful. Where it says “Title/Authorization” what do I put? The Title company name? Thank you!

@HoustonSuburb

2 жыл бұрын

Thank you for the feedback. Glad it helped you. I usually put the word “owner” and not the title company name.

@justvgarcia3881

2 жыл бұрын

Awesome Thank you

Thank you for the walkthrough, Question. I already completed the application and it shows it has been applied on my county Website. what else do I have to do to get the tax discount? do I need to get something in the mail and send it to my loan company or is this done automatically? will the benefit will be reflected on a lower monthly payment?

@HoustonSuburb

2 жыл бұрын

You’re welcome and thank you for watching. Do you have an escrow account? If you paid less than 20% in down payment, Insurance and taxes are escrowed. Taxes are paid from your escrow account and if you applied for Homestead then they will pull the money from your escrow account. Either you will have a shortage or an overage. If overage the bank will send you a check. I suggest to talk to your lender and see if they could adjust your monthly payment.

Hopefully you can help! I'm so overwhelmed with figuring out what to fill out that I keep avoiding it. My husband is 50% disable veteran. To I check both general residence exemption and disabled person or does the disabled person only apply to those labeled disabled by the state? Also I just got my Texas driver's license this year, am I able to go back for 2021 and 2020 and file exemptions now? Thanks!!

@HoustonSuburb

2 жыл бұрын

Are you in Harris County? There are instructions at the end of the form. If it applies to you, then check it. Regarding the disability, the county will need proof of documentation per the form. I also suggest contacting the county directly. If you receive a voicemail, leave a voicemail or you can email them directly.

@melissamouton9464

2 жыл бұрын

@@HoustonSuburb I'm in Montgomery county. I wasn't sure even with the description if a partially disable veteran is included. I'll give them a call! Thank you

@HoustonSuburb

2 жыл бұрын

@@melissamouton9464 keep me posted. I also would like to know their response. Thanks!

I'm sorry again, you leave the (Manufactured Home Make, Model, and Id number) in blank, where can i find those details?

@HoustonSuburb

2 жыл бұрын

Yes, leave it blank if you do not own a manufactured home.

Where is says title/authorization what do you fill in?

@HoustonSuburb

2 жыл бұрын

What I did is if it is a husband and wife, I put "husband and wife"; if single, I put "property owner" or "resident owner".

what document other than my TDL do I need to submit ? Would it be paperwork I signed at closing if I don't yet have the deed ?

@HoustonSuburb

4 жыл бұрын

Hi Melissa, TDL needs to match the property address. I know you mentioned that you do not have the deed, but do you have a copy of the deed of trust? f yes, you can provide this as well.

Hi so if I bought a house in 2019 and have never filed, Do I fill out the form year as 2021? Also, What needs to be filled out for title/authorization?

@HoustonSuburb

3 жыл бұрын

Yes fill out the form here as 2021. For title authorization, you can put “owner”. Thank you for watching and have a great day! Disclaimer- The information is provided as a courtesy, contact your respective County for more information.

I bought the house(first time home buyer, married and primary residence) in May 2020 and approved for MCC credit program as well. Is it OK, to file homestead tax exemption in Jan 2021 and also file the MCC in my tax returns? Basically, can I apply for both in the year 2021? Secondly, married couple need to furnish both of theirs drivers license or one person driver license is enough?

@HoustonSuburb

3 жыл бұрын

Ismail Hussain great questions. Earliest you can file for homestead is January 1st of 2021. As to MCC, this is a great question for your tax adviser.

Good video! Only thing I would question is the percentage ownership. In Texas, aren't spouses both 100% owners? I doubt this actually matters for the form though. Thanks!

@HoustonSuburb

2 жыл бұрын

Great question and thanks for watching. You are correct. When I filed for both me and my spouse, I indicated 50/50 for a total of 100% ownership. It is asking for a total so that is how I did it. Hope it helps.

@lovelymickey176

2 жыл бұрын

@@HoustonSuburb Do I submit both DLs in this case?

@HoustonSuburb

2 жыл бұрын

@@lovelymickey176 that is what I did. I submitted both DLs.

@tuyenpham5654

Жыл бұрын

Can I submit the photo of temporary license i just got in texas DMV?​@@HoustonSuburb

@HoustonSuburb

Жыл бұрын

@@tuyenpham5654 great question. I think you can use a temporary license, but to make sure, I suggest to ask the county via email or call them directly.

Hello. I’m in Harris county and I have a question regarding filing for 65 yr old exemption and I hope you can help me. I turn 65 next year, in the last quarter of 2023. Can I file for the 65 yr old exception now in 2022? Thank you in advance.

@HoustonSuburb

Жыл бұрын

Great question. I suggest checking this link. comptroller.texas.gov/taxes/property-tax/exemptions/age65older-disabled-faq.php and reach out by email to: help@hcad.org By phone to: (713) 957-7800. Monday through Friday, 8:00 AM - 5:00 PM

Hello, my husband recently purchased a home and due to my credit I wasn’t added to the contract so what do I put where it asks for the info on section 2?

@HoustonSuburb

3 жыл бұрын

As far as I know Texas is a community property state, for sure you have signed paperwork at the title company. He is on the loan but both of you for sure signed some documents. You can put both your names and since you are married indicate 50/50. Disclaimer - this is for informational purposes I am not a licensed tax accountant nor attorney, contact your tax advisor or attorney if you need legal advice.

Hello, I am filing out my form this month. Do I put 2021 or 2022 as the tax year? TIA! I bought the home last year.

@HoustonSuburb

2 жыл бұрын

Hello, you put 2022 as the tax year. Thank you for watching.

This is first time filled for homestead, could you help me with the application?

@HoustonSuburb

2 жыл бұрын

Hello, I suggest to watch the video in its entirety. You can also search for another video in my channel, 2022 how to file homestead.

hi - i just bought a house in texas and several have told me i can only apply for homestead exemption with my texas drivers license and can not use my texas id card but others say i can...it looks like the form does take the id card number. i just want to do it right. i dont have a drivers license and dont drive. thanks for this video

@HoustonSuburb

6 ай бұрын

Hello, per HCAD website you can use your Texas ID card and it should show your new property address. See below. EXEMPTIONS How do I qualify for a residential homestead exemption? You must own and occupy the property as your primary residence and provide a valid Texas driver's license or ID card with a matching address. I appreciate if you like and subscribe so we can produce more helpful content. Thanks for the support.

@karandonnakaran

6 ай бұрын

THANK YOU SO MUCH @@HoustonSuburb

@HoustonSuburb

6 ай бұрын

@@karandonnakaran you're very welcome. Merry Christmas!

Hi Jennifer, great video! My question is if my spouse passed away in 2019 and his name is still on the title what do I do? Do I file as single, 100% owner, and provide proof of complete ownership or just file as single, 50/50?

@HoustonSuburb

3 жыл бұрын

Hi Karen, This is a great question that I am interested in knowing too. I suggest to call your county appraisal district, since I really have no idea. I am thinking since he is deceased, then you can file as single or widowed, but better to ask them to make sure. Keep me posted.

@kasante

3 жыл бұрын

@@HoustonSuburb I forgot to update you! I was advised to file as single, 100%. No death certificate needed, just a copy of an ID.

@HoustonSuburb

3 жыл бұрын

Excellent. Thanks a lot for updating me. Blessings and have a great memorial day!

I completely forgot to file mine for this year! Can I still file it late?

@HoustonSuburb

2 жыл бұрын

As far as I know, yes! The law changed effective this year.

Hi Jennifer, Thank you for the detailed video. I had a question about section 2: property owner/applicant, I purchased my home as a single adult in August 2019, and I am 100 percent owner of my home however I am married now. In this scenario, do I check single adult? Or would I mark married couple and write down that I am 100 percent owner? Thanks!

@HoustonSuburb

4 жыл бұрын

Great question Daniel. Since you are married and are filing it now, then choose married couple and put your name as property owner and 100% owner.

@hyeunghalee8669

4 жыл бұрын

@@HoustonSuburb thank you Jennifer for the quick response! Would I need to add in my spouses name as well? I'm a bit confused because it states on section 2, name of property owner 2, my spouse does not own any percentage of the resident. So in this case should I mark married couple and write my name only even if I bought the home as a single adult? Thanks for all of your help!

@HoustonSuburb

4 жыл бұрын

@@hyeunghalee8669 You're most welcome. You have good questions which made me think twice now...Lol. I am thinking leave the property owner 2 blank since technically your spouse is not an owner. This is my opinion only. I have reached out to my contact at the title company to ask for advise and confirm my response. As soon as I hear from them, I will get back to you asap. Thanks for your patience.

@hyeunghalee8669

4 жыл бұрын

@@HoustonSuburb I greatly appreciate you taking the time to reach out to your contact :)

@HoustonSuburb

4 жыл бұрын

Daniel L absolutely! I will keep in touch. Have a good night!

I’m currently waiting for the hard copy of my drivers license to come in through mail. Can I still apply now with my temporary paper copy ??

@HoustonSuburb

2 жыл бұрын

Great question - you will need your official drivers license because you will take a picture of the front and back once you file.

@h.delao_jr3071

2 жыл бұрын

@@HoustonSuburb thank you for your reply. I can apply online correct?

@HoustonSuburb

2 жыл бұрын

@@h.delao_jr3071 you're welcome and yes you can.

you skipped the part about income producing, would if you are renting out a section of the house and you live at your wife's house for example?

@HoustonSuburb

Жыл бұрын

Since you are living in your wife’s house, is your wife claiming homestead exemption? If yes, then you cannot claim another one. Unfortunately, one homestead is allowed in Texas. Hope it helps. *Disclaimer - I am not a licensed tax accountant nor connected with the appraisal district. The video is for informational purposes only and based from my own experience when we filed for homestead exemption

@dgaz3057

Жыл бұрын

@@HoustonSuburb so if we're not married then yes I can.

@HoustonSuburb

Жыл бұрын

@@dgaz3057 you mentioned wife, so I assumed you are married. And since this other house has income producing, I suggest to call your county appraisal district to make sure.

What if part of the home is income producing? Will that disqualify a person for the homestead exemption?

@HoustonSuburb

2 жыл бұрын

Do you mean you are using your home for work if you are self employed? Or are you renting one of the rooms? Better to reach out to your tax accountant as I am not versed in Tax laws. Thanks for watching.

@landonbrack1968

2 жыл бұрын

@@HoustonSuburb Okay, I will do that. I am referring to renting one of the rooms. I assume that is what the form is talking about as well (bottom of Section 3). Thx!

@HoustonSuburb

2 жыл бұрын

@@landonbrack1968 you’re welcome! Have a great afternoon.

Do I have to mail this or could I send this of on a e-mail ? thanks in advance.

@HoustonSuburb

3 жыл бұрын

You can file online or mail. Hope it helps.

Can i receive any funds back from filing now? I've been staying in my home for 7 years now .

@HoustonSuburb

3 жыл бұрын

Great question. I suggest to contact your respective district directly as I do not know the answer to this. I am interested in knowing as well. Thanks for watching and have a great evening!

@jodymyjody4316

3 жыл бұрын

@@HoustonSuburb ok thanks for responding i certainly will have a goodnight!

IF me and my wife are both owners of the house, do we need to submit copies of both our drivers licenses or only one is enough?

@HoustonSuburb

2 жыл бұрын

Great question. Both of you should submit your drivers license and it should reflect the address of the property for which the exemption is requested.

@1980aravind

2 жыл бұрын

@@HoustonSuburb thank you!

@everybodyluvsmonkeys

2 жыл бұрын

@@HoustonSuburb I have an additional question regarding who should sign at "signature of property owner" if my husband and I are both owners? There are 2 lines for owner 1 and owner 2 but only 1 line for signature.

@HoustonSuburb

2 жыл бұрын

@@everybodyluvsmonkeys You can sign side-by-side. Hope it helps

Hello, can you give the details about where to find all of that information Im struggling with the home model and ID Number...

@HoustonSuburb

4 жыл бұрын

I apologize for the delay in my reply. I just saw this today. Possible a glitch in the system. Is your home a mobile or manufactured home? I believe it is only applicable as such. Hope it helps.

Is it too late to file for a homestead exemption

@serenesky04

4 жыл бұрын

I bought the house in 2014

@HoustonSuburb

4 жыл бұрын

If you have never filed homestead and you are eligible, you can still file, though the deadline for this year is April 30th. Hope it helps.

Wish Oregon had a tax exemption for homestead 😔

@HoustonSuburb

4 жыл бұрын

What is your average property tax rate? Ours is too high and maybe that is why we have it. Thanks so much for watching and happy new year Nora!

@NoraLovesBendHomes

4 жыл бұрын

@@HoustonSuburb Yes, Texas taxes are higher! Fount that out when we considered a move. Ours are approx. 1% of the home value.