Dte 105A Form PDF Details

In the vast and complex world of tax exemptions, the DTE 105A form stands out as a beacon of relief for senior citizens, disabled persons, and surviving spouses, offering an opportunity to lessen the financial burden of property taxes on their homesteads. Geared towards those who occupy their primary residences and meet specific eligibility criteria, this form facilitates a reduction in property taxes equivalent to the amount that would be charged on up to $25,000 of the market value of the homestead. Crucially, applicants must navigate different deadlines depending on their home type—real property or manufactured/mobile homes—and adhere to precise instructions regarding the submission of additional documentation for those disabled. Notably, this includes the necessity for disabled applicants to furnish a Certificate of Disability or a similar certification of their status from a recognized state or federal agency. Beyond the immediate requirements, the form also targets applications under various circumstances, including those applying late, or individuals who had previously qualified for the exemption under different conditions. The eligibility extends to a diverse group, encompassing individuals over a certain age threshold, those permanently and totally disabled, and surviving spouses who meet age and other criteria. Ownership forms, income thresholds for recent applicants, and the imperative of genuine occupancy as one's principal residence underscore the form's detailed nature, which seeks to ensure that the exemptions serve those genuinely in need. Moreover, the DTE 105A form implicitly promotes transparency and accuracy in application through a signatory declaration, subjecting applicants to penalty for perjury if information provided is found willfully falsified. Thus, the DTE 105A serves not merely as a form but as a gateway to financial relief for eligible homeowners, intertwining legal compliance with a touch of compassion.

QuestionAnswer
Form NameDte 105A Form
Form Length3 pages
Fillable?No
Fillable fields0
Avg. time to fill out45 sec
Other names Learn About Homestead Exemption - South CarolinaSENIOR PROPERTY TAX HOMESTEAD EXEMPTIONHomestead Exemption Frequently Asked Questions - Fiscal ...Learn About Homestead Exemption - South Carolina

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

DTE 105A Rev. 01/21

For real property, file on or before December 31 of the year for which the exemption is sought. For manufactured or mobile homes, this form must be filed on or before December 31 of the year prior to the year for which the exemption is sought.

Please read the instructions on the back of this form before you complete it. Disabled applicants must complete form DTE 105E,

Certificate of Disability for the Homestead Exemption, and attach it or a separate certification of disability status from an eligible state or

federal agency to this application. See the instructions on page 3 of this form. Current application

Late application for prior year

Application of person who received homestead reduction for 2013 or for 2014 for manufactured or mobile homes. Form DTE 105G must accompany this application.

Application of person who received the homestead reduction for 2006 that is greater than the reduction calculated under the current law. Form DTE 105G must accompany this application.

Type of application:

Senior citizen (must be at least age 65 by December 31st of the year for which the exemption is sought)

Disabled person (must be permanently and totally disabled on January 1 of the year for which exemption is sought)

Surviving spouse (must have been at least 59 years old on the date of the spouse’s death and must meet all other homestead exemp- tion requirements)

Type of home:

 

 

 

 

 

 

 

 

 

Single family dwelling

Unit in a multi-unit dwelling

Condominium

Unit in a housing cooperative

Manufactured or mobile home

Land under a manufactured or mobile home

 

 

 

Applicant’s name

 

 

 

Applicant’s date of birth

 

 

SSN

 

Name of spouse

 

 

 

 

Spouse’s date of birth

 

 

 

SSN

 

 

 

 

 

 

 

 

 

Home address

County in which home is located

Taxing district and parcel or registration number

from tax bill or available from county auditor

FOR COUNTY AUDITOR’S USE ONLY:

Taxing district and parcel or registration number

 

 

 

 

 

 

 

 

 

Auditor’s application number

 

First year for homestead exemption

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date filed

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name on tax duplicate

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Taxable value of homestead: Taxable land

 

 

 

 

 

Taxable bldg.

 

 

 

 

 

 

Taxable total

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Method of Verification (must complete one):

Tax commissioner portal: Year

 

 

 

 

 

 

 

 

Total MAGI

 

 

 

 

 

 

 

No information returned

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Ohio tax return (line 3 plus line 11 of Ohio Schedule A): Year

 

 

 

 

Total MAGI

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Federal tax return (line 4, 1040EZ): Year

 

 

 

 

 

 

 

 

 

 

Total FAGI

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(line 21, 1040A): Year

 

 

 

 

 

 

 

 

 

 

Total FAGI

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(line 37, 1040): Year

 

 

 

 

 

 

 

 

 

 

Total FAGI

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Worksheet (attached): Estimated MAGI

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Granted

 

Denied

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

County auditor (or representative)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

- 1 -

DTE 105A

Rev. 01/21

In order to be eligible for the homestead exemption, the form of ownership must be identified. Property that is owned by a corporation, partnership, limited liability company or other legal entity does not qualify for the exemption. Check the box that applies to this property.

The applicant is:

an individual named on the deed

a purchaser under a land installment contract

a life tenant under a life estate

a mortgagor (borrower) for an outstanding mortgage

trustee of a trust with the right to live in the property

the settlor, under a revocable or irrevocable inter vivos trust, holding title to a homestead occupied by the settlor as a right under the trust

a stockholder in a qualified housing cooperative. See form DTE 105A – Supplement for additional information.

other

If the applicant or the applicant’s spouse owns a second or vacation home, please provide the address and county below.

Address

City

State

ZIP code

County

Have you or do you intend to file an Ohio income tax return for last year? Yes No

Total income for the year preceding year of application, if known (see instructions):

I declare under penalty of perjury that (1) I occupied this property as my principal place of residence on January 1 of the year(s) for which I am requesting the homestead exemption, (2) I currently occupy this property as my principal place of residence, (3) I did not acquire this homestead from a relative or in-law, other than my spouse, for the purpose of qualifying for the homestead exemption, (4) my total income for myself and my spouse for the preceding year is as indicated above and (5) I have examined this application, and to the best of my knowledge and belief, this application is true, correct and complete.

I (we) acknowledge that by signing this application, I (we) delegate to both the Ohio tax commissioner and to the auditor of the county in which the property for which I am seeking exemption is located, and to their designated agents, the authority to release my tax and/or financial records and

to examine and consult regarding such records for the purpose of determining my eligibility for the homestead exemption or a possible violation of the homestead laws. Such records shall not contain any federal tax information as defined in I.R.C. 6103 and received from the Internal Revenue Service. I expressly waive the confidentiality provisions of the Ohio Revised Code, including O.R.C. 5703.21 and 5747.18, which may otherwise

prohibit disclosure, and agree to hold the Ohio tax commissioner and county auditor harmless with respect to the limited disclosures herein. Except

as authorized by law, the parties to which this authority is delegated shall maintain the confidentiality of the information received and the information shall not otherwise be re-disclosed.

Signature of applicant

Signature of spouse

 

 

 

Mailing address

Date

 

 

 

Phone number

E-mail address

- 2 -

DTE 105A

Rev. 01/21

Please read before you complete the application.

What is the Homestead Exemption? The homestead exemp- tion provides a reduction in property taxes to qualified senior or

disabled citizens, or a surviving spouse, on the dwelling that is that individual’s principal place of residence and up to one acre of land of which an eligible individual is an owner. The reduction is equal to the taxes that would otherwise be charged on up to $25,000 of the market value of an eligible taxpayer’s homestead.

What Your Signature Means: By signing the front of this form, you affirm under penalty of perjury that your statements on the

form are true, accurate and complete to the best of your knowl-

edge and belief and that you are authorizing the tax commissioner and the county auditor to review financial and tax information filed

with the state. A conviction of willfully falsifying information on this application will result in the loss of the homestead exemption for a period of three years.

Qualifications for the Homestead Exemption for Real Property and Manufactured or Mobile Homes: To receive the homestead

exemption you must be (1) at least 65 years of age during the year you first file, or be determined to have been permanently and totally disabled (see definition at right), or be a surviving spouse (see definition at right), and (2) own and have occupied your home

as your principal place of residence on Jan. 1 of the year in which you file the application. For manufactured or mobile home owners, the dates apply to the year following the year in which you file the

application. A person only has one principal place of residence; your principal place of residence determines, among other things, where you are registered to vote and where you declare residency for income tax purposes. You may be required to present evidence of age. If the property is being purchased under a land contract, is owned by a life estate or by a trust, or the applicant is the mort- gagor of the property, you may be required to provide copies of any contracts, trust agreements, mortgages or other documents that identify the applicant’s eligible ownership interest in the home.

If you are applying for homestead and did not qualify for the ex- emption for 2013 (2014 for manufactured homes), your total in- come cannot exceed the amount set by law. Beginning tax year 2020 for real property and tax year 2021 for manufactured homes,

“total income” is defined as “modified adjusted gross income,” which is comprised of Ohio adjusted gross income plus any busi- ness income deducted on Schedule A, line 11 of your Ohio IT 1040. “Total Income” is that of the owner and the owner’s spouse

for the year preceding the year for which you are applying. If you do not file an Ohio income tax return, you will be asked to produce

a federal income tax return for you and your spouse. If you do not

file a federal income tax return, you will be asked to produce evi-

dence of income and deductions allowable under Ohio law so that the auditor may estimate Ohio modified adjusted gross income.

Current Application: If you qualify for the homestead exemption for the first time this year (for real property) or for the first time next

year (for manufactured or mobile homes), check the box for Current Application on the front of this form.

Late Application: If you also qualified for the homestead exemption

for last year (for real property) or for this year (for manufactured or mobile homes) on the same property for which you are filing a cur- rent application, but you did not file a current application for that year, you may file a late application for the missed year by checking the late application box on the front of this form. You may only file a late application for the same property for which you are filing a current

application.

Definition of a Surviving Spouse: An eligible surviving spouse must (1) be the surviving spouse of a person who was receiving the homestead exemption by reason of age or disability for the year in which the death occurred, and (2) must have been at least 59 years old on the date of the decedent’s death.

Permanent Disability: Permanent and totally disabled means a person who has, on the first day of January of the year for which

the homestead exemption is requested, some impairment of body or mind that makes him/her unfit to work at any substantially remu-

nerative employment which he/she is reasonably able to perform

and which will, with reasonable probability, continue for an indefi-

nite period of at least 12 months without any present indication of recovery, or who has been certified as totally and permanently

disabled by an eligible state or federal agency.

- 3 -

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Filling out this document requires attention to detail. Ensure each and every blank field is filled out properly.

1. While filling out the Dte 105A Form, make sure to incorporate all essential blanks within the associated area. This will help to speed up the work, allowing for your information to be handled fast and accurately.

How to fill in Dte 105A Form part 1

2. Once this array of fields is completed, you're ready add the essential specifics in Home address, County in which home is located, Taxing district and parcel or, from tax bill or available from, FOR COUNTY AUDITORS USE ONLY, Taxing district and parcel or, Auditors application number, Taxable bldg, Taxable total, Method of Verification must, Tax commissioner portal Year, Total MAGI, No information returned, Ohio tax return line plus line, and Federal tax return line EZ Year so that you can move forward to the next step.

Dte 105A Form completion process detailed (step 2)

When it comes to Tax commissioner portal Year and Method of Verification must, be sure that you take another look in this section. These two are definitely the key ones in the document.

3. This subsequent segment should also be relatively easy, The applicant is, an individual named on the deed, a purchaser under a land, a life tenant under a life estate, a mortgagor borrower for an, trustee of a trust with the right, the settlor under a revocable or, a stockholder in a qualified, other, If the applicant or the applicants, Address, City, State, ZIP code, and County - each one of these form fields will need to be filled out here.

a life tenant under a life estate, a purchaser under a land, and a mortgagor borrower for an of Dte 105A Form

4. All set to fill out this fourth form section! Here you will get these I we acknowledge that by signing, Signature of applicant, Signature of spouse, Mailing address, Phone number, Date, and Email address form blanks to do.

Filling out part 4 in Dte 105A Form

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