Homestead Tax Credit Form PDF Details

For many homeowners in Maryland, the Homestead Tax Credit offers a vital financial relief on their real estate taxes. This benefit is designed to cap the amount of assessment increase on eligible resident homeowners’ properties, ensuring that taxes do not suddenly spike from one year to the next regardless of property value or the homeowner's income level. To be eligible, the property in question must be the owner’s principal residence, reinforcing the state's commitment to support stable, community-based homeownership. This application process serves a dual purpose; not only does it ensure that the tax credit is applied to the homeowner's principal and only residence, but it also helps to identify and extend this benefit to other eligible homeowners who are not yet receiving it. A notable condition for eligibility under this law is that married couples are considered to have only one principal residence, and discrepancies with state records, such as income tax or motor vehicle records, might necessitate further verification. The application process is made accessible through options for both electronic and manual submission, aiming for broad inclusivity. Additionally, the form includes comprehensive instructions and requires detailed personal information to prevent fraudulent claims, thereby maintaining the integrity of the Homestead Tax Credit system. Understanding and navigating the application can ultimately lead to significant savings on property taxes, highlighting the importance of this form for Maryland’s homeowners.

QuestionAnswer
Form NameHomestead Tax Credit Form
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other nameshomestead tax credit form, homestead tax credit maryland, how to homestead tax credit, homestead tax credit application maryland

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Maryland State Department of Assessments & Taxation

APPLICATION FOR HOMESTEAD TAX CREDITELIGIBILITY

•The Homestead Tax Credit law limits the amount of assessment increase on which eligible resident homeowners actually pay county, municipal, and State property taxes each year. This credit can have a significant impact on your real estate taxes regardless of your property’s value or your income level. If the property is used as your principal residence, you are strongly encouraged to complete this application.

•The reason why this application is required is to verify that the property owners only receive the benefit of this credit on their one principal residence. It also insures that other homeowners entitled to the credit but not receiving it can also start to receive this benefit.

•A married couple may only have one principal residence under the provisions of this law. A homeowner who submits an application that is inconsistent with income tax and motor vehicle records of the State shall be required to later submit additional verification in order to be considered for the credit.

•If you have a specific question concerning the application, you may telephone 410-767-2165

in the Baltimore metropolitan area or on 1-866-650-8783 toll free elsewhere in Maryland. Or email the division at sdat.homestead@maryland.gov.

• This application can be filled out on your pc; if hand written please print legibly. Please use black or blue ink only.

Section I

Before filing this form, please check the Real Property database to see if you may have previously filed and been approved for the Homestead Tax Credit, if so there is no need to reapply. The Homestead Credit Eligibility stays in place as long as the dwelling remains your primary residence.

Enter the SDAT Real Property Tax Identification Number of the property for which Homestead Eligibility isrequested.

You must fill-in the property identification number in order to submit this application. The identification number is composed of the two digit county code where the property is located, followed by an account number. This information can be obtained from an assessment notice or by searching the Department’s online Real Property database. When using this form the account number displayed must be preceded by the appropriate two digit county code listed below. If you do not have the identification number click here to search the Real Property database.

 

Allegany - 01

 

Calvert - 05

Charles - 09

Harford - 13

Prince George’s - 17

 

Talbot - 21

 

Anne Arundel - 02

 

Caroline - 06

Dorchester - 10

Howard - 14

Queen Anne’s - 18

Washington - 22

Baltimore City - 03

 

Carroll - 07

Frederick - 11

Kent - 15

St. Mary’s - 19

Wicomico - 23

 

Baltimore Co. - 04

 

Cecil - 08

Garrett - 12

Montgomery - 16

Somerset - 20

Worcester - 24

 

 

 

 

 

 

 

 

 

County Code (From above)

 

 

 

(Identification Number)

 

 

County Code 03

Ward

Section

Block

Lot

(For Baltimore City only)

Address of the Property for which Application is being made:

Street Address

 

MD

 

 

City

Zip code

SDAT_TC-Homestead Application

1 of 2 Revised 2015; Updated 2018

Maryland State Department of Assessments & Taxation

APPLICATION HOMESTEAD TAX CREDIT ELIGIBILITY

Section II

YOU MUST ANSWER ALL QUESTIONS AND INCLUDE THE SOCIAL SECURITY NUMBER OF ALL HOMEOWNER(S) AND SPOUSES’ (EVEN IF THEY ARE NOT LISTED AS AN OWNER ON THE DEED). A homeowner is defined as any living person listed on the deed.

1.

Is the real property shown on this letter currently used, and expected to be used in the next calendar year as

the single principal residence of the homeowner(s)?

[

 

]

Yes

[

]

No

 

 

 

 

 

 

 

 

 

 

 

 

2.

Is this real property address the location where the homeowner(s) expect to file their next federal and

Maryland income tax return if oneis filed?

[ ]

Yes

 

[

 

]

No

 

[ ]

Not applicable (NotFiling)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3.Is this real property address the location from which the homeowner(s) have received a MD issued driver’s license or identification card, if applicable?

[ ] Yes [ ] No [ ] Not applicable(No License or Identification Card)

4. Is this real property address the location from which the homeowner(s) are registered to vote, if registered? [ ] Yes [ ] No [ ] Not applicable(Not Registered)

5. Is any portion of the principal residence rented? [ ] Yes [ ] No

All owners must complete the section below. If there are more than four (4) owners attach a separate sheet listing the additional names and Social Security numbers before mailing. Spouses’ are included even if they are not an owner.

Printed Name of Homeowner (First Name, Middle Initial, Last, Suffix)

Social SecurityNumber

 

 

 

 

 

 

Printed Name of Spouse or 2nd Homeowner (First Name, Middle Initial, Last, Suffix)

Social SecurityNumber

 

 

 

 

 

 

Printed Name of Homeowner (First Name, Middle Initial, Last, Suffix)

Social SecurityNumber

 

 

 

 

 

Printed Name of Homeowner (First Name, Middle Initial, Last, Suffix)

Social SecurityNumber

 

In submitting this application I hereby declare under the penalties of perjury, pursuant to Tax-Property Article, 1-201, Annotated Code of Maryland, that the application has been examined by me and the information contained herein, to the best of my knowledge and belief is true, correct and complete and that this property is my principal residence for the prescribed period. I understand that the Department may independently verify the above information by contacting, including but not limited to, the Internal Revenue Service, the Maryland Comptroller’s Office and the Motor Vehicle Administration.

Homeowner’s Signature

Telephone Number (Daytime)

Spouse orCo-Owner’s Signature

Date

Mail completed application to: Department of Assessments and Taxation Homestead Tax Credit Division

301 West Preston Street, 8th Floor Baltimore MD 21201

PENALTIES FOR PERJURY

A person who willfully or with intent to evade payment of a tax under this Article provides false information or a false answer to a property tax interrogatory/ application is guilty of a misdemeanor and on conviction is subject to a fine not exceeding $5,000 or imprisonment not exceeding 18 months or both. Tax- Property Article, § 14-1004. For example, it is willful intent for a homeowner to indicate a property is his or her principal residence when the property is used for another purpose, such as a rental or a vacation home.

PRIVACY AND STATE DATA SECURITY NOTICE

The principal purpose for which this information is sought is to determine your eligibility for a tax credit. Failure to provide this information will result in a denial of your application. Some of the information requested would be considered a “Personal Record” as defined in State Government Article, § 10-624. Consequently, you have the statutory right to inspect your file and to file a written request to correct or amend any information you believe to be inaccurate or incomplete. Additionally, it is unlawful for any officer or employee of the state or any political subdivision to divulge any income particulars set forth in the application or any tax return filed except in accordance with a judicial or legislative order. However, this information is available to officers of the state, county or municipality in their official capacity and to taxing officials of any other state, or the federal government, as provided by statute.

SDAT_TC-Homestead Application

2 of 2 Revised 2015; Updated 2018

How to Edit Homestead Tax Credit Form Online for Free

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This PDF will need particular data to be filled out, hence you need to take your time to enter exactly what is required:

1. While completing the application tax credit, make certain to complete all necessary fields within the associated area. This will help to expedite the work, which allows your details to be processed without delay and accurately.

Part # 1 in filling out maryland state property tax credit form

2. Your next stage is to submit all of the following blanks: Address of the Property for which, Street Address, City, Zip code, SDATTCHomestead Application, and of Revised Updated.

Part no. 2 for submitting maryland state property tax credit form

In terms of SDATTCHomestead Application and City, be certain that you do everything properly in this current part. Both these could be the key fields in this document.

3. In this specific part, have a look at Is the real property shown on, Is this real property address the, Is this real property address the, Yes No Not applicable No, Is this real property address the, Yes No Not applicable Not, Is any portion of the principal, All owners must complete the, Printed Name of Homeowner First, Social Security Number, Printed Name of Spouse or nd, Social Security Number, Printed Name of Homeowner First, and Social Security Number. Each one of these must be filled out with greatest precision.

Writing segment 3 of maryland state property tax credit form

4. You're ready to complete this next part! In this case you've got these Printed Name of Homeowner First, Social Security Number, Printed Name of Homeowner First, Social Security Number, In submitting this application I, Homeowners Signature, Spouse or CoOwners Signature, Date, Telephone Number Daytime, Mail completed application to, A person who willfully or with, PENALTIES FOR PERJURY, PRIVACY AND STATE DATA SECURITY, and The principal purpose for which blank fields to fill in.

Part number 4 for submitting maryland state property tax credit form

Step 3: Prior to moving on, it's a good idea to ensure that all blank fields are filled out the proper way. As soon as you determine that it's fine, click on “Done." Right after creating afree trial account here, you'll be able to download application tax credit or email it directly. The document will also be readily accessible in your personal cabinet with all your adjustments. When using FormsPal, you can certainly complete forms without being concerned about database leaks or entries getting distributed. Our secure platform helps to ensure that your personal information is kept safely.

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