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Florida homestead portability example

Transfer homestead 2025

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The document outlines the process for transferring a homestead assessment difference when applying for a new homestead tax exemption in Florida. It includes sections for applicants to provide information about their new and previous homesteads, co-applicants, and necessary signatures. The form must be submitted to the property appraiser by March 1, along with instructions for property appraisers regarding the transfer process.

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Click ‘Get Form’ to open the Transfer of Homestead Assessment Difference form in the editor.
In Part 1, enter your name, new address, phone number, parcel ID, county, and total number of applicants. Ensure all details are accurate for a smooth process.
Move to Part 2 and provide the previous homestead address. List any co-applicants who owned and lived at the previous homestead along with their phone numbers and parcel IDs.
Indicate whether any owners stayed in the previous homestead by selecting 'yes' or 'no'.
In Part 3, all applicants must sign and date the form affirming their eligibility for the homestead exemption assessment transfer.
If necessary, add additional pages for more signatures or information. Finally, submit this completed form along with the Original Application for Homestead Tax Exemption to your property appraiser's office.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How is portability calculated?

What is the formula used to determine the amount available for portability? If you are upsizing (buying home with higher just market value than previous home) please refer to the following example: Previous Home Valued @ $400,000 and Assessed @ $200,000 (SOH Value) $400,000 $200,000 = $200,000 (Portable Amount)

How long does it take to transfer homestead exemption in Florida?

Once you have sold or abandoned your homestead property the law allows you to transfer your benefit for up to 3 consecutive property tax years. The new homestead exemption must be established within 3 years (tax rolls) from the last year of the previous homestead exemption.

What happens when I cancel a homestead exemption and buy another property in Florida?

You must file a new application for your new residence. While your homestead exemption is not transferable, you can transfer the accumulated Save Our Homes benefits (as defined by law) from one homestead to another homestead, anywhere in Florida.

How do I transfer property to a family member tax free in Florida?

If youre married, you and your spouse can each give $19,000 to the same person ($38,000 total) without tax issues. If your gift exceeds these limits: Youll need to file IRS Form 709 (gift tax return) The excess counts against your lifetime gift tax exemption ($13.99 million in 2025, $7 million starting 2026)

How does homestead transfer work in Florida?

Homestead assessment difference transfer (portability) allows eligible Florida homestead owners to transfer their Save Our Homes (SOH) assessment limitation from their old homestead to a new homestead, lowering the assessed value for the new homestead.

dr 501t

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How to claim a homestead in Florida?

To apply for the homestead exemption, you must complete and submit Form DR-501 to your county property appraiser by March 1 of the tax year. Many property appraisers offices are now accepting homestead exemption applications online through their websites.