Keep Your Low Property Taxes When Moving
California homeowners age 55 and older can transfer their protected Prop 13 property tax base to a replacement residence anywhere in California—even when buying a higher-value home.
Current Property Assessment
Under Prop 19, your transferred tax base starts from your current net assessed value on the county tax roll, not current market value.
Click to open Google’s public record tax roll card for your property’s net assessed taxable value.
Enter your current Net Taxable Value from your county property tax bill (or assessor portal). This is the protected base amount that transfers under Prop 19.
Relocation & Purchase Plan
Select your purchase timing, then enter your sale price and replacement purchase price to calculate whether you qualify for a 100% transfer or the Prop 19 buy-up formula.
California law gives you a 5% inflation buffer in Year 1 and 10% in Year 2 when purchasing after selling.
Standard CA base is 1.00% + local voter bonds (San Diego County is typically ~1.15% to 1.25%).
Official California Prop 19 Claim Filing
To claim your tax transfer, you must file Form BOE-19-B (Claim for Transfer of Base Year Value to Replacement Primary Residence for Persons at Least Age 55 Years) with your county assessor within 3 years of purchasing the replacement home.
Your Estimated Tax Savings
Factoring in the statutory 2% annual Prop 13 maximum assessment cap.
Plan Your Move with Confidence
Need bridge financing, a HELOC on your current property to purchase the replacement first, or a pre-approval letter? Connect with senior mortgage specialists Rakesh Jain and David Sider to walk through your numbers.