If you know that you’ve filed claims and used part of your $1M exclusion and need to know how much you have left, it’s not difficult. See, the California Board of Equalization keeps a database to track the use of the exclusion. Here’s the only catch. If you want the info on those property transfers, you’ll have to send a written request. You can’t just call them up. Just send the written request by fax or mail to the County Assessed Properties Division.
Here’s what you’ll include:
- A statement asking how much of your parent-child exclusion you’ve used.
- Your name.
- Your social security number.
- A fax number or address where you want your response sent.
County Assessed Properties Division’s Fax: 916-285-0134
State Board of Equalization
County Assessed Properties Division, MIC: 64
P.O. Box 942879
Sacramento, CA 94279-0064
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