Sr Exemption, Defining Household Income is an information sheet from the Pinellas County Property Appraiser. It explains how household income is measured for the additional homestead exemption for persons aged 65 and older, and it is one of the Pinellas County property tax resources for seniors. It defines "household" and "household income," lists examples of supporting documentation and gives IRS notes on Social Security benefits. On this page you can fill out the form online on FillingPDF and download or print the completed PDF; the original is published by the Property Appraiser at pcpao.gov.
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What is Sr Exemption, Defining Household Income – Pinellas County, FL?
Sr Exemption, Defining Household Income is the Pinellas County Property Appraiser's explanatory sheet for the additional homestead exemption for persons aged 65 and older. It defines the household and the household income that decide whether an applicant stays within the income limit.
The sheet states that the additional exemption applies only to the property taxes levied by the taxing authority granting it, as provided by Section 196.075, Florida Statutes. To qualify, the household income, which is the total adjusted gross income of all persons living in the home, cannot exceed the maximum household adjusted gross income. The sheet prints that maximum for 2026 and notes that it is factored for cost of living.
It gives two definitions:
- Household: a person or group of persons living together in a room or group of rooms as a housing unit. It does not include persons boarding in or renting a portion of the dwelling.
- Household Income: the adjusted gross income of all members of a household, as defined in Section 62 of the United States Internal Revenue Code. This is the adjusted gross income amount reported on IRS Form 1040.
The sheet also lists examples of supporting income documentation and repeats IRS points about taxable Social Security benefits and Form 1040EZ. It does not print a signature block or an address for sending documents.
Who needs to file Sr Exemption, Defining Household Income – Pinellas County, FL?
Homeowners aged 65 and older who are seeking the additional homestead exemption in Pinellas County use this sheet to check whether their household income qualifies. The income that counts is not only the applicant's: it is the adjusted gross income of all persons living in the home.
Points that decide who is counted:
- Members of the household are people living together as a housing unit in a room or group of rooms.
- Persons boarding in or renting a portion of the dwelling are not part of the household.
- Income documentation of all persons living in the household should be submitted.
Anyone with Social Security benefits should read the IRS notes on the sheet. Benefits are not automatically included in adjusted gross income, and the sheet tells people whose gross income is below the federal filing thresholds to consult the IRS. The sheet does not say who may sign or file for another person.
When to file Sr Exemption, Defining Household Income – Pinellas County, FL
Income documentation of all persons living in the household should be submitted before June 1st. The sheet states that no documentation will be accepted after June 1st, so gather every household member's records ahead of that date.
The income limit printed on the sheet is the maximum household adjusted gross income for 2026. The sheet sets no other deadline, renewal cycle or processing time.
Documents you need
- Rental receipts, as an example of income documentation for any household member.
- Pension statements and annuity statements, as examples of income documentation.
- Income statements and interest statements, as examples of income documentation.
- Wage and earning statements, and Form W series, as examples of income documentation.
- Form 1099 series, Form 1042 series and Form 1065 series, as examples of income documentation.
- Form 4506, listed as an example of supporting documentation.
- Social Security Benefits worksheet, listed as an example of supporting documentation.
- Any other documentation supporting the applicant's household income; the list on the sheet is only examples.
- Income documentation of all persons living in the household, submitted before June 1st.
How to fill out Sr Exemption, Defining Household Income – Pinellas County, FL
Confirm the exemption this sheet covers
The sheet concerns the additional homestead exemption for persons aged 65 and older under Section 196.075, Florida Statutes. It applies only to taxes levied by the authority granting the exemption.
Identify everyone in your household
List all persons living together in the home as a housing unit. Leave out anyone boarding in or renting a portion of the dwelling.
Find each member's adjusted gross income
Household income is the adjusted gross income of all household members under Section 62 of the Internal Revenue Code, as reported on IRS Form 1040. Add the figures together.
Check how Social Security is treated
Social Security benefits are not automatically included in adjusted gross income. If your gross income is below federal filing thresholds, consult the IRS; SSI payments are not taxable.
Compare the total to the 2026 maximum
Compare the household total with the maximum household adjusted gross income printed on the sheet for 2026. The household income cannot exceed that maximum.
Gather supporting income documents
Collect documents for every person living in the household, such as pension statements, Form W or 1099 series, or the Social Security Benefits worksheet. Plan to submit them before June 1st.
Review and download the PDF
Check your figures against the definitions, then download or print the PDF from FillingPDF and keep it with your income records. Follow the Property Appraiser's channels, described under How to submit, to deliver your documents.
How to submit Sr Exemption, Defining Household Income – Pinellas County, FL
The sheet itself is information and names no mailing address, portal or office hours. What it does state is that income documentation for every person living in the household should be submitted before June 1st and that nothing is accepted after that date.
To find out where and how to deliver the documents, contact the Pinellas County Property Appraiser through its website, pcpao.gov, where this sheet is published. Ask there about any application or fee connected to the additional homestead exemption, since the sheet does not describe them.
FillingPDF lets you fill out and download the PDF; submission follows the Property Appraiser's channels.
Common mistakes to avoid
- Submitting income documentation after June 1st; the sheet says no documentation will be accepted after that date.
- Counting only the applicant's income when the limit applies to the adjusted gross income of all persons living in the home.
- Counting people who board in or rent a portion of the dwelling as household members; the definition excludes them.
- Assuming Social Security benefits are automatically part of adjusted gross income; the IRS notes say they are not automatically included.
- Filing Form 1040EZ when taxable Social Security benefits exist; the sheet says Form 1040 or Form 1040A is required.
- Treating supplemental security (SSI) payments as taxable Social Security benefits; the sheet says SSI is not taxable.
- Expecting the additional exemption to reduce taxes from every authority; it applies only to taxes levied by the authority granting it.
- Submitting only some household members' records when documentation of all persons living in the household is requested.
Frequently asked questions
What is the Sr Exemption, Defining Household Income sheet?
It is a Pinellas County Property Appraiser sheet that defines household and household income for the additional homestead exemption for persons aged 65 and older. It also lists examples of supporting income documents and IRS notes on Social Security benefits.
How does Pinellas County define household income for the senior exemption?
Household income is the adjusted gross income of all members of a household, as defined in Section 62 of the Internal Revenue Code. The sheet says this is the adjusted gross income amount reported on IRS Form 1040, and it cannot exceed the stated maximum.
Who counts as part of the household?
A household is a person or group of persons living together in a room or group of rooms as a housing unit. Persons boarding in or renting a portion of the dwelling are not included, so their income is not counted.
What is the deadline to submit income documentation?
Income documentation of all persons living in the household should be submitted before June 1st. The sheet states that no documentation will be accepted after June 1st, so the date works as a firm cutoff.
What documents can prove household income?
The sheet lists examples: rental receipts, pension, annuity, income and interest statements, wage and earning statements, Form W, 1099, 1042 and 1065 series, Form 4506 and the Social Security Benefits worksheet. Any other documentation supporting household income also works.
Is Social Security income counted in household income?
Not automatically. The IRS notes on the sheet say Social Security benefits are not automatically included in adjusted gross income, but portions may be taxable if combined benefits and other income exceed IRS thresholds. Consult the IRS for the formulas.
Does the additional exemption apply to all my property taxes?
No. The sheet says the additional homestead exemption for persons 65 and older applies only to the property taxes levied by the taxing authority granting the exemption, as provided by Section 196.075, Florida Statutes.
Can I fill out this sheet online on FillingPDF?
You can fill out the PDF online on FillingPDF and download or print it. FillingPDF is an independent service, is not affiliated with the Pinellas County Property Appraiser and does not submit anything on your behalf.
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