In 2008, Lee County government adopted the Senior’s exemption which will reduce the taxes levied by their taxing authorities. You will be entitled to even greater tax saving benefits if you live in the City of Cape Coral, Bonita Springs, Sanibel or the Town of Fort Myers Beach. These municipalities have also adopted the Senior’s exemption which is applied to the taxes levied by their taxing authorities. Links to the application forms for the Senior’s exemption are below. Please complete and return them to our office as soon as possible.

DO NOT DELAY

If you are 65 years of age or older as of January 1, 2008 and do not exceed the 2007 annual gross adjusted household income limitation of $24,916. Apply for the Seniors Exemption as soon as possible. Pursuant to Florida Statutes, the filing deadline is March 1, 2008. Final deadline for providing us all income related documentation is June 1, 2008. If you don’t file within this statutory deadline, you may not be able to receive this tax savings benefit until next year.

PLEASE APPLY AS SOON AS POSSIBLE

If you have any questions, call us at 239-533-6150. You can also apply in person at 2480 Thompson Street, Fort Myers, Florida.

DO YOU STILL QUALIFY FOR HOMESTEAD EXEMPTION? Click here.

The following are the forms needed to apply for the Senior Exemption. Please Download, Print and Read all instructions.

You must have Adobe Acrobat Reader 3.0 or higher to access and print these forms.

Download Senior Exemption Sworn Statement and Instructions  Required Document
Help with completing the senior exemption application. Click Here

Download IRS Form 4506 Request For Copy Or Transcript of Tax Form and Instructions  Document may be required