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Sarah Martinez · Golden Key Realty

What happens to my tax bill if I move?

What the new home is taxed at from scratch, versus carrying your old Prop 13 base with you under Prop 19 — and the gap between the two over ten years.

California property tax & Prop 19

Tax if the home is assessed at its price$850,000 × 1.10%$9,350
Assessed value if you transfer your baseBuying down, so the base carries across unchanged$310,000
Tax with the base transferred$3,410
Difference each year$5,940
Difference over ten yearsBoth bills grow at the 2% Prop 13 cap$65,041

Transferring your Prop 13 base saves about $495 a month, $65,041 over ten years. For many owners over 55 this is the difference between being able to move and staying put.

Ten years of tax bills
Assessed at priceBase transferredSaved
Year 1$9,350$3,410$5,940
Year 2$9,537$3,478$6,059
Year 3$9,728$3,548$6,180
Year 5$10,121$3,691$6,430
Year 10$11,174$4,075$7,099

Prop 19 base transfers are for a principal residence, for owners 55 or older, severely disabled, or rebuilding after a wildfire or disaster; up to three times; the replacement must be bought within two years. Your county assessor decides. Not tax advice.

While you're here

Sarah Martinez, REALTOR®

Golden Key Realty · Lic. 02145678 · (818) 555-0142

Estimates only — not a loan quote, an appraisal, or tax advice. Talk to Sarah Martinez, a lender, and a CPA before you act on any of it.

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California property tax & Prop 19 · Sarah Martinez