C.A.R. highly recommends and encourages you to share the links with your clients but NOT to provide the actual forms as it may constitute providing tax advice or services outside the scope of your usual client relationship.
County Assessors are providing forms for homeowners who qualify to use Prop. 19 tax base transfer. C.A.R.’s legal unit recommends that homeowners who want to take advantage apply as soon as they are able, although they are able to wait up to three (3) years and receive the tax benefits from the date they qualified. However, while homeowners who qualify and wait more than three (3) years may still take advantage but won’t be able to receive a refund for the higher taxes they’ve paid in those three years.
A sample form is available on the Board of Equalization (BOE) website at: https://boe.ca.gov/proptaxes/pdf/lta21007.pdf and you can find additional forms on Contra Costa County website at: https://www.contracosta.ca.gov/8074/Proposition-19.
For additional materials from C.A.R. please visit: www.caprop19.org.
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