04/19/2025
HOMESTEAD Five-Year Renewal Plan
Many folks in Montgomery, Harris, and surrounding counties have said that they noticed their homestead exemption was removed, or they got a letter saying they needed to reapply for their homestead.
It used to be that you filed it once, and you were done. That has changed.
The Texas Legislature passed Senate Bill (SB) 1801, which became effective September 1, 2023, which requires the chief appraiser of an appraisal district to verify the eligibility of homeowners for the homestead exemption at least once every five years. Appraisal districts are starting to enforce that now.
To do so, most appraisal districts mail taxpayers a notice instructing them to reapply for their exemption within the time stated in the letter. The deadlines for different appraisal districts are not all consistent, either.
If the taxpayer does not reapply or otherwise respond, the appraisal district removes their homestead exemption. Most taxpayers find out when they see a huge jump in their property tax bill.
I have also heard that in addition to just coming up on 5 year cycles, possibly filing any kind of deed, like a Revocable Transfer on Death Deed, or an Executor's Distribution Deed from one spouse to the surviving spouse, have been enough to trigger having to reapply for your homestead exemption.
So, if you should receive a letter from your appraisal district, please don't ignore it. Reapply to maintain your homestead exemption and tax benefits. If you file any type of deed related to your property, go ahead and reapply for your homestead exemption just to be on the safe side.