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AB-1294 • 2026

Real property tax: welfare exemption: moderate-income housing.

Real property tax: welfare exemption: moderate-income housing.

Healthcare Housing Taxes
Active

The official status still shows this bill as active or still awaiting another formal step.

Sponsor
Haney
Last action
Official status
Senate - Revenue and Taxation
Effective date
Not listed

Plain English Breakdown

The official text explicitly states the exemption applies to 'low- and moderate-income households,' but the catch title emphasizes 'moderate-income.' The summary reflects both as supported by the body.

Tax Breaks for Moderate-Income Housing and Standardized Permit Forms

This bill provides a partial property tax exemption for rental housing serving low- and moderate-income households starting in 2027 and requires cities and counties to accept a standardized application form for housing permits.

What This Bill Does

  • Provides a partial welfare (property) tax exemption for residential rental units used by low- and moderate-income households for lien dates from January 1, 2027, through December 31, 2029.
  • Calculates the tax exemption based on the value of the specific units serving low- and moderate-income households rather than a percentage of total property value.
  • Requires owners to make specified certifications about how they use the property to qualify for the exemption.
  • Applies the 15-year exemption period starting from the date the owner first files for it, provided they meet requirements.
  • Requires the Department of Housing and Community Development to create a standardized application form for housing entitlements by July 1, 2027.
  • Mandates that cities and counties accept this standard form for applications submitted on or after October 1, 2027.
  • Prohibits local governments from requiring extra forms, penalties, fees, or additional approvals just because an applicant used the standardized form.
  • Allows violations of these permit rules to be reported by the Department of Housing and Community Development so the Attorney General can take legal action.

Who It Names or Affects

  • Owners of residential rental properties serving low- and moderate-income households who may qualify for a tax exemption.
  • Cities, counties, and city-counties responsible for processing housing development permits.
  • The Department of Housing and Community Development regarding the creation of standardized forms.

Terms To Know

Welfare Exemption
A reduction in property taxes available to properties used exclusively for charitable, religious, hospital, or scientific purposes, including specific affordable housing situations.
Housing Entitlement
The official approval needed from a city or county that allows a developer to begin building a new housing project.

Limits and Unknowns

  • The bill does not require the state to reimburse local agencies for property tax revenue lost due to this exemption.
  • Certain jurisdictions, including Alameda County, Sacramento County, and San Francisco, may have different rules or exemptions from these requirements as noted in legislative findings.
  • Details regarding additional provisions are unknown because the official text provided is truncated at section (3).

Bill History

  1. California Legislative Information

    Senate - Revenue and Taxation

Official Summary Text

Real property tax: welfare exemption: moderate-income housing.