Italy tax residence · New residents

Italy Flat Tax Regime for New Residents

Italy lets qualifying new residents replace ordinary tax on all foreign-source income with a fixed annual sum: €300,000 for those who move from 1 January 2026, for up to fifteen years. There is also a 7% regime for foreign pensioners moving to the South, and a partial exemption for people who come to Italy to work. This page explains each one as the law stands today — figures, conditions, and the cases where the regime is not worth it.

€300,000per year, all foreign income
15years maximum
9 of 10years non-resident before moving
€50,000per family member added

Figures verified 9 September 2026 · Law no. 199 of 30 December 2025 (Budget Law 2026) · Law no. 34/2026 · Decree-Law no. 38/2026

Is the lump sum worth it for you?

Compares the €300,000 substitute tax with an estimate of ordinary Italian tax on the same foreign income. Rough, by design: see the note.
€1,500,000
Ordinary tax, est.
€—
Lump sum
€300,000
Investment income (dividends, interest, most capital gains) is estimated at the Italian 26% substitute rate. Other income at the IRPEF brackets (23% to €28,000, 35% to €50,000, 43% above) plus about 2.5% of regional and municipal surcharges. Treaty credits, the wealth taxes the regime removes, and your home-country tax are not included. A first orientation, not advice.
Article 24-bis of the Italian Income Tax Code

The €300,000 lump-sum regime, and how it got there

Introduced in 2017 at €100,000, doubled in August 2024, and raised again by the 2026 Budget Law. The amount that applies to you is fixed by the year you transfer your tax residence — not by the year you read this.

The regime is a substitute tax: instead of declaring foreign-source income and paying Italian progressive rates on it, you pay one fixed sum per year and the foreign income is settled. Italian-source income — a salary from an Italian employer, rent from an Italian flat, an Italian business — is taxed in the ordinary way, alongside.

It lasts up to fifteen tax years. You can leave earlier by revoking the option; you also lose it if a yearly payment is missed. Once revoked or lost, it cannot be taken up again.

Family members — spouse, children, parents and the other relatives listed in Article 433 of the Civil Code — can be brought in for a further €50,000 each per year, provided they meet the same non-residence test.

The transitional rules matter

The increases were not retroactive. Someone who transferred residence before 11 August 2024 continues at €100,000; between 11 August 2024 and 31 December 2025, at €200,000. The €300,000 figure applies to transfers from 1 January 2026. If you are already in Italy under the earlier amount, nothing changes for you — which is also why a person planning a move should understand exactly which date fixes the amount.

2017 – 10 August 2024
€100,000

Law no. 232/2016. Family members €25,000. Still applies to those who transferred residence in this period.

11 August 2024 – 31 December 2025
€200,000

Decree-Law no. 113/2024. Family members €25,000. Applies to transfers in this window.

From 1 January 2026
€300,000

Law no. 199 of 30 December 2025 (Budget Law 2026). Family members €50,000. This is the regime for anyone moving now.

Eligibility

Who qualifies — and who does not

Non-resident in Italy for 9 of the last 10 years

The test is tax residence, counted over the ten tax years before the option. One year in Italy within the decade is tolerated; two are not. Italian citizens who have lived abroad qualify like anyone else.

Actually transferring tax residence to Italy

Registration with the municipal population registry and a real centre of life here. The regime is claimed in the tax return for the first year of residence, and can be confirmed in advance through a ruling request to the Revenue Agency.

Any nationality, any visa route

The regime is a tax rule, not an immigration one. Non-EU nationals typically combine it with the Investor Visa or the Elective Residence Visa, which give the right to live in Italy; the flat tax then governs how foreign income is taxed once resident.

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Not with the inbound-workers regime

Since Decree-Law no. 38/2026 the lump sum cannot be combined with the inbound-workers exemption described below. One or the other.

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Not for gains on qualified shareholdings in the first five years

Capital gains on qualified participations realised in the first five years of the regime are excluded and taxed in the ordinary way — a rule aimed at people who move to sell a company.

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Not worth it below a threshold

On the rate alone, €300,000 beats ordinary Italian tax above roughly €1.15 million a year of investment income (taxed at 26%) or €650,000–700,000 of income taxed at progressive rates. Below those levels ordinary taxation with treaty relief may cost less — unless the wealth-tax, monitoring and inheritance-tax exemptions tip the balance. The estimator above shows where you stand.

Scope

What the lump sum covers, and what it does not

Covered: all income produced outside Italy — dividends, interest, capital gains (with the five-year exception above), foreign rental income, foreign pensions, foreign employment or business income, royalties. You may also exclude one or more countries from the regime, so that income from those countries is taxed ordinarily and treaty credits remain available there — useful where a source country withholds tax that would otherwise be lost.

Also included: exemption from the Italian wealth taxes on foreign real estate and financial assets (IVIE and IVAFE); no obligation to report foreign assets in the tax-monitoring section of the return; and exemption from inheritance and gift tax on assets held abroad for the duration of the regime.

Not covered: Italian-source income of any kind, which is taxed at ordinary rates. Buying a home in Italy is not affected by the regime one way or the other; renting it out is Italian-source income.

A note for US citizens

The United States taxes its citizens on worldwide income wherever they live. Moving to Italy under the lump sum does not change that, and whether the Italian substitute tax can be credited against US tax is a question for your US adviser, not an Italian one. We work alongside US CPAs on this point and will not pretend the answer is simple.

Why people choose it even when the arithmetic is close. The lump sum is not only a rate: it is certainty. No annual valuation of foreign holdings, no monitoring forms, no inheritance-tax exposure on assets abroad, and a fixed number to plan around for fifteen years. For families with complex structures, the compliance saved is often worth more than the tax difference.
Article 24-ter

The 7% regime for foreign pensioners moving to the South

A different regime for a different person: a retiree with a foreign pension who settles in a smaller town in one of eight southern regions pays 7% on all foreign-source income — not only the pension — for the year of transfer and the nine following years.

Where

A municipality of up to 30,000 inhabitants

In Sicily, Calabria, Sardinia, Campania, Basilicata, Abruzzo, Molise or Puglia. The limit was raised from 20,000 to 30,000 by Law no. 34/2026 (Article 26), in force since 7 April 2026 — which opened a number of provincial towns that were previously excluded. Certain municipalities in the Central Italy earthquake areas are also eligible under the annexes to Decree-Law no. 189/2016.

Conditions

A foreign pension, and five years abroad

  • Holder of a pension paid by a foreign entity
  • Not tax resident in Italy in the five tax years before the option
  • Moving from a country with an administrative-cooperation agreement with Italy (the United States qualifies)
  • Same extras as the lump sum: no IVIE/IVAFE, no monitoring forms, countries can be excluded

The 7% regime is often the better fit for an American retiree with a pension and investment income in the low-to-mid six figures: at that level the lump sum is far too expensive, while 7% on everything, in a town in Puglia or Sicily, is hard to beat. The constraint is geographic and real — the residence has to be there, not in Rome or Florence — and the population threshold is checked against the official census figure.

Legislative Decree no. 209/2023, Article 5

Coming to Italy to work: the inbound-workers exemption

Not a flat tax but a partial exemption, for people who move to Italy to take up employment or self-employment here. It is the regime that applies to income produced in Italy — the opposite of the two above.

How much
50%of Italian employment or self-employment income exempt

Up to €600,000 of income per year. Where the worker moves with a minor child, or a child is born or adopted during the period, the exemption rises to 60%.

How long
5tax years

The year of transfer and the four following years.

Conditions
  • Not tax resident in Italy in the three previous tax years — longer where you keep working for the same employer or group
  • Commitment to remain tax resident for at least four years
  • Work performed mainly in Italy
  • High qualification or specialisation requirements
It cannot be combined with the lump sum. Decree-Law no. 38/2026 expressly excludes cumulating the inbound-workers regime with the other preferential regimes, including the €300,000 one. A person with both a large foreign portfolio and an Italian executive role has to choose — and the choice depends on which income is larger.
Side by side

Three regimes, one table

Lump sum · Art. 24-bis 7% pensioners · Art. 24-ter Inbound workers · D.Lgs. 209/2023
Who it is for Anyone with substantial foreign income moving to Italy Foreign pensioners settling in the South People moving to Italy to work here
What is taxed how All foreign income: €300,000 fixed per year (€50,000 per family member) All foreign income: 7% Italian work income: 50% exempt (60% with a minor child), up to €600,000
Duration Up to 15 years Year of transfer + 9 years Year of transfer + 4 years
Prior non-residence 9 of the previous 10 years Previous 5 years Previous 3 years (more if same employer or group)
Where you can live Anywhere in Italy Municipality ≤ 30,000 inhabitants in 8 southern regions, or listed earthquake-area municipalities Anywhere in Italy
Italian-source income Ordinary rates Ordinary rates This is the income the regime applies to
IVIE / IVAFE, monitoring Exempt Exempt Ordinary rules
Inheritance and gift tax on foreign assets Exempt during the regime Ordinary rules Ordinary rules
Can be combined with Not with inbound workers (D.L. 38/2026) Not with the lump sum
Typical visa route Investor Visa · Elective Residence Visa Elective Residence Visa Work visa · EU Blue Card · Digital Nomad Visa
Process

How the option is exercised

The regime is not applied for at a counter. It is elected in your tax return — but the decisions that make it work are taken months before.

Check the residence history

Ten years of tax residence reconstructed and documented. This is where most eligibility problems surface, and where they are cheapest to solve.

Ruling, if you want certainty

A ruling request to the Revenue Agency confirms eligibility before you move. It is optional; for a decision of this size we usually recommend it.

Move, and become resident

Registration with the municipality, a home, a real centre of life. The visa that gets you here is a separate procedure, handled in parallel.

Elect in the first return, pay each year

The option is exercised in the tax return for the first year of residence and the substitute tax is paid by the ordinary balance deadline, every year, for as long as you stay in the regime.

At this level the regime is rarely only a tax decision. It usually arrives with a house to buy, a will drafted under another country’s law, and assets that will one day pass to heirs in two jurisdictions. Where that is the picture we take the whole file as a private client mandate, not the election on its own.

Questions we are asked

Before you decide

I moved to Italy in 2025. Do I now owe €300,000?

No. The amount is fixed by the year of transfer. Transfers between 11 August 2024 and 31 December 2025 remain at €200,000; transfers before 11 August 2024 remain at €100,000. The €300,000 figure applies to people who transfer tax residence from 1 January 2026.

Does the flat tax give me the right to live in Italy?

No. It is a tax regime. The right to reside comes from your citizenship or from a visa and residence permit — for most of our clients the Investor Visa or the Elective Residence Visa. The two procedures run in parallel and we handle both.

Can I keep some countries outside the regime?

Yes. The law allows you to exclude one or more jurisdictions, so that income from those countries is taxed ordinarily and treaty relief stays available there. It is a decision to make with the numbers in hand, because it cannot be changed casually afterwards.

Is the lump sum worth it if my foreign income is €400,000?

Usually not. Ordinary Italian tax on €400,000 would be well under €300,000 — around €104,000 if it is investment income at 26% — and treaty credits may reduce it further. On the rate alone the regime pays for itself above roughly €1.15 million of investment income, or €650,000–700,000 of income taxed at progressive rates; earlier where the compliance, wealth-tax and inheritance-tax savings matter more than the rate. The estimator at the top gives a first orientation.

I am retired with a US pension and some investment income. Which regime?

Almost always the 7% regime, if you are prepared to live in a municipality of up to 30,000 inhabitants in one of the eight southern regions. At typical retirement income levels the €300,000 lump sum is far too expensive; 7% on everything is hard to improve on.

Can my spouse and children join?

Under the lump sum, yes — family members listed in Article 433 of the Civil Code, at €50,000 each per year (€25,000 for those who joined a regime started before 2026), each meeting the same non-residence test. The 7% and inbound-workers regimes are individual.

What happens if I leave Italy after a few years?

You simply stop being tax resident and the regime ends with your residence. There is no exit charge specific to the regime. Inheritance-tax exemption on foreign assets lasts only while you are in it.

Does the regime cover income I earn in Italy?

No. Italian-source income — salary from an Italian employer, an Italian business, rent from an Italian property — is taxed at ordinary rates, alongside the lump sum. If most of your income will be earned in Italy, look at the inbound-workers exemption instead; the two cannot be combined.

Written and maintained by Marco Bersani, Avvocato (Bar of Verona), Abogado ejerciente (Bar of Madrid), founding partner of Bersani Law Firm & Partners, Verona. Figures verified 9 September 2026 against:
  • Article 24-bis of Presidential Decree no. 917/1986 (TUIR), as amended by Law no. 199 of 30 December 2025 (Budget Law 2026) — €300,000 and €50,000 for transfers from 1 January 2026; Decree-Law no. 113/2024 — €200,000 for transfers from 11 August 2024.
  • Article 24-ter TUIR, as amended by Article 26 of Law no. 34/2026 — population threshold raised to 30,000 from 7 April 2026.
  • Article 5 of Legislative Decree no. 209/2023 — inbound-workers regime; Decree-Law no. 38/2026 — no cumulation with the lump-sum regime.
This page provides general information on Italian tax law and does not constitute tax or legal advice. Whether a regime applies, and whether it is advantageous, depends on your residence history, the nature and source of your income, and the tax rules of your home country.
Free assessment

Find out which regime fits your numbers — and which visa gets you here

Tell us where you have lived in the last ten years, roughly what your foreign income looks like, and whether you are retired or still working. We will tell you which regime applies, what it would cost, and whether it is worth it.

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  • Read by an Italian lawyer
  • Every message is answered

Still deciding how to move? See the Investor Visa for Italy or the Elective Residence Visa.

Please, write it correctly – or it will be impossible to reply to you back.

I moved to Italy in 2025. Do I now owe €300,000?

No. The amount is fixed by the year of transfer. Transfers between 11 August 2024 and 31 December 2025 remain at €200,000; transfers before 11 August 2024 remain at €100,000. The €300,000 figure applies to people who transfer tax residence from 1 January 2026.

Does the flat tax give me the right to live in Italy?

No. It is a tax regime. The right to reside comes from your citizenship or from a visa and residence permit — for most of our clients the Investor Visa or the Elective Residence Visa. The two procedures run in parallel and we handle both.

Please, write it correctly – or it will be impossible to reply to you back.
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