Your Property Tax Bill Just Changed

Indiana Senate Bill 1 is the most significant property tax overhaul since 2008 — and the first bills under the new rules have already hit mailboxes.

What you do in the next 45 days determines whether you save $750+ or leave it on the table.

The Core Changes

SB 1: The 3 Big Changes

$300 Flat Credit

A $300 flat homestead credit applied directly off the bottom line of your tax bill.

10% Additional Credit

An extra 10% credit calculated on your total tax liability — on top of the flat credit.

2% Annual Growth Cap

Homestead property tax increases are now capped at 2% per year, regardless of assessment growth.

Together, these three provisions represent a meaningful shift in how Indiana homeowners experience property taxation — but only if your homestead status is active and your assessment is accurate.

Real-World Example

What This Means for a Carmel Homeowner

$300

Flat Credit

Off the bottom line

$450

10% Credit

On $4,500 tax bill

$750

Total Savings

Per year, tax-free

For a typical Hamilton County home with a $4,500 annual tax bill, SB 1 delivers $750 in combined annual savings — the equivalent of a $750 raise that the IRS can't touch.

Long-Term Protection

The 2% Cap: Your Long-Term Win

Without SB 1

Hamilton County home values are up 15–20% since 2022. Under old rules, your tax bill could spike dramatically with each reassessment — with no ceiling.

With SB 1

Under the new law, your homestead property tax can grow by a maximum of 2% per year — regardless of how fast your assessed value climbs.

Over a decade, this is the difference between staying in your home and being taxed out of it.

Two Critical Catches You Must Know

Catch #1 — Homestead Deduction Must Be Active

No active homestead = no $300 credit, no 10% credit, no 2% cap. Your homestead status can quietly void after a refinance into a different name, placing property into a trust without proper paperwork, marriage or divorce, or simply moving and forgetting to update records.

Catch #2 — SB 1 Doesn't Fix Wrong Assessments

Property tax = assessed value × rate, minus credits. SB 1 affects credits and rate — not the assessed value. If your home is over-assessed, you're paying on a value larger than your home is worth. The appeal window is 45 days after your TS-1 statement.

Action Plan

Your 3-Step Action Checklist

01

Verify Your Homestead Status

Pull up your county assessor portal today. Look for "homestead deduction" and confirm it is active and current. If you've had a major life event since filing, call the county auditor directly.

02

Compare Assessment to Comps

Pull 3–5 comparable sales from the same neighborhood, similar square footage, and condition — from the last 12 months. If your assessment is more than 10% above the average of those sales, you have grounds for appeal.

03

File Form 130 If Needed

Form 130 is your petition to the county PTABOA. File within 45 days of your TS-1 statement. DIY for small errors; consider a contingency-fee specialist for large ones (typical break-even: $400K+ home with $50K+ assessment error).

Estate Planning

The Estate Planning Connection

If your home is held in an individual name, it goes through probate after death — and homestead status can temporarily suspend during that process. That translates to $1,500–$3,000 in extra property tax during the worst year of your spouse's life.

Solutions vary by situation and should be tailored with an Indiana estate attorney:

  • Living trust combined with a Transfer-on-Death (TOD) deed
  • Joint tenancy with right of survivorship
  • Beneficiary designation forms
Protection Strategy

Where Insurance Fits In

Property tax doesn't pause when life happens. A disability, death, or unexpected income disruption can put homestead status — and all the SB 1 savings — at risk.

Term Life Insurance

Ensures the surviving family has the cash flow to keep paying property taxes and maintain homestead status without financial panic.

Disability Income Protection

Replaces lost income if you can't work, so tax bills are paid on time and estate planning adjustments can be made without urgency.

Time to Plan

Together, these protections buy your family the time to make thoughtful decisions — not rushed ones — during difficult moments.

Free Event

Free Community Event — February 21

Join us at an Indianapolis-area Hindu temple for a free, open-to-the-community event covering everything you need to act on SB 1 and protect your family's financial future.

Estate Planning Fundamentals

Property Tax Appeal Walkthroughs

Licensed Indiana CPAs & Attorneys

Connect & Resources

Take the Next Step

1:1 Strategy Call

Book a personalized session to review your homestead status, assessment, and estate plan. calendly.com/indusroyal

Next Webinar

Reserve your seat at our next community webinar. form.indusroyal.com

Blog & Articles

Read more in-depth guides on property tax, estate planning, and financial protection. indusroyal.com/blog

Podcast

Listen to Glaciers to Wealth for financial planning insights. podcast.glacierstowealth.com