STAR exemption vs. STAR credit — which should you choose?

This is the #1 STAR question on r/longisland: "Any reason not to switch to STAR credit from STAR exemption?" Here's the math, the trade-offs, and a clear recommendation.

TL;DR: If you've had the STAR exemption since before 2015 and your income is under $250,000, switch to the credit. The credit increases ~2% per year (matching the property tax cap); the exemption is permanently frozen at its 2019 value. After 5-10 years, the credit pays meaningfully more.

What changed in 2019

For decades, STAR was delivered as an exemption — a direct reduction on your school tax bill. In 2016, NY State created a parallel STAR credit program, where homeowners receive a check (or direct deposit) from NY State each fall instead of a reduced bill.

In 2019, NY froze the STAR exemption at its 2019 value, while allowing the credit to grow by up to 2% per year (the property tax cap rate). New homeowners since 2015 can only get the credit. Long-time owners can stay with the exemption or switch — but once you switch, you cannot switch back.

Side-by-side comparison

STAR exemption (frozen)STAR credit (grows ~2%/yr)
Income limit$250,000$500,000
How you get itReduced school tax billCheck or direct deposit from NY State each fall
Annual growth0% (frozen at 2019 value)Up to 2% per year (matches NY tax cap)
Cash flowYou pay less to start withYou pay full bill, get money back later
Property tax escrow impactLower escrow paymentFull-amount escrow payment
Can switch?Yes — switch to credit anytime (one-way)No — once on credit, stuck on credit

The math: when does the credit overtake the exemption?

If your 2019 STAR exemption was worth $1,500/yr and stays frozen, vs. a credit that starts at $1,500 in 2019 and grows 2%/yr:

  • Year 1 (2019): Both $1,500. No difference.
  • Year 5 (2023): Exemption $1,500. Credit ~$1,624. Credit ahead by $124/yr.
  • Year 10 (2028): Exemption $1,500. Credit ~$1,793. Credit ahead by $293/yr.
  • Year 20 (2038): Exemption $1,500. Credit ~$2,186. Credit ahead by $686/yr.

Over 20 years, the credit pays ~$4,500 more than the frozen exemption. Most homeowners will see a meaningful difference within 5-7 years of switching.

When to not switch. If your monthly cash flow is tight, the exemption is better — you pay less on the actual bill, which means a lower escrow payment if you have a mortgage. The credit arrives once a year as a lump sum, so you front the cash all year long.

How to switch from exemption to credit

  1. Visit tax.ny.gov/star
  2. Click "Register for the STAR credit" and complete the form
  3. NY State will notify your assessor to remove the exemption from your bill
  4. Your next school tax bill will arrive at full amount; you'll receive the credit check that fall

The switch typically takes effect for the next tax year. Once you switch, you cannot switch back to the exemption.

Frequently asked questions

Will my tax bill go up if I switch to the credit?

Yes — the line-item bill from your school district will be higher because the STAR exemption no longer reduces it. But you receive a check from NY State that fall that fully offsets that increase (and grows over time).

Does the credit increase guaranteed at 2%?

"Up to 2%" — the credit grows by the lesser of 2% or the rate of inflation. In high-inflation years (2022-2023) it grew at 2%. In low-inflation years it could grow less. The exemption never grows.

My mortgage holder pays my taxes via escrow — does that change anything?

Yes. If you have the exemption, escrow payment is calculated on the lower (post-STAR) bill. If you have the credit, escrow is calculated on the full bill — meaning a higher monthly mortgage payment. The annual STAR check arrives as a separate item to you, not your mortgage holder.

I switched and changed my mind. Can I switch back?

No. The switch is one-way. NY State made this explicit in the 2019 statute.

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Sources & citations

Last verified: 2026-05-11. Tax rules change; we re-verify each page quarterly.

Estimates and educational content only — not legal, tax, or financial advice. Verify with your county or town receiver, an attorney, or a CPA before making financial decisions.