Back to blog Buying Basics

Why your payment jumps after year one

August 10, 2026 8 min read
Yr 1Yr 2

You closed on your home, your payment was exactly what the paperwork said, and everything felt fine. Then about a year later a letter arrives from your servicer saying your monthly payment is going up by a few hundred dollars. Nothing about your loan changed. What changed is your property taxes, and this is the single most common payment surprise in homebuying.

Property taxes get reassessed when you buy

Your property tax bill is based on the assessed value the county assigns to the home, multiplied by the local tax rate. The part most buyers do not realize is that the assessed value on record is the seller's assessed value, not yours.

In Florida, longtime owners often have an assessed value far below what the home is actually worth. That happens for two reasons that both work in the seller's favor and disappear the moment you buy:

1Save Our Homes cap. Florida limits how much a homesteaded property's assessed value can rise each year, to 3% or the change in CPI, whichever is lower. Someone who owned for fifteen years may have an assessed value that never kept pace with the market.
2The seller's exemptions. Homestead exemption, senior exemptions, veteran or disability exemptions all reduce the taxable value. Those belong to the seller, not to the house.
3Then you buy. The sale triggers a reassessment. The cap resets, the seller's exemptions come off, and the county reassesses the property at its current just value, which is generally close to what you paid.

The result is straightforward and often severe: a home taxed on a $180,000 assessed value can suddenly be taxed on a $450,000 assessed value. Same house, same roof, dramatically different tax bill.

Where payment shock comes from

Here is where the loan structure matters. When your lender builds your monthly payment, the escrow portion has to be based on an estimate of next year's taxes. There are two ways to do it.

The safer way

Estimated taxes

Your lender estimates the reassessed tax bill based on your purchase price and the local millage rate, then escrows that amount from day one.

Your payment is higher at closing, and it is close to accurate. When the real bill arrives, there is little or no surprise.

Where shock happens

Current taxes

Your lender escrows based on the seller's existing tax bill, the one still reflecting their capped value and their exemptions.

Your payment looks great at closing. Then the reassessed bill arrives, your escrow account does not have enough to pay it, and your payment climbs.

The number on your closing disclosure is not a promise

A payment structured on current taxes is accurate for the taxes that exist today. It was never a forecast of what you will pay in year two. That distinction is where the shock lives.

What an escrow shortage actually is

Your escrow account is the holding account your servicer maintains to pay your property taxes and homeowners insurance for you. A slice of every monthly payment goes into it, and when the bills come due, the servicer pays them out of that account.

Once a year, your servicer performs an escrow analysis. They compare what actually got paid out against what came in, and project the next twelve months.

An escrow shortage is what they find when the account did not hold enough to cover the bills. If you were escrowing for a $2,400 tax bill and the reassessed bill came in at $7,200, your account is short by $4,800.

The shortage hits your payment twice

First, the catch-up. The shortage has to be repaid, and it is typically spread across the next twelve monthly payments, or you can pay it as a lump sum.

Second, the new baseline. Going forward your escrow has to collect enough for the higher tax bill every year, so the ongoing escrow portion rises permanently.

Both increases land on the same payment at the same time, which is why the letter feels so jarring.

A $450,000 purchase, structured on the seller's current taxes

Principal and interest$2,760
Escrow using seller's taxes ($2,400/yr)$200
Insurance escrow$350
Year one monthly payment$3,310

Then the reassessed bill arrives at $7,200 per year.

New monthly tax escrow ($7,200/yr)$600
Shortage repayment ($4,800 over 12 months)$400
Year two monthly payment$4,110

That is $800 more per month, and $400 of it is temporary while the shortage is repaid. Nothing about the loan changed. The taxes simply became yours.

So can you buy with current taxes?

Yes. It is allowed, it is not a trick, and there are situations where it genuinely serves as a bridge. If you are expecting a raise, a bonus structure, a spouse returning to work, or you have strong reserves and you fully understand what is coming, structuring on current taxes can get you into a home now rather than later.

But it is not what I recommend, and the reason is simple: you are taking on a payment you cannot yet see. The escrow analysis is a year away, the reassessed value is an estimate until the county issues it, and the increase arrives on a schedule you do not control.

If you do go this route

Ask your lender to run the payment both ways before you commit, so you see the current-tax payment and the estimated-tax payment side by side. Then ask yourself honestly whether the higher number still works for your budget.

If the answer is no, the issue is not the escrow structure. It is that the house is above your range, and finding that out now costs you nothing.

How to protect yourself

The bottom line

Buying a home triggers a property tax reassessment. The seller's capped value and exemptions go away, and the county reassesses at current value. If your loan was structured on the seller's current taxes, your escrow account will come up short at the first annual analysis, and your payment rises twice over: once to repay the escrow shortage, and once to fund the higher ongoing bill.

Structuring on estimated taxes means a higher payment on day one and no surprise in year two. Current taxes can work as a bridge if you know exactly what you are signing up for. What you never want is to find out from a letter.

Want to see your payment both ways?

I will run your numbers using current taxes and estimated reassessed taxes side by side, so you know the real payment before you write an offer.