Letter from attorney to opposing counsel requesting documentation concerning homestead exemption for change of venue motion.
Letter from attorney to opposing counsel requesting documentation concerning homestead exemption for change of venue motion.
SOCIAL SECURITY PAYMENTS ARE NOT CONSIDERED IN THE INCOME REQUIREMENTS.
Complete form BOE-266, Claim for Homeowners' Property Tax Exemption. Obtain the claim form from the County Assessor's office where the property is located. Submit the completed form to the same office.
Line 4: Enter income from any other sources not included above (income reported on Form(s) 1099-MISC, self-employment income, business income). Do NOT include any Social Security benefits as they are not taxable in Ohio.
Persons who are over-65 years of age or disabled persons may file for additional exemptions and a ceiling on school, county and city taxes for their residential homestead if they become 65 during the year. Over-65 persons should apply for this exemption at the appraisal district office.
Must not have a total household income over $38,600/year if applying in 2024, or $40,000 if applying in 2025, which includes the Ohio adjusted gross income of the owner and the owner's spouse.
The homestead exemption for senior and disabled persons allows eligible homeowners to exempt the first $28,000 of their home's auditor's appraised value from taxation. For example, an eligible owner of a home with an auditor's appraised value of $100,000 will be billed as if the home were valued at $72,000.
Must not have a total household income over $38,600/year if applying in 2024, or $40,000 if applying in 2025, which includes the Ohio adjusted gross income of the owner and the owner's spouse. Must be age 65 by December 31 of the calendar year for which the exemption is sought.
Ohio does not tax Social Security benefits. Ohio's income tax return starts with "federal adjusted gross income," which includes the taxable portion of your Social Security benefits, if any.