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2019.10.08 WS Packet
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2019.10.08 WS Packet
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24 <br /> <br />Eligible taxpayers must apply with the county commissioner by July 1 to claim the exclusion the <br />following year.72 Qualifying properties are not eligible for the preferential 1b classification.73 <br /> <br />Homeowners can also appeal their classification and valuation. Each spring, the county <br />assessor’s office sends property owners a Notice of Valuation and Classification. The notice <br />indicates the classification of the property, the estimated market value, and the taxable market <br />value after any exclusions. It also contains information about the process for appealing the <br />classification and valuation. Taxpayers have the option of appealing to the Local Board of <br />Appeal and Equalization or going directly to the Minnesota Tax Court. <br /> <br />In addition, the state offers two property tax refunds to homeowners.74 Homeowners may <br />qualify for either or both in a particular year. To receive the refund(s), taxpayers must complete <br />form M1PR when they file their state income taxes.75 The Homestead Credit Refund, a circuit <br />breaker program, aims to prevent property taxes from exceeding homeowners’ ability to pay. <br />The benefit increases in inverse proportion to income, with multiple thresholds and brackets <br />determining the amount of the refund.76 Homeowners with household income below $110,650 <br />can receive a refund of up to $2,710. <br /> <br />The Refund for Significant Property Tax Increases (Special Tax Refund) is a targeted <br />refund.77 Though not connected to income, the refund helps insulate homeowners from sudden <br />increases in property tax.78 Homeowners whose tax on a homestead property increased by more <br />than both 12% and $100 over the previous year can receive a refund of 60% of the increase <br />above the greater of the 12% or $100 minimum, not to exceed $1,000. The net tax after the <br />refund becomes the basis for calculating the targeting refund the following year. As a result, the <br />targeting refund phases in the large increase over several years. <br /> <br /> <br />72 MINN. DEP’T OF REVENUE, PROPERTY TAX ADMINISTRATOR’S MANUAL (2017), module 2, at <br />125. <br />http://www.revenue.state.mn.us/local_gov/prop_tax_admin/education/ptamanual_module2.pdf <br />73 MINN. DEP’T OF REVENUE, PROPERTY TAX ADMINISTRATOR’S MANUAL (2017), module 2, at <br />139. <br />http://www.revenue.state.mn.us/local_gov/prop_tax_admin/education/ptamanual_module2.pdf <br />74 One, the Homestead Credit Refund, is also available for renters. <br />75 Filing for the Homestead Credit Refund, MINN. DEP’T OF REVENUE, <br />http://www.revenue.state.mn.us/individuals/prop_tax_refund/Pages/Electronic_Filing_for_the_P <br />roperty_Tax_Refund.aspx (last updated Feb. 22, 2018). <br />76 MINN. DEP’T OF REVENUE, PROPERTY TAX ADMINISTRATOR’S MANUAL (2017), module 6, at <br />35. <br />http://www.revenue.state.mn.us/local_gov/prop_tax_admin/education/ptamanual_module6.pdf <br />77 MINN. DEP’T OF REVENUE, PROPERTY TAX ADMINISTRATOR’S MANUAL (2017), module 6, at <br />36. <br />http://www.revenue.state.mn.us/local_gov/prop_tax_admin/education/ptamanual_module6.pdf <br />78 The increase cannot be due to improvements made to the property by the homeowner.
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