Fill Your Texas 33 06 Form Launch Texas 33 06 Editor Now

Fill Your Texas 33 06 Form

The Texas 33 06 form is a tax deferral affidavit designed for homeowners who are either age 65 or older or disabled. This form allows eligible individuals to postpone paying delinquent property taxes on their homestead, providing financial relief as long as they continue to own and reside in the property. To take advantage of this opportunity, simply fill out the form by clicking the button below.

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Dos and Don'ts

When filling out the Texas 33.06 form, it is essential to follow specific guidelines to ensure a smooth process. Here is a list of things you should and shouldn't do:

  • Do provide accurate personal information, including your name and account number.
  • Do attach proof of age, such as a driver's license or personal I.D. certificate.
  • Do ensure that the property address is complete and correct.
  • Do sign and date the affidavit in front of a notary public.
  • Do submit the form to your local appraisal district office.
  • Don't leave any required fields blank; incomplete forms may be rejected.
  • Don't provide false information, as this can lead to serious legal consequences.
  • Don't forget to keep a copy of the submitted form for your records.
  • Don't assume the deferral cancels your tax payments; remember that interest will accrue.
  • Don't delay in submitting the form, especially if there is a pending sale.

Sample - Texas 33 06 Form

Harris County Appraisal District Exemption Center

P. O. Box 922012

Houston, Texas 77292-2012 (713) 957-7800

Form 33.06 (01/13)

Tax Deferral Affidavit

Over-65 Homestead or Disabled Homeowner

Account Number:

Tax Year:

If you are a homeowner age 65 or over or disabled, you can defer, or postpone, paying delinquent property taxes on your homestead for as long as you own it and live in it. To postpone your tax payments, file a tax deferral affidavit with your appraisal district. The deferral applies to delinquent property taxes for all of the taxing units that tax your home.

*NEWHS124*

You should be aware that a tax deferral only postpones payments, it does not cancel them. Interest will be added at the rate of 8% annually. Once you no longer own your home or live in it, all the taxes, penalties, and interest become due after 180 days and the taxing units may proceed with a lawsuit to collect delinquent taxes if the taxes remain unpaid.

Owner's Name

Account Number

Telephone Number (area code and number)

Owner's Date of Birth (attach proof of age*)

*NOTE: You are required to give us a driver's license, personal I.D. certificate, or social security number on this form, in order to perform tax related functions for this office. Section 11.43 of the Tax Code authorizes this office to request this information to determine tax compliance. The chief appraiser is required to keep the information confidential and not open to public inspection, except to appraisal office employees who appraise property and as authorized by Section 11.48(b), Tax Code.

THE STATE OF TEXAS

COUNTY OF

Before me, the undersigned authority, on this day personally appeared

 

,

known to me and who, being by me duly sworn on oath deposed and said:

"My name is

I am 65 years of age or older, disabled, or an over-55 surviving spouse of a deceased person who was receiving a

deferral on this homestead at the time of death, and I own and occupy as my residence homestead the following property:

Legal Description:

Property Address:

I hereby exercise my right under Section 33.06, Texas Property Tax Code, to defer or abate any suit or pending sale** to

collect taxes on this property until such time as it ceases to be my residence homestead."

SUBSCRIBED AND SWORN TO before me this the

 

 

 

day of

 

 

 

,

 

.

 

 

 

 

 

 

 

 

 

 

 

 

Signature of Affiant

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Notary Public, State of Texas

 

 

 

 

(seal)

My commission Expires

**NOTE: To abate a pending sale, the homeowner (or agent) must deliver this affidavit to the chief appraiser, to the tax collector for the taxing unit that requested the order of sale or the attorney representing the taxing unit for collecting delinquent taxes and also to the officer charged with selling the property not later than the fifth day before the sale date.

If you make a false statement on this application, you could be found guilty of a Class A misdemeanor or a state jail felony under Texas Penal Code Section 37.10.

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Documents used along the form

The Texas 33.06 form is essential for homeowners over 65 or disabled individuals who wish to defer their property taxes. Along with this form, several other documents may be necessary for a complete application or to support the tax deferral process. Below is a list of related forms and documents that are commonly used.

  • Application for Appraisal Exemptions: This form is used to apply for various property tax exemptions, including homestead exemptions. It provides information about the property and the owner’s eligibility for tax relief.
  • Proof of Age or Disability: Homeowners must provide documentation proving they are over 65 or disabled. Acceptable documents include a driver’s license, Social Security statement, or a disability letter from a qualified agency.
  • Notice of Deferral: This document notifies the relevant taxing authorities that the homeowner has filed for a tax deferral. It serves as an official record of the deferral request.
  • Property Tax Statement: A current tax statement from the appraisal district provides details about the property’s assessed value and outstanding taxes, which may be required for the deferral process.
  • Affidavit of Residence: This affidavit confirms that the property in question is the homeowner’s primary residence. It may be necessary to establish eligibility for the deferral.
  • Tax Payment History: A record of previous tax payments can help verify the homeowner's tax status and support the deferral application.
  • Notice of Sale: If applicable, this document informs the homeowner about any pending tax sales. It is crucial for homeowners to understand their rights and obligations in relation to these notices.

Understanding these documents can help ensure a smooth process when applying for a tax deferral. It’s important to gather all necessary paperwork and stay informed about your rights as a homeowner.

Common mistakes

Filling out the Texas 33.06 form can be straightforward, but many people make common mistakes that can delay or complicate the process. One frequent error is failing to provide the correct account number. This number is crucial for the appraisal district to identify your property. Double-checking this detail can save time and prevent confusion.

Another common mistake is neglecting to attach proof of age. Homeowners over 65 or disabled individuals must include documentation, such as a driver's license or personal I.D. certificate. Without this proof, the application may be rejected, which could lead to missed tax deferral opportunities.

Some applicants forget to fill out the legal description of the property accurately. This section is essential for ensuring that the correct property is associated with the tax deferral. Providing an incorrect or incomplete legal description can lead to issues down the line.

Additionally, many people overlook the requirement to sign and date the form. An unsigned or undated affidavit is not valid and can result in the denial of your application. Make sure to review the entire form before submission to ensure all necessary fields are completed.

Another mistake involves misunderstanding the implications of the tax deferral. Some applicants believe that deferring taxes means they will not have to pay them at all. In reality, the deferral only postpones payments, and interest will accrue. It’s important to understand this to avoid unexpected financial burdens later.

Many also fail to submit the affidavit to the appropriate parties. It's not enough to just send it to the appraisal district; homeowners must also deliver it to the tax collector and other relevant officials. Missing this step can jeopardize the deferral.

Lastly, some applicants may not realize the importance of timely submission. The affidavit must be filed before a pending sale or tax collection action. Waiting too long can result in losing the opportunity to defer taxes altogether. Being proactive and organized is key to successfully navigating this process.

Misconceptions

Here are four common misconceptions about the Texas 33.06 form:

  • Tax deferral means tax cancellation. Many people believe that deferring taxes means they no longer have to pay them. In reality, deferring taxes only postpones the payment. The taxes, along with interest, must eventually be paid.
  • Interest does not accumulate during deferral. Some homeowners think that while their taxes are deferred, no interest will be added. However, an annual interest rate of 8% will accrue on the deferred amount.
  • Filing the form is optional. It is a common misconception that homeowners can simply ignore the form. To benefit from the tax deferral, homeowners must actively file the tax deferral affidavit with their appraisal district.
  • Deferral lasts indefinitely. Many believe that they can defer their taxes forever. This is not true. Once the homeowner no longer lives in the property or sells it, all deferred taxes, penalties, and interest become due within 180 days.

Key takeaways

Understanding the Texas 33.06 form is crucial for homeowners aged 65 or older or those who are disabled. Here are key takeaways regarding the use of this form:

  • Eligibility: Homeowners who are 65 years or older, disabled, or surviving spouses of deceased individuals receiving a deferral can apply.
  • Purpose: The form allows eligible homeowners to defer paying delinquent property taxes on their homestead.
  • Tax Deferral: Deferral postpones tax payments but does not cancel them. Taxes must eventually be paid.
  • Interest Accrual: An annual interest rate of 8% will be added to the deferred taxes.
  • Deadline for Payment: Once the homeowner no longer occupies the property, all deferred taxes become due within 180 days.
  • Filing Requirements: Homeowners must file the affidavit with their local appraisal district to initiate the deferral.
  • Confidentiality: Personal information provided on the form is confidential and protected under Texas law.
  • Proof of Age: Homeowners must attach proof of age, such as a driver's license or personal ID.
  • Abatement of Pending Sales: To stop a pending sale, the affidavit must be delivered to relevant authorities at least five days before the sale date.
  • Legal Consequences: Providing false information on the form can lead to serious legal penalties, including misdemeanors or felonies.

These points highlight the importance of carefully completing and submitting the Texas 33.06 form to ensure compliance and protect homeowners' rights.

File Characteristics

Fact Name Description
Eligibility Homeowners aged 65 or older, disabled individuals, or over-55 surviving spouses can defer delinquent property taxes on their homestead.
Filing Requirement A tax deferral affidavit must be filed with the local appraisal district to postpone tax payments.
Interest Accrual Interest accumulates at an annual rate of 8% on the deferred taxes, meaning that postponing payments does not eliminate the debt.
Governing Law This form operates under Section 33.06 of the Texas Property Tax Code, which outlines the rights and responsibilities related to tax deferral.

How to Use Texas 33 06

If you are a homeowner in Texas who is either 65 years or older or disabled, you may be eligible to defer your property taxes. Completing the Texas 33.06 form is an important step in this process. Follow these steps carefully to ensure your application is completed correctly.

  1. Obtain the Texas 33.06 form. You can find it online or request a copy from your local appraisal district.
  2. Fill in your Owner's Name in the designated space.
  3. Enter your Account Number. This is usually found on your property tax statement.
  4. Provide your Telephone Number with area code.
  5. Input your Date of Birth. Make sure to attach proof of age, such as a copy of your driver's license or Social Security card.
  6. In the section labeled "Legal Description," describe your property accurately. You may need to refer to your property deed for this information.
  7. Complete the Property Address section with your home’s physical address.
  8. Sign your name in the space provided, affirming that you meet the eligibility requirements.
  9. Leave the area for the Notary Public blank; you will need to sign in their presence.
  10. Submit the completed form to your local appraisal district. Ensure you keep a copy for your records.

Once you have submitted the form, the appraisal district will process your application. Keep in mind that the deferral only postpones tax payments, and interest will accrue on the deferred amount. It is crucial to stay informed about your tax situation to avoid any future complications.