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HRA Exemption: A Step-by-Step Calculation Guide

January 5, 2024

House Rent Allowance (HRA) is one of the most underutilized tax benefits for salaried employees. Many people either don't claim it properly or leave money on the table. Let's fix that.

The HRA Exemption Formula

Your HRA exemption is the minimum of these three amounts:

1. Actual HRA received from employer 2. 50% of salary (for metro cities) or 40% of salary (for non-metro cities) 3. Rent paid minus 10% of salary

"Salary" here means: Basic + Dearness Allowance (if any)

Step-by-Step Calculation

Example:

  • Basic Salary: ₹50,000/month
  • HRA Received: ₹20,000/month
  • Rent Paid: ₹25,000/month
  • City: Bangalore (metro)
Annual figures:
  • Basic: ₹6,00,000
  • HRA: ₹2,40,000
  • Rent: ₹3,00,000
Calculate all three:

1. Actual HRA received: ₹2,40,000 2. 50% of Basic (metro): ₹3,00,000 3. Rent - 10% of Basic: ₹3,00,000 - ₹60,000 = ₹2,40,000

HRA Exemption = Minimum = ₹2,40,000

Documents Required

If Rent is Below ₹1 Lakh/Year

  • Rent receipts (no landlord PAN needed)

If Rent is ₹1 Lakh/Year or More

  • Rent receipts (mandatory)
  • Landlord's PAN (mandatory)
  • Rental agreement (recommended)

Paying Rent to Parents

Yes, you can claim HRA even if paying rent to parents!

Requirements:

  • Genuine rent payment (bank transfer recommended)
  • Rental agreement
  • Parents must show this as rental income in their ITR

Common Mistakes to Avoid

1. Inflating Rent: Don't show higher rent than you actually pay 2. Missing landlord PAN for rent > ₹1 lakh 3. Cash Payments: Always pay rent via bank transfer

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