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Homestead

Find out if you qualify for the Homestead exemption:

 

To qualify for the Homestead exemption, you must:

(1) Own and occupy the home as their primary place of residence as of January 1 of the year for which they apply; and

(2) Be 65 years of age, or turn 65, by December 31 of the year for which they apply; or

Be totally and permanently disabled as of January 1 of the year for which they apply, as certified by a licensed physician or psychologist; or

(3) Have a total income (for both the applicant and the applicant’s spouse) that does not exceed the amount set by the law, which is adjusted annually for inflation. “Total income” is defined as the adjusted gross income for Ohio income tax purposes. The current maximum allowed is $31,500 for the 2016 application period.

Note: Homeowners who received a homestead exemption credit for tax year 2013 will not be subject to the income requirement, even if they move to another Ohio residence. In other words, the grandfather status is “portable”.

Find out if you qualify for the disabled veterans enhanced homestead exemption

 

To qualify for the disabled veterans enhanced homestead exemption, a homeowner must:

(1) Own and occupy the home as their primary place of residence as of January 1 of the year for which they apply; and

(2) Be a veteran of the armed forces of the United States (including the reserve components or the National Guard) who has been discharged or released from active duty in the armed forces under honorable conditions, and who has received a total disability rating or a total disability rating for compensation based on individual un-employability for a service-connected disability or combination of service-connected disabilities.

Previously many veterans were frustrated when they learned they were not eligible for the expanded exemption because their total disability rating was at less than 100 percent although their compensation rating was at 100 percent. Beginning on March 23, 2016, these veterans now qualify if they were discharged from active duty under honorable conditions and if their compensation is based on individual un-employability, often referred to as “IU.” Veterans eligible under this provision will have received a letter from the U.S. Department of Veterans Affairs stating that their application for the status of individual un-employability has been granted. The veteran should provide a copy of this document along with a copy of the DD214 to establish eligibility under this expanded law.

 

The exact amount of savings from the exemption will vary from community to community based on local tax rates.

If you are interested in filing a homestead exemption application, call our office at 740.947.4125, visit our offices at 230 Waverly Plaza, Suite 200, Waverly, Ohio 45690, or select the appropriate link to download an application.

 

Those homeowners who already receive the homestead exemption do not need to reapply every year. However, if your circumstances change you must notify our office.

  • Homestead Exemption Application for Senior Citizens Disabled Persons and Surviving Spouses PDF Fill-In PDF
  • Supplement to the Homestead Exemption Application for Senior Citizens Disabled Persons and Surviving Spouses PDF
  • Certificate of Disability for the Homestead Exemption PDF Fill-In PDF
  • Addendum to the Homestead Exemption Application PDF Fill-In PDF
  • Addendum for Applications Who Did Not File an Ohio Income Tax Return for the Prior Year PDF Fill-In PDF