Multiple Owners (You owned your residence with someone who was not your spouse.)
Multiple Units (Your residence was a unit in a multiunit property that you owned.)
How to File
Where do I get an Identification Number and PIN so I can file my Homestead Benefit application?
Should I mail my Homestead Benefit Worksheet and/or confirmation number to the Division of Taxation?
No. Keep it for your records. If you received a confirmation number, you filed your application successfully.
I need a paper application. How can I get one?
Change of Address
How do I update my mailing address?
You can change your mailing address when you file online or by phone.
If you have already filed your application, information on changing your address is available online.
I owned a home in New Jersey on October 1, 2015, but I sold it. Since I’ve already moved, how will I get my 2015 benefit?
If you sell your home before filing your Homestead Benefit application (or you plan to close on the sale before November 30, 2017), you should answer “No” to the question asking whether you still own the property when you file your application (question 9 on the worksheet or question 7 on the paper application). We will issue your Homestead Benefit by check (or direct deposit). See 2015 Homestead Benefit Information for Homeowners Who Sold or Plan to Sell Their Homes for more information.
What if I unexpectedly sell my home after I file my application? How do I get my benefit?
The only way to receive your 2015 Homestead Benefit is to take credit for the benefit at the closing of your property sale. Discuss this matter with your attorney or closing agent so they can negotiate on your behalf. See 2015 Homestead Benefit Information for Homeowners Who Sold or Plan to Sell Their Homes for more information.
Where do I find the amount of my 2015 New Jersey gross income to report on my application?
Your 2015 New Jersey gross income is on line 28 of your 2015 NJ-1040. If your income was under the filing threshold and you were not required to file a tax return, you would report $0 as your income in Box 11 (worksheet) or Box 10 (paper application).
My spouse and I each earned income that is below the income limit, but our combined income is higher than the limit. We live in the same home. Do we qualify?
No, you do not qualify because your combined income is over the limit. View more information on the income requirements.
I married during 2015, but was the sole owner of my home on October 1, 2015. What income do I report on my 2015 Homestead Benefit application?
If you and your spouse lived together in your home on October 1, 2015, you must report your combined income on your Homestead Benefit application. If your spouse maintained a separate principal residence on October 1, 2015, you should report only your income on the application.
My husband and I file our Homestead Benefit jointly. He is over 65 and I am under 65. Which income requirements apply?
As long as you are filing jointly, you will follow the income requirements for age 65 or older or blind or disabled.
My spouse and I use the filing status 3 because we file separate Income Tax returns and maintain separate residences. My spouse is disabled and I am not. How do we file?
You must file separate applications. On your application, you will indicate that you were under 65 and not blind or disabled. Your spouse will file as 65 or older or blind or disabled on his/her application.
My spouse and I use the filing status 6 on the Homestead Benefit application because we file separate Income Tax returns but live together. My spouse is disabled and I am not. How do we file?
Since you and your spouse maintain the same residence, you must file only one application, indicating your spouse was 65 or older or blind or disabled.
In each case, the homeowner must use the same filing status used on their 2015 New Jersey Income Tax return(s).
My fiancé and I shared ownership of our home on October 1, 2015. We married after October 1, 2015. How should we file?
You should file one application in both of your names and report 100% ownership of your home. You must use the same filing status you used on your 2015 New Jersey Income Tax return(s).