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Guide · Salary & Deductions

Section 80CCC —
Pension Fund Deduction

Deduction for premiums paid to LIC and insurer annuity/pension plans — the ₹1.5 lakh limit, why it is shared with 80C, and why it works only in the old tax regime.

TaxClue Editorial Desk Updated 18 August 2026 5 min read 15 FAQs answered
Updated for AY 2026-27 Income-Tax Expert Reviewed Old Regime Only
Quick Answer

Section 80CCC allows a deduction of up to ₹1,50,000 for premiums paid to keep in force an annuity or pension plan of LIC or any IRDAI-registered insurer. But this ₹1.5 lakh is not extra — it sits inside the combined ₹1.5 lakh ceiling of Section 80CCE, shared with 80C and 80CCD(1). It is available to individuals only and only in the old tax regime.

Maximum ₹1.5L
Combined with 80C
New regime No
Extra via 80CCD(1B) ₹50k
The one rule that trips people up

The ₹1.5 Lakh Limit is Shared, Not Separate

The single most common mistake is treating 80CCC as a fresh ₹1.5 lakh on top of 80C. It is not. Section 80CCE caps the total of 80C + 80CCC + 80CCD(1) at ₹1,50,000 together. If your 80C investments already fill that limit, an 80CCC pension premium gives you zero extra benefit.

SectionWhat it coversLimitOld regimeNew regime
80CPF, PPF, ELSS, LIC premium, tuition, home-loan principalShared ₹1.5L (80CCE)YesNo
80CCCLIC / insurer annuity & pension plan premiumShared ₹1.5L (80CCE)YesNo
80CCD(1)Employee / self NPS contributionShared ₹1.5L (80CCE)YesNo
80CCD(1B)Additional own NPS contributionExtra ₹50,000YesNo
80CCD(2)Employer NPS contribution14% / 10% of salaryYesYes

80CCD(2) employer NPS is the only one of these that survives in the new (default) regime. Maximum combined deduction in the old regime: ₹1.5L (80CCE) + ₹50k (80CCD(1B)) = ₹2 lakh, plus separate 80CCD(2).

Smarter than an 80CCC top-up

If your 80C is already maxed and you want more tax-free retirement saving, put ₹50,000 into NPS Tier-1 and claim it under 80CCD(1B) — that is a genuine extra ₹50k above the 80CCE ceiling, which an 80CCC pension premium can never give you.

Qualifying products

Which Pension Plans Qualify Under 80CCC?

Section 80CCC covers premiums for annuity/pension plans that pay you a pension at retirement — from LIC or any IRDAI-registered insurer. Pure life-insurance, ULIP and ELSS premiums do not come here; they belong under 80C.

Qualifies under 80CCC

  • LIC annuity/pension plans (e.g. Jeevan Akshay, New Jeevan Nidhi, Jeevan Dhara)
  • Private-insurer pension plans (HDFC Life, ICICI Pru, SBI Life, Bajaj Allianz, etc.)
  • Deferred and immediate annuity plans that pay a pension at maturity

Does NOT qualify (goes elsewhere)

  • Pure term / endowment life insurance premium → 80C
  • ULIP premium and ELSS mutual funds → 80C
  • NPS contributions → 80CCD(1) / 80CCD(1B) / 80CCD(2)
Surrender and pension are taxable

If you surrender the pension plan early, the deduction you claimed under 80CCC is added back to your income and taxed in the year of surrender. The pension/annuity you receive after maturity is fully taxable as "Income from Other Sources" at your slab rate — only the premium got the deduction, not the payout.

Worked example

How the Shared Limit Plays Out

80C already full

ELSS + PPF (80C)₹1,50,000
80CCC pension premium₹40,000
Counted under 80CCE cap₹1,50,000
Extra 80CCC benefit₹0

Splitting the limit

80C investments₹1,00,000
80CCC pension premium₹50,000
Total within ₹1.5L cap₹1,50,000
Deduction claimed₹1,50,000

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Old vs new

80CCC Only Works in the Old Regime

From FY 2023-24 the new regime is the default, and almost every Chapter VI-A deduction — including 80CCC — is switched off there (only 80CCD(2) employer NPS and 80JJAA survive). To use 80CCC you must opt for the old regime. Weigh the deduction against the new regime's lower slab rates before you decide.

Old

Old regime — 80CCC allowed

  • 80CCC + 80C deduction up to ₹1.5L (80CCE)
  • Plus HRA, 80D, 80CCD(1B), home-loan interest, etc.
  • Higher slab rates; deductions do the heavy lifting
vs
New

New regime — 80CCC blocked

  • No 80CCC / 80C / 80CCD(1) deduction
  • Only 80CCD(2) employer NPS survives
  • Lower slab rates; ₹75k standard deduction; 87A rebate up to ₹12L taxable
Income-tax Act, 2025 note

For AY 2026-27 keep referring to the familiar Section 80CCC of the Income-tax Act, 1961 — that is the search and filing intent. Under the new Income-tax Act, 2025 (income from 1 April 2026), the equivalent provision is folded into Section 123 read with Schedule XV. The ₹1.5 lakh combined ceiling and old-regime-only rule are unchanged.

Filing

How to Claim Section 80CCC in Your ITR

  • Choose the old regime while filing (opt out of the default new regime)
  • Enter the pension premium under Section 80CCC in Schedule VI-A
  • Keep the LIC / insurer premium receipt as proof for the payment year
  • Declare it to your employer via Form 12BB so TDS is adjusted in Form 16
  • Deduction is allowed in the year of payment, capped within the ₹1.5L 80CCE limit

80CCC is available in ITR-1 (simple salary return) through ITR-4. Enter it in Schedule VI-A and the portal auto-restricts the total to the ₹1.5 lakh 80CCE ceiling. Compare both regimes on the income tax calculator before you lock your choice.

Government sourcesSection 80CCC & deductions: incometax.gov.in · Combined ₹1.5L ceiling: Section 80CCE, Income-tax Act 1961 · New-regime restriction: Section 115BAC · New Act mapping: Section 123 r/w Schedule XV, Income-tax Act, 2025 (from AY 2026-27)
People also ask

Section 80CCC — Frequently Asked Questions

Basics
What is the Section 80CCC deduction?
Section 80CCC allows an individual to deduct amounts paid to keep in force an annuity or pension plan of LIC of India or any IRDAI-registered insurer, where the plan provides a pension at maturity. The maximum deduction is ₹1,50,000 per year, but this sits within the combined ₹1.5 lakh ceiling of Section 80CCE shared with 80C and 80CCD(1). It is available to individuals only, in the old tax regime only.
What is the maximum deduction under Section 80CCC?
Up to ₹1,50,000 in a financial year. However, this ₹1.5 lakh is not separate — under Section 80CCE it is the combined cap for 80C + 80CCC + 80CCD(1) together. So if your 80C investments already total ₹1.5 lakh, an 80CCC pension premium gives no additional deduction.
Is 80CCC over and above the 80C limit?
No. This is the most common misconception. Section 80CCC shares the same ₹1.5 lakh limit as 80C (and 80CCD(1)) under Section 80CCE. It is not an extra ₹1.5 lakh. Only NPS under 80CCD(1B) gives a genuine extra ₹50,000 above this combined ceiling.
Who can claim the Section 80CCC deduction?
Only individual taxpayers — both residents and NRIs. HUFs, firms and companies cannot claim 80CCC. The premium must be paid by the individual for an eligible annuity/pension plan in their own name.
Eligible plans
Which pension plans qualify under Section 80CCC?
Annuity/pension plans from LIC (such as Jeevan Akshay, New Jeevan Nidhi, Jeevan Dhara) and pension plans from private IRDAI-registered insurers (HDFC Life, ICICI Prudential, SBI Life, Bajaj Allianz, etc.). The plan must provide a pension at maturity. Pure life-insurance, ULIP and ELSS premiums do not qualify under 80CCC — they fall under 80C.
Is LIC premium eligible under 80CCC or 80C?
It depends on the type of policy. Premium for an LIC annuity/pension plan qualifies under Section 80CCC. Premium for an ordinary LIC endowment or term life policy qualifies under Section 80C. Either way both compete for the same combined ₹1.5 lakh 80CCE limit.
Does NPS qualify under Section 80CCC?
No. NPS contributions are claimed under Section 80CCD — 80CCD(1) for your own contribution (within the ₹1.5L 80CCE cap), 80CCD(1B) for an additional ₹50,000, and 80CCD(2) for the employer contribution. 80CCC is only for LIC/insurer annuity and pension plans.
Regime
Is Section 80CCC available in the new tax regime?
No. Under the new (default) regime, almost all Chapter VI-A deductions including 80CCC are not available — only 80CCD(2) employer NPS and 80JJAA survive. To claim 80CCC you must opt for the old tax regime, which has higher slab rates but allows deductions.
Old regime or new regime for someone using 80CCC?
Compare both. The old regime lets you claim 80CCC (plus 80C, 80D, HRA, home-loan interest, etc.) against higher slab rates. The new regime blocks 80CCC but offers lower rates, a ₹75,000 standard deduction and an 87A rebate up to ₹12 lakh taxable income. If your total deductions are large the old regime often wins; otherwise the new regime is usually better. Use the income tax calculator to check your exact numbers.
What is Section 80CCC under the Income-tax Act, 2025?
For AY 2026-27, keep referring to Section 80CCC of the Income-tax Act, 1961 — that remains the familiar reference for filing. Under the new Income-tax Act, 2025 (applying to income from 1 April 2026), the deduction is re-mapped into Section 123 read with Schedule XV. The ₹1.5 lakh combined ceiling and the old-regime-only condition continue unchanged.
Taxation & claim
Is the pension received under an 80CCC plan taxable?
Yes. Only the premium you paid gets the deduction. The pension/annuity you receive later is fully taxable as "Income from Other Sources" at your applicable slab rate in the year of receipt.
What happens if I surrender my 80CCC pension plan early?
If you surrender the plan and receive a lump sum, the deduction you had claimed under 80CCC is added back to your income and taxed in the year of surrender. Any interest/bonus element in the surrender value is also taxable.
How do I claim Section 80CCC in my ITR?
File under the old regime and enter the pension premium under Section 80CCC in Schedule VI-A (Deductions under Chapter VI-A). Keep the insurer premium receipt as proof. The deduction is allowed in the year of payment and is auto-restricted to the ₹1.5 lakh 80CCE ceiling on the portal. Declare it to your employer via Form 12BB so TDS is adjusted in Form 16.
Which ITR form is used to claim 80CCC?
80CCC can be claimed in ITR-1 (simple salary + one house property + other income), ITR-2 (multiple income sources without business), and ITR-3/ITR-4 (with business/professional income). In every form it is entered in Schedule VI-A under Section 80CCC.
In which year can I claim the 80CCC deduction?
In the financial year in which the premium is actually paid, not the policy anniversary year. Only premiums paid during the year are deductible, subject to the combined ₹1.5 lakh 80CCE limit.
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