DR-501SC, the Senior Exemption Income Form (Spanish), is the sworn statement of household gross income that applicants for the Florida senior exemption for people 65 or older (section 196.075, Florida Statutes) give to the property appraiser. This copy is published by the Osceola County Property Appraiser. It is one of the Osceola County property tax forms, and it is filed every year, either as an initial application or as a renewal. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the official PDF is published at the Osceola County Property Appraiser's website.
Last updated
What is DR-501SC?
DR-501SC, the Senior Exemption Income Form (Spanish), is the sworn household gross income statement that homeowners age 65 or older give to the property appraiser when applying for, or renewing, the additional senior exemption under section 196.075, Florida Statutes.
The form is printed in Spanish under the title Declaración Jurada de Ingresos Brutos del Hogar, with the citation Regla 12D-16.002, F.A.C., effective 06/21. Its pages print the code OS-501SC, while page 3 refers to the form as DR-501SC. The revision shown on the pages is R. 06/21.
It has three pages:
- Page 1: the applicant and property details, 1ª Parte (the list of household members with birth date, whether each filed a federal tax return, and adjusted gross income), the household total, and 2ª Parte and 3ª Parte (the documents required for each member).
- Page 2: the CERTIFICATION, signed under penalty of perjury, followed by instructions, definitions and examples of supporting documents.
- Page 3: the Reporte de Ingresos (income report), completed for members who did not file a 1040-series form.
The instructions state that the exemption applies only to the taxes the taxing authority has granted it for. The maximum adjusted gross income allowed is not printed on the form: it may change every year, and you get it from your county property appraiser.
Who needs to file DR-501SC?
Homeowners who are at least 65 years old on January 1 of the year they apply, who are permanent Florida residents, and who own and live in the property use this form to claim the additional senior exemption under section 196.075, Florida Statutes. The same form is used for an initial application and for a renewal; you check Inicial or Renovación at the top.
The form covers every member of the household, not only the applicant:
- List everyone who lives in the residence on January 1 of the exemption year. A household member is a person or group living together in a room or group of rooms as a housing unit.
- Do not list tenants or boarders. The instructions exclude guests and anyone renting a portion of the home.
- Members who did not file a 1040-series form with the IRS (marked No in Part 1) each need the income report on page 3 and the Part 3 documents.
- Do not complete page 3 for minors without income.
The total household income for the previous year must not exceed the adjusted gross income limit that the certification refers to. Ask your property appraiser for the current limit.
When to file DR-501SC
The form must be submitted to the property appraiser every year, up to March 1. The income reported is for the year before the exemption year, and the household is counted as of January 1 of the exemption year. You must be at least 65 on that same January 1.
The form also sets dates for the supporting documents. For prompt consideration, submit the required income documents by May 1. No other documentation is accepted after June 1. If more documents are needed, the property appraiser will request them.
If you are renewing, you do not need to submit documents unless the property appraiser requires them; the form tells you to contact the property appraiser for further instructions.
Documents you need
- IRS 1040-series form for each household member who files one (Sí in Part 1), or the automatic extension Form 4868 if applicable.
- Wage and tax statement (Form W-2) for each member who files a 1040-series form.
- Copy of the previous year's Social Security statement (SSA 1099), if applicable, for each member who does not file a 1040-series form (No in Part 1).
- IRS request for a tax return transcript, Form 4506-T (Form 8821 or another 4506-series form may be used as a substitute), for each member who does not file a 1040-series form.
- The Reporte de Ingresos (income report) on page 3, completed and attached for each member who did not file a 1040-series form.
- Proof of your age: the certification says you have submitted it. The form does not list which documents are accepted, so ask the property appraiser.
- For a renewal: no documents are needed unless the property appraiser requires them.
How to fill out DR-501SC
Mark initial or renewal
At the top, check Inicial or Renovación and enter the exemption year on the line after Aplicación para el año 20.
Enter applicant and property details
Fill in Nombre del Aplicante, Teléfono, No de Parcela and Dirección of the property.
List the household members
In 1ª Parte, enter the name of every person living in the residence on January 1 of the exemption year. Do not include tenants or boarders.
Enter birth date and tax filing
For each member give the Fecha de Nacimiento, mark Sí or No under whether the member filed a federal income tax return, and enter the Ingresos brutos ajustados.
Enter the household total
On the line Total de los ingresos de todos los miembros del hogar, enter the combined income of all household members.
Complete the income report if needed
For each member marked No who has income, fill out the Reporte de Ingresos on page 3 by source (wages, Social Security, pensions, interest and so on) and enter that member's total in Part 1. Skip it for minors without income.
Gather documents for each member
Follow 2ª Parte for members marked Sí and 3ª Parte for members marked No. If you are renewing, submit documents only if the property appraiser requires them.
Sign the certification
On page 2, read the CERTIFICATION, then sign as the applicant and enter your printed name and the date.
Review and download the PDF
Check names, birth dates and income totals against your documents, then download or print the completed PDF from FillingPDF and deliver it as described under How to submit.
How to submit DR-501SC
The form says it is presented to the property appraiser. It prints no mailing address, portal, email or appointment rule, so confirm the way to deliver it with the Osceola County Property Appraiser, whose website publishes this PDF.
What to deliver:
- The signed form: all three pages, with the certification signed and dated by the applicant.
- Income documents: for each household member, the documents listed in 2ª Parte (members who file a 1040-series form) or 3ª Parte (members who do not), including the page 3 income report where it applies. Submit them by May 1 for prompt consideration; none are accepted after June 1.
- Renewals: documents are not needed unless the property appraiser requires them.
The supporting documentation is destroyed after the ruling unless you ask the property appraiser to return it.
FillingPDF lets you fill out and download the PDF; submission follows the channels above.
Common mistakes to avoid
- Listing tenants, boarders or guests in Part 1; the form excludes anyone renting a portion of the home.
- Missing the March 1 date for submitting the form, which must be presented every year.
- Sending income documents after June 1, when the form says no other documentation is accepted.
- Submitting documents for the applicant only; the form requires them for each household member.
- Completing page 3 for a member who filed a 1040-series form, or for a minor without income.
- Counting Supplemental Security Income (SSI) as Social Security benefits on page 3; only the taxable portion of Social Security benefits goes on that line.
- Adding child support to Other income; the form excludes income that is not part of adjusted gross income.
- Signing the certification without confirming that every entry is true, since it is signed under penalty of perjury.
- Assuming renewal never needs documents; the property appraiser may still require them.
Frequently asked questions
What is Form DR-501SC (Spanish)?
DR-501SC is the sworn household gross income statement used with the Florida senior exemption for people 65 or older under section 196.075, Florida Statutes. This Spanish version, Declaración Jurada de Ingresos Brutos del Hogar, is published by the Osceola County Property Appraiser and is submitted to the property appraiser.
Which Osceola County property tax form reports household income for the senior exemption?
DR-501SC. It lists every household member, their birth dates, whether each filed a federal tax return and their adjusted gross income, and it carries the applicant's certification. The Osceola County Property Appraiser publishes this Spanish version of the form.
When is DR-501SC due?
The form must be presented to the property appraiser every year up to March 1. For prompt consideration, income documents are due by May 1, and no other documentation is accepted after June 1.
Who counts as a household member on DR-501SC?
A household member is a person or group living together in a room or group of rooms as a housing unit. List everyone living in the residence on January 1 of the exemption year. Guests and anyone renting part of the home are not household members.
Do I need to send documents when I renew?
Not unless the property appraiser requires them. The form says renewing applicants do not need to submit documents unless asked, and it tells you to contact your property appraiser for further instructions.
Who fills out page 3, the Reporte de Ingresos?
Complete it for each member whose income is below the IRS threshold and who did not file a 1040-series form with the IRS. Do not fill it out for minors without income. Enter the member's total in Part 1 and attach the page to the form.
What is the income limit for the senior exemption?
The form does not print a dollar limit. The certification refers to the adjusted gross income limit and says to contact your county property appraiser for the maximum, which can change every year.
What happens if I give false information on DR-501SC?
The certification cites section 196.131(2), Florida Statutes: knowingly and willfully giving false information to claim a homestead tax exemption is a first-degree misdemeanor, punishable by up to one year in jail, a fine, or both. You sign under penalty of perjury.
Can I fill out DR-501SC online on FillingPDF?
You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is independent, is not affiliated with the Osceola County Property Appraiser and does not file the form; you deliver it to the property appraiser yourself.
Ready to fill out DR-501SC?
Fill out DR-501SC now