Homestead Exemptions

Questions?

PLEASE CONTACT THE COUNTY AUDITOR’S HOMESTEAD DIVISION

937-521-1862

Sign up Period:

  • File with the County Auditor between January 1 though on or before December 31

Regina Rollins – Homestead

Phone: (937) 521-1862

Email: Contact Regina

Qualifications

  • The Homestead Program is designed to provide tax credit to citizens who are at least 65 years of age or turning 65 in the year in which they apply or permanently and totally disabled. To qualify for the program, a homeowner must:
  • Own and occupy the home as their primary place of residence as of January 1 in the year in which they apply;

AND

  • Applicants must have an Adjusted Gross Income (line 3 of the Ohio Income Tax Return) of $31,800 or less if filing for the 2017 tax year and for late filers for the 2016 tax year the OHIO AGI is $31,500 or less and meet one of the requirements below:
  • Turning 65 years of age by December 31 of the year of the application, or over 65; or
  • Be permanently and totally disabled as of January 1 of the year of application*NOTE* must include appropriate paperwork. or;
  • Be the surviving spouse of a person who was receiving the Homestead Exemption at the time of death and the surviving spouse must be at least 59 years old on the date of death of their spouse.

OR

Qualify for the Newly Expanded Homestead Exemption for 100% Disabled Veterans & Surviving Spouses for veterans with 100 percent, service-connected disabilities and qualifying spouses. See application for details.

Forms

Homestead Exemption Application for Senior Citizens, Disabled Person and Surviving Spouses

For anyone who is eligible to apply for the first time in 2017 and/or was eligible in 2016 but missed the deadline.

Transferring Homestead

For anyone who was on the Homestead prior to 2016 and has moved to a new residence. You must have owned and occupied your new home prior to January 1, 2017. Anyone moving during 2016 must wait until after January 1, 2017 to apply for a transfer.

Newly Expanded Homestead Exemption for 100% Disabled Veterans & Surviving Spouses

For veterans with 100 percent, service-connected disabilities and qualifying spouses. Please see application for details of qualifications.

Certificate of Disability for the Homestead Exemption

To be completed in lieu of acceptable State or Federal Disability and is to accompany Form 1 DTE 105A if no State or Federal Disability is available.