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Guide · Income Tax

Tax Saving Investments —
Old Regime Deductions, New Regime Rebate

The complete FY 2025-26 tax-saving toolkit — 80C, NPS 80CCD(1B), 80D, home-loan interest and more — which ones need the old regime, and when the new regime's higher rebate simply beats them.

TaxClue Income-Tax Desk Updated 18 August 2026 6 min read 15 FAQs answered
Updated for FY 2025-26 CA Reviewed Old vs New Regime
Quick Answer

The biggest tax savings come from Section 80C (up to Rs 1,50,000), the extra Rs 50,000 NPS deduction under 80CCD(1B), 80D health insurance and home-loan interest — but almost all of these work only under the OLD tax regime. The new regime is now the default: it disallows these deductions, but gives a bigger standard deduction of Rs 75,000 and an 87A rebate that makes income up to Rs 12 lakh taxable (about Rs 12.75 lakh salary) tax-free. So the smart move is to compare both regimes first, then invest.

Section 80C Rs 1.5L
NPS 80CCD(1B) Rs 50k
Applies to Old regime
New nil-tax Rs 12L
Deductions vs the higher rebate — pick one path

You cannot stack most of these deductions on top of the new regime. Under the new regime (default) you rely on the Rs 75,000 standard deduction and the 87A rebate (nil tax up to Rs 12 lakh taxable). Under the old regime you actively opt in and claim 80C, 80D, 80CCD(1B), 24(b) home-loan interest, HRA and more. Run both before locking money in.

The full toolkit

Tax-Saving Deductions for FY 2025-26

Every major deduction, its ceiling and which regime allows it. Unless noted, the deduction is available only in the old regime.

SectionWhat it coversMax deductionRegime
80CPPF, ELSS, EPF, LIC, NSC, SSY, home-loan principal, tuitionRs 1.5LOld only
80CCD(1B)Extra NPS contribution (over the 80C cap)Rs 50kOld only
80DHealth insurance — self & familyRs 25kOld only
80DHealth insurance — senior-citizen parentsRs 50kOld only
24(b)Home-loan interest — self-occupiedRs 2LOld only
80EEducation-loan interest (8 years)No limitOld only
HRA (10(13A))House rent allowance (metro/non-metro)VariesOld only
Standard deductionSalaried / pensioners (flat)Rs 75kBoth
80CCD(2)Employer NPS contribution14%/10% salaryBoth

Standard deduction is Rs 75,000 in the new regime and Rs 50,000 in the old regime for salaried taxpayers. 80CCD(2) employer-NPS cap is 14% of salary (govt / new-regime employees) or 10% otherwise. Only 80CCD(2) and 80JJAA survive in the new regime.

The core choice

Old Regime Deductions vs New Regime Rebate

The new tax regime is the default from FY 2023-24. It has lower slab rates and an 87A rebate up to Rs 12 lakh taxable income, but disallows almost every deduction. The old regime keeps 80C, 80D and the rest — you must opt in to use them.

Old

Old regime — deductions available

  • Full Rs 1.5L 80C + Rs 50k NPS 80CCD(1B)
  • 80D, 24(b) home-loan interest, 80E, HRA
  • Standard deduction Rs 50,000 (salaried)
  • 87A rebate up to Rs 5 lakh taxable
  • Wins when total deductions are large
vs
New

New regime (default) — no deductions

  • 80C / 80D / 80CCD(1B) not available
  • Only 80CCD(2) employer NPS & 80JJAA allowed
  • Standard deduction Rs 75,000 (salaried)
  • 87A rebate up to Rs 12L taxable — nil tax to ~Rs 12.75L salary
  • Wins when you claim few deductions
Do not invest first and compare later

If your deductions (80C + 80D + home-loan interest + HRA) are modest, the new regime's lower rates, Rs 75,000 standard deduction and Rs 12 lakh nil-tax threshold can beat the old regime even with zero investments. Only lock money into long-lock-in products (PPF, ELSS, NSC) after you have confirmed the old regime actually saves you more.

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Worked example

How Much Tax Do These Investments Save?

A deduction cuts your taxable income, so the tax saved equals the deduction times your marginal slab rate plus 4% cess. Here is the saving on a full 80C claim, and on 80C plus the extra Rs 50,000 NPS, for an old-regime taxpayer at the 30% slab.

80C only · 30% slab

80C deductionRs 1,50,000
Tax @ 30%Rs 45,000
+ 4% cessRs 1,800
Tax savedRs 46,800

80C + NPS · 30% slab

80C + 80CCD(1B)Rs 2,00,000
Tax @ 30%Rs 60,000
+ 4% cessRs 2,400
Tax savedRs 62,400

Layer in 80D health insurance and up to Rs 2 lakh of home-loan interest under Section 24(b) and a high-deduction taxpayer can push old-regime deductions well past Rs 4 lakh. See our income-tax slabs for the exact rate that applies to you.

Old regime + deductions wins if

  • You pay a home-loan EMI (principal 80C + Rs 2L interest 24(b))
  • You claim large HRA in a metro city
  • Your 80C + 80D + interest together exceed roughly Rs 3.5–4 lakh

New regime wins if

  • Your deductions are small or you rent without HRA
  • Your income is at or below the Rs 12 lakh nil-tax threshold
  • You prefer liquidity over long lock-in tax-saving products
Build the mix

The Best Rs 2 Lakh Tax-Saving Allocation

If you have confirmed the old regime saves you more, here is a balanced way to use the Rs 1.5 lakh 80C ceiling plus the extra Rs 50,000 NPS window — mixing growth, safety and the additional deduction.

InvestmentAmountWhy
ELSS mutual fund (SIP)Rs 50,000Shortest 80C lock-in (3 yrs); equity growth
PPFRs 50,000Government-backed, tax-free (EEE) at 7.1%
EPF (auto from salary)Already investedEmployee share counts inside the 80C cap
NPS via 80CCD(1B)Rs 50,000Extra Rs 50k deduction over and above 80C

EPF often already fills part of the Rs 1.5L 80C limit — use ELSS/PPF only for the remaining headroom. ELSS and NPS returns are market-linked and not guaranteed.

Compare regimesOld-with-deductions vs new-with-rebate
Invest by 31 Mar80C/NPS must be paid within the FY
Collect proofPassbooks, receipts, loan & premium certificates
Declare to employerForm 12BB to cut TDS on salary
File the ITROld regime + Chapter VI-A deductions
  • Old vs new regime compared first
  • PPF / ELSS invested by 31 March
  • NPS Rs 50k for 80CCD(1B)
  • Health-insurance premium paid (80D)
  • Home-loan principal & interest certificate
  • LIC / insurance premium receipts
  • EPF annual statement
  • HRA rent receipts / landlord PAN
  • Form 12BB submitted to employer
  • Old regime selected before filing
80C investments must be made by 31 March

Unlike advance tax, there is no window after 31 March to make FY 2025-26 tax-saving investments. PPF deposits, ELSS SIP instalments and LIC premiums all count only if paid on or before 31 March 2026. Also, for a home loan only the principal is 80C — the interest (up to Rs 2 lakh, self-occupied) is a separate deduction under Section 24(b).

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Government sourcesDeductions & regimes: incometax.gov.in · Sections 80C / 80CCD(1B) / 80D / 24(b): Income-tax Act 1961 (renumbered under the Income-tax Act, 2025, AY 2026-27) · New-regime slabs, 87A rebate (Rs 12L) & Rs 75k standard deduction: Budget 2025 / Finance Act 2025 · Small-savings rates (PPF, NSC, SSY): Ministry of Finance quarterly notification
People also ask

Tax Saving Investments — Frequently Asked Questions

Regime & Basics
Can I claim 80C deductions in the new tax regime?
No. Section 80C and related deductions — 80CCD(1), 80CCD(1B), 80D, 80E, 24(b) home-loan interest and HRA — are available only under the old tax regime. If you opt for the new regime, investments in PPF, ELSS, LIC or NSC do not reduce your taxable income; you instead get lower slab rates, a Rs 75,000 standard deduction and an 87A rebate up to Rs 12 lakh taxable income. The only carve-out is 80CCD(2), the employer NPS contribution, which is allowed in both regimes.
Is it still worth investing to save tax under the new regime?
For deductions, no — the new regime disallows 80C, 80D and most others. Under the new regime you rely on the higher Rs 75,000 standard deduction and the 87A rebate that makes income up to Rs 12 lakh taxable (about Rs 12.75 lakh salary) tax-free. You should still invest for wealth and retirement goals, but not expect a tax deduction. Deductions matter only if you choose the old regime.
Which regime should I choose to save the most tax?
Compare both. The old regime usually wins when your total deductions (80C + 80D + home-loan interest under 24(b) + HRA) are large — often above roughly Rs 3.5–4 lakh. The new regime wins when your deductions are modest, because of its lower rates, Rs 75,000 standard deduction and the Rs 12 lakh nil-tax threshold. Run the numbers with our old vs new regime calculator before committing money to lock-in products.
What is the last date to make tax-saving investments for FY 2025-26?
Investments to claim deductions for FY 2025-26 (AY 2026-27) must be made between 1 April 2025 and 31 March 2026. Unlike advance tax, there is no provision to invest after 31 March. ELSS SIP instalments up to 31 March count, LIC premiums paid by 31 March qualify, and PPF deposits made by 31 March are eligible.
Section 80C
What is the Section 80C deduction limit for FY 2025-26?
The maximum deduction under Section 80C is Rs 1,50,000 per financial year. It is a combined ceiling with Section 80CCC (pension funds) and 80CCD(1) (employee NPS). The limit has been unchanged since FY 2014-15 and Budget 2025 did not raise it. It is available only under the old tax regime.
What are the best 80C investment options?
It depends on your goal. For growth with the shortest lock-in: ELSS mutual funds (3-year lock-in, market-linked). For guaranteed, tax-free returns: PPF (7.1%) or Sukanya Samriddhi Yojana (8.2%, girl child). For salaried people, EPF and home-loan principal often already fill part of the Rs 1.5 lakh limit — use ELSS or PPF for the remaining headroom.
Is EPF contribution eligible for 80C?
Yes. The employee's Employees' Provident Fund (EPF) contribution qualifies under Section 80C and is deducted from salary automatically. The employer's EPF share does not count towards your 80C. Voluntary Provident Fund (VPF) contributions over and above mandatory EPF also qualify, within the overall Rs 1.5 lakh ceiling.
Can I claim 80C for home-loan principal repayment?
Yes. The principal component of your home-loan EMI is deductible under Section 80C, within the Rs 1.5 lakh limit, for a residential property. Stamp duty and registration charges also qualify in the year of purchase. The interest is claimed separately under Section 24(b), up to Rs 2 lakh for a self-occupied house. Selling within 5 years reverses the 80C benefit.
Can I claim 80C for LIC premium paid for my spouse or children?
Yes. You can claim 80C for life-insurance premium paid for yourself, your spouse and your children (minor or major, dependent or not). Premium for parents or siblings does not qualify. For policies issued after April 2012 the premium must not exceed 10% of the sum assured to be fully eligible (20% for older policies). All premiums count within the Rs 1.5 lakh 80C limit.
Beyond 80C
What is 80CCD(1B) and how does it add to 80C?
Section 80CCD(1B) gives an additional deduction of up to Rs 50,000 for your own contribution to the National Pension System (NPS), over and above the Rs 1.5 lakh 80C ceiling. So a taxpayer who has fully used 80C can invest Rs 50,000 more in NPS and take total self-contribution deductions to Rs 2 lakh. Like 80C, it is available only under the old regime.
How much can I claim under 80D for health insurance?
Under the old regime, Section 80D allows up to Rs 25,000 for health-insurance premium for self, spouse and children, plus another Rs 25,000 for parents (Rs 50,000 if the parents are senior citizens). So the maximum is Rs 25,000 + Rs 50,000 = Rs 75,000 where senior-citizen parents are covered. A preventive health check-up of up to Rs 5,000 is included within these limits.
Can I deduct home-loan interest separately from 80C?
Yes. Home-loan interest is deducted under Section 24(b), separately from the 80C principal deduction. For a self-occupied house the cap is Rs 2 lakh a year; for a let-out property the full interest is allowed (subject to the overall house-property loss set-off limit). Both are old-regime deductions. Pre-construction interest can be claimed in five equal annual instalments once construction is complete.
What is the maximum total tax saving possible through all deductions?
Under the old regime a taxpayer with a home loan, HRA and health insurance can stack Rs 1.5L (80C) + Rs 50k (80CCD(1B) NPS) + up to Rs 75k (80D) + up to Rs 2L (24(b) home-loan interest) + HRA, taking total deductions past Rs 4–5 lakh. At the 30% slab plus 4% cess, roughly Rs 4 lakh of deductions saves about Rs 1.25 lakh of tax. The exact benefit depends on your income, slab and eligible claims.
Claiming
How do I claim these deductions when filing my ITR?
Choose the old tax regime, then enter each deduction in the Chapter VI-A / Deductions schedule of your ITR — 80C (capped at Rs 1.5 lakh), 80CCD(1B), 80D and so on — plus home-loan interest under Section 24. Submit a Form 12BB to your employer during the year so TDS on salary is reduced. Keep proofs: PPF passbook, ELSS statement, LIC receipts, EPF statement, health-insurance premium receipts and the home-loan certificate.
What proof do I need for tax-saving deductions?
Retain documentary proof for each item: PPF/SSY passbook entries, ELSS or NSC certificates, life- and health-insurance premium receipts, the EPF annual statement, the lender's home-loan principal and interest certificate, stamp-duty receipts, tuition-fee receipts and HRA rent receipts with the landlord's PAN where rent exceeds Rs 1 lakh a year. You do not attach these to the ITR, but you must produce them if the return is scrutinised.
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