Tax Planning
11 min read
September 20, 2024

Property Sale Tax: Long-term vs Short-term Capital Gains Explained

Minimize your tax liability on property sale with proper planning

Written by

CA Ashama Rajawat

Understanding Capital Gains on Property

When you sell a property for more than its purchase price, the profit is called Capital Gains. The tax you pay depends on how long you held the property.

Short-term Capital Gains (STCG)
Property held for less than 24 months
30%+ Cess
Higher Tax Rate
Long-term Capital Gains (LTCG)
Property held for 24 months or more
20%with indexation
Lower Tax Rate

What is Indexation?

Indexation adjusts the purchase price for inflation using Cost Inflation Index (CII) published by the government. This reduces your taxable gains significantly!

Example: Power of Indexation
See how indexation reduces your tax liability

Purchase (2015)

₹50L

Sale (2024)

₹1.2cr

Without Indexation:

Gain: ₹1.2cr - ₹50L = ₹70 lakh

Tax @ 20%: ₹14 lakh

With Indexation:

Indexed Cost: ₹50L × (363/254) = ₹71.5 lakh

Gain: ₹1.2cr - ₹71.5L = ₹48.5 lakh

Tax @ 20%: ₹9.7 lakh

How to Save Tax on Property Sale

Section 54: Buy Another House
Full exemption on reinvestment in residential property

Full exemption if you:

  • Buy a residential house 1 year before or 2 years after sale
  • Or construct a house within 3 years of sale
  • Invest capital gains amount (no limit on property value)
  • Don't sell new house for 3 years
Section 54EC: Invest in Bonds
Exemption through specified bond investments

Exemption on investment in:

  • NHAI (National Highways Authority) bonds
  • REC (Rural Electrification Corporation) bonds
  • Max ₹50L
    Maximum investment limit
  • 5 Years
    Lock-in period
  • ~5.25% p.a.
    Interest rate
Section 54F: Buy House (Sell Other Assets)
For sale of land/plot, not residential house

If you sell land/plot (not a house):

  • Invest entire sale proceeds (not just gains)
  • Buy one residential house property
  • Should not own more than one house on sale date
Capital Gains Account Scheme (CGAS)
Park your gains temporarily

Can't find property immediately?

  • Deposit capital gains in CGAS account
  • Use it later to buy/construct property
  • Maintains eligibility for exemption

Calculation Example

Complete Tax Calculation

Sale Price: ₹1,50,00,000

Less: Transfer expenses: ₹1,00,000

Net Sale: ₹1,49,00,000

Purchase Price (2010): ₹30,00,000

Indexed Cost (CII 363/167): ₹65,33,000

Improvement Cost (2018): ₹5,00,000

Indexed Improvement (CII 363/280): ₹6,48,000

Total Indexed Cost: ₹71,81,000

LTCG: ₹77,19,000

Tax @ 20%: ₹15,43,800

Important Points

Multiple Owners

Each co-owner can claim exemption separately based on their share

Inherited Property

Holding period includes previous owner's period. Use original purchase date for indexation

Gift Property

Similar to inherited property for tax calculation purposes

Conclusion

Proper planning before selling property can save you lakhs in taxes. Consider indexation benefits, evaluate reinvestment options under Section 54/54EC/54F, and always maintain proper documentation.

Planning to Sell Property?

Get expert tax planning advice to minimize your capital gains tax liability