Don’t Forget to File Your Lee County Homestead Exemption

dennis480
5 days ago
2 min read

At Sun National Title, our commitment to our clients doesn’t end at the closing table. One of the most important post-closing steps for new homeowners in Lee County is filing for the Homestead Exemption—and it can make a meaningful difference in your annual property tax bill.

What Is the Homestead Exemption?

The Florida Homestead Exemption is a property tax benefit available to homeowners who make their Florida property their permanent, primary residence. For eligible homeowners, the exemption can reduce the taxable value of a home by up to $50,000, which often translates into significant tax savings each year.

Who Should Apply?

You should apply for the Lee County Homestead Exemption if:

You own a home in Lee County, Florida
The property is your primary residence
You were living in the home as of January 1 of the tax year

If you recently purchased a home, this step is especially important. Homestead Exemptions do not transfer from seller to buyer—you must apply on your own, even if the previous owner had one.

Important Deadline to Remember

The filing deadline for the Homestead Exemption is March 1. Missing this deadline could mean waiting another year to receive the benefit, so we strongly encourage homeowners to apply as soon as they are eligible.

How to Apply

Applying is straightforward and can typically be done:

Online through the Lee County Property Appraiser’s website
https://leepa.org/Homestead/ApplyForHomestead.aspx
In person at the Property Appraiser’s office
By mail, if applicable

You will generally need:

A Florida driver’s license or ID
Florida vehicle registration (if applicable)
Proof of permanent residency, if required

Why It Matters

Beyond the immediate tax savings, the Homestead Exemption also includes a Save Our Homes cap, which limits how much the assessed value of your home can increase each year. This protection can result in long-term savings as property values rise.