Relocating · Insights

Florida Taxes When You Move: The Real Picture

By Arthur Simpson — Florida Attorney, Broker & CIPS

Florida's tax climate is one of the top reasons people move here. But "no income tax" is only part of the story. Here is what actually changes for your wallet when you relocate.

No state personal income tax

Florida levies no state income tax on wages, retirement income, Social Security, or investment income. For people moving from high-tax states, this alone can be worth thousands a year — and it is a big driver of Florida relocations.

Property taxes & homestead

You will pay property taxes (set locally), but Florida's homestead exemption and Save Our Homes cap can substantially reduce them on your primary residence. File with the county property appraiser once Florida is your permanent home.

Sales tax & no estate tax

Florida has a state sales tax (counties add a little on top), and notably no state estate or inheritance tax — another reason it is attractive for retirees and for passing on wealth.

Make your residency official

To get the tax benefits — and protect yourself if your old state comes asking — you need to genuinely establish Florida residency. That is more than buying a home; it is a checklist worth doing right.

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Frequently asked questions

Does Florida tax retirement income or Social Security?
No. Florida has no state income tax, so retirement income, Social Security, pensions, and investment income are not taxed at the state level. Federal tax rules still apply.
Does Florida have an estate or inheritance tax?
No. Florida has no state estate tax and no inheritance tax, which is one reason it is popular with retirees and for passing wealth to heirs.
Do I still pay property tax in Florida?
Yes, property taxes are local. But the homestead exemption and the Save Our Homes assessment cap can significantly lower what you pay on your primary residence.
How do I qualify for Florida's tax benefits after moving?
You must genuinely establish Florida as your permanent residence (domicile) — driver's license, voter registration, declaration of domicile, homestead, and cutting ties to your old state. Doing it properly protects you if your former state challenges your residency.

Keep reading: How Much Does It Cost to Sell a House in Florida? · Florida Homestead Exemption: How to Lower Your Property Taxes · Buying a Beachside Home in Volusia County: What to Know · All insights →

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About the author — Arthur Simpson

Arthur is a Florida attorney, licensed real estate broker, and Certified International Property Specialist (CIPS), and a member of the Real Property and International Law Sections of The Florida Bar. He founded Simpson & Simpson Realty to give Volusia & Flagler families — and buyers from around the world — a brokerage with a real estate attorney's eye on every deal. Meet Arthur & the family →