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What is the 25% depreciation recapture tax rate?

Home Buyingintermediate3 answers · 6 min readUpdated February 28, 2026

Quick Answer

The 25% depreciation recapture rate is a special federal tax rate that applies to all depreciation claimed on real estate when you sell. It's higher than most long-term capital gains rates (0%, 15%, 20%) but lower than ordinary income rates (up to 37% in 2026).

Best Answer

RK

Robert Kim, Tax Return Analyst

Best for people who converted their primary residence to rental property and are now selling

Top Answer

Understanding the 25% depreciation recapture rate


The 25% depreciation recapture rate is a special federal tax rate that applies specifically to the portion of your gain from selling real estate that represents depreciation you claimed (or could have claimed) during ownership. This rate sits between the preferential long-term capital gains rates and ordinary income tax rates.


How the 25% rate compares to other tax rates


For 2026 tax year, here's how the 25% recapture rate compares:


  • Long-term capital gains: 0%, 15%, or 20% (based on income)
  • Depreciation recapture: 25% flat rate
  • Ordinary income: 10% to 37% (based on income and filing status)
  • Net Investment Income Tax: Additional 3.8% for high-income taxpayers

  • Why 25% specifically?


    The 25% rate was established by Congress as a compromise — it's higher than capital gains rates (since depreciation deductions reduced your ordinary income at higher rates) but lower than full ordinary income rates (providing some tax benefit for real estate investment).


    Example: Former primary residence converted to rental


    Let's say you bought your home for $300,000 in 2018, lived in it for 3 years, then converted it to rental property in 2021. You sell it in 2026 for $450,000:


    Depreciation calculation:

  • Building value (85% of $300,000): $255,000
  • Annual depreciation: $255,000 ÷ 27.5 = $9,273
  • Depreciation claimed (2021-2025): $9,273 × 5 = $46,365

  • Tax calculation on sale:

  • Sale price: $450,000
  • Adjusted basis: $300,000 - $46,365 = $253,635
  • Total gain: $450,000 - $253,635 = $196,365
  • Depreciation recapture: $46,365 × 25% = $11,591
  • Remaining gain: $196,365 - $46,365 = $150,000

  • Since this was your primary residence for 2 of the last 5 years, you can exclude $250,000 of the capital gains portion (but not the recapture):

  • Capital gains after exclusion: $150,000 - $150,000 = $0
  • Total federal tax owed: $11,591 (just the recapture)

  • Rate comparison table



    Important exceptions to the 25% rate


  • Lower marginal rate: If your marginal tax rate is below 25%, recapture is taxed at your ordinary rate instead
  • Section 1245 property: Equipment and personal property face full ordinary income recapture (up to 37%)
  • Unrecaptured Section 1250 gains: Only applies to real property (buildings), not land

  • State tax considerations


    Most states that have income tax will also tax depreciation recapture, typically at their ordinary income rates. This can add 3-13% to your total tax bill depending on your state.


    High-tax state example (California):

  • Federal recapture tax: 25%
  • California tax: 9.3% - 13.3%
  • Combined rate: 34.3% - 38.3%

  • Planning strategies around the 25% rate


  • 1031 exchanges: Completely defer recapture tax by exchanging into like-kind property
  • Installment sales: Spread recapture tax over multiple years to potentially stay in lower brackets
  • Timing: Consider the impact of other income in the sale year
  • Charitable strategies: For high-value properties with substantial recapture

  • What you should do


    Before selling depreciated real estate, calculate your recapture tax using the 25% rate (or your marginal rate if lower). This helps you price the sale appropriately and consider tax-deferral strategies.


    Use our refund estimator to model different scenarios and our return scanner to verify the total depreciation you've claimed over the years.


    Key takeaway: The 25% depreciation recapture rate applies to all claimed depreciation on real estate sales — it's often higher than capital gains rates but can be deferred through strategic planning like 1031 exchanges.

    *Sources: [IRS Section 1(h)(1)(D)](https://www.law.cornell.edu/uscode/text/26/1), [IRS Publication 544](https://www.irs.gov/pub/irs-pdf/p544.pdf)*

    Key Takeaway: The 25% depreciation recapture rate applies to all claimed depreciation on real estate sales — it's often higher than capital gains rates but can be deferred through strategic planning like 1031 exchanges.

    2026 Tax rates comparison for different types of investment gains

    Tax TypeRate RangeApplies To
    Long-term capital gains0%, 15%, 20%Stocks, bonds, real estate appreciation
    Depreciation recapture25% (flat rate)Real estate depreciation claimed
    Section 1245 recapture10% - 37%Equipment, personal property depreciation
    Ordinary income10% - 37%Wages, business income, short-term gains
    Net Investment Income Tax3.8%High-income taxpayers (additional)

    More Perspectives

    MW

    Michelle Woodard, Tax Policy Analyst

    Best for investors with multiple properties seeking to optimize their tax strategy

    Strategic implications of the 25% rate for investors


    For real estate investors, the 25% depreciation recapture rate significantly impacts portfolio strategy and exit planning. Unlike capital gains, which can be offset by losses, depreciation recapture is unavoidable when you sell.


    Rate arbitrage opportunities


    The fixed 25% rate creates planning opportunities when your marginal tax rate fluctuates:


    High-income years: If you're in the 32% or 37% bracket, paying 25% recapture may be better than continuing to depreciate at higher rates


    Low-income years: If you're temporarily in the 12% or 22% bracket, recapture at 25% becomes more expensive than your ordinary rate


    Commercial vs. residential property


    The 25% rate applies differently depending on property type:


  • Residential rental (Section 1250): Straight-line depreciation recaptured at 25%
  • Commercial property improvements: May involve both Section 1250 (25%) and Section 1245 (ordinary rates up to 37%)
  • Cost segregation components: Personal property elements recaptured at ordinary rates

  • Multi-generational planning


    The 25% rate makes the "step-up in basis" at death particularly valuable for real estate. Heirs receive property at fair market value, eliminating accumulated depreciation recapture entirely.


    Estate planning consideration:

  • Lifetime sale: Pay 25% recapture + capital gains
  • Hold until death: Heirs get stepped-up basis, no recapture

  • Advanced strategies


    Opportunity Zones: Rolling depreciation recapture into Qualified Opportunity Zone investments can defer and potentially reduce recapture taxes


    Delaware Statutory Trusts: For 1031 exchanges, DSTs can help manage recapture across multiple investors


    Key takeaway: The fixed 25% recapture rate creates both constraints and opportunities for real estate investors — sophisticated planning can minimize its impact while building long-term wealth.

    Key Takeaway: The fixed 25% recapture rate creates both constraints and opportunities for real estate investors — sophisticated planning can minimize its impact while building long-term wealth.

    RK

    Robert Kim, Tax Return Analyst

    Best for heirs who inherited rental property and want to understand their tax situation

    How the 25% rate affects inherited property


    When you inherit rental property, you generally receive a "stepped-up basis" equal to the property's fair market value at the date of death. This eliminates the depreciation recapture that the deceased owner would have faced.


    The step-up advantage


    This is one of the most powerful tax benefits in the code:


    Example:

  • Deceased owner's adjusted basis: $150,000 (after $80,000 depreciation)
  • Fair market value at death: $400,000
  • Your inherited basis: $400,000 (stepped-up)
  • Depreciation recapture eliminated: $80,000 × 25% = $20,000 tax savings

  • Exception: Depreciation after inheritance


    While you avoid recapture on pre-death depreciation, any depreciation you claim after inheriting the property will be subject to 25% recapture when you sell.


    Post-inheritance scenario:

  • Inherited basis: $400,000
  • You claim $30,000 depreciation over 5 years
  • Sell for $450,000
  • Your recapture: $30,000 × 25% = $7,500

  • Timing considerations for heirs


    If you plan to sell inherited rental property, consider:


    1. Immediate sale: No depreciation recapture, just capital gains on appreciation since death

    2. Hold and depreciate: Build up new recapture liability but gain rental income and tax deductions

    3. 1031 exchange: Can defer taxes while building real estate portfolio


    State law variations


    Some states don't provide full step-up in basis, which can affect your depreciation recapture calculation. Always consult local tax professionals for inherited property.


    Key takeaway: Inherited rental property gets a "free pass" on the deceased owner's depreciation recapture, but any depreciation you claim as heir will face the 25% rate when you sell.

    Key Takeaway: Inherited rental property gets a "free pass" on the deceased owner's depreciation recapture, but any depreciation you claim as heir will face the 25% rate when you sell.

    Sources

    depreciation recapturetax ratesreal estatesection 1250

    Reviewed by Robert Kim, Tax Return Analyst on February 28, 2026

    This content is for educational purposes only and is not a substitute for professional tax advice. Consult a qualified tax professional for advice specific to your situation.