Income Tax

Section 80GG vs HRA: Which Rent Benefit Applies?

CA Nikhil Gupta·Aug 2026·5 min readIncome Tax

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

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.

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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
Editorial review date
2026-08-02
Content status
Finin2min explanation; official source controls where facts, law, rates, forms or procedures can change.

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