Buying a home is a huge
decision that has significant implications on the rest of our life. It is one
of the major goals that we seek to achieve as soon as possible. However, there
is one school of thought that believes that renting a house is a way smarter decision than buying
a house. Let us examine both cases from the taxation perspective to decide
which one is better. Most readers are salaried individuals and hence. I will
examine this from such an individual’s perspective where he does not have the
money to buy a property with full down payment. He needs to go for a home to
buy a house as well as those paying rent for their house can claim tax
deduction on their expenses.
Tax deductions for a home loan
Let’s first take a look at tax
benefits that can be claimed on home loan. There are two parts to a home loan
EMI-principle part and interest part. Deduction can be claimed under section
80C of Income Tax Act for the principle amount of EMI paid during the year.
Maximum deduction that can be claimed under this section is Rs. 1,00,000 per
annum.
For the interest part of your
EMI, you can claim deduction under section 24 of Income Tax Act. Under this
section you can claim a deduction of maximum Rs. 1,50,000 per annum.
People taking a home loan for
their first property can claim an additional deduction of Rs. 1,00,000 on the
interest part of their EMI. To qualify for this deduction, the following
conditions needs to be met:
·
You should be buying your first property.
·
The loan should be sanctioned between april 1,
2013 to march 31, 2014.
·
Value of the residential property should not
exceed Rs. 40,00,000.
·
Loan amount sanctioned should not be more than
Rs. 25,00,000.
You can claim deduction under
sec.24 on interest payment for your second (or third, fourth) property. In this
case, there is no cap of Rs. 1,50,000 per annum. You can claim deduction on
entire interest part of your EMI. However, the deduction on principal part
(under sec. 80C) is not available is this case.
If you have an owned house but
need to stay in a rented house in another city because of your job, you can
still claim all deductions on your home loan – both principle part under
section 80C and interest part under section 24.
Tax deductions for rent
Tax exemption on rent payments
can be claimed under Housing Rent Allowance part of your salary under sec.
10(13A) of Income Tax Act.
The amount that you can claim
as deduction should be the minimum of following three amounts:
·
Actual house rent allowance received in your
salary.
·
50% of the ‘Basic’ + ‘Dearness Allowance’
component of your salary.
·
Actual rent paid minus 10% of the ‘Basic’ +
‘Dearness Allowance’ component of your salary.
You cannot claim exemption
under HRA if you are not paying rent-meaning if you are staying in your own
house.