AMsetu
Published: May 2026 ยท 5 min read ยท Old Tax Regime only

Note: HRA exemption is available only under the Old Tax Regime. The New Regime (default) does not allow HRA claims. If your HRA benefit is significant, it may be worth opting for the old regime โ€” use our calculator to compare.

HRA Exemption Calculation

The HRA exemption under Section 10(13A) is the lowest of the following three amounts:

  1. Actual HRA received from employer
  2. 50% of Basic Salary (if you live in a metro: Delhi, Mumbai, Chennai, Kolkata) or 40% of Basic Salary (non-metro cities)
  3. Actual rent paid minus 10% of Basic Salary

Example Calculation

Rahul lives in Hyderabad (non-metro), earns Basic โ‚น50,000/month, HRA โ‚น20,000/month, and pays rent of โ‚น18,000/month:

  • Actual HRA: โ‚น20,000
  • 40% of Basic (non-metro): โ‚น20,000
  • Rent paid minus 10% of Basic: โ‚น18,000 - โ‚น5,000 = โ‚น13,000
  • HRA exempt: โ‚น13,000/month = โ‚น1,56,000/year

Documents Required

  • Rent receipts: Monthly receipts signed by the landlord. Must include landlord name, address, rent amount, and period.
  • Rent agreement: Registered or notarised lease agreement (highly recommended though not legally mandatory for HRA)
  • Landlord's PAN: Mandatory if annual rent exceeds โ‚น1,00,000. If landlord refuses PAN, obtain a declaration.

Special Situations

  • Paying rent to parents: Allowed โ€” and is one of the best tax-saving strategies. Your parents declare the rent as income (likely at lower tax bracket or exempt), and you claim HRA exemption. Ensure proper rent agreement and bank transfer.
  • Living in own house: No HRA exemption possible. But if you have a home loan, you can claim interest deduction under Section 24(b) โ€” up to โ‚น2 lakh.
  • Two houses: If you own a house in one city and rent in another (e.g. own in Hyderabad, work and rent in Bangalore), you can claim both HRA and home loan benefits.
  • No HRA component in salary: You can still claim deduction under Section 80GG โ€” up to โ‚น5,000/month (โ‚น60,000/year) for rent paid, subject to conditions.
  • Shared accommodation: If you share a flat, the rent receipt should be in your name for the portion you pay.

Common Mistakes to Avoid

  • Fake rent receipts: The tax department cross-checks rental income in landlord's return. Fake claims lead to penalties and prosecution.
  • Not matching with Form 26AS: If employer reports HRA in your Form 16 but you haven't claimed exemption correctly, it triggers a mismatch.
  • Cash payments above โ‚น50,000: For rent above โ‚น50,000/month, pay via bank transfer. Cash payments above this are not deductible under Section 40A(3).
  • Not deducting TDS on rent above โ‚น50,000: If you're paying rent above โ‚น50,000/month as an individual/HUF, you must deduct TDS at 2% under Section 194-IB.

Confused about HRA vs home loan? Our experts can help you structure your tax claims for maximum benefit. Book a free consultation โ†’

Disclaimer: The tax rates, thresholds, and information on this page are for general reference only and are compiled from publicly available sources including the Income Tax Department portal (incometax.gov.in), Finance Act, and CBDT notifications. While we strive for accuracy, tax laws are subject to change through amendments, notifications, and judicial interpretations. This content does not constitute professional tax advice. Always verify rates against the latest Finance Act, CBDT circulars, and official notifications before relying on them for compliance purposes. For advice specific to your situation, please consult our experts. Last reviewed: May 2026.