I suggest that you grow a Fidelity rep in Sarasota and change the addresses on all your Fidelity accounts and keep the CA-based Fidelity rep as well.
Don't wait until January to apply for FL homestead exemption, do it right way and it will buttress your case that you are a part year resident in CA in 2023.
Thank you. Will definitely change our address on everything this year, and good idea to start a relationship with a local rep.
I read that in order to qualify for the homestead exemption in Florida, you must have owned the property on 1/1, so I thought we would not be able to apply until after 1/1/24. I’ll check into it again.