FIRPTA WITHHOLDING CALCULATOR

When a foreign person sells a U.S. real property interest, § 1445 of the Internal Revenue Code requires the buyer (acting as withholding agent) to withhold a percentage of the amount realized at closing. This calculator computes the withholding due at the standard rates and at the reduced rates available for personal-residence transactions, and the effect of an IRS-issued withholding certificate authorizing reduced withholding under § 1445(c)(3).

Amount realized for FIRPTA purposes generally equals the sum of cash received, fair market value of other property received, and liabilities assumed by the buyer.
The personal-residence reduced rates require the buyer to use the property as a personal residence and to provide a written affidavit to that effect.

Withholding Calculation

Amount realized
Applicable withholding rate
Required withholding (held by buyer / closing agent)
Estimated net to seller at closing
HOW THIS CALCULATION WORKS

FIRPTA withholding under § 1445 applies as follows:

  • Default rate: 15% of the amount realized.
  • Personal residence reduced rates (§ 1445(b)(5)): If the property is acquired by the buyer for use as a residence and the amount realized is $300,000 or less, withholding is reduced to 0%; if $300,001 to $1,000,000, withholding is reduced to 10%; above $1,000,000, the full 15% applies. The buyer must furnish a signed affidavit of intended personal use.
  • Withholding certificate (§ 1445(c)(3)): The seller may apply to the IRS on Form 8288-B for a certificate authorizing reduced (or zero) withholding based on the seller’s estimated U.S. tax liability on the sale. If issued before closing, the certificate rate applies; if pending at closing, withheld funds are held in escrow until the IRS rules.
  • Exemptions: Withholding does not apply to transactions in which the seller furnishes a non-foreign affidavit (the seller is a U.S. person), in which the seller is a qualifying entity, or in which the property is acquired by certain governmental units. The buyer should not rely on a non-foreign affidavit without verification.

The withholding amount is reported on Form 8288 and remitted to the IRS within 20 days of the closing. The seller receives a Form 8288-A and claims the withheld amount as a credit on the seller’s U.S. income tax return.

Important. The FIRPTA withholding obligation is the buyer’s personal liability, not the seller’s. Buyers and closing agents should not rely on representations about foreign-or-not-foreign status without verification. The withholding-certificate process under § 1445(c)(3) is fact-driven and document-intensive; certificates are routinely issued at rates well below 15% for sales producing modest gain or loss, but applications must be filed sufficiently in advance of closing or the closing will proceed at the default rate. State-level withholding may apply in addition to federal FIRPTA withholding (e.g., Florida and several other states have their own non-resident seller withholding regimes). This calculator does not address state withholding, depreciation recapture, foreign tax credit interactions, or partnership-level FIRPTA mechanics under § 1446(f).

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The calculations above are based on simplified assumptions. To discuss your specific situation with the firm, contact us directly.

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