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Estate Tax & Data · Iowa

Iowa Estate & Inheritance Tax

Does Iowa tax what you leave behind? In 2026 the state has no state estate tax and no inheritance tax. This page lays out the detail — thresholds, rates, and the probate basics — with every figure cited to Iowa’s own statute or department of revenue.

At a glance

State estate taxNo
Estate top rate
Inheritance taxNo
Small-estate ceiling$50,000Iowa Code § 633.356 · 2026
TOD deed for real estateNot availableIowa Code ch. 633D — TOD security registration only (no real-property TOD deed) · 2026
Community-property stateNo

Estate tax

Iowa does not levy its own estate tax. An estate here is subject only to the federal estate tax, which most estates never owe — the federal exclusion is measured in the millions. See the federal lifetime exemption for how that works.

Inheritance tax

Iowa has no inheritance tax — beneficiaries are not taxed on what they receive by the state. Iowa's inheritance tax is fully repealed for deaths on or after January 1, 2025. Under 2021 legislation (SF 619) the rates were phased down across 2021–2024 and then eliminated; the Department of Revenue states the tax "is not applicable for deaths occurring on or after 1/1/25." Iowa now imposes no death tax of any kind for deaths in 2025 and later (the old inheritance tax, Iowa Code ch. 450, still governs earlier deaths).

Probate basics

Iowa allows distribution by affidavit when personal property is $50,000 or less and there is no real property (Iowa Code § 633.356), and a simplified small-estate court administration when gross probate assets do not exceed $200,000 (Iowa Code ch. 635).

Iowa is a common-law (separate-property) state for ownership between spouses. A transfer-on-death deed for real estate is Not available Iowa Code ch. 633D — TOD security registration only (no real-property TOD deed) · 2026. The probate deadlines for this state — filing the will, the creditor-claim window, the inventory — are cited in the Executor & Heir’s Guide.

State-specific quirks

No death tax at all as of 2025

Iowa has no estate tax (gone for deaths on or after January 1, 2005) and, following the 2025 repeal, no inheritance tax. For any Iowa decedent dying in 2025 or later there is no state-level death tax — though the old inheritance tax still applies to earlier deaths.

Two small-estate tracks

Distribution by affidavit under Iowa Code § 633.356 needs personal property of $50,000 or less and no real property; simplified small-estate court administration under Iowa Code ch. 635 is available up to $200,000 of gross probate assets. Match the asset mix to the right track.

No real-property TOD deed

Iowa has not enacted a transfer-on-death (beneficiary) deed for real estate. Its only TOD statute (Iowa Code ch. 633D) covers securities, so passing Iowa real estate outside probate usually relies on joint tenancy or a revocable trust.

Sources & methodology

Methodology & sources

Every tax figure on this page links to the primary source it was verified against — a Iowa statute or department-of-revenue page — with that source’s own effective date. Aggregator round-ups are never used as a source. State death and probate law changes every legislative session; this page carries the date it was last re-verified, and any figure that could not be confirmed from a primary source is flagged for you to check with the state rather than guessed. See our editorial standards.

This page is educational and is not legal or tax advice. Whether a death tax applies turns on residency, where property sits, and how title is held — details a general page cannot resolve. Confirm your own situation with a professional licensed in Iowa.

Last verified July 20, 2026.