Florida Tax Guide 2026: No Income Tax State Benefits & Costs

Florida has no state income tax — one of only 9 states where you keep 100% of your income from state taxes.

Florida Tax Overview

Tax Type Rate
State income tax None
Capital gains tax None
Estate tax None
Property tax 0.80% average
Sales tax 6% state (+ up to 2.5% local)

States With No Income Tax

State Other Tax Considerations
Florida Moderate property/sales tax
Texas High property tax (1.60%)
Nevada Higher sales tax
Washington No income, but high sales tax
Wyoming Low overall taxes
Alaska No income or sales tax
South Dakota Low overall taxes
New Hampshire Dividends/interest only
Tennessee No income tax

Florida offers a balanced no-income-tax package with moderate other taxes.

How Much You Save With No Income Tax

Income CA Tax Saved NY Tax Saved IL Tax Saved
$75,000 $3,586 $4,125 $3,713
$100,000 $5,911 $5,750 $4,950
$150,000 $10,561 $9,344 $7,425
$200,000 $15,211 $13,188 $9,900
$300,000 $24,511 $21,750 $14,850
$500,000 $49,511 $42,438 $24,750
$1,000,000 $110,561 $99,688 $49,500

High earners save significant money moving to Florida.

Florida Property Tax

Metric Value
Average effective rate 0.80%
Median home value $330,000
Median annual tax $2,640
National average 0.99%

Property Tax by County

County Average Rate On $400K Home
Miami-Dade 0.97% $3,880
Broward (Ft. Lauderdale) 1.08% $4,320
Palm Beach 1.02% $4,080
Hillsborough (Tampa) 0.98% $3,920
Orange (Orlando) 0.92% $3,680
Duval (Jacksonville) 0.89% $3,560
Pinellas (St. Pete) 0.87% $3,480
Lee (Fort Myers) 0.85% $3,400
Monroe (Keys) 0.63% $2,520

Florida Homestead Exemption

Exemption Amount
Standard homestead Up to $50,000
First $25,000 All property taxes
$25,001-$50,000 Non-school taxes only
Additional senior exemption $50,000 (some counties)
Disabled veteran Full exemption

Save Our Homes Cap: After homestead, assessed value increases limited to 3% per year (or CPI, whichever is less).

How to File for Homestead

  1. Be a Florida resident as of January 1
  2. Own property as primary residence
  3. File by March 1 with county property appraiser
  4. Provide ID and proof of residency

Florida Sales Tax

Item Rate
State sales tax 6.00%
Local additions 0-2.5%
Total range 6.0-8.5%

Sales Tax by Area

Location Total Rate
Miami-Dade 7.0%
Orlando (Orange County) 6.5%
Tampa (Hillsborough) 8.5%
Jacksonville (Duval) 7.5%
Fort Lauderdale (Broward) 7.0%

Sales Tax Exemptions

Item Exempt?
Groceries (most food) Yes
Prescription drugs Yes
Clothing No
Electronics No
Cars No (6% “doc fee”)

Florida Documentary Stamp Tax

When buying real estate:

Tax Rate
Documentary stamp (deed) $0.70 per $100
Documentary stamp (mortgage) $0.35 per $100
Intangible tax (mortgage) $0.20 per $100

Example: $400,000 home with $320,000 mortgage:

  • Deed stamps: $2,800
  • Mortgage stamps: $1,120
  • Intangible tax: $640
  • Total: $4,560

Florida Retirement Taxes

Income Source Florida Tax
Social Security Not taxed
401(k)/IRA withdrawals Not taxed
Pension income Not taxed
Investment income Not taxed
Capital gains Not taxed

Florida is one of the most tax-friendly states for retirees.

Florida Estate Tax

Florida has no state estate tax. You’ll still pay federal estate tax if your estate exceeds $13.61 million (2024).

Florida Tangible Personal Property Tax

Businesses (and some personal property) are subject to tangible personal property tax:

Item Taxable?
Business equipment Yes
Inventory No (exempt)
Boats Yes
Aircraft Yes
Household items Generally no

First $25,000 of tangible personal property is exempt.

Florida Corporate Taxes

Tax Rate
Corporate income tax 5.5%
S-Corps Pass-through (no state tax)
LLCs Pass-through (no state tax)
Franchise tax None

Florida has a corporate income tax, but pass-through entities avoid it.

Who Benefits Most From Florida’s Tax Structure?

Big Winners:

  • High-income earners (save $50,000-$100,000+ vs. CA/NY)
  • Retirees (no tax on retirement income)
  • Business owners with pass-through income
  • Investors (no capital gains tax)
  • Remote workers with FL residency

Neutral or Worse:

  • Low-income residents (pay sales tax, no earned income credit)
  • Homeowners in high-tax counties
  • Those who might use state services (less funding)

Establishing Florida Residency

To claim Florida tax benefits:

Step Details
Primary residence Own or rent in FL
Driver’s license Florida-issued
Vehicle registration Florida plates
Voter registration Register in FL
Days present 183+ days in FL
Bank accounts Florida banks

Warning: Other states (CA, NY) aggressively audit residency claims.

Cost of Living Considerations

Factor Florida vs. National
Housing costs +15-30% (varies by area)
Insurance (home) +50-100% (hurricane risk)
Insurance (car) +20-40%
Utilities Higher (AC costs)
Healthcare Average

No income tax doesn’t mean low cost — housing and insurance can offset savings.

Florida Tax Calendar

Date Action
January 1 Property values assessed
March 1 Homestead exemption deadline
April 15 Federal tax deadline
November 1 Property tax bills mailed
March 31 Property tax due

Bottom Line

Florida’s no state income tax makes it attractive for high earners, retirees, and investors. Property taxes (0.80% average) and sales taxes (6-8.5%) are reasonable. The savings can be significant — $50,000-$100,000+ annually for millionaires compared to high-tax states. However, high housing costs, expensive insurance, and other factors should be weighed against tax savings when considering a move.

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