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Income Tax

Section 80GG vs HRA: Which Rent Benefit Applies?

Reviewed by CA Nikhil Gupta · Last reviewed 5 August 2026

CA Nikhil Gupta·Aug 2026·5 min readIncome Tax

Section 10(13A) applies when an employee receives HRA and pays rent.

Section 80GG is a separate old-regime deduction for an individual who does not receive HRA, subject to Form 10BA, ownership restrictions and a much lower ₹5,000-per-month ceiling limb.

Legal or Computational Framework

This article uses the AY 2026–27 framework for income earned in FY 2025–26 under section 10(13A) of the Income-tax Act, 1961 read with Rule 2A. For this period, and in the current official departmental material reviewed on 1 August 2026, the 50% salary limb is restricted to Mumbai, Kolkata, Delhi and Chennai; all other locations use 40%. HRA exemption is ordinarily unavailable under the default new tax regime, so regime selection is a threshold eligibility question. Section 80GG is governed separately and calculates the least of rent minus 10% of adjusted total income, 25% of adjusted total income, and ₹5,000 per month. Form 10BA is mandatory before claiming the deduction in the return.

Worked Example

A self-employed consultant pays rent of ₹2,40,000 and has adjusted total income of ₹8,00,000. The 80GG limbs are ₹1,60,000, ₹2,00,000 and ₹60,000. Deduction is ₹60,000. The same person cannot calculate a Rule 2A HRA exemption because no employer paid HRA.

What Generic Pages Miss

  • Treating 80GG as a fallback after a low HRA claim.
  • Using salary instead of adjusted total income for 80GG.
  • Missing Form 10BA.
  • Ignoring spouse/minor-child property ownership.
  • Claiming both benefits for the same period.

Practical Documentation Checklist

  • Salary structure showing no HRA, where employed
  • Form 10BA acknowledgement
  • Rent agreement and payment evidence
  • Property ownership declarations
  • Adjusted total income working
  • Old-regime option
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For the complete rules on this topic, see the core guide: HRA Exemption: Rules, Formula and Maximum Limit.

See the broader Income-tax Act 2025 study guide hub for related rules and calculators on this topic.

Finin2min Summary

Section 10(13A) applies when an employee receives HRA and pays rent. Section 80GG is a separate old-regime deduction for an individual who does not receive HRA, subject to Form 10BA, ownership restrictions and a much lower ₹5,000-per-month ceiling limb.

Frequently Asked Questions

Can a salaried employee claim 80GG?
Yes, if the employee does not receive HRA and satisfies all other section 80GG conditions.
Can I claim both HRA and 80GG in one year?
Possibly for clearly separate periods with different facts, but not for the same period or rent; a careful period-wise review is required.
Is ₹60,000 always deductible under 80GG?
No. ₹5,000 per month is only one limb; the least of three amounts is allowed.
Is Form 10BA optional?
No. The portal requires it before the 80GG claim and its acknowledgement details are reported in the return.
Can a self-employed taxpayer claim HRA?
Not under section 10(13A) without employer-paid HRA; section 80GG may be relevant.
Does owning a house in another city always disqualify me?
The treatment depends on whether the other property is treated as self-occupied and the detailed ownership conditions; review the facts carefully.

Source and review trail

Use the current official instrument, portal or regulator publication before acting. This panel separates the category authority from page-specific references.

Primary category
Income Tax
Official starting point
www.incometax.gov.in

Page source links

Primary sources & related provisions

Statutory provisions referenced in this guide:

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