Taxation of Foreign Investors

Definition: The federal and state tax obligations applicable to foreign nationals who invest in Florida real estate, including FIRPTA withholding, income tax on rental income, estate tax exposure, and the lack of Florida state income tax.

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Taxation of Foreign Investors in Florida Real Estate

Foreign investor taxation: FIRPTA (IRC 1445): buyer withholds 15% of gross sale price. Exceptions: 0% ($300K residence), 10% ($300K-$1M residence), 15% all other. FL: no state income tax. Property tax: same as residents. Rental: US federal tax (elect net income at regular rates). Estate tax: $60K exemption only (vs. a much larger exemption for citizens); up to 40%. Planning: foreign corporation, treaty, or life insurance.

FIRPTA

Ongoing Taxes

Estate Tax

Related Terms

Barnes Walker Real Estate

Barnes Walker’s attorneys advise foreign investors in Florida RE. Request a legal inquiry for assistance.

Florida Law Reference

26 U.S.C. § 1445 (FIRPTA); Fla. Stat. § 196.031

FIRPTA requires withholding of 15% of the gross sales price when a foreign person sells U.S. real property. Florida also imposes additional requirements for nonresident sellers.

Reviewed by the attorneys at Barnes Walker, Goethe, Shea & Robinson, PLLC

Disclaimer: The information and opinions provided are for general educational, informational or entertainment purposes only and should not be construed as legal advice or a substitute for consultation with a qualified attorney. Any information that you read does not create an attorney-client relationship with Barnes Walker, Goethe, Shea & Robinson, PLLC, or any of its attorneys. Because laws, regulations, and court interpretations may change over time, the definitions and explanations provided here may not reflect the most current legal standards. The application of law varies depending on your particular facts and jurisdiction. For advice regarding your specific situation, please contact one of our Florida attorneys for personalized guidance.

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